Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Director | August 28, 2026 | September 01, 2026 |
| NetApp, Inc.NTAP · Entity 3101 | Director | September 09, 2026 | September 10, 2026 |
| UiPath, Inc.PATH · Entity 2505 | Director | June 25, 2026 | June 29, 2026 |
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.
MSCI Inc.
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 906 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 2 · Balance 906 F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share until the 60th day after such Reporting Person's "separation from service" as a director and 1 share until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share until the 60th day after such Reporting Person's "separation from service" as a director and 1 share until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director.
NetApp, Inc.
Report date September 09, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,542 |
Reported balance
After 2026-09-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-09 · Grant · Acquired 1,542 · Balance 1,542 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs.
UiPath, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 78,346 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 19,175 · Balance 78,346 F1: This grant was made pursuant to the issuer's non-employee director compensation policy. F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant was made pursuant to the issuer's non-employee director compensation policy.
F2: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date.
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 10, 2026 21:32 UTC | NetApp, Inc. NTAP · Entity 3101 | GrantRestricted Stock Unit · Derivative | 1,542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002008967-26-000013 · ownership.xml · derivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,542 Underlying: Common Shares · 1,542 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs. F2 · derivative.expiration_date: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 20:15 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-26-000011 · wk-form4_1788293707.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share until the 60th day after such Reporting Person's "separation from service" as a director and 1 share until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:06 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 19,175 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-26-000009 · primarydocument.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,346 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 19,175 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-26-000007 · wk-form4_1780430760.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share until the 60th day after such Reporting Person's "separation from service" as a director and 1 share until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-26-000005 · wk-form4_1778011568.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 902 F1 · shares: Restricted stock units vesting on May 1, 2027. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-26-000002 · wk-form4_1772571832.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:17 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-25-000007 · wk-form4_1764710226.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| September 10, 2025 Filed Sep 11, 2025 21:00 UTC | NetApp, Inc. NTAP · Entity 3101 | GrantRestricted Stock Unit · Derivative | 2,307 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-114269 · ownership.xml · derivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,307 Underlying: Common Shares · 2,307 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 10, 2025, the reporting person was granted 2,307 restricted stock units. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs. F2 · derivative.expiration_date: On September 10, 2025, the reporting person was granted 2,307 restricted stock units. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date. Vested shares will be delivered to the reporting person on the earlier of: (i) the date the reporting person ceases service as a Board Member or (ii) the date on which a change of control occurs. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0002008967-25-000005 · wk-form4_1756843359.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| June 26, 2025 Filed Jul 1, 2025 20:17 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 16,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005183 · primarydocument.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,171 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 16,064 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000165 · wk-form4_1748980906.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 511 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:07 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000146 · wk-form4_1746475627.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510 F1 · shares: Restricted stock units vesting on May 1, 2026. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000194 · wk-form4_1734555778.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125 F1 · shares: Restricted stock units vesting on May 1, 2025. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 22:31 UTC | NetApp, Inc. NTAP · Entity 3101 | GrantRestricted Stock Unit · Derivative | 2,377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-106044 · ownership.xml · derivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,377 Underlying: Common Shares · 2,377 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 11, 2024, the reporting person was granted 2,377 restricted stock units. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date. Vested shares will be delivered to the reporting person on the earlier of: (i) June 1, 2028, (ii) the date reporting person ceases service as a Board Member, or (iii) the date on which a change of control occurs. F2 · derivative.expiration_date: On September 11, 2024, the reporting person was granted 2,377 restricted stock units. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date. Vested shares will be delivered to the reporting person on the earlier of: (i) June 1, 2028, (ii) the date reporting person ceases service as a Board Member, or (iii) the date on which a change of control occurs. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:55 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 17,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005276 · primarydocument.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,107 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 17,021 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Each Annual Director RSU vests on the earlier of the date of the following year's annual meeting (or the date immediately prior to the next annual meeting, if the non-employee director's service as a director ends at such meeting due to the director's failure to be re-elected or the director not standing for re-election); or the first anniversary of the date of grant, in each case subject to the director's continued service through such vesting date. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:33 UTC | UiPath, Inc. PATH · Entity 2505 | GrantClass A Common Stock | 26,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001056 · primarydocument.xml · nonDerivative · entry 1 Yang June · CIK 0002008967 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,086 F1 · kind: This grant was made pursuant to the issuer's non-employee director compensation policy. F2 · shares: Includes 26,086 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. One-third of the shares underlying the RSU will vest on each of the first, second, and third anniversaries of the grant, in each case subject to the director's continued service through such vesting date. 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.