Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Blend Labs, Inc.BLND · Entity 5752 | Head of Finance and Admin. | August 20, 2026 | August 24, 2026 |
| QUALYS, INC.QLYS · Entity 1519 | Director | July 26, 2018 | July 30, 2018 |
| Sailpoint Technologies Holdings, Inc.SAIL · Entity 124531 | Chief Financial Officer | August 28, 2021 | August 31, 2021 |
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.
Blend Labs, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 416,074 |
Ending reported balance
After 2026-08-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-20 · Exercise / conversion · Acquired 550,000 · Balance 550,000 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock. Row 2 · 2026-08-20 · Tax withholding · Disposed 133,926 · Balance 416,074 F2: Shares were withheld to cover tax obligations in connection with the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,650,000 |
Reported balance
After 2026-08-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-20 · Exercise / conversion · Disposed 550,000 · Balance 1,650,000 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock. F3: 1/4th of the RSUs vested on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock.
F2: Shares were withheld to cover tax obligations in connection with the vesting of RSUs.
F3: 1/4th of the RSUs vested on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date.
QUALYS, INC.
Report date July 26, 2018 · Filed July 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,664 |
Reported balance
After 2018-07-26 transaction · row 1
1 source rowRow 1 · 2018-07-26 · Grant · Acquired 4,664 · Balance 4,664 F1: The reported securities represent restricted stock units which vest in three equal annual installments on each of the first three anniversaries of August 1, 2018, subject to continued service as a director through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent restricted stock units which vest in three equal annual installments on each of the first three anniversaries of August 1, 2018, subject to continued service as a director through each vesting date.
Sailpoint Technologies Holdings, Inc.
Report date August 28, 2021 · Filed August 31, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,216 |
Ending reported balance
After 2021-08-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-28 · Tax withholding · Disposed 1,149 · Balance 107,906 Row 2 · 2021-08-28 · Tax withholding · Disposed 690 · Balance 107,216 |
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 21:00 UTC | Blend Labs, Inc. BLND · Entity 5752 | Exercise / conversionRestricted Stock Units · Derivative | 550,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001587872-26-000002 · form4-08242026_050809.xml · derivative · entry 3 Ream Jason · CIK 0001587872 · Head of Finance and Admin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,650,000 Underlying: Class A Common Stock · 550,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock. F3 · derivative.exercise_date: 1/4th of the RSUs vested on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F3 · derivative.expiration_date: 1/4th of the RSUs vested on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 21:00 UTC | Blend Labs, Inc. BLND · Entity 5752 | Tax withholdingClass A Common Stock | 133,926 | $1.50 | $200,889.00 |
DisclosureSEC source: 0001587872-26-000002 · form4-08242026_050809.xml · nonDerivative · entry 2 Ream Jason · CIK 0001587872 · Head of Finance and Admin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,074 F2 · kind: Shares were withheld to cover tax obligations in connection with the vesting of RSUs. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 21:00 UTC | Blend Labs, Inc. BLND · Entity 5752 | Exercise / conversionClass A Common Stock | 550,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001587872-26-000002 · form4-08242026_050809.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Head of Finance and Admin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,000 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock. Read SEC document |
| October 27, 2025 Filed Nov 4, 2025 21:05 UTC | Blend Labs, Inc. BLND · Entity 5752 | GrantRestricted Stock Units · Derivative | 2,200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001587872-25-000005 · form4-11042025_041112.xml · derivative · entry 1 Ream Jason · CIK 0001587872 · Head of Finance and Admin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,200,000 Underlying: Class A Common Stock · 2,200,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of BLND Class A Common Stock. F2 · derivative.exercise_date: 1/4th of the RSUs will vest on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F2 · derivative.expiration_date: 1/4th of the RSUs will vest on August 20, 2026, and the remaining RSUs will vest in equal quarterly increments over the following three year period, subject to the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| August 28, 2021 Filed Aug 31, 2021 17:12 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 690 | $48.65 | $33,568.50 |
DisclosureSEC source: 0001627857-21-000067 · wf-form4_163044433499472.xml · nonDerivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,216 Read SEC document |
| August 28, 2021 Filed Aug 31, 2021 17:12 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 1,149 | $48.65 | $55,898.85 |
DisclosureSEC source: 0001627857-21-000067 · wf-form4_163044433499472.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,906 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 3,673 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · derivative · entry 6 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,058 Underlying: Common Stock · 3,673 shares Expires 2029-06-10 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 · kind: The exercise and sale dated June 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F4 · derivative.exercise_date: Stock option granted on June 10, 2019, which vests as follows: 25% vested on June 10, 2020 and then 1/48th on each monthly anniversary of the date of grant thereafter over the following 36 months. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 1,322 | $45.54 | $60,197.40 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · nonDerivative · entry 5 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,055 F1 · kind: The exercise and sale dated June 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F3 · price: Mr. Ream sold 1,322 shares in multiple trades at prices ranging from $45.27 to $45.97 per share. The price reported above reflects the weighted average sale price. Mr. Ream hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 13,678 | $44.80 | $612,827.74 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · nonDerivative · entry 4 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,377 F1 · kind: The exercise and sale dated June 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F2 · price: Mr. Ream sold 13,678 shares in multiple trades at prices ranging from $44.26 to $45.22 per share. The price reported above reflects the weighted average sale price. Mr. Ream hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 3,673 | $17.56 | $64,497.88 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · nonDerivative · entry 3 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,055 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 · kind: The exercise and sale dated June 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 690 | $46.53 | $32,105.70 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · nonDerivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,382 Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 17:30 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 1,148 | $46.53 | $53,416.44 |
DisclosureSEC source: 0001627857-21-000014 · wf-form4_162266940399798.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,072 Read SEC document |
| May 20, 2021 Filed May 21, 2021 16:56 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 5,890 | $44.65 | $262,988.50 |
DisclosureSEC source: 0001209191-21-034974 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,220 Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 17:15 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-21-016203 · doc4.xml · derivative · entry 4 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,731 Underlying: Common Stock · 15,000 shares Expires 2029-06-10 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 · kind: The exercise and sale dated March 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F3 · derivative.exercise_date: Stock option granted on June 10, 2019, which vests as follows: 25% vested on June 10, 2020 and then 1/48th on each monthly anniversary of the date of grant thereafter over the following 36 months. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 17:15 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 15,000 | $58.69 | $880,420.50 |
DisclosureSEC source: 0001209191-21-016203 · doc4.xml · nonDerivative · entry 3 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,110 F1 · kind: The exercise and sale dated March 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F2 · price: Mr. Ream sold 15,000 shares in multiple trades at prices ranging from $58.23 to $59.06 per share. The price reported above reflects the weighted average sale price. Mr. Ream hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 17:15 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 15,000 | $17.56 | $263,400.00 |
DisclosureSEC source: 0001209191-21-016203 · doc4.xml · nonDerivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,110 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 · kind: The exercise and sale dated March 1, 2021 reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 17:15 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 2,843 | $56.38 | $160,288.34 |
DisclosureSEC source: 0001209191-21-016203 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,110 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 30,198 | $0.00 Strike: $60.78 | $0.00 |
DisclosureSEC source: 0001209191-21-012457 · doc4.xml · derivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,198 Underlying: Common Stock · 30,198 shares Expires 2031-02-17 F1 · derivative.exercise_date: Stock options granted on February 17, 2021, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 28,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012457 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,953 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 16:40 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-20-063495 · doc4.xml · derivative · entry 4 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,731 Underlying: Common Stock · 15,000 shares Expires 2029-06-10 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 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F4 · derivative.exercise_date: Stock option granted on June 10, 2019, which vests as follows: 25% vested on June 10, 2020 and then 1/48th on each monthly anniversary of the date of grant thereafter over the following 36 months. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 16:40 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 9,090 | $48.69 | $442,564.83 |
DisclosureSEC source: 0001209191-20-063495 · doc4.xml · nonDerivative · entry 3 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,912 F1 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F3 · price: Mr. Ream sold 9,090 shares in multiple trades at prices ranging from $48.35 to $49.07 per share. The price reported above reflects the weighted average sale price. Mr. Ream hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 16:40 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 5,910 | $47.84 | $282,743.86 |
DisclosureSEC source: 0001209191-20-063495 · doc4.xml · nonDerivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,002 F1 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. F2 · price: Mr. Ream sold 5,910 shares in multiple trades at prices ranging from $47.35 to $48.33 per share. The price reported above reflects the weighted average sale price. Mr. Ream hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 16:40 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 15,000 | $17.56 | $263,400.00 |
DisclosureSEC source: 0001209191-20-063495 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,912 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 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2020 (the "10b5-1 Plan"). No more than 75,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than December 13, 2021, regardless of whether the maximum of 75,000 shares in the aggregate have been sold. Read SEC document |
| May 20, 2020 Filed May 21, 2020 17:11 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 3,640 | $22.34 | $81,317.60 |
DisclosureSEC source: 0001209191-20-031363 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,912 Read SEC document |
| February 05, 2020 Filed Feb 10, 2020 20:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 50,279 | $0.00 Strike: $25.42 | $0.00 |
DisclosureSEC source: 0001209191-20-008155 · doc4.xml · derivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,279 Underlying: Common Stock · 50,279 shares Expires 2030-02-05 F1 · derivative.exercise_date: Stock options granted on February 5, 2020, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| February 05, 2020 Filed Feb 10, 2020 20:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 46,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008155 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,552 Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:06 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 119,731 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-19-036438 · doc4.xml · derivative · entry 2 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,731 Underlying: Common Stock · 119,731 shares Expires 2029-06-10 F1 · derivative.exercise_date: Stock options granted on June 10, 2019, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 17:06 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 59,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036438 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,865 Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 22:37 UTC | QUALYS, INC. QLYS · Entity 1519 | GrantCommon Stock | 4,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044472 · doc4.xml · nonDerivative · entry 1 Ream Jason · CIK 0001587872 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,664 F1 · shares: The reported securities represent restricted stock units which vest in three equal annual installments on each of the first three anniversaries of August 1, 2018, subject to continued service as a director through each 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.