Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingram Micro Holding CorpINGM · Entity 3754 | Director | May 14, 2026 | May 14, 2026 |
| McGraw Hill, Inc.MH · Entity 4351 | Director | August 11, 2026 | August 13, 2026 |
| ULTIMATE SOFTWARE GROUP INCULTI · Entity 157828 | Exec. VP. CFO and Treasurer | May 03, 2019 | May 07, 2019 |
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.
Ingram Micro Holding Corp
Report date May 14, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,039 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 7,031 · Balance 32,039 F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2: Includes 25,008 shares of Common Stock and 7,031 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit.
F2: Includes 25,008 shares of Common Stock and 7,031 unvested RSUs.
McGraw Hill, Inc.
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,968 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 16,086 · Balance 26,968 F1: On 8/11/2026, the Reporting Person received a grant of 16,086 restricted stock units ("RSUs") that vest on the earlier of (i) the date of Issuer's 2027 annual meeting of stockholders or (ii) August 11, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through each such date. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On 8/11/2026, the Reporting Person received a grant of 16,086 restricted stock units ("RSUs") that vest on the earlier of (i) the date of Issuer's 2027 annual meeting of stockholders or (ii) August 11, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through each such date. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit.
ULTIMATE SOFTWARE GROUP INC
Report date May 03, 2019 · Filed May 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-05-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-05-03 · Exercise / conversion · Acquired 667 · Balance 40,667 Row 2 · 2019-05-03 · Exercise / conversion · Acquired 667 · Balance 41,334 Row 3 · 2019-05-03 · Exercise / conversion · Acquired 667 · Balance 42,001 Row 4 · 2019-05-03 · Disposition to issuer · Disposed 42,001 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 3, 2019, by and among The Ultimate Software Group, Inc. (the "Company"), Unite Parent Corp. ("Parent") and Unite Merger Sub Corp. ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on February 4, 2019, pursuant to which the Company became an indirect wholly owned subsidiary of Parent (the "Merger") on May 3, 2019 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $331.50 in cash (the "Merger Consideration") without interest and subject to applicable withholding taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-05-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-05-03 · Exercise / conversion · Disposed 667 · Balance 0 F2: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F3: This restricted stock unit was granted on February 8, 2016. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-05-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-05-03 · Exercise / conversion · Disposed 667 · Balance 0 F2: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F4: This restricted stock unit was granted on February 9, 2018. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-05-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-05-03 · Exercise / conversion · Disposed 667 · Balance 0 F2: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F5: This restricted stock unit was granted on February 10, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 3, 2019, by and among The Ultimate Software Group, Inc. (the "Company"), Unite Parent Corp. ("Parent") and Unite Merger Sub Corp. ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on February 4, 2019, pursuant to which the Company became an indirect wholly owned subsidiary of Parent (the "Merger") on May 3, 2019 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $331.50 in cash (the "Merger Consideration") without interest and subject to applicable withholding taxes.
F2: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes.
F3: This restricted stock unit was granted on February 8, 2016.
F4: This restricted stock unit was granted on February 9, 2018.
F5: This restricted stock unit was granted on February 10, 2017.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cornerstone OnDemand Inc
Report date October 15, 2021 · Filed October 18, 2021
Section 16 reporting ended · disclosed 2021-10-18. 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 2021-10-15 transaction · row 1
1 source rowRow 1 · 2021-10-15 · Disposition to issuer · Disposed 14,341 · Balance 0 F1: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021.
F2: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes.
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 13, 2026 20:15 UTC | McGraw Hill, Inc. MH · Entity 4351 | GrantCommon Stock | 16,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-349232 · ownership.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,968 F1 · shares: On 8/11/2026, the Reporting Person received a grant of 16,086 restricted stock units ("RSUs") that vest on the earlier of (i) the date of Issuer's 2027 annual meeting of stockholders or (ii) August 11, 2027, subject to the Reporting Person's continued service on the Issuer's board of directors through each such date. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| May 14, 2026 Filed May 14, 2026 21:40 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 7,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001739488-26-000003 · form4-05142026_090529.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,039 F1 · shares: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2 · balance_after: Includes 25,008 shares of Common Stock and 7,031 unvested RSUs. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 21:00 UTC | McGraw Hill, Inc. MH · Entity 4351 | GrantCommon Stock | 10,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-035956 · wk-form4_1753390854.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,882 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 7/23/2025 (the "Lock-up Date"), between the Reporting Person and Goldman Sachs & Co. LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 7/23/2025, the Reporting Person received a grant of 10,882 restricted stock units ("RSUs") that vest on 7/23/2026. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 22:06 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016048 · form4-06062025_100630.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,008 F1 · shares: On 06/04/2025, the Reporting Person received a grant of 9,615 restricted stock units ("RSUs") that vest on the earlier of 06/04/2026 or the date of the Issuer's 2026 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 00:18 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 6,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-026279 · form4-11072024_121107.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,393 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 11/6/2024, the Reporting Person received a grant of 6,984 restricted stock units ("RSUs") that vest on 5/6/2025. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| October 23, 2024 Filed Oct 25, 2024 20:49 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 8,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025651 · form4-10252024_081029.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,409 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 10/23/2024, the Reporting Person received a grant of 8,409 restricted stock units ("RSUs") that vest on 10/23/2025. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 16:05 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | Disposition to issuerCommon Stock | 14,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-060662 · doc4.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition of Issuer restricted stock unit award (each, an "Issuer RSU") in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. F2 · price: Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each Issuer RSU owned by a non-employee member of Issuer's board of directors (each, a "Director RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:13 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | GrantCommon Stock | 5,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039432 · doc4.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,341 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the earlier of (i) the first anniversary of the grant date, or (ii) the date of the Issuer's next annual meeting of shareholders, in each case subject to the Reporting Person's continued service as of such date. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 21:53 UTC | Cornerstone OnDemand Inc CSOD · Entity 134445 | GrantCommon Stock | 9,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064446 · doc4.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,274 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One-third (1/3) of the RSUs will vest on the first, second and third anniversaries of the grant date, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · derivative · entry 7 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Unit · 667 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 · date: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F5 · derivative.exercise_date: This restricted stock unit was granted on February 10, 2017. F5 · derivative.expiration_date: This restricted stock unit was granted on February 10, 2017. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · derivative · entry 6 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Unit · 667 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 · date: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F4 · derivative.exercise_date: This restricted stock unit was granted on February 9, 2018. F4 · derivative.expiration_date: This restricted stock unit was granted on February 9, 2018. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · derivative · entry 5 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Unit · 667 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 · date: These restricted stock unites were converted pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock award became fully vested and was cancelled and converted into the right to receive the Merger Consideration without interest and subject to applicable withholding taxes. F3 · derivative.exercise_date: This restricted stock unit was granted on February 8, 2016. F3 · derivative.expiration_date: This restricted stock unit was granted on February 8, 2016. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Disposition to issuerCommon Stock | 42,001 | $331.50 | $13,923,331.50 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · nonDerivative · entry 4 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 3, 2019, by and among The Ultimate Software Group, Inc. (the "Company"), Unite Parent Corp. ("Parent") and Unite Merger Sub Corp. ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Form 8-K filed with the Securities and Exchange Commission (the "SEC") on February 4, 2019, pursuant to which the Company became an indirect wholly owned subsidiary of Parent (the "Merger") on May 3, 2019 (the "Effective Time"). At the Effective Time, each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $331.50 in cash (the "Merger Consideration") without interest and subject to applicable withholding taxes. Read SEC document |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionCommon Stock | 667 | $331.50 | $221,110.50 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · nonDerivative · entry 3 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,001 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 |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionCommon Stock | 667 | $331.50 | $221,110.50 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · nonDerivative · entry 2 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,334 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 |
| May 03, 2019 Filed May 7, 2019 17:08 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionCommon Stock | 667 | $331.50 | $221,110.50 |
DisclosureSEC source: 0001016125-19-000077 · wf-form4_155726332541415.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,667 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 11, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | SaleCommon Stock | 3,929 | $331.95 | $1,304,226.05 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 8 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F4 · security: The transactions reported on this Form 4 were effected pursuant to a Rule 10(b)5-1 trading plan adopted by the reporting person on November 14, 2018. F5 · price: The sales price represents the weighted average sales price ranging in price from $331.71 to $332.41. The number of shares sold at each separate price will be made available to the SEC Staff, the issuer, or a security holder of the issuer upon request. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · derivative · entry 11 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 667 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. F8 · derivative.exercise_date: This restricted stock unit was granted on February 10, 2017. F8 · derivative.expiration_date: This restricted stock unit was granted on February 10, 2017. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Tax withholdingRestricted Stock Unit | 163 | $332.41 | $54,182.83 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 7 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,929 F3 · security: These shares were retained by the Company and not issued, in satisfaction of withholding payroll tax requirements applicable to vesting of the Restricted Stock Awards originally granted on February 10, 2017. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 6 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,092 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 09, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · derivative · entry 10 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 666 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. F7 · derivative.exercise_date: This restricted stock unit was granted on February 9, 2018. F7 · derivative.expiration_date: This restricted stock unit was granted on February 9, 2018. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Tax withholdingRestricted Stock Unit | 162 | $332.41 | $53,850.42 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 5 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,425 F2 · security: These shares were retained by the Company and not issued, in satisfaction of withholding payroll tax requirements applicable to vesting of the Restricted Stock Awards originally granted on February 9, 2018. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 4 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,587 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 08, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit · Derivative | 334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · derivative · entry 9 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 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. F6 · derivative.exercise_date: This restricted stock unit was granted on February 8, 2016. F6 · derivative.expiration_date: This restricted stock unit was granted on February 8, 2016. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Tax withholdingRestricted Stock Unit | 93 | $332.41 | $30,914.13 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 3 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,921 F1 · security: These shares were retained by the Company and not issued, in satisfaction of withholding payroll tax requirements applicable to vesting of the Restricted Stock Awards originally granted on February 8, 2016. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | Exercise / conversionRestricted Stock Unit | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 2 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,014 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 08, 2019 Filed Feb 12, 2019 17:02 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | GrantRestricted Stock Award | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016125-19-000023 · wf-form4_155000895414901.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,680 Read SEC document |
| May 04, 2018 Filed May 8, 2018 16:31 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | SaleCommon Stock | 2,000 | $250.84 | $501,680.00 |
DisclosureSEC source: 0001016125-18-000063 · wf-form4_152581147683901.xml · nonDerivative · entry 2 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,680 Read SEC document |
| May 04, 2018 Filed May 8, 2018 16:31 UTC | ULTIMATE SOFTWARE GROUP INC ULTI · Entity 157828 | GrantRestricted Stock Award | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001016125-18-000063 · wf-form4_152581147683901.xml · nonDerivative · entry 1 Alvaro Felicia · CIK 0001739488 · Director · Exec. VP. CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,680 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.