Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROGRESS SOFTWARE CORP /MA
Report date September 28, 2016 · Filed October 19, 2016
Section 16 reporting ended · disclosed 2016-10-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-09-28 · Disposition to issuer · Disposed 4,896 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On January 13, 2014, the Reporting Person was granted 14,688 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-28 · Disposition to issuer · Disposed 31,473 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On January 13, 2014, the Reporting Person was granted 31,743 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2016. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-28 · Disposition to issuer · Disposed 5,171 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On January 29, 2015, the Reporting Person was granted 7,755 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-28 · Disposition to issuer · Disposed 7,756 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 29, 2015, the Reporting Person was granted 11,633 performance-based restricted stock units based on Issuer performance in FY15. Upon determination of achievement for FY15, each restricted stock unit vesting in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vests in four semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-28 · Disposition to issuer · Disposed 29,082 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On January 29, 2015, the Reporting Person was granted 29,082 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2017. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-09-28 · Disposition to issuer · Disposed 7,625 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On January 18, 2016, the Reporting Person was granted 7,625 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-09-28 · Disposition to issuer · Disposed 28,594 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F8: On January 18, 2016, the Reporting Person was granted 28,594 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On January 13, 2014, the Reporting Person was granted 14,688 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled.
F3: On January 13, 2014, the Reporting Person was granted 31,743 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2016. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled.
F4: On January 29, 2015, the Reporting Person was granted 7,755 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled.
F5: On January 29, 2015, the Reporting Person was granted 11,633 performance-based restricted stock units based on Issuer performance in FY15. Upon determination of achievement for FY15, each restricted stock unit vesting in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vests in four semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled.
F6: On January 29, 2015, the Reporting Person was granted 29,082 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2017. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled.
F7: On January 18, 2016, the Reporting Person was granted 7,625 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled.
F8: On January 18, 2016, the Reporting Person was granted 28,594 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled.
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 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 28,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 7 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,594 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F8 · derivative.exercise_date: On January 18, 2016, the Reporting Person was granted 28,594 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. F8 · derivative.expiration_date: On January 18, 2016, the Reporting Person was granted 28,594 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 7,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 6 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,625 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 18, 2016, the Reporting Person was granted 7,625 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. F7 · derivative.expiration_date: On January 18, 2016, the Reporting Person was granted 7,625 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2016, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 29,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 5 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,082 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On January 29, 2015, the Reporting Person was granted 29,082 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2017. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. F6 · derivative.expiration_date: On January 29, 2015, the Reporting Person was granted 29,082 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2017. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 7,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 4 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,756 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 29, 2015, the Reporting Person was granted 11,633 performance-based restricted stock units based on Issuer performance in FY15. Upon determination of achievement for FY15, each restricted stock unit vesting in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vests in four semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. F5 · derivative.expiration_date: On January 29, 2015, the Reporting Person was granted 11,633 performance-based restricted stock units based on Issuer performance in FY15. Upon determination of achievement for FY15, each restricted stock unit vesting in five installments, with one-third vesting on April 1, 2016 and the remaining restricted stock units vests in four semi-annual installments, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 5,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 3 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,171 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On January 29, 2015, the Reporting Person was granted 7,755 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. F4 · derivative.expiration_date: On January 29, 2015, the Reporting Person was granted 7,755 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2015, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 31,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 2 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,473 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On January 13, 2014, the Reporting Person was granted 31,743 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2016. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. F3 · derivative.expiration_date: On January 13, 2014, the Reporting Person was granted 31,743 performance-based restricted stock units that vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2016. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested performance-based restricted stock units were cancelled. Read SEC document |
| September 28, 2016 Filed Oct 19, 2016 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Disposition to issuerRestricted Stock Units · Derivative | 4,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001225499-16-000009 · edgar.xml · derivative · entry 1 PERKINS CHRIS E · CIK 0001225499 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,896 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On January 13, 2014, the Reporting Person was granted 14,688 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. F2 · derivative.expiration_date: On January 13, 2014, the Reporting Person was granted 14,688 restricted stock units, vesting in six equal semi-annual installments beginning on October 1, 2014, subject to the continued employment of the Reporting Person with Issuer. Reporting Person retired as Chief Financial Officer effective September 28, 2016, and the unvested restricted stock units were cancelled. 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.