Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Chief Technology Officer | August 20, 2026 | August 24, 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.
BLACKLINE, INC.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,805 |
Ending reported balance
After 2026-08-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-20 · Tax withholding · Disposed 1,388 · Balance 135,681 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2026-08-20 · Tax withholding · Disposed 876 · Balance 134,805 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units.
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 20:43 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 876 | $31.92 | $27,961.92 |
DisclosureSEC source: 0001666134-26-000092 · form4.xml · nonDerivative · entry 2 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,805 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 20:43 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,388 | $31.92 | $44,304.96 |
DisclosureSEC source: 0001666134-26-000092 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,681 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:26 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 875 | $30.84 | $26,985.00 |
DisclosureSEC source: 0001666134-26-000074 · form4.xml · nonDerivative · entry 2 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,069 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:26 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,388 | $30.84 | $42,805.92 |
DisclosureSEC source: 0001666134-26-000074 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,944 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:14 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 50,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001666134-26-000033 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,332 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2026 (the "RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the reporting person's continued service through each applicable vesting date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:05 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 10,404 | $36.15 | $376,104.60 |
DisclosureSEC source: 0001666134-26-000015 · form4.xml · nonDerivative · entry 3 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,722 F3 · shares: The reported shares were withheld to cover the reporting person's tax liability in connection with the vesting of PRSUs and restricted stock units. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:05 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 5,238 | $36.15 | $189,353.70 |
DisclosureSEC source: 0001666134-26-000015 · form4.xml · nonDerivative · entry 2 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,126 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 · shares: The reported shares relate to the portion of a PRSU granted on April 2, 2025 that has vested based on the Issuer's achievement of certain fiscal 2025 performance targets that were set by the Compensation Committee at the time of grant. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 23:05 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 8,305 | $36.15 | $300,225.75 |
DisclosureSEC source: 0001666134-26-000015 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,888 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: The reported shares relate to the portion of a Performance Based Restricted Stock Unit ("PRSU") granted on May 8, 2024 that has vested based on the Issuer's achievement of certain fiscal 2024 performance targets that were set by the Compensation Committee at the time of grant. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 21:09 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantPerformance-Based Restricted Stock Units · Derivative | 1,910 | $0.00 | $0.00 |
DisclosureSEC source: 0002019511-25-000003 · form4-11262025_091157.xml · derivative · entry 2 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,910 Underlying: Common Stock · Not disclosed shares Expires not disclosed F2 · derivative.exercise_price: Each Performance-Based Restricted Stock Unit ("PRSU") represents the right to receive a number of shares of the Issuer's common stock to be determined based on the achievement of certain performance objectives. The PRSUs will vest based on the targets that will be established by the Compensation Committee of the Board of Directors of the Issuer for performance-based annual equity grants for the Issuer's executives for calendar 2026; provided, however, that if performance metrics are not established for the PRSU grants for the Issuer's executives for calendar 2026 prior to June 1, 2026, 1/6th of the PRSUs will vest on each of February 20, 2027 and February 20, 2028, with the remaining PRSUs to vest on February 20, 2029, subject to the Reporting Person's continued service through each applicable vesting date. F2 · derivative.exercise_date: Each Performance-Based Restricted Stock Unit ("PRSU") represents the right to receive a number of shares of the Issuer's common stock to be determined based on the achievement of certain performance objectives. The PRSUs will vest based on the targets that will be established by the Compensation Committee of the Board of Directors of the Issuer for performance-based annual equity grants for the Issuer's executives for calendar 2026; provided, however, that if performance metrics are not established for the PRSU grants for the Issuer's executives for calendar 2026 prior to June 1, 2026, 1/6th of the PRSUs will vest on each of February 20, 2027 and February 20, 2028, with the remaining PRSUs to vest on February 20, 2029, subject to the Reporting Person's continued service through each applicable vesting date. F2 · derivative.expiration_date: Each Performance-Based Restricted Stock Unit ("PRSU") represents the right to receive a number of shares of the Issuer's common stock to be determined based on the achievement of certain performance objectives. The PRSUs will vest based on the targets that will be established by the Compensation Committee of the Board of Directors of the Issuer for performance-based annual equity grants for the Issuer's executives for calendar 2026; provided, however, that if performance metrics are not established for the PRSU grants for the Issuer's executives for calendar 2026 prior to June 1, 2026, 1/6th of the PRSUs will vest on each of February 20, 2027 and February 20, 2028, with the remaining PRSUs to vest on February 20, 2029, subject to the Reporting Person's continued service through each applicable vesting date. F2 · derivative.underlying_shares: Each Performance-Based Restricted Stock Unit ("PRSU") represents the right to receive a number of shares of the Issuer's common stock to be determined based on the achievement of certain performance objectives. The PRSUs will vest based on the targets that will be established by the Compensation Committee of the Board of Directors of the Issuer for performance-based annual equity grants for the Issuer's executives for calendar 2026; provided, however, that if performance metrics are not established for the PRSU grants for the Issuer's executives for calendar 2026 prior to June 1, 2026, 1/6th of the PRSUs will vest on each of February 20, 2027 and February 20, 2028, with the remaining PRSUs to vest on February 20, 2029, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 21:09 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 1,910 | $0.00 | $0.00 |
DisclosureSEC source: 0002019511-25-000003 · form4-11262025_091157.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,583 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of November 20, 2025 (the "RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 23:08 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,388 | $53.49 | $74,244.12 |
DisclosureSEC source: 0001666134-25-000053 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,673 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 21:21 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,388 | $52.23 | $72,495.24 |
DisclosureSEC source: 0001666134-25-000038 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,061 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| May 20, 2025 Filed May 21, 2025 20:16 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 5,551 | $55.43 | $307,691.93 |
DisclosureSEC source: 0001127602-25-015177 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,449 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:21 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 35,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011706 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,000 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2025 (the "RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the reporting person's continued service through each applicable vesting date. Read SEC document |
| May 08, 2024 Filed May 10, 2024 21:32 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 56,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015034 · form4.xml · nonDerivative · entry 1 Ung Jeremy · CIK 0002019511 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,420 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the Restricted Stock Units will vest on the one (1) year anniversary of May 20, 2024 (the "RSU Vesting Commencement Date"), and 1/16th of the Restricted Stock Units will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable 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.