Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareCloud, Inc.CCLD · Entity 6780 | Director | August 08, 2026 | August 11, 2026 |
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Director | April 28, 2023 | May 01, 2023 |
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.
CareCloud, Inc.
Report date August 08, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 308,888 |
Reported balance
After 2026-08-08 transaction · row 1
1 source rowRow 1 · 2026-08-08 · Exercise / conversion · Acquired 7,500 · Balance 308,888 F1: Represents the conversion upon vesting of restricted stock units into common stock on August 8, 2026. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 37,500 |
Reported balance
After 2026-08-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-08 · Exercise / conversion · Disposed 7,500 · Balance 37,500 F1: Represents the conversion upon vesting of restricted stock units into common stock on August 8, 2026. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion upon vesting of restricted stock units into common stock on August 8, 2026. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's Amended and Restated Equity Incentive Plan, without payment by the reporting person.
PITNEY BOWES INC /DE/
Report date April 28, 2023 · Filed May 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,442.2191 |
Reported balance
After 2023-04-28 transaction · row 1
1 source rowRow 1 · 2023-04-28 · Grant · Acquired 19,802 · Balance 133,442.2191 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-28 · Exercise / conversion · Disposed 19,802 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.
F2: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan).
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 |
|---|---|---|---|---|---|---|
| July 28, 2017 Filed Jul 31, 2017 20:30 UTC | CareCloud, Inc. MTBC · Entity 6780 | Exercise / conversionCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-17-008301 · form4.xml · nonDerivative · entry 1 BUSQUET ANNE · CIK 0001200676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,350 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: Represents the conversion upon vesting of restricted stock units into common stock on July 28, 2017. These restricted stock units and the shares of common stock issued upon vesting of such units were acquired under the Company's 2014 Equity Incentive Plan, without payment by the reporting person. Read SEC document |
| May 08, 2017 Filed May 9, 2017 20:09 UTC | PITNEY BOWES INC /DE/ PBI · Entity 4392 | GrantRestricted Stock Units · Derivative | 6,309 | $15.85 | $99,997.65 |
DisclosureSEC source: 0001562180-17-001907 · primarydocument.xml · derivative · entry 1 BUSQUET ANNE · CIK 0001200676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,197 Underlying: Common Stock · 6,309 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2 · deemedExecutionDate: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. F2 · derivative.exercise_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. F2 · derivative.expiration_date: Each unit represents a contingent right to receive one share of Pitney Bowes common stock that will cliff vest 100% in one year. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 21:18 UTC | CareCloud, Inc. MTBC · Entity 6780 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-16-014736 · form4.xml · nonDerivative · entry 1 BUSQUET ANNE · CIK 0001200676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,350 F1 · shares: Restricted Stock Award awarded under the Company's 2014 Equity Incentive Plan, which vests fully on December 31, 2016. 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.