Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALKAMI TECHNOLOGY, INC.ALKT · Entity 1625 | Director | May 19, 2026 | May 21, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Director | October 01, 2026 | October 06, 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.
ALKAMI TECHNOLOGY, INC.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,646 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 11,357 · Balance 54,646 F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units (RSUs) which vest in full on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the Annual Meeting following the grant date. Each RSU represents a contingent right to receive one share of common stock. The reporting person elected to defer receipt of these shares under the terms of the 2021 Incentive Plan.
Symbotic Inc.
Report date October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class V-1 Common StockSEC Table I · non-derivative | Direct | 581,353 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Other · Disposed 2,000 · Balance 581,353 F1: Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F2: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings LLC ("Symbotic Holdings") and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. F3: On October 1, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective October 1, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 89,852 |
Ending reported balance
After 2026-10-01 transaction · row 4
3 source rows · reconciled sequenceRow 2 · 2026-10-01 · Other · Acquired 2,000 · Balance 91,852 F1: Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F2: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings LLC ("Symbotic Holdings") and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. F3: On October 1, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective October 1, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock. Row 3 · 2026-10-01 · Sale · Disposed 1,100 · Balance 90,752 F4: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on Decmeber 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F5: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $42.25 to $43.23, inclusive. The Reporting Person undertakes to provide 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. Row 4 · 2026-10-01 · Sale · Disposed 900 · Balance 89,852 F4: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on Decmeber 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. F6: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $43.31 to $44.24, inclusive. The Reporting Person undertakes to provide 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. |
| Symbotic Holdings UnitsSEC Table II · derivative / convertible security | Direct | 581,353 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Other · Disposed 2,000 · Balance 581,353 F1: Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share. F2: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings LLC ("Symbotic Holdings") and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock. F3: On October 1, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective October 1, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class V-1 Common Stock of the Issuer have no economic rights and each share of Class V-1 Common Stock entitles its holder to 1 vote per share.
F2: The term "Symbotic Holdings Units" is used herein to represent limited liability company units of Symbotic Holdings LLC ("Symbotic Holdings") and an equal number of paired shares of Class V-1 Common Stock of the Issuer, which, pursuant to the limited liability company agreement of Symbotic Holdings, are redeemable by the holder on a one-for-one basis for a share of Class A Common Stock of the Issuer, subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions, and in accordance with other terms and conditions set forth in Symbotic Holdings' Second Amended and Restated Limited Liability Company Agreement, dated as of June 7, 2022. Upon redemption, the Issuer will cancel the Symbotic Holdings Units and cancel and retire for no consideration the redeemed shares of Class V-1 Common Stock.
F3: On October 1, 2026, the Reporting Person sold 2,000 shares of Class A Common Stock pursuant to a trading plan entered into by the Reporting Person on December 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended (the "Stock Sale"). In connection with the Stock Sale and pursuant to the terms of the trading plan, effective October 1, 2026, the Reporting Person redeemed 2,000 Symbotic Holdings Units in exchange for an equal number of shares of Class A Common Stock (the "Redemption"). In connection with the Redemption, Symbotic Holdings canceled the Symbotic Holdings Units, and the Issuer canceled and retired for no consideration the redeemed 2,000 shares of Class V-1 Common Stock.
F4: This transaction was executed pursuant to a trading plan entered into by the Reporting Person on Decmeber 8, 2025, in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended.
F5: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $42.25 to $43.23, inclusive. The Reporting Person undertakes to provide 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.
F6: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $43.31 to $44.24, inclusive. The Reporting Person undertakes to provide 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.
Past disclosures · reporting ended (2)
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 |
Reported balance
After 2019-12-24 transaction · row 1
1 source rowRow 1 · 2019-12-24 · Disposition to issuer · Disposed 102,277 · Balance 0 F1: 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 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2021-07-22 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-24 · Disposition to issuer · Disposed 16,000 · Balance 0 F3: 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. F2: This option became exercisable in 12 equal quarterly installments beginning on October 22, 2011. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.62 · Expires 2023-01-31 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-24 · Disposition to issuer · Disposed 5,000 · Balance 0 F3: 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. F4: This option became exercisable in 12 equal quarterly installments beginning on April 30, 2013. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.32 · Expires 2023-05-01 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-24 · Disposition to issuer · Disposed 7,500 · Balance 0 F3: 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 in 12 equal quarterly installments beginning on August 1, 2013. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.20 · Expires 2023-10-29 | Direct | 0 |
Reported balance
After 2019-12-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-12-24 · Disposition to issuer · Disposed 10,000 · Balance 0 F3: 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. F6: This option became exercisable in 12 equal quarterly installments beginning on January 29, 2014. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.89 · Expires 2014-06-02 | 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 9,000 · Balance 0 F3: 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 12 equal quarterly installments beginning on September 2, 2014. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.14 · Expires 2025-06-01 | 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 9,000 · Balance 0 F3: 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 one installment on June 1, 2016, subject to the Registrant's continuing service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 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.
F2: This option became exercisable in 12 equal quarterly installments beginning on October 22, 2011.
F3: 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.
F4: This option became exercisable in 12 equal quarterly installments beginning on April 30, 2013.
F5: This option became exercisable in 12 equal quarterly installments beginning on August 1, 2013.
F6: This option became exercisable in 12 equal quarterly installments beginning on January 29, 2014.
F7: This option became exercisable in 12 equal quarterly installments beginning on September 2, 2014.
F8: This option became exercisable in one installment on June 1, 2016, subject to the Registrant's continuing service as a director.
RealPage, Inc.
Report date April 22, 2021 · Filed April 26, 2021
Section 16 reporting ended · disclosed 2021-04-26. 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 |
Reported balance
After 2021-04-22 transaction · row 1
1 source rowRow 1 · 2021-04-22 · Disposition to issuer · Disposed 26,674 · Balance 0 F1: Shares that, at the effective time of the merger contemplated by the agreement and plan of merger, dated as of December 20, 2020, by and among Mirasol Parent, LLC, which was renamed RealPage Holdings, LLC, Mirasol Merger Sub, Inc. and RealPage, Inc., were converted into the right to receive $88.75 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares that, at the effective time of the merger contemplated by the agreement and plan of merger, dated as of December 20, 2020, by and among Mirasol Parent, LLC, which was renamed RealPage Holdings, LLC, Mirasol Merger Sub, Inc. and RealPage, Inc., were converted into the right to receive $88.75 in cash.
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 |
|---|---|---|---|---|---|---|
| December 24, 2019 Filed Dec 26, 2019 11:33 UTC | Carbonite Inc CARB · Entity 152877 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,000 | Not disclosed Strike: $15.20 | Not disclosed |
DisclosureSEC source: 0001340127-19-000195 · wf-form4_157735998909603.xml · derivative · entry 5 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2023-10-29 F3 · price: 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. F6 · derivative.exercise_date: This option became exercisable in 12 equal quarterly installments beginning on January 29, 2014. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 11:33 UTC | Carbonite Inc CARB · Entity 152877 | Disposition to issuerStock Option (Right to Buy) · Derivative | 7,500 | Not disclosed Strike: $10.32 | Not disclosed |
DisclosureSEC source: 0001340127-19-000195 · wf-form4_157735998909603.xml · derivative · entry 4 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2023-05-01 F3 · price: 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 · derivative.exercise_date: This option became exercisable in 12 equal quarterly installments beginning on August 1, 2013. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 11:33 UTC | Carbonite Inc CARB · Entity 152877 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,000 | Not disclosed Strike: $9.62 | Not disclosed |
DisclosureSEC source: 0001340127-19-000195 · wf-form4_157735998909603.xml · derivative · entry 3 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-01-31 F3 · price: 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. F4 · derivative.exercise_date: This option became exercisable in 12 equal quarterly installments beginning on April 30, 2013. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 11:33 UTC | Carbonite Inc CARB · Entity 152877 | Disposition to issuerStock Option (Right to Buy) · Derivative | 16,000 | Not disclosed Strike: $10.00 | Not disclosed |
DisclosureSEC source: 0001340127-19-000195 · wf-form4_157735998909603.xml · derivative · entry 2 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,000 shares Expires 2021-07-22 F3 · price: 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. F2 · derivative.exercise_date: This option became exercisable in 12 equal quarterly installments beginning on October 22, 2011. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 11:33 UTC | Carbonite Inc CARB · Entity 152877 | Disposition to issuerCommon Stock | 102,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001340127-19-000195 · wf-form4_157735998909603.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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 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 · price: 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 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. Read SEC document |
| May 20, 2019 Filed May 22, 2019 20:22 UTC | Carbonite Inc CARB · Entity 152877 | GrantCommon Stock | 8,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001340127-19-000118 · wf-form4_155855652949660.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,777 F1 · shares: Reflects the grant of restricted stock that will vest in full and no longer be subject to forfeiture on the earlier of the date of the Company's next annual meeting of the stockholders or May 20, 2020, in each case subject to the reporting person's continuing service as a director. This restricted stock grant also provides for accelerated vesting on an acquisition of the Company. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:58 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 3,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023259 · doc4.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,727 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2019 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:22 UTC | RealPage, Inc. RP · Entity 140026 | SaleCommon Stock | 6,500 | $52.78 | $343,070.00 |
DisclosureSEC source: 0001209191-18-058245 · doc4.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,082 F1 · price: The price reported is a weighted average sale price. The sale price ranged from $52.65 to $52.95. Reporting Person provided Issuer full information regarding the number of shares sold at each separate price. Issuer will provide, upon receipt of a request, a copy of this information to the SEC staff or a security holder of the issuer. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:51 UTC | Carbonite Inc CARB · Entity 152877 | GrantCommon Stock | 4,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001340127-18-000081 · wf-form4_152598544834550.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,570 F1 · shares: Reflects the grant of restricted stock that will vest in full and no longer be subject to forfeiture on the earlier of the date of the Company's next annual meeting of the stockholders or May 8, 2019, in each case subject to the reporting person's continuing service as a director. This restricted stock grant also provides for accelerated vesting on an acquisition of the Company. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 16:54 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 3,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023094 · doc4.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,582 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2018 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| May 08, 2017 Filed May 10, 2017 22:14 UTC | Carbonite Inc CARB · Entity 152877 | GrantCommon Stock | 6,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-019452 · doc1.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,459 F1 · shares: Reflects the grant of restricted stock that will vest in full and no longer be subject to forfeiture on the earlier of the date of the Company's next annual meeting of stockholders or May 8, 2018, in each case subject to the reporting person's continuing service as a director. This restricted stock grant also provides for accelerated vesting on an acquisition of the Company. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 16:45 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 5,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024903 · doc4.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,022 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2017 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| April 01, 2017 Filed Apr 24, 2017 16:03 UTC Amendment | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 5,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027970 · doc4a.xml · nonDerivative · entry 1 KANE CHARLES · CIK 0001203561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,739 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2017 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. F2 · shares: This number is being corrected to include 717 additional shares, which were granted on the date of grant but inadvertently omitted from the Reporting Person's original Form 4 filed on April 4, 2017. 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.