Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSP INC /MA/CSPI · Entity 6918 | Director | May 15, 2026 | May 18, 2026 |
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | Chief Financial Officer | October 01, 2026 | October 05, 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.
CSP INC /MA/
Report date May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,500 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 2,500 · Balance 12,500 |
PROGRESS SOFTWARE CORP /MA
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,051 |
Ending reported balance
After 2026-10-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 2,464 · Balance 49,845 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-10-01 · Tax withholding · Disposed 1,093 · Balance 48,752 F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 3,049 · Balance 51,801 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-10-01 · Tax withholding · Disposed 1,353 · Balance 50,448 F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025. Row 5 · 2026-10-01 · Exercise / conversion · Acquired 4,678 · Balance 55,126 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2026-10-01 · Tax withholding · Disposed 2,075 · Balance 53,051 F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,465 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 2,464 · Balance 2,465 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 18, 2024, the Reporting Person was granted 14,785 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,147 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 3,049 · Balance 9,147 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On January 23, 2025, the Reporting Person was granted 18,293 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,393 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 4,678 · Balance 23,393 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On January 22, 2026, the Reporting Person was granted 28,071 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024.
F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025.
F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026.
F5: On January 18, 2024, the Reporting Person was granted 14,785 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company.
F6: On January 23, 2025, the Reporting Person was granted 18,293 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company.
F7: On January 22, 2026, the Reporting Person was granted 28,071 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Carbonite Inc
Report date December 24, 2019 · Filed December 26, 2019
Section 16 reporting ended · disclosed 2019-12-26. 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 |
Ending reported balance
After 2019-12-24 transaction · row 5
3 source rows · reconciled sequenceRow 1 · 2019-12-02 · Gift · Disposed 7,478 · Balance 254,767 Row 3 · 2019-12-24 · Other · Disposed 106,433 · Balance 148,334 F2: On November 10, 2019, Carbonite, Inc. (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Open Text Corporation ("OpenText") and Coral Merger Sub Inc., a wholly owned subsidiary of OpenText ("Purchaser"). On December 24, 2019, Purchaser merged with and into the Company pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Company being the surviving corporation and becoming a wholly-owned subsidiary of OpenText. Pursuant to the terms of the Merger Agreement, each share of Company common stock held by the Reporting Person and not subject to contractual restrictions was validly tendered for $23.00 per share in cash, without interest and net of any required withholding of taxes. Row 5 · 2019-12-24 · Disposition to issuer · Disposed 148,334 · Balance 0 F3: Pursuant to the terms of the Merger Agreement, each share of Company common stock was converted into the right to receive an amount in cash equal to $23.00, without interest and net of any required withholding of taxes. F4: Represents restricted stock units and performance-based restricted stock units (a "Company RSU and PRSU") held by the Reporting Person, whether or not vested. Pursuant to the terms of the Merger Agreement, each Company RSU and PRSU held by the Reporting Person was converted into the right to receive an amount in cash equal to the product of (i) $23.00 and (ii) the number of shares of Company common stock subject to such Company RSU and PRSU. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Last balance in matching sequence
After 2019-12-24 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2019-12-02 · Gift · Acquired 7,478 · Balance 7,478 F1: These shares are owned by the Anthony & Lisa Folger Charitable Fund. The reporting person is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. Row 4 · 2019-12-24 · Disposition to issuer · Disposed 7,478 · Balance 0 F3: Pursuant to the terms of the Merger Agreement, each share of Company common stock was converted into the right to receive an amount in cash equal to $23.00, without interest and net of any required withholding of taxes. F1: These shares are owned by the Anthony & Lisa Folger Charitable Fund. The reporting person is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $9.62 · Expires 2023-01-31 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-12-24 · Disposition to issuer · Disposed 125,000 · Balance 0 F6: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option. F5: This option became exercisable as to 25% of the underying shares of common stock on January 2, 2014 and as to the remaining 75% of the underlying shares of common stock in 12 equal quarterly installments thereafter. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.89 · Expires 2025-02-12 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-12-24 · Disposition to issuer · Disposed 25,000 · Balance 0 F6: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option. F8: This option became exercisable in 16 equal quarterly installments beginning on May 12, 2015. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.17 · Expires 2024-02-25 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-12-24 · Disposition to issuer · Disposed 50,000 · Balance 0 F6: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option. F7: This option became exercisable in 16 equal quarterly installments beginning on May 25, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned by the Anthony & Lisa Folger Charitable Fund. The reporting person is trustee of the trust. The reporting person disclaims beneficial ownership of these securities, except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for Section 16 or any other purpose.
F2: On November 10, 2019, Carbonite, Inc. (the "Company") entered into an Agreement and Plan of Merger (the "Merger Agreement") with Open Text Corporation ("OpenText") and Coral Merger Sub Inc., a wholly owned subsidiary of OpenText ("Purchaser"). On December 24, 2019, Purchaser merged with and into the Company pursuant to Section 251(h) of the General Corporation Law of the State of Delaware, with the Company being the surviving corporation and becoming a wholly-owned subsidiary of OpenText. Pursuant to the terms of the Merger Agreement, each share of Company common stock held by the Reporting Person and not subject to contractual restrictions was validly tendered for $23.00 per share in cash, without interest and net of any required withholding of taxes.
F3: Pursuant to the terms of the Merger Agreement, each share of Company common stock was converted into the right to receive an amount in cash equal to $23.00, without interest and net of any required withholding of taxes.
F4: Represents restricted stock units and performance-based restricted stock units (a "Company RSU and PRSU") held by the Reporting Person, whether or not vested. Pursuant to the terms of the Merger Agreement, each Company RSU and PRSU held by the Reporting Person was converted into the right to receive an amount in cash equal to the product of (i) $23.00 and (ii) the number of shares of Company common stock subject to such Company RSU and PRSU.
F5: This option became exercisable as to 25% of the underying shares of common stock on January 2, 2014 and as to the remaining 75% of the underlying shares of common stock in 12 equal quarterly installments thereafter.
F6: Pursuant to the terms of the Merger Agreement, each option to purchase shares of Company common stock, whether or not vested and which have a per share exercise price that is less than $23.00 (each, an "In the Money Option") held by the Reporting Person was cancelled and converted into the right to a cash payment equal to (i) the excess, if any, of (A) $23.00 over (B) the exercise price payable per share of Company common stock under such In the Money Option, multiplied by (ii) the total number of shares of Company common stock subject to such In the Money Option.
F7: This option became exercisable in 16 equal quarterly installments beginning on May 25, 2014.
F8: This option became exercisable in 16 equal quarterly installments beginning on May 12, 2015.
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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 997 | $56.16 | $55,991.52 |
DisclosureSEC source: 0000876167-25-000063 · wk-form4_1743711114.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,815 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 20, 2022. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-25-000063 · wk-form4_1743711114.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,812 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionEmployee Stock Options (Right to buy) · Derivative | 10,000 | $0.00 Strike: $31.49 | $0.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · derivative · entry 8 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,894 Underlying: Common Stock · 10,000 shares Expires 2027-03-29 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. F7 · derivative.exercise_date: Options were granted to the Reporting Person on March 30, 2020 under the Company's 2008 Stock Option and Incentive Plan. As of April 1, 2024, 32,894 options were vested and exercisable. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 5,000 | $56.60 | $283,000.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 6 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,564 F4 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 4,805 | $56.54 | $271,674.70 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 5 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,564 F4 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F6 · price: This transaction was executed in multiple trades at prices ranging from $56.28 to $56.73 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 5,195 | $55.80 | $289,881.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 4 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,369 F4 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $55.26 to $56.24 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 10,000 | $31.49 | $314,900.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,564 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 |
| February 01, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 28,376 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · derivative · entry 7 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,376 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On January 20, 2022, the Reporting Person was granted 22,477 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2022 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2024, the amount shown is the amount of performance-based restricted stock units that vested under the 2022 Long Term Incentive Plan on February 1, 2025. F1 · derivative.expiration_date: On January 20, 2022, the Reporting Person was granted 22,477 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2022 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2024, the amount shown is the amount of performance-based restricted stock units that vested under the 2022 Long Term Incentive Plan on February 1, 2025. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 12,586 | $57.23 | $720,296.78 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,564 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of performance-based restricted stock units granted to the Reporting Person on January 20, 2022. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 21:52 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 28,376 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-25-000036 · wk-form4_1738705918.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,150 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: On January 20, 2022, the Reporting Person was granted 22,477 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2022 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2024, the amount shown is the amount of performance-based restricted stock units that vested under the 2022 Long Term Incentive Plan on February 1, 2025. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:08 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 30,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-25-000019 · wk-form4_1738012129.xml · derivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,488 Underlying: Common Stock · 30,488 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2028, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2027, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2028, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2027, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:08 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options (Right to buy) · Derivative | 41,484 | $0.00 Strike: $54.12 | $0.00 |
DisclosureSEC source: 0000876167-25-000019 · wk-form4_1738012129.xml · derivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,484 Underlying: Common Stock · 41,484 shares Expires 2032-01-22 F3 · derivative.exercise_date: Represents stock options granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The stock options vest in eight equal semiannual installments beginning on October 1, 2025, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:08 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 18,293 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-25-000019 · wk-form4_1738012129.xml · derivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,293 Underlying: Common Stock · 18,293 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 20:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 119 | $67.87 | $8,076.29 |
DisclosureSEC source: 0000876167-24-000164 · wk-form4_1729282221.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,774 F1 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $67.86 to $67.91 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 20:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 7,678 | $67.38 | $517,344.41 |
DisclosureSEC source: 0000876167-24-000164 · wk-form4_1729282221.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,893 F1 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $66.83 to $67.82 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · derivative · entry 9 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,321 Underlying: Common Stock · 2,464 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 18, 2024, the Reporting Person was granted 14,785 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. F7 · derivative.expiration_date: On January 18, 2024, the Reporting Person was granted 14,785 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · derivative · entry 8 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,587 Underlying: Common Stock · 2,529 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. F6 · derivative.expiration_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · derivative · entry 7 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,248 Underlying: Common Stock · 2,248 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,093 | $66.55 | $72,739.15 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 6 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,571 F4 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 5 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,664 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,122 | $66.55 | $74,669.10 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 4 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,200 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 19, 2023. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,322 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 997 | $66.55 | $66,350.35 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,793 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 20, 2022. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:17 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000156 · wk-form4_1727986652.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,790 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:55 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 3,767 | $50.50 | $190,233.50 |
DisclosureSEC source: 0000876167-24-000092 · wk-form4_1717624543.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,542 F1 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 17, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $50.285 to $50.895 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. F3 · balance_after: Includes 495 shares of common stock acquired by the Reporting Person on March 31, 2024 through Progress Software Corporation's Employee Stock Purchase Plan. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · derivative · entry 9 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,116 Underlying: Common Stock · 2,529 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Companys 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. F7 · derivative.expiration_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Companys 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · derivative · entry 8 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,496 Underlying: Common Stock · 2,248 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. F6 · derivative.expiration_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · derivative · entry 7 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,996 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 19, 2021, the Reporting Person was granted 11,972 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2021, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 19, 2021, the Reporting Person was granted 11,972 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2021, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,122 | $52.97 | $59,432.34 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 6 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,814 F4 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 19, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 5 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,936 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 997 | $52.97 | $52,811.09 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 4 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,407 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 20, 2022. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,404 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 886 | $52.97 | $46,931.42 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,156 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 19, 2021. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000070 · wk-form4_1712175709.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,042 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 02, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 7,500 | $57.41 | $430,548.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · nonDerivative · entry 5 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,046 F1 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 17, 2023. F6 · price: This transaction was executed in multiple trades at prices ranging from $57.11 to $57.92 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 37,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · derivative · entry 7 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,164 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. F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On January 19, 2021, the Reporting Person was granted 19,954 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2019 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2023, the amount shown is the amount of performance-based restricted stock units that vested under the 2019 Long Term Incentive Plan on February 1, 2024. F3 · derivative.expiration_date: On January 19, 2021, the Reporting Person was granted 19,954 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2019 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2023, the amount shown is the amount of performance-based restricted stock units that vested under the 2019 Long Term Incentive Plan on February 1, 2024. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 16,483 | $57.14 | $941,838.62 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · nonDerivative · entry 4 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,546 F5 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of performance-based restricted stock units granted to the Reporting Person on January 19, 2021. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 37,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · nonDerivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,029 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 · shares: On January 19, 2021, the Reporting Person was granted 19,954 performance-based restricted stock units pursuant to Progress Software Corporation's (the "Company's") 2008 Stock Option and Incentive Plan and 2019 Long Term Incentive Plan. Based on the Company meeting relative total shareholder return and cumulative operating income criteria over the three-year period ending November 30, 2023, the amount shown is the amount of performance-based restricted stock units that vested under the 2019 Long Term Incentive Plan on February 1, 2024. F4 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionEmployee Stock Options (Right to buy) · Derivative | 7,500 | $0.00 Strike: $31.49 | $0.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · derivative · entry 6 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,894 Underlying: Common Stock · 7,500 shares Expires 2027-03-29 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. F7 · derivative.exercise_date: Options were granted to the Reporting Person on March 30, 2020 under the Company's 2008 Stock Option and Incentive Plan. As of October 1, 2023, 44,095 options were vested and exercisable. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 7,500 | $57.31 | $429,840.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · nonDerivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,865 F1 · kind: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 17, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $57.135 to $57.58 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:32 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 7,500 | $31.49 | $236,175.00 |
DisclosureSEC source: 0000876167-24-000047 · wk-form4_1706913128.xml · nonDerivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,365 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 |
| January 18, 2024 Filed Jan 22, 2024 21:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 24,642 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000027 · wk-form4_1705958601.xml · derivative · entry 3 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,642 Underlying: Common Stock · 24,642 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2027, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2026, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2027, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2026, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 21:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options (Right to buy) · Derivative | 36,376 | $0.00 Strike: $57.83 | $0.00 |
DisclosureSEC source: 0000876167-24-000027 · wk-form4_1705958601.xml · derivative · entry 2 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,376 Underlying: Common Stock · 36,376 shares Expires 2031-01-17 F3 · derivative.exercise_date: Represents stock options granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The stock options vest in eight equal semiannual installments beginning on October 1, 2024, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 21:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 14,785 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-24-000027 · wk-form4_1705958601.xml · derivative · entry 1 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,785 Underlying: Common Stock · 14,785 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · derivative · entry 9 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,645 Underlying: Common Stock · 2,528 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. F7 · derivative.expiration_date: On January 19, 2023, the Reporting Person was granted 15,173 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2023, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · derivative · entry 8 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,744 Underlying: Common Stock · 2,248 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. F6 · derivative.expiration_date: On January 20, 2022, the Reporting Person was granted 13,487 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2022, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · derivative · entry 7 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,996 Underlying: Common Stock · 1,996 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 19, 2021, the Reporting Person was granted 11,972 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2021, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 19, 2021, the Reporting Person was granted 11,972 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2021, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,122 | $53.16 | $59,645.52 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · nonDerivative · entry 6 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,865 F4 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 19, 2023. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,528 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · nonDerivative · entry 5 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,987 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:23 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 997 | $53.16 | $53,000.52 |
DisclosureSEC source: 0000876167-23-000186 · wk-form4_1696364547.xml · nonDerivative · entry 4 FOLGER ANTHONY · CIK 0001566737 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,459 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 20, 2022. 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.