Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CalAmp Corp.CAMP · Entity 90227 | Director | July 26, 2023 | July 28, 2023 |
| Dynatrace, Inc.DT · Entity 697 | Director | August 26, 2026 | August 27, 2026 |
| SLM CorpSLM · Entity 3927 | Director | June 16, 2026 | June 18, 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.
CalAmp Corp.
Report date July 26, 2023 · Filed July 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,667 |
Reported balance
After 2023-07-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-26 · Grant · Acquired 46,667 · Balance 46,667 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting. Ms. Wolberg elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting. Ms. Wolberg elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan.
Dynatrace, Inc.
Report date August 26, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,458 |
Reported balance
After 2026-08-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 4,458 · Balance 4,458 F1: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date. F2: Represents the grant of RSUs under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 26, 2027) and the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each time-based restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs do not expire. They either vest or are cancelled prior to the vesting date.
F2: Represents the grant of RSUs under the Issuer's 2019 Equity Incentive Plan, as amended, and the Amended and Restated Non-Employee Director Compensation Policy. 100% of the RSUs granted will vest on the earlier of the one year anniversary of the date of grant (August 26, 2027) and the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director of the Issuer on the applicable vesting date.
SLM Corp
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,690.388 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 7,349 · Balance 81,690.388 F1: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2026 Independent Director Restricted Stock Agreement (the "2026 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2026 Agreement. F2: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person. F3: Includes shares of SLM Corporation's Common Stock acquired under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2026 Independent Director Restricted Stock Agreement (the "2026 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2026 Agreement.
F2: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person.
F3: Includes shares of SLM Corporation's Common Stock acquired under a dividend reinvestment plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DOCUSIGN, INC.
Report date July 09, 2020 · Filed September 11, 2020
Section 16 reporting ended · disclosed 2020-09-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 111,633 |
Reported balance
After 2020-07-09 transaction · row 1
1 source rowRow 1 · 2020-07-09 · Gift · Disposed 486 · Balance 111,633 |
| Common StockSEC Table I · non-derivative | IndirectBy First Child's Trust | 972 |
Reported balance
After 2020-07-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-07-09 · Gift · Acquired 243 · Balance 972 |
| Common StockSEC Table I · non-derivative | IndirectBy Second Child's Trust | 972 |
Reported balance
After 2020-07-09 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-07-09 · Gift · Acquired 243 · Balance 972 |
Silicon Graphics International Corp
Report date November 01, 2016 · Filed November 02, 2016
Section 16 reporting ended · disclosed 2016-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-01 transaction · row 1
1 source rowRow 1 · 2016-11-01 · Disposition to issuer · Disposed 20,352 · Balance 0 F1: Shares were disposed of at the effective time of the merger of a subsidiary of Hewlett Packard Enterprise Company ("HPE") with and into the Issuer (the "Merger") pursuant to the Agreement and Plan of Merger, dated as of August 11, 2016, by and among HPE, Satellite Acquisition Sub, Inc. and the Issuer (the "Merger Agreement") in exchange for $7.75 per share, without interest, and subject to deduction for any applicable withholding taxes (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were disposed of at the effective time of the merger of a subsidiary of Hewlett Packard Enterprise Company ("HPE") with and into the Issuer (the "Merger") pursuant to the Agreement and Plan of Merger, dated as of August 11, 2016, by and among HPE, Satellite Acquisition Sub, Inc. and the Issuer (the "Merger Agreement") in exchange for $7.75 per share, without interest, and subject to deduction for any applicable withholding taxes (the "Merger Consideration").
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 |
|---|---|---|---|---|---|---|
| June 15, 2019 Filed Jun 18, 2019 23:05 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 7,748 | $50.78 | $393,443.44 |
DisclosureSEC source: 0001261333-19-000048 · wf-form4_156089913722377.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,871 F1 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:45 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 15,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000046 · wf-form4_156037231859169.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,619 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:41 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 10,166 | $52.95 | $538,289.70 |
DisclosureSEC source: 0001209191-19-021430 · doc4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,175 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $52.60 to $53.33. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:40 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 5,459 | $56.47 | $308,269.73 |
DisclosureSEC source: 0001209191-19-020491 · doc4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,341 F1 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. Read SEC document |
| January 22, 2019 Filed Jan 25, 2019 01:11 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 28,310 | $46.10 | $1,305,091.00 |
DisclosureSEC source: 0001209191-19-005249 · doc4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,800 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan. F2 · price: The shares were sold at prices ranging from $45.67 to $46.51. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 15, 2018 Filed Dec 18, 2018 01:15 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Tax withholdingCommon Stock | 27,890 | $40.37 | $1,125,919.30 |
DisclosureSEC source: 0001209191-18-063043 · doc4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,110 F1 · shares: Represents shares withheld by the issuer to satisfy a tax obligation realized by the reporting person upon the vesting and settlement of restricted stock units. Read SEC document |
| July 18, 2018 Filed Jul 20, 2018 22:57 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043563 · doc4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Chief Technology & Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in sixteen equal quarterly installments over four years, with a vesting commencement date of May 10, 2018, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 21:06 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021853 · form4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2018 Independent Director Restricted Stock Agreement (the "2018 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2018 Agreement. Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 12:59 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022128 · form4.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,373 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2017 Independent Director Restricted Stock Agreement (the "2017 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2017 Agreement. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 17:28 UTC | Silicon Graphics International Corp SGI · Entity 181350 | Disposition to issuerCommon Stock | 20,352 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-16-040869 · rdgdoc.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares were disposed of at the effective time of the merger of a subsidiary of Hewlett Packard Enterprise Company ("HPE") with and into the Issuer (the "Merger") pursuant to the Agreement and Plan of Merger, dated as of August 11, 2016, by and among HPE, Satellite Acquisition Sub, Inc. and the Issuer (the "Merger Agreement") in exchange for $7.75 per share, without interest, and subject to deduction for any applicable withholding taxes (the "Merger Consideration"). Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 14:09 UTC | Silicon Graphics International Corp SGI · Entity 181350 | Exercise / conversionRestricted Stock Units · Derivative | 20,352 | $7.70 | $156,710.40 |
DisclosureSEC source: 0001437749-16-040321 · rdgdoc.xml · derivative · entry 2 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,352 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: These restricted stock unit shares became fully vested at SGI's Special Meeting of Stockholders on October 11, 2016 and became exercisable upon their release to the Reporting Person on October 24, 2016. F4 · derivative.expiration_date: Restricted Stock Units have no expiration date. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 14:09 UTC | Silicon Graphics International Corp SGI · Entity 181350 | Exercise / conversionCommon Stock | 20,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-040321 · rdgdoc.xml · nonDerivative · entry 1 Wolberg Kirsten O. · CIK 0001664367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Upon vesting, each restricted stock unit was converted into an equivalent number of shares of the Company's common stock. 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.