Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYNAPTICS IncSYNA · Entity 4089 | See Remarks | September 17, 2026 | September 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SYNAPTICS Inc
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,518 |
Ending reported balance
After 2026-09-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-17 · Tax withholding · Disposed 782 · Balance 77,852 F1: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the settlement of restricted stock units. Row 2 · 2026-09-18 · Sale · Disposed 334 · Balance 77,518 F2: The shares were sold pursuant to 10b5-1 Trading Plan dated September 9, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the settlement of restricted stock units.
F2: The shares were sold pursuant to 10b5-1 Trading Plan dated September 9, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PLANTRONICS INC /CA/
Report date August 29, 2022 · Filed August 31, 2022
Section 16 reporting ended · disclosed 2022-08-31. 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 2022-08-29 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-08-29 · Disposition to issuer · Disposed 51,181 · Balance 0 F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-29 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-08-29 · Disposition to issuer · Disposed 15,379 · Balance 0 F2: Represents restricted stock units ("RSUs"). At the effective time of the Merger, each outstanding RSU (excluding RSUs granted on or after March 25, 2022, and on or prior to the effective time of the Merger ("Interim RSUs")) was cancelled and converted into a right to receive $40.00 in cash for each outstanding RSU. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 76,047 |
Reported balance
After 2022-08-29 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2022-08-29 · Grant · Acquired 76,047 · Balance 76,047 F3: Represents the vesting of performance-based RSUs ("PSUs"). |
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-29 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2022-08-29 · Disposition to issuer · Disposed 76,047 · Balance 0 F4: At the effective time of the Merger, each outstanding PSU (excluding PSUs granted on or after March 25, 2022, and on or prior to the effective time of the Merger ("Interim PSUs")) was cancelled and converted into a right to receive $40.00 in cash, as provided in the Merger Agreement. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 13,447 |
Reported balance
After 2022-08-29 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2022-08-29 · Grant · Acquired 13,447 · Balance 13,447 F5: At the effective time of the Merger, each Interim RSU was converted into the right to acquire a number of shares of HP common stock calculated by multiplying (i) the number of shares of the Issuer's common stock that would be issuable under such Interim RSU immediately prior to the effective time of the Merger by (ii) the exchange ratio, as defined in the Merger Agreement. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 26,894 |
Reported balance
After 2022-08-29 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2022-08-29 · Grant · Acquired 13,447 · Balance 26,894 F6: At the effective time of the Merger, each Interim PSU was cancelled and exchanged for an Interim RSU in the manner provided in the Merger Agreement, which Interim RSU was treated at the effective time of the Merger as described in footnote 5 above. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash.
F2: Represents restricted stock units ("RSUs"). At the effective time of the Merger, each outstanding RSU (excluding RSUs granted on or after March 25, 2022, and on or prior to the effective time of the Merger ("Interim RSUs")) was cancelled and converted into a right to receive $40.00 in cash for each outstanding RSU.
F3: Represents the vesting of performance-based RSUs ("PSUs").
F4: At the effective time of the Merger, each outstanding PSU (excluding PSUs granted on or after March 25, 2022, and on or prior to the effective time of the Merger ("Interim PSUs")) was cancelled and converted into a right to receive $40.00 in cash, as provided in the Merger Agreement.
F5: At the effective time of the Merger, each Interim RSU was converted into the right to acquire a number of shares of HP common stock calculated by multiplying (i) the number of shares of the Issuer's common stock that would be issuable under such Interim RSU immediately prior to the effective time of the Merger by (ii) the exchange ratio, as defined in the Merger Agreement.
F6: At the effective time of the Merger, each Interim PSU was cancelled and exchanged for an Interim RSU in the manner provided in the Merger Agreement, which Interim RSU was treated at the effective time of the Merger as described in footnote 5 above.
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 29, 2022 Filed Aug 31, 2022 19:46 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Disposition to issuerCOMMON STOCK | 15,379 | $40.00 | $615,160.00 |
DisclosureSEC source: 0000914025-22-000086 · wf-form4_166198957352330.xml · nonDerivative · entry 2 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Represents restricted stock units ("RSUs"). At the effective time of the Merger, each outstanding RSU (excluding RSUs granted on or after March 25, 2022, and on or prior to the effective time of the Merger ("Interim RSUs")) was cancelled and converted into a right to receive $40.00 in cash for each outstanding RSU. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 19:46 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Disposition to issuerCOMMON STOCK | 51,181 | $40.00 | $2,047,240.00 |
DisclosureSEC source: 0000914025-22-000086 · wf-form4_166198957352330.xml · nonDerivative · entry 1 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:40 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Tax withholdingCOMMON STOCK | 5,407 | $39.62 | $214,225.34 |
DisclosureSEC source: 0000914025-22-000029 · wf-form4_165240243905926.xml · nonDerivative · entry 4 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,181 F4 · shares: Represents shares withheld by Plantronics, Inc. to satisfy tax withholding obligations that arose upon the vesting of the PSUs. F5 · balance_after: Includes 28,826 unvested RSUs. Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:40 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | GrantCOMMON STOCK | 15,101 | $0.00 | $0.00 |
DisclosureSEC source: 0000914025-22-000029 · wf-form4_165240243905926.xml · nonDerivative · entry 3 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,588 F3 · shares: Represents the vesting of performance-based Restricted Stock Unit awards (PSUs). Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:40 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Tax withholdingCOMMON STOCK | 930 | $39.62 | $36,846.60 |
DisclosureSEC source: 0000914025-22-000029 · wf-form4_165240243905926.xml · nonDerivative · entry 2 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,487 F2 · shares: Represents shares withheld by Plantronics, Inc. to satisfy tax withholding obligations that arose upon the vesting of the RSUs. Read SEC document |
| May 09, 2022 Filed May 12, 2022 20:40 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | GrantCOMMON STOCK | 13,447 | $0.00 | $0.00 |
DisclosureSEC source: 0000914025-22-000029 · wf-form4_165240243905926.xml · nonDerivative · entry 1 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,417 F1 · shares: Represents a Restricted Stock Unit (RSU) award granted under the Plantronics, Inc. 2003 Stock Plan. One-third of the total number of RSUs granted will vest annually over 3 years on the anniversary of the grant date, subject to continued employment. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 17:49 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Tax withholdingCOMMON STOCK | 1,729 | $25.52 | $44,124.08 |
DisclosureSEC source: 0000914025-21-000085 · wf-form4_163848533371111.xml · nonDerivative · entry 1 BODENSTEINER LISA MARIE · CIK 0001213272 · Top Legal Counsel - Global.E1. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,970 F1 · shares: Represents shares withheld by Plantronics, Inc. to satisfy tax withholding obligations that arose upon the vesting of restricted stock unit shares. F2 · balance_after: Includes 18,068 unvested restricted stock unit shares. Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:53 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 8,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-21-000008 · edgardoc.xml · nonDerivative · entry 3 BODENSTEINER LISA MARIE · CIK 0001213272 · EVP - CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,699 F3 · shares: Represents a restricted stock unit award which shall vest over 3 years on an annual basis subject to continued employment. F4 · balance_after: Includes 23,068 unvested restricted stock unit shares. Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:53 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | Tax withholdingCOMMON STOCK | 4,035 | $40.90 | $165,031.50 |
DisclosureSEC source: 0001463252-21-000008 · edgardoc.xml · nonDerivative · entry 2 BODENSTEINER LISA MARIE · CIK 0001213272 · EVP - CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,631 F2 · shares: Represents shares withheld by Plantronics, Inc. to satisfy tax withholding obligations that arose upon the vesting of performance stock unit shares. Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:53 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 11,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-21-000008 · edgardoc.xml · nonDerivative · entry 1 BODENSTEINER LISA MARIE · CIK 0001213272 · EVP - CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,666 F1 · shares: Represents the vesting of performance stock unit shares. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 16:39 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-20-000042 · edgardoc.xml · nonDerivative · entry 1 BODENSTEINER LISA MARIE · CIK 0001213272 · EVP - CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · shares: Represents a new hire inducement grant in the form of a Restricted Stock Unit award which shall vest over 3 years on an annual basis subject to continued employment. 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.