Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ethos Technologies Inc.LIFE · Entity 4157 | Director | August 08, 2026 | August 11, 2026 |
| Guidewire Software, Inc.GWRE · Entity 3313 | President & COO | December 19, 2023 | December 20, 2023 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Director | September 09, 2026 | September 11, 2026 |
| Waystar Holding Corp.WAY · Entity 1420 | Director | June 03, 2026 | September 25, 2026 |
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 20, 2026 | May 22, 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.
Ethos Technologies Inc.
Report date August 08, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,287 |
Reported balance
After 2026-08-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-08 · Grant · Acquired 7,022 · Balance 30,287 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date. F2: Includes shares issuable on settlement of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date.
F2: Includes shares issuable on settlement of RSUs.
Guidewire Software, Inc.
Report date December 19, 2023 · Filed December 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,131 |
Ending reported balance
After 2023-12-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-12-19 · Sale · Disposed 1,812 · Balance 40,151 F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Row 2 · 2023-12-20 · Sale · Disposed 1,545 · Balance 38,606 F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F3: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $103.9500 to $104.8200 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2023-12-20 · Sale · Disposed 475 · Balance 38,131 F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $105.0500 to $105.1900 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units.
F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022.
F3: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $103.9500 to $104.8200 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $105.0500 to $105.1900 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
VEEVA SYSTEMS INC
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,242 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Sale · Disposed 750 · Balance 3,242 |
Waystar Holding Corp.
Report date June 03, 2026 · Filed September 25, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,275 |
Reported balance
After 2026-06-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 10,446 · Balance 24,275 F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446.
F2: Includes unvested RSUs.
Xerox Holdings Corp
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 149,699 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 87,209 · Balance 149,699 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: The DSUs will vest on May 20, 2027. F3: Balance adjusted to reflect 2,509 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: The DSUs will vest on May 20, 2027.
F3: Balance adjusted to reflect 2,509 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VONAGE HOLDINGS CORP
Report date July 21, 2022 · Filed July 21, 2022
Section 16 reporting ended · disclosed 2022-07-21. 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 2022-07-21 transaction · row 1
1 source rowRow 1 · 2022-07-21 · Disposition to issuer · Disposed 22,184 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 15, 2017 22:17 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 3,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-17-000002 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,849 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. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 21:58 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,485 | $51.93 | $77,116.05 |
DisclosureSEC source: 0001557593-16-000078 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220 F1 · kind: Automatic same day sale pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 23, 2015. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 02:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,920 | $52.10 | $100,033.15 |
DisclosureSEC source: 0001557593-16-000077 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 8 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,032 Underlying: Common Stock · 468 shares Expires 2026-09-13 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. F4 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing December 15, 2016, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 468 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 7 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,157 Underlying: Common Stock · 468 shares Expires 2025-09-03 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 7,500 units which vest as follows: 1/16th of the units vest quarterly commencing December 15, 2015, subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 11,255 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the vesting commencement date of September 15, 2015 and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 406 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 6 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,771 Underlying: Common Stock · 406 shares Expires 2024-09-04 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. F3 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 6,500 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2014 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 4,403 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2015 and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2015, the one year anniversary of the VCD, and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 5 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,177 Underlying: Common Stock · 275 shares Expires 2024-09-04 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. F3 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 6,500 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2014 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 4,403 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2015 and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2015, the one year anniversary of the VCD, and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 4 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,918 Underlying: Common Stock · 681 shares Expires 2023-09-13 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 10,000 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2013 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 10,900 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the VCD and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 3 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,599 Underlying: Common Stock · 625 shares Expires 2023-09-13 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 10,000 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2013 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 10,900 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the VCD and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 702 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,740 Underlying: Common Stock · 702 shares Expires 2025-09-03 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 7,500 units which vest as follows: 1/16th of the units vest quarterly commencing December 15, 2015, subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 11,255 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the vesting commencement date of September 15, 2015 and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:25 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 3,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001609633-16-000072 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,625 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. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 21:01 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 3,179 | $58.42 | $185,725.45 |
DisclosureSEC source: 0001557593-16-000076 · edgardoc.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Automatic same day sale pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 23, 2015. F3 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $58.09 to $59.03 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 19, 2016 Filed Sep 21, 2016 21:01 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 3,342 | $59.53 | $198,938.90 |
DisclosureSEC source: 0001557593-16-000076 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 469 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 14 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 469 shares Expires 2025-09-03 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 7,500 units which vest as follows: 1/16th of the units vest quarterly commencing December 15, 2015, subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 11,255 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the vesting commencement date of September 15, 2015 and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 276 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 13 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,452 Underlying: Common Stock · 276 shares Expires 2024-09-04 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. F4 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 6,500 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2014 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 4,403 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2015 and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2015, the one year anniversary of the VCD, and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 407 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 12 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,728 Underlying: Common Stock · 407 shares Expires 2024-09-04 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. F4 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 6,500 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2014 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 4,403 units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. Attainment regarding the performance-based conditions was determined by the Issuer's Board of Directors based on the Issuer's results for FYE July 31, 2015 and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2015, the one year anniversary of the VCD, and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 11 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,224 Underlying: Common Stock · 681 shares Expires 2023-09-13 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. F3 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 10,000 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2013 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 10,900 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the VCD and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 10 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,905 Underlying: Common Stock · 625 shares Expires 2023-09-13 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. F3 · derivative.exercise_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 10,000 units which vest as follows: 1/16th of the units vest quarterly following the vesting commencement date of September 15, 2013 (the "VCD"), subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 10,900 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the VCD and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 9 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2022-09-05 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_date: 1/4th of the total grant of these Restricted Stock Units vested on September 15, 2013, as both the performance-based condition and the time-based criteria were met on that date. The performance-based condition was contingent on meeting certain financial targets for the Issuer's fiscal year 2013, which the Issuer's Board of Directors has deemed to be satisfied. With the performance-based condition satisfied, the remaining units will vest on the following time-based criteria: 1/16th of the units vest quarterly starting on December 15, 2013, subject to the Reporting Person's continued service to the Issuer through each such vesting date, until all the units have vested. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 2,813 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · derivative · entry 8 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,442 Underlying: Common Stock · 2,813 shares Expires 2025-09-03 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_date: The grant consists of two separate issuances of Restricted Stock Units. One issuance consists of 7,500 units which vest as follows: 1/16th of the units vest quarterly commencing December 15, 2015, subject to the Reporting Person's continued service to the Issuer. The second issuance consists of 11,255 units, for which vesting is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were previously deemed by the Issuer's Board of Directors to have been met and exceeded, and the time-based vesting criteria are as follows: 1/4th of the units vested on the one year anniversary of the vesting commencement date of September 15, 2015 and an additional 1/16th of the units will vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 2,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 7 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 6 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,708 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 5 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,239 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 4 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,963 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 681 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 3 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,556 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 22:04 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000074 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 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. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Unit · Derivative | 3,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 13 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 3,750 shares Expires 2026-09-13 F7 · derivative.exercise_date: Each Performance Restricted Stock Unit ("Performance RSU") represents a contingent right to receive, pursuant to the Issuer's 2011 Stock Plan and Long-Term Incentive Plan, one share of the Issuer's common stock. Between 0% to 200% of the reported target number of Performance RSUs may be earned, based on the Company's total shareholder return percentile ranking relative to the software companies in the S&P Software and Services Select Industry Index for a three-year cumulative performance period commencing August 1, 2016 and ending July 31, 2019 (the "Performance Measurement Period"). All earned Performance RSUs will vest at the end of the Performance Measurement Period, subject to the Reporting Person's continued service to the Issuer through such date. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Unit · Derivative | 3,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 12 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 3,750 shares Expires 2026-09-13 F6 · derivative.exercise_date: The vesting of these Restricted Stock Units is subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions will be satisfied if certain financial targets, determined by the Issuer, are met over the course of the Issuer's 2017 fiscal year. If the performance-based conditions for fiscal year 2017 are not met, then none of the shares will vest. If the performance-based conditions for fiscal year 2017 are achieved, as determined by the Issuer, then units will vest as the time-based criteria are satisfied. The time-based vesting criteria are as follows: 1/4th of the units vest on the one year anniversary of the vesting commencement date of September 15, 2016 and an additional 1/16th of the units will vest quarterly thereafter, subject to (1) the previously mentioned fiscal year 2017 performance-based conditions being met, and (2) the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantRestricted Stock Unit · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 11 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2026-09-13 F5 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing December 15, 2016, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 209 | $0.00 Strike: $46.77 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 10 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 209 shares Expires 2023-09-13 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. F4 · derivative.exercise_date: When both ISO and NQ Stock Options granted on September 13, 2013 are combined, they vest over four years of continuous service as follows: 1/48th of the underlying shares vest monthly following the vesting commencement date of September 13, 2013. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 135 | $0.00 Strike: $45.27 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 9 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761 Underlying: Common Stock · 135 shares Expires 2024-09-04 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. F3 · derivative.exercise_date: When both ISO and NQ Stock Options granted on September 4, 2014 are combined, they vest over four years as follows: 1/48 of the underlying shares vest monthly following the vesting commencement date of September 4, 2014, subject to the Reporting Person's continuous service. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 281 | $0.00 Strike: $32.25 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 8 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 281 shares Expires 2022-09-05 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_date: When both ISO and NQ Stock Options granted on September 5, 2012 are combined, they vest over four years as follows: 1/48 of the underlying shares vest monthly following the vesting commencement date of September 5, 2012, subject to the Reporting Person's continuous service. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 345 | $0.00 Strike: $32.25 | $0.00 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · derivative · entry 7 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 345 shares Expires 2022-09-05 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_date: When both ISO and NQ Stock Options granted on September 5, 2012 are combined, they vest over four years as follows: 1/48 of the underlying shares vest monthly following the vesting commencement date of September 5, 2012, subject to the Reporting Person's continuous service. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 209 | $61.77 | $12,909.93 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 6 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Automatic option exercise and same day sale pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 23, 2015. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 761 | $61.45 | $46,763.45 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 5 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209 F1 · kind: Automatic option exercise and same day sale pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 23, 2015. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 209 | $46.77 | $9,774.93 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 4 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970 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. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 135 | $45.27 | $6,111.45 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 3 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761 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. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 281 | $32.25 | $9,062.25 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 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. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 21:47 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 345 | $32.25 | $11,126.25 |
DisclosureSEC source: 0001557593-16-000072 · edgardoc.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345 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. 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.