Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Galaxy Digital Inc.GLXY · Entity 523 | Director | August 06, 2026 | August 10, 2026 |
| Strategy IncMSTR · Entity 3031 | Director | May 31, 2026 | June 02, 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.
Galaxy Digital Inc.
Report date August 06, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 87,930 |
Reported balance
After 2026-08-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-06 · Grant · Acquired 7,866 · Balance 87,930 F1: A deferred share unit ("DSU") award was granted on August 6, 2026 where 7,866 shares are scheduled to vest on June 15, 2027. The DSU award is subject to continued service through the vesting date. F2: Each DSU represents the right to receive one share of the Company's Class A Common Stock. F3: Includes 87,930 shares of Class A Common Stock to be delivered in settlement of DSU awards. The DSU awards, in each case, are subject to continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: A deferred share unit ("DSU") award was granted on August 6, 2026 where 7,866 shares are scheduled to vest on June 15, 2027. The DSU award is subject to continued service through the vesting date.
F2: Each DSU represents the right to receive one share of the Company's Class A Common Stock.
F3: Includes 87,930 shares of Class A Common Stock to be delivered in settlement of DSU awards. The DSU awards, in each case, are subject to continued service through the applicable vesting date.
Strategy Inc
Report date May 31, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,092 |
Reported balance
After 2026-05-31 transaction · row 1
1 source rowRow 1 · 2026-05-31 · Exercise / conversion · Acquired 406 · Balance 1,092 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-31 · Exercise / conversion · Disposed 406 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2: The 406 RSUs vested in full on May 31, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 943 |
Reported balance
After 2026-05-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-31 · Grant · Acquired 943 · Balance 943 F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. |
| Director Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $159.09 · Expires 2036-05-31 | Direct | 1,221 |
Reported balance
After 2026-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-31 · Grant · Acquired 1,221 · Balance 1,221 F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date. |
| Series A Perpetual Stretch Preferred StockSEC Table I · non-derivative | Direct | 3,600 |
Reported balance
Holding disclosure · report date 2026-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,600 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy").
F2: The 406 RSUs vested in full on May 31, 2026.
F3: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year.
F4: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date.
F5: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BROADSOFT, INC.
Report date February 01, 2018 · Filed February 05, 2018
Section 16 reporting ended · disclosed 2018-02-05. 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 2018-02-01 transaction · row 1
1 source rowRow 1 · 2018-02-01 · Disposition to issuer · Disposed 5,640 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger.
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 06, 2026 Filed Aug 10, 2026 21:16 UTC | Galaxy Digital Inc. GLXY · Entity 523 | GrantClass A Common Stock | 7,866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001341187-26-000005 · wk-form4_1786396593.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,930 F1 · shares: A deferred share unit ("DSU") award was granted on August 6, 2026 where 7,866 shares are scheduled to vest on June 15, 2027. The DSU award is subject to continued service through the vesting date. F2 · price: Each DSU represents the right to receive one share of the Company's Class A Common Stock. F3 · balance_after: Includes 87,930 shares of Class A Common Stock to be delivered in settlement of DSU awards. The DSU awards, in each case, are subject to continued service through the applicable vesting date. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001341187-26-000002 · ownership.xml · derivative · entry 5 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943 Underlying: Class A Common Stock · 943 shares Expires not disclosed F3 · security: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F5 · derivative.exercise_date: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. F5 · derivative.expiration_date: These RSUs are scheduled to vest as to 943 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 1,221 | $0.00 Strike: $159.09 | $0.00 |
DisclosureSEC source: 0001341187-26-000002 · ownership.xml · derivative · entry 4 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221 Underlying: Class A Common Stock · 1,221 shares Expires 2036-05-31 F3 · security: These grants were made pursuant to the Strategy Inc Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between RSUs and options) to each non-employee director on May 31 of each year. F4 · derivative.exercise_date: This option is scheduled to vest as to 1,221 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001341187-26-000002 · ownership.xml · derivative · entry 3 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 406 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). F2 · derivative.exercise_date: The 406 RSUs vested in full on May 31, 2026. F2 · derivative.expiration_date: The 406 RSUs vested in full on May 31, 2026. Read SEC document |
| May 31, 2026 Filed Jun 2, 2026 21:53 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001341187-26-000002 · ownership.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,092 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. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of class A common stock of Strategy Inc ("Strategy"). Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:45 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 1,000 | $99.49 | $99,485.00 |
DisclosureSEC source: 0001193125-26-018099 · ownership.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,600 F1 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $99.480 to $99.489, inclusive. The reporting person undertakes to provide to Strategy Inc ("Strategy"), any security holder of Strategy, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote. Read SEC document |
| December 20, 2025 Filed Dec 23, 2025 21:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionRestricted Stock Units · Derivative | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-330942 · ownership.xml · derivative · entry 3 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,059 Underlying: Class A Common Stock · 686 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Strategy Inc class A common stock. F2 · derivative.exercise_date: The remaining 2,059 RSUs will vest in annual installments over a three-year period, with 686 RSUs vesting on December 20, 2026, 686 RSUs vesting on December 20, 2027 and 687 RSUs vesting on December 20, 2028. F2 · derivative.expiration_date: The remaining 2,059 RSUs will vest in annual installments over a three-year period, with 686 RSUs vesting on December 20, 2026, 686 RSUs vesting on December 20, 2027 and 687 RSUs vesting on December 20, 2028. Read SEC document |
| December 20, 2025 Filed Dec 23, 2025 21:14 UTC | Strategy Inc MSTR · Entity 3031 | Exercise / conversionClass A Common Stock | 686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-330942 · ownership.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Strategy Inc class A common stock. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 21:30 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 1,100 | $95.28 | $104,808.00 |
DisclosureSEC source: 0001193125-25-297328 · ownership.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,600 Read SEC document |
| August 06, 2025 Filed Aug 8, 2025 20:23 UTC | Galaxy Digital Inc. GLXY · Entity 523 | GrantClass A Common Stock | 5,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001341187-25-000002 · wk-form4_1754684588.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,064 F1 · shares: A deferred share unit ("DSU") award was granted on August 6th, 2025 where 5,419 are scheduled to vest on June 15, 2026. The DSU award is subject to continued service through the vesting date. F2 · price: Each DSU represents the right to receive one share of the Company's Class A Common Stock. F3 · balance_after: Includes 80,064 shares of Class A Common Stock to be delivered in settlement of DSU awards. The DSU awards, in each case, are subject to continued service through the applicable vesting date. Read SEC document |
| July 29, 2025 Filed Jul 29, 2025 20:52 UTC | Strategy Inc MSTR · Entity 3031 | PurchaseSeries A Perpetual Stretch Preferred Stock | 1,500 | $90.00 | $135,000.00 |
DisclosureSEC source: 0000950170-25-099667 · ownership.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 F1 · price: Represents shares purchased through a directed share program in connection with the underwritten public offering of MicroStrategy Incorporated d/b/a Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock. These shares were purchased at the public offering price of $90.00 per share. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:35 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081289 · ownership.xml · derivative · entry 2 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406 Underlying: Class A Common Stock · 406 shares Expires not disclosed F1 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between restricted stock units ("RSUs") and options) to each non-employee director on May 31 of each year. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of class A common stock of MicroStrategy Incorporated d/b/a Strategy. F4 · derivative.exercise_date: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. F4 · derivative.expiration_date: These RSUs are scheduled to vest as to 406 shares on the first anniversary of the grant date. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:35 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 545 | $0.00 Strike: $369.06 | $0.00 |
DisclosureSEC source: 0000950170-25-081289 · ownership.xml · derivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 Underlying: Class A Common Stock · 545 shares Expires 2035-05-31 F1 · security: These grants were made pursuant to the MicroStrategy Incorporated 2023 Equity Incentive Plan, as amended, which provides for the annual automatic grant of equity awards with an aggregate fair value of $300,000 (split evenly between restricted stock units ("RSUs") and options) to each non-employee director on May 31 of each year. F2 · derivative.exercise_date: This option is scheduled to vest as to 545 shares on the first anniversary of the grant date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC | Strategy Inc MSTR · Entity 3031 | GrantRestricted Stock Units · Derivative | 2,745 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-008333 · ownership.xml · derivative · entry 2 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,745 Underlying: Class A Common Stock · 2,745 shares Expires not disclosed F1 · security: These grants were approved by the Board of Directors (the "Board") on December 20, 2024, subject to stockholder approval of an amendment to the MicroStrategy Incorporated 2023 Equity Incentive Plan (the "Plan Amendment"), which provides that, beginning on December 20, 2024, upon the initial election of a non-employee director to the Board, such director will be automatically granted equity awards with an aggregate fair value of $2,000,000 (split evenly between RSUs and options), vesting in equal annual installments over four years. The stockholders approved the Plan Amendment on January 21, 2025. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of MicroStrategy class A common stock. F4 · derivative.exercise_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. F4 · derivative.expiration_date: 25 percent of these restricted stock units vest on the first anniversary of the grant date, and an additional 25 percent of the original number of restricted stock units vest on each anniversary thereafter until the restricted stock units are vested in full. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:12 UTC | Strategy Inc MSTR · Entity 3031 | GrantDirector Stock Option (Right to buy) · Derivative | 3,709 | $0.00 Strike: $364.20 | $0.00 |
DisclosureSEC source: 0000950170-25-008333 · ownership.xml · derivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,709 Underlying: Class A Common Stock · 3,709 shares Expires 2035-01-21 F1 · security: These grants were approved by the Board of Directors (the "Board") on December 20, 2024, subject to stockholder approval of an amendment to the MicroStrategy Incorporated 2023 Equity Incentive Plan (the "Plan Amendment"), which provides that, beginning on December 20, 2024, upon the initial election of a non-employee director to the Board, such director will be automatically granted equity awards with an aggregate fair value of $2,000,000 (split evenly between RSUs and options), vesting in equal annual installments over four years. The stockholders approved the Plan Amendment on January 21, 2025. F2 · derivative.exercise_date: 25 percent of the shares subject to this option vest on the first anniversary of the grant date, and an additional 25 percent of the shares originally subject to this option vest on each anniversary thereafter until the option is vested in full. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:19 UTC | BROADSOFT, INC. BSFT · Entity 169776 | Disposition to issuerCommon Stock | 5,640 | $55.00 | $310,200.00 |
DisclosureSEC source: 0001209191-18-007735 · doc4.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · acquired: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 20, 2017, by and among Cisco Systems, Inc. ("Cisco"), Brooklyn Acquisition Corp., a wholly-owned subsidiary of Cisco, and the Issuer (the "Merger") in exchange for $55 per share on the effective date of the Merger. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 17:57 UTC | BROADSOFT, INC. BSFT · Entity 169776 | GrantCommon Stock | 2,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003025 · doc4.xml · nonDerivative · entry 1 Dietze Jane A · CIK 0001341187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,640 F1 · shares: Represents shares of common stock underlying restricted stock units (the "RSUs") granted on January 5, 2017 pursuant to the Issuer's Non-Employee Director Compensation Policy (the "Policy") in respect of the $125,000 Annual Equity Retainer (as defined in the Policy). The total number of shares of common stock underlying RSUs is a result of dividing the Annual Equity Retainer by the closing price of the Issuer's common stock on the date of issue, rounded down to the nearest whole number. The RSUs vest 25% on the last day of each 2017 calendar quarter assuming the Reporting Person remains a member of the Board of Directors through the end of the relevant calendar quarter. In the event the Reporting Person's service on the Board terminates (other than for cause) prior to the end of a calendar quarter, the RSUs granted shall vest pro-rata based on the portion of the calendar quarter during which such Reporting Person served as a director. 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.