Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director · CHIEF EXECUTIVE OFFICER | July 01, 2024 | July 03, 2024 |
| NEUSTAR INCNSR · Entity 173935 | Senior Vice President and CFO | August 08, 2017 | August 08, 2017 |
| Powerfleet, Inc.AIOT · Entity 5655 | See remarks | August 11, 2026 | August 11, 2026 |
| Twenty One Capital, Inc.XXI · Entity 4168 | Director | August 06, 2026 | August 07, 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.
2U, Inc.
Report date July 01, 2024 · Filed July 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,381 |
Reported balance
After 2024-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-07-01 · Tax withholding · Disposed 314 · Balance 20,381 F1: On June 13, 2024, the issuer effected a 1-for-30 reverse stock split. The number of securities reported on this Form 4 have been adjusted to reflect the reverse stock split. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 13, 2024, the issuer effected a 1-for-30 reverse stock split. The number of securities reported on this Form 4 have been adjusted to reflect the reverse stock split.
NEUSTAR INC
Report date August 08, 2017 · Filed August 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-08 transaction · row 1
1 source rowRow 1 · 2017-08-08 · Disposition to issuer · Disposed 230,693 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each share of Class A Common Stock outstanding, automatically and without any required action on the part of the Reporting Person, was converted into the right to receive $33.50 in cash, without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-08-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-08-08 · Disposition to issuer · Disposed 23,422 · Balance 0 F2: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each restricted stock unit outstanding subject to time-based vesting, automatically and without any required action on the part of the Reporting Person, became fully vested and canceled in exchange for a right to receive a cash payment in an amount equal to $33.50, without interest, for each share of Class A Common Stock underlying the restricted stock unit, less any required withholding taxes. |
| Performance Vested Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-08-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-08 · Disposition to issuer · Disposed 183,999 · Balance 0 F3: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, the performance-based conditions to which each outstanding performance stock unit was subject were deemed satisfied at the target levels for any performance period not completed, and such performance stock unit, automatically and without any required action on the part of the Reporting Person, was canceled in exchange for a right to receive a cash payment in an amount equal to $33.50, without interest, for each share of Class A Common Stock underlying the performance stock unit, less any required withholding taxes. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.45 | Direct | 0 |
Reported balance
After 2017-08-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-08-08 · Disposition to issuer · Disposed 55,600 · Balance 0 F4: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each employee stock option outstanding, whether or not vested and exercisable, automatically and without any required action on the part of the Reporting Person, was cancelled in exchange for the right to receive an amount in cash (less any applicable tax withholdings) equal to the product of (i) the excess, if any, of $33.50, without interest, over the per share exercise price of such employee stock option and (ii) the total number of shares of Class A Common Stock otherwise issuable upon exercise of such employee stock option immediately prior to the effective time of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each share of Class A Common Stock outstanding, automatically and without any required action on the part of the Reporting Person, was converted into the right to receive $33.50 in cash, without interest.
F2: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each restricted stock unit outstanding subject to time-based vesting, automatically and without any required action on the part of the Reporting Person, became fully vested and canceled in exchange for a right to receive a cash payment in an amount equal to $33.50, without interest, for each share of Class A Common Stock underlying the restricted stock unit, less any required withholding taxes.
F3: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, the performance-based conditions to which each outstanding performance stock unit was subject were deemed satisfied at the target levels for any performance period not completed, and such performance stock unit, automatically and without any required action on the part of the Reporting Person, was canceled in exchange for a right to receive a cash payment in an amount equal to $33.50, without interest, for each share of Class A Common Stock underlying the performance stock unit, less any required withholding taxes.
F4: Pursuant to an Agreement and Plan of Merger by and among the Issuer, Aerial Topco, L.P. ("Parent") and Aerial Merger Sub, Inc., a wholly-owned subsidiary of Parent ("Merger Sub"), the Merger Sub merged with and into the Issuer on August 8, 2017, with the Issuer surviving as a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each employee stock option outstanding, whether or not vested and exercisable, automatically and without any required action on the part of the Reporting Person, was cancelled in exchange for the right to receive an amount in cash (less any applicable tax withholdings) equal to the product of (i) the excess, if any, of $33.50, without interest, over the per share exercise price of such employee stock option and (ii) the total number of shares of Class A Common Stock otherwise issuable upon exercise of such employee stock option immediately prior to the effective time of the Merger.
Powerfleet, Inc.
Report date August 11, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 450,000 |
Ending reported balance
After 2026-08-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 225,000 · Balance 225,000 F1: On August 11, 2026 (the "Grant Date"), Paul S. Lalljie (the "Reporting Person") was granted 225,000 restricted stock units ("RSUs") under the Powerfleet, Inc. 2018 Incentive Plan, as amended (the "2018 Plan"), in consideration of his appointment as President and Chief Financial Officer ("CFO") of Powerfleet, Inc. (the "Company"). Subject to the terms and conditions of an award agreement and the 2018 Plan, the RSUs shall vest in equal installments on each of the first three anniversaries of the grant date, provided that the Reporting Person is employed by the Company on each such date. Row 2 · 2026-08-11 · Grant · Acquired 225,000 · Balance 450,000 F2: On the Grant Date, the Reporting Person was granted 225,000 performance-based RSUs ("PSUs") under the 2018 Plan in consideration for his appointment as the President and CFO of the Company. Each PSU represents a contingent right to receive one share of Common Stock upon vesting. The number of PSUs reported represents the target number of PSUs that may be earned by the Reporting Person. Subject to the terms and conditions of an award agreement and the 2018 Plan, the actual number of PSUs earned by the Reporting Person ranges from 0% and 150% of the target number based on the Company's stock price performance during the performance period that ends March 31, 2029, provided that the Reporting Person remains employed by the Company through the end of the performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 11, 2026 (the "Grant Date"), Paul S. Lalljie (the "Reporting Person") was granted 225,000 restricted stock units ("RSUs") under the Powerfleet, Inc. 2018 Incentive Plan, as amended (the "2018 Plan"), in consideration of his appointment as President and Chief Financial Officer ("CFO") of Powerfleet, Inc. (the "Company"). Subject to the terms and conditions of an award agreement and the 2018 Plan, the RSUs shall vest in equal installments on each of the first three anniversaries of the grant date, provided that the Reporting Person is employed by the Company on each such date.
F2: On the Grant Date, the Reporting Person was granted 225,000 performance-based RSUs ("PSUs") under the 2018 Plan in consideration for his appointment as the President and CFO of the Company. Each PSU represents a contingent right to receive one share of Common Stock upon vesting. The number of PSUs reported represents the target number of PSUs that may be earned by the Reporting Person. Subject to the terms and conditions of an award agreement and the 2018 Plan, the actual number of PSUs earned by the Reporting Person ranges from 0% and 150% of the target number based on the Company's stock price performance during the performance period that ends March 31, 2029, provided that the Reporting Person remains employed by the Company through the end of the performance period.
Twenty One Capital, Inc.
Report date August 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 23,237 |
Reported balance
After 2026-08-06 transaction · row 1
1 source rowRow 1 · 2026-08-06 · Grant · Acquired 23,237 · Balance 23,237 F1: Represents the annual equity award for the initial term ending at the next annual meeting of the Company, payable in the form of Class A common stock, representing approximately $128,000 at a value of $5.50 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual equity award for the initial term ending at the next annual meeting of the Company, payable in the form of Class A common stock, representing approximately $128,000 at a value of $5.50 per share.
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 |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 28, 2017 02:16 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionEmployee Stock Options · Derivative | 59,110 | $0.00 Strike: $22.82 | $0.00 |
DisclosureSEC source: 0001209191-17-015067 · doc4.xml · derivative · entry 3 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 59,110 shares Expires 2017-02-23 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: Immediately exerciseable. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 02:16 UTC | NEUSTAR INC NSR · Entity 173935 | Tax withholdingClass A Common Stock | 46,505 | $33.50 | $1,557,917.50 |
DisclosureSEC source: 0001209191-17-015067 · doc4.xml · nonDerivative · entry 2 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,753 F1 · shares: These shares were delivered to and withheld by the Issuer to pay the exercise price and related withholding tax obligations (net down) of the expiring options. F2 · price: The price is equal to the closing price of the Class A Common Stock on February 22, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 02:16 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionClass A Common Stock | 59,110 | $22.82 | $1,348,890.20 |
DisclosureSEC source: 0001209191-17-015067 · doc4.xml · nonDerivative · entry 1 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,258 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 |
| January 01, 2017 Filed Jan 4, 2017 23:14 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionRestricted Stock Units · Derivative | 8,876 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001364 · doc4.xml · derivative · entry 3 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,876 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. F3 · derivative.exercise_date: On February 29, 2012, 44,380 restricted stock units were awarded. The portion of the restricted stock units that are being reported in this Form 4 were fully vested on January 1, 2017. F3 · derivative.expiration_date: On February 29, 2012, 44,380 restricted stock units were awarded. The portion of the restricted stock units that are being reported in this Form 4 were fully vested on January 1, 2017. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 23:14 UTC | NEUSTAR INC NSR · Entity 173935 | Tax withholdingClass A Common Stock | 3,121 | $33.40 | $104,241.40 |
DisclosureSEC source: 0001209191-17-001364 · doc4.xml · nonDerivative · entry 2 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,148 F1 · shares: These shares were delivered to and withheld by the Issuer to pay the related withholding tax obligations (net down) of the vested restricted stock units. F2 · price: The price is equal to the closing price of the Class A Common Stock on December 30, 2016. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 23:14 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionClass A Common Stock | 8,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001364 · doc4.xml · nonDerivative · entry 1 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,269 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 08, 2016 Filed Dec 13, 2016 01:02 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionEmployee Stock Options · Derivative | 15,000 | $0.00 Strike: $27.90 | $0.00 |
DisclosureSEC source: 0001209191-16-154799 · doc4.xml · derivative · entry 3 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,000 shares Expires 2016-12-09 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: Immediately exerciseable. Read SEC document |
| December 08, 2016 Filed Dec 13, 2016 01:02 UTC | NEUSTAR INC NSR · Entity 173935 | Tax withholdingClass A Common Stock | 13,466 | $27.90 | $375,701.40 |
DisclosureSEC source: 0001209191-16-154799 · doc4.xml · nonDerivative · entry 2 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,393 F1 · shares: These shares were delivered to and withheld by the Issuer to pay the exercise price and related withholding tax obligations (net down) of the expiring options. F2 · price: The price is equal to the closing price of the Class A Common Stock on December 8, 2016. Read SEC document |
| December 08, 2016 Filed Dec 13, 2016 01:02 UTC | NEUSTAR INC NSR · Entity 173935 | Exercise / conversionClass A Common Stock | 15,000 | $22.44 | $336,600.00 |
DisclosureSEC source: 0001209191-16-154799 · doc4.xml · nonDerivative · entry 1 Lalljie Paul S · CIK 0001453878 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,859 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.