Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| N-able, Inc.NABL · Entity 5203 | EVP, Chief People Officer | August 15, 2026 | August 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.
N-able, Inc.
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 618,759 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 2,669 · Balance 618,759 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LiveVox Holdings, Inc.
Report date December 22, 2023 · Filed December 26, 2023
Section 16 reporting ended · disclosed 2023-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-12-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-22 · Disposition to issuer · Disposed 103,056 · Balance 76,360 F1: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes. Row 2 · 2023-12-22 · Disposition to issuer · Disposed 76,360 · Balance 0 F2: Pursuant to the Merger Agreement each award of time-based restricted stock units of the Company (each, a Company RSU) that was (i) outstanding and vested as of immediately prior to December 22, 2023 (the Effective Time) or the vesting of which accelerated at the Effective Time, or (ii) outstanding as of immediately prior to the Effective Time and held by a non-employee director of the Company or held by a former service provider to the Company (whether vested or unvested), was, at the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (x) the aggregate number of shares of Common Stock subject to such Company RSU as of immediately prior to the Effective Time and (y) $3.74. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated October 3, 2023, by and among the LiveVox Holdings, Inc., a Delaware corporation (the Company), inContact, Inc., a Delaware corporation (Parent), Laser Bridge Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (Merger Subsidiary), and NICE Ltd., a company organized under the laws of the State of Israel (NICE), each share of Class A common stock, par value $0.0001, of the Company (the Company Common Stock) was automatically cancelled, extinguished and converted into the right to receive $3.74, without interest thereon and less any required withholding taxes.
F2: Pursuant to the Merger Agreement each award of time-based restricted stock units of the Company (each, a Company RSU) that was (i) outstanding and vested as of immediately prior to December 22, 2023 (the Effective Time) or the vesting of which accelerated at the Effective Time, or (ii) outstanding as of immediately prior to the Effective Time and held by a non-employee director of the Company or held by a former service provider to the Company (whether vested or unvested), was, at the Effective Time, cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (x) the aggregate number of shares of Common Stock subject to such Company RSU as of immediately prior to the Effective Time and (y) $3.74.
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 |
|---|---|---|---|---|---|---|
| July 20, 2021 Filed Jul 23, 2021 00:50 UTC | N-able, Inc. NABL · Entity 5203 | GrantCommon Stock, par value $0.001 per share | 54,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-014283 · wf-form4_162700142566269.xml · nonDerivative · entry 1 Pai Kathleen · CIK 0001857444 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,394 F1 · shares: Represents restricted stock units awarded pursuant to the Company's 2021 Equity Incentive Plan that entitle the reporting person to receive one share of the Company's common stock per restricted stock unit upon vesting. The restricted stock units vest 25% on February 15, 2022, and 6.25% per fiscal quarter over the following 12 fiscal quarters, subject to continued service through each applicable date. F2 · balance_after: Includes 18,399 shares that were received by the reporting person in connection with the separation and distribution transaction that was consummated on July 19, 2021, pursuant to which N-able, Inc. (the"Company") was spun-off from its parent company, SolarWinds Corporation ("SolarWinds"), and shareholders of SolarWinds, including the reporting person, received one share of common stock of theCompany for every two shares of common stock of SolarWinds held by that person. 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.