Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alarm.com Holdings, Inc.ALRM · Entity 4286 | Director | June 04, 2026 | June 08, 2026 |
| Commerce.com, Inc.CMRC · Entity 6337 | Director | August 13, 2026 | August 17, 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.
Alarm.com Holdings, Inc.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,175 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 3,222 · Balance 18,175 F1: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. |
| Common StockSEC Table I · non-derivative | IndirectBy: Ellen C. Whittet Irrevocable Trust | 1,899 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,899 F3: These shares are held by the Ellen C. Whittet Irrevocable Trust 11/19/2021 (the "Ellen C. Whittet Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Ellen C. Whittet Irrevocable Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy: Thomas J. Clarke Irrevocable Trust | 1,899 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,899 F4: These shares are held by the Thomas J. Clarke Irrevocable Trust dtd 11/19/2021 (the "Thomas J. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Thomas J. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy: Leanne C. Allan Irrevocable Trust | 1,899 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,899 F5: These shares are held by the Leanne C. Allan Irrevocable Trust dtd 11/19/2021 (the "Leanne C. Allan Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Leanne C. Allan Irrevocable Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy: Robin K. Clarke Irrevocable Trust | 1,899 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,899 F6: These shares are held by the Robin K. Clarke Irrevocable Trust dtd 11/19/2021 (the "Robin K. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Robin K. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy: John A. Clarke Irrevocable Trust | 1,899 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,899 F7: These shares are held by the John A. Clarke Irrevocable Trust dtd 11/19/2021 (the "John A. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the John A. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy: Donald E. Clarke Irrevocable Trust | 7,520 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 7,520 F8: These shares are held by the Donald E. Clarke Irrevocable Trust dated 11/19/2021 (the "Donald Clarke Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Donald Clarke Trust except to the extent, if any, of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer.
F2: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date.
F3: These shares are held by the Ellen C. Whittet Irrevocable Trust 11/19/2021 (the "Ellen C. Whittet Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Ellen C. Whittet Irrevocable Trust except to the extent, if any, of his pecuniary interest therein.
F4: These shares are held by the Thomas J. Clarke Irrevocable Trust dtd 11/19/2021 (the "Thomas J. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Thomas J. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein.
F5: These shares are held by the Leanne C. Allan Irrevocable Trust dtd 11/19/2021 (the "Leanne C. Allan Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Leanne C. Allan Irrevocable Trust except to the extent, if any, of his pecuniary interest therein.
F6: These shares are held by the Robin K. Clarke Irrevocable Trust dtd 11/19/2021 (the "Robin K. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Robin K. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein.
F7: These shares are held by the John A. Clarke Irrevocable Trust dtd 11/19/2021 (the "John A. Clarke Irrevocable Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the John A. Clarke Irrevocable Trust except to the extent, if any, of his pecuniary interest therein.
F8: These shares are held by the Donald E. Clarke Irrevocable Trust dated 11/19/2021 (the "Donald Clarke Trust"). The Reporting Person disclaims beneficial ownership of the shares owned by the Donald Clarke Trust except to the extent, if any, of his pecuniary interest therein.
Commerce.com, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series 1 Common StockSEC Table I · non-derivative | Direct | 209,339 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 5,156 · Balance 209,339 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy Donald E Clarke Irrevocable Trust | 68,090 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 68,090 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy Ellen C. Whittet Irrevocable Trust | 15,564 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,564 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy John A. Clarke Irrevocable Trust | 15,564 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,564 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy Leanne C. Allan Irrevocable Trust | 15,564 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 15,564 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy Robin K. Clarke Irrevocable Trust | 15,564 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 15,564 |
| Series 1 Common StockSEC Table I · non-derivative | IndirectBy Thomas J. Clarke Irrevocable Trust | 15,564 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 15,564 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 16, 2021 Filed Mar 19, 2021 20:37 UTC | Commerce.com, Inc. BIGC · Entity 6337 | GrantSeries 1 Common Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-002372 · primarydocument.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,214 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:37 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001209191-21-021453 · doc4.xml · derivative · entry 4 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option is fully vested and immediately exercisable. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:37 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 4,846 | $89.06 | $431,584.76 |
DisclosureSEC source: 0001209191-21-021453 · doc4.xml · nonDerivative · entry 3 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,304 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.78 - $89.47, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:37 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 8,315 | $88.33 | $734,463.95 |
DisclosureSEC source: 0001209191-21-021453 · doc4.xml · nonDerivative · entry 2 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.78 - $88.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:37 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionCommon Stock | 6,000 | $11.55 | $69,300.00 |
DisclosureSEC source: 0001209191-21-021453 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,465 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 23:01 UTC | Commerce.com, Inc. BIGC · Entity 6337 | GrantSeries 1 Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007369 · primarydocument.xml · nonDerivative · entry 2 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,038 Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 23:01 UTC | Commerce.com, Inc. BIGC · Entity 6337 | GrantSeries 1 Common Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-007369 · primarydocument.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,872 Read SEC document |
| November 25, 2020 Filed Dec 1, 2020 02:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $8.08 | $0.00 |
DisclosureSEC source: 0001209191-20-060830 · doc4.xml · derivative · entry 3 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2024-04-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is immediately exercisable. The option vested with respect to 1/3 of the shares on May 6, 2015 and, with respect to 1/16th of the remaining shares, the option vested on the first day of each month thereafter over the following sixteen months, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| November 25, 2020 Filed Dec 1, 2020 02:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 15,000 | $72.74 | $1,091,100.00 |
DisclosureSEC source: 0001209191-20-060830 · doc4.xml · nonDerivative · entry 2 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,465 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.63 - $72.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 25, 2020 Filed Dec 1, 2020 02:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionCommon Stock | 30,000 | $8.08 | $242,400.00 |
DisclosureSEC source: 0001209191-20-060830 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,465 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 |
| June 04, 2020 Filed Jun 8, 2020 21:56 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035082 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,465 F1 · security: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2021 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 20:35 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 2,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-035819 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,872 F1 · security: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 21:26 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 3,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037032 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,161 F1 · security: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 01:49 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 3,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066898 · doc4.xml · nonDerivative · entry 1 Clarke Donald E · CIK 0001297831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,968 F1 · security: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The shares underlying this restricted stock unit award vest on the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. 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.