Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SPS COMMERCE INCSPSC · Entity 4230 | EVP & CFO | February 20, 2026 | February 24, 2026 |
| TERADATA CORP /DE/TDC · Entity 1449 | Director | August 14, 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.
SPS COMMERCE INC
Report date February 20, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185,141 |
Ending reported balance
After 2026-02-20 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-20 · Sale · Disposed 3,700 · Balance 148,052 F1: Sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025. F2: Reflects the weighted average price of 3,700 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $57.55 to $58.46 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Row 2 · 2026-02-20 · Sale · Disposed 1,200 · Balance 146,852 F1: Sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025. F3: Reflects the weighted average price of 1,200 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $58.55 to $59.51 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Row 3 · 2026-02-20 · Sale · Disposed 1,400 · Balance 145,452 F1: Sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025. F4: Reflects the weighted average price of 1,400 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $59.55 to $59.91 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Row 4 · 2026-02-20 · Grant · Acquired 39,689 · Balance 185,141 F5: Restricted Stock Unit award that vests as to 25% of the units on each anniversary of the date of the grant. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 476.375 |
Reported balance
Holding disclosure · report date 2026-02-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 476.375 |
Filing footnotes · ownership attribution and instrument terms
F1: Sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 1, 2025.
F2: Reflects the weighted average price of 3,700 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $57.55 to $58.46 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price.
F3: Reflects the weighted average price of 1,200 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $58.55 to $59.51 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price.
F4: Reflects the weighted average price of 1,400 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 20, 2026, with sales prices ranging from $59.55 to $59.91 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price.
F5: Restricted Stock Unit award that vests as to 25% of the units on each anniversary of the date of the grant.
TERADATA CORP /DE/
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,172 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 2,197 · Balance 64,172 F1: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted share units issued under the Director Compensation Program. The units vest in four equal quarterly installments commencing three months after the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cibus, Inc.
Report date March 01, 2023 · Filed June 01, 2023
Section 16 reporting ended · disclosed 2023-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.55 · Expires 2030-08-04 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-01 · Disposition to issuer · Disposed 7,500 · Balance 0 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.55 · Expires 2030-08-04 | Direct | 7,500 |
Reported balance
After 2023-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-01 · Grant · Acquired 7,500 · Balance 7,500 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.22 · Expires 2031-05-27 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Disposition to issuer · Disposed 15,231 · Balance 0 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.22 · Expires 2031-05-27 | Direct | 15,231 |
Reported balance
After 2023-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-03-01 · Grant · Acquired 15,231 · Balance 15,231 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.30 · Expires 2032-06-13 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-03-01 · Disposition to issuer · Disposed 37,100 · Balance 0 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.30 · Expires 2032-06-13 | Direct | 37,100 |
Reported balance
After 2023-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-03-01 · Grant · Acquired 37,100 · Balance 37,100 F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transactions reflect a March 1, 2023 material modification of an outstanding stock option with a 90-day post-separation exercise period to extend the exercise period from 90 days to five years from the date of grant. Calyxt, Inc. effected a one-for-ten reverse stock split of its common stock effective on April 24, 2023 and a one-for-five reverse stock split effective on May 31, 2023. Amounts reported above are pre-split.
Qumu Corp
Report date May 08, 2019 · Filed May 13, 2019
Section 16 reporting ended · disclosed 2019-05-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2019-05-08 transaction · row 1
1 source rowRow 1 · 2019-05-08 · Exercise / conversion · Acquired 25,000 · Balance 25,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-08 · Exercise / conversion · Disposed 25,000 · Balance 0 F1: Each restricted stock unit represents the contingent right to receive one share of Qumu common stock. F2: The restricted stock units vested the first business day prior to the 2019 Annual Meeting of the Shareholders. F3: The reporting person has elected not to defer the delivery of any shares in this grant. All shares not deferred will be paid within 90 days following the date of the restricted stock unit's first vest. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 71,560 |
Reported balance
Holding disclosure · report date 2019-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 71,560 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the contingent right to receive one share of Qumu common stock.
F2: The restricted stock units vested the first business day prior to the 2019 Annual Meeting of the Shareholders.
F3: The reporting person has elected not to defer the delivery of any shares in this grant. All shares not deferred will be paid within 90 days following the date of the restricted stock unit's first vest.
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 17, 2018 Filed Apr 19, 2018 21:44 UTC | SPS COMMERCE INC SPSC · Entity 4230 | SaleCommon Stock | 5,968 | $67.00 | $399,856.00 |
DisclosureSEC source: 0001209191-18-025621 · doc4.xml · nonDerivative · entry 2 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,742 F1 · kind: Sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2017. Read SEC document |
| April 17, 2018 Filed Apr 19, 2018 21:44 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Exercise / conversionCommon Stock | 5,968 | $25.32 | $151,109.76 |
DisclosureSEC source: 0001209191-18-025621 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,710 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 13, 2018 Filed Feb 16, 2018 22:08 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantPerformance Rights · Derivative | 11,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010922 · doc4.xml · derivative · entry 3 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,201 Underlying: Common Stock · 11,201 shares Expires 2021-03-15 F3 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock. The performance rights vest based upon the issuer's total stockholder return. F3 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of common stock. The performance rights vest based upon the issuer's total stockholder return. Read SEC document |
| February 13, 2018 Filed Feb 16, 2018 22:08 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantEmployee Stock Option (right to buy) · Derivative | 16,504 | $0.00 Strike: $54.68 | $0.00 |
DisclosureSEC source: 0001209191-18-010922 · doc4.xml · derivative · entry 2 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,504 Underlying: Common Stock · 16,504 shares Expires 2025-02-13 F2 · derivative.exercise_date: Options vest as to 25% of the shares on February 13, 2019. The remaining shares vest in a series of 36 successive equal monthly installments upon completion of each additional month of service (commencing on March 13, 2019). Read SEC document |
| February 13, 2018 Filed Feb 16, 2018 22:08 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 11,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010922 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,742 F1 · shares: This reflects a restricted stock unit award. Each restricted stock unit represents a contingent right to receive one share of SPS Commerce, Inc. common stock. RSUs vest as to 25% of the units on February 13, 2019. The remaining units vest in a series of 36 successive equal monthly installments upon completion of each additional month of service (commencing on March 13, 2019). Read SEC document |
| May 11, 2017 Filed May 12, 2017 12:10 UTC | Qumu Corp QUMU · Entity 117071 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000892482-17-000040 · wf-form4_149460543011445.xml · derivative · entry 3 Nelson Kimberly K. · CIK 0001489097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Qumu common stock. F4 · derivative.exercise_date: The restricted stock units vest on the first business day prior to the 2018 Annual Meeting of Shareholders, provided the director continues to provide services to Qumu on that date, subject to certain exceptions. F3 · derivative.expiration_date: The reporting person has elected not to defer the delivery of any shares in this grant. All shares not deferred will be paid within 90 days following the date of the restricted stock unit's first vest. Read SEC document |
| May 10, 2017 Filed May 12, 2017 12:10 UTC | Qumu Corp QUMU · Entity 117071 | Exercise / conversionRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000892482-17-000040 · wf-form4_149460543011445.xml · derivative · entry 2 Nelson Kimberly K. · CIK 0001489097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 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: Each restricted stock unit represents the contingent right to receive one share of Qumu common stock. F2 · derivative.exercise_date: The restricted stock units vested the first business day prior to the 2017 Annual Meeting of Shareholders provided the director continued to provide services to Qumu on that date, subject to certain exceptions. F3 · derivative.expiration_date: The reporting person has elected not to defer the delivery of any shares in this grant. All shares not deferred will be paid within 90 days following the date of the restricted stock unit's first vest. Read SEC document |
| May 10, 2017 Filed May 12, 2017 12:10 UTC | Qumu Corp QUMU · Entity 117071 | Exercise / conversionCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000892482-17-000040 · wf-form4_149460543011445.xml · nonDerivative · entry 1 Nelson Kimberly K. · CIK 0001489097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,560 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 14, 2017 Filed Feb 15, 2017 22:24 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantEmployee Stock Option (right to buy) · Derivative | 16,065 | $0.00 Strike: $55.70 | $0.00 |
DisclosureSEC source: 0001209191-17-011157 · doc4.xml · derivative · entry 3 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,065 Underlying: Common Stock · 16,065 shares Expires 2024-02-14 F4 · derivative.exercise_date: Options vest as to 25% of the shares on February 14, 2018. The remaining shares vest in a series of 36 successive equal monthly installments upon completion of each additional month of service (commencing on March 14, 2018). Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 22:24 UTC | SPS COMMERCE INC SPSC · Entity 4230 | GrantCommon Stock | 10,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011157 · doc4.xml · nonDerivative · entry 2 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,541 F3 · shares: This reflects a restricted stock unit award. Each restricted stock unit represents a contingent right to receive one share of SPS Commerce, Inc. common stock. RSUs vest as to 25% of the units on February 14, 2018. The remaining units vest in a series of 36 successive equal monthly installments upon completion of each additional month of service (commencing on March 14, 2018). Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:24 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Tax withholdingCommon Stock | 1,411 | $56.27 | $79,396.55 |
DisclosureSEC source: 0001209191-17-011157 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,545 F1 · shares: Number of shares withheld to cover withholding taxes associated with the issuance of 4,421 shares of the Issuer's common stock in settlement of an equal number of stock units previously credited to the reporting person's account. F2 · price: Reflects the weighted average price of 1,411 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 13, 2017 with sales prices ranging from $56.13 to $56.4468 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 22:42 UTC | SPS COMMERCE INC SPSC · Entity 4230 | Tax withholdingCommon Stock | 1,011 | $66.55 | $67,280.74 |
DisclosureSEC source: 0001209191-17-009180 · doc4.xml · nonDerivative · entry 1 Nelson Kimberly K. · CIK 0001489097 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,956 F1 · shares: Number of shares withheld to cover withholding taxes associated with the issuance of 2,859 shares of the Issuer's common stock in settlement of an equal number of stock units previously credited to the reporting person's account. F2 · price: Reflects the weighted average price of 1,011 shares of Common Stock of the Issuer sold by the reporting person in multiple transactions on February 7, 2017 with sales prices ranging from $66.10 to $66.9106 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. 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.