Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILYSYS INCAGYS · Entity 897 | SVP Customer Support | March 31, 2017 | July 10, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AGILYSYS INC
Report date March 31, 2017 · Filed July 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,111 |
Reported balance
After 2017-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-31 · Tax withholding · Disposed 1,681 · Balance 78,111 F1: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. |
| Stock-settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $10.20 · Expires 2024-07-06 | Direct | 29,375 |
Reported balance
After 2017-07-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-06 · Grant · Acquired 29,375 · Balance 29,375 F2: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2018, 2019 and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock.
F2: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2018, 2019 and 2020.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 06, 2017 Filed Jul 10, 2017 22:46 UTC | AGILYSYS INC AGYS · Entity 897 | GrantStock-settled Appreciation Rights · Derivative | 29,375 | $0.00 Strike: $10.20 | $0.00 |
DisclosureSEC source: 0000950138-17-000543 · edgar.xml · derivative · entry 2 Jaddi Rehan A · CIK 0001626786 · SVP Customer Support 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,375 Underlying: Common Stock · 29,375 shares Expires 2024-07-06 F2 · security: Stock-settled appreciation rights granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The SSARs vest in one-third increments on March 31, 2018, 2019 and 2020. Read SEC document |
| March 31, 2017 Filed Jul 10, 2017 22:46 UTC | AGILYSYS INC AGYS · Entity 897 | Tax withholdingCommon Stock | 1,681 | $9.45 | $15,885.45 |
DisclosureSEC source: 0000950138-17-000543 · edgar.xml · nonDerivative · entry 1 Jaddi Rehan A · CIK 0001626786 · SVP Customer Support 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,111 F1 · security: Represents withholding of shares to satisfy tax obligations upon the vesting of restricted stock. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 16:51 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-16-001433 · edgar.xml · nonDerivative · entry 1 Jaddi Rehan A · CIK 0001626786 · SVP Customer Support 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,792 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest on November 15, 2018. Read SEC document |
| September 15, 2016 Filed Sep 20, 2016 01:42 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 3,536 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-16-001351 · edgar.xml · nonDerivative · entry 1 Jaddi Rehan A · CIK 0001626786 · SVP Customer Support 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,792 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest in one-third increments on March 31, 2017, 2018 and 2019. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.