Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Axxes Opportunistic Credit FundAXOIX · Entity 66232 | Director | October 01, 2024 | October 10, 2024 |
| Axxes Private Markets FundAXEIX · Entity 66139 | Director | April 22, 2024 | April 26, 2024 |
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director | August 06, 2026 | August 10, 2026 |
| Lumen Technologies, Inc.LUMN · Entity 3749 | Director | May 21, 2026 | May 26, 2026 |
| SPORTSMAN'S WAREHOUSE HOLDINGS, INC.SPWH · Entity 7236 | Director | May 27, 2026 | May 28, 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.
Axxes Opportunistic Credit Fund
Report date October 01, 2024 · Filed October 10, 2024
This filing explicitly reported no securities owned.
Axxes Private Markets Fund
Report date April 22, 2024 · Filed April 26, 2024
This filing explicitly reported no securities owned.
COMMVAULT SYSTEMS INC
Report date August 06, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,797 |
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 1,761 · Balance 8,797 F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant or the date of the 2027 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant or the date of the 2027 Annual Meeting of Stockholders.
Lumen Technologies, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 421,144 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 25,197 · Balance 421,144 F1: This grant of restricted stock units will vest on May 21, 2027, but will be paid out in shares of Common Stock at a later date according to the Reporting Person's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: This grant of restricted stock units will vest on May 21, 2027, but will be paid out in shares of Common Stock at a later date according to the Reporting Person's deferral election.
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,535 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 62,992 · Balance 179,535 F1: Grant of restricted stock units that vest in twelve substantially equal installments, subject to the Reporting Person's continued service as a director through each vesting date, with the first installment vesting one month following the date of grant and an additional installment vesting on each monthly anniversary of the date of grant thereafter for the next eleven months. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units that vest in twelve substantially equal installments, subject to the Reporting Person's continued service as a director through each vesting date, with the first installment vesting one month following the date of grant and an additional installment vesting on each monthly anniversary of the date of grant thereafter for the next eleven months. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MITEL NETWORKS CORP
Report date November 30, 2018 · Filed December 04, 2018
Section 16 reporting ended · disclosed 2018-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-30 · Disposition to issuer · Disposed 18,611 · Balance 0 F1: On November 30, 2018 (the "Closing Date"), MLN AcquisitionCo ULC (the "Purchaser") acquired all of the outstanding common shares of Mitel Networks Corporation (the "Issuer") under a plan of arrangement under the Canada Business Corporations Act (the "Plan of Arrangement"), and Issuer became a wholly owned subsidiary of the Purchaser, an entity currently owned and controlled by funds affiliated with Searchlight Capital Partners, L.P., a private equity investment group. F2: Pursuant to the Plan of Arrangement, each common share was transferred to the Purchaser in exchange for the right to receive US$11.15 in cash, without interest and less any applicable withholding taxes. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $6.47 · Expires 2024-05-10 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-30 · Disposition to issuer · Disposed 45,000 · Balance 0 F3: Pursuant to the Plan of Arrangement, options to purchase common shares (the "Options") were accelerated and all Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-30 · Disposition to issuer · Disposed 14,500 · Balance 0 F4: Represents 14,500 common shares underlying 14,500 restricted stock units. Pursuant to the Plan of Arrangement, each restricted share unit was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 30, 2018 (the "Closing Date"), MLN AcquisitionCo ULC (the "Purchaser") acquired all of the outstanding common shares of Mitel Networks Corporation (the "Issuer") under a plan of arrangement under the Canada Business Corporations Act (the "Plan of Arrangement"), and Issuer became a wholly owned subsidiary of the Purchaser, an entity currently owned and controlled by funds affiliated with Searchlight Capital Partners, L.P., a private equity investment group.
F2: Pursuant to the Plan of Arrangement, each common share was transferred to the Purchaser in exchange for the right to receive US$11.15 in cash, without interest and less any applicable withholding taxes.
F3: Pursuant to the Plan of Arrangement, options to purchase common shares (the "Options") were accelerated and all Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes.
F4: Represents 14,500 common shares underlying 14,500 restricted stock units. Pursuant to the Plan of Arrangement, each restricted share unit was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes.
POLYCOM INC
Report date September 23, 2016 · Filed September 27, 2016
Section 16 reporting ended · disclosed 2016-09-27. 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 2016-09-27 transaction · row 1
1 source rowRow 1 · 2016-09-27 · Disposition to issuer · Disposed 42,500 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Triangle Private Holdings I, LLC and Triangle Private Merger Sub Inc. (the "Merger Agreement"), in exchange for a cash payment of $12.50 per share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,000 |
Reported balance
After 2016-09-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-23 · Grant · Acquired 20,000 · Balance 20,000 F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: This restricted stock unit award was granted on September 23, 2016, in lieu of the automatic, nondiscretionary award under the Company's 2011 Equity Incentive Plan that otherwise would have been granted upon the reporting person's reelection to the Company's Board at the Company's 2016 Annual Meeting of Stockholders. This award vests as to 25% of the total granted shares underlying the award on each of December 23, 2016, March 23, 2017, June 23, 2017 and September 23, 2017. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-09-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-26 · Disposition to issuer · Disposed 20,000 · Balance 0 F4: Cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $12.50 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Triangle Private Holdings I, LLC and Triangle Private Merger Sub Inc. (the "Merger Agreement"), in exchange for a cash payment of $12.50 per share.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F3: This restricted stock unit award was granted on September 23, 2016, in lieu of the automatic, nondiscretionary award under the Company's 2011 Equity Incentive Plan that otherwise would have been granted upon the reporting person's reelection to the Company's Board at the Company's 2016 Annual Meeting of Stockholders. This award vests as to 25% of the total granted shares underlying the award on each of December 23, 2016, March 23, 2017, June 23, 2017 and September 23, 2017.
F4: Cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $12.50 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 |
|---|---|---|---|---|---|---|
| May 09, 2018 Filed May 10, 2018 14:26 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 14,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-016914 · form4.xml · derivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Shares · 14,500 shares Expires not disclosed F1 · derivative.exercise_price: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 9, 2018 as part of the annual compensation package. These RSUs have a cliff vest at year end December 31, 2018. F1 · price: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 9, 2018 as part of the annual compensation package. These RSUs have a cliff vest at year end December 31, 2018. F1 · derivative.exercise_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 9, 2018 as part of the annual compensation package. These RSUs have a cliff vest at year end December 31, 2018. F1 · derivative.expiration_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 9, 2018 as part of the annual compensation package. These RSUs have a cliff vest at year end December 31, 2018. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 19:04 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010233 · form4.xml · derivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,039 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: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F1 · price: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 19:04 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-010233 · form4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,668 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 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 11:25 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | SaleCommon Shares | 590 | $8.14 | $4,804.78 |
DisclosureSEC source: 0001127602-18-009518 · form4.xml · nonDerivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,039 F1 · shares: Represents the automatic withholding of Common Shares to satisfy tax withholding obligations in connection with the vesting of RSUs. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 11:25 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-009518 · form4.xml · derivative · entry 4 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039 Underlying: Common Shares · 1,039 shares Expires not disclosed F3 · derivative.exercise_price: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F3 · price: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F3 · derivative.exercise_date: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. F3 · derivative.expiration_date: Represents 1039 Common Shares underlying 1039 RSUs granted on February 28, 2018. These RSUs vest immediately. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 11:25 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009518 · form4.xml · derivative · entry 3 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 14,500 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 · derivative.exercise_price: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 F2 · derivative.exercise_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 F2 · derivative.expiration_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 11:25 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009518 · form4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,629 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, 2017 Filed Dec 9, 2017 00:36 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | PurchaseCommon Stock | 7,000 | $14.28 | $99,942.50 |
DisclosureSEC source: 0001209191-17-064872 · doc4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,991 F1 · price: This transaction was executed in multiple trades at prices ranging from $14.269 to $14.279. The price reported above reflects the weighted average sale price. Upon request from the SEC staff, the issuer, or a security holder of the issuer, the Reporting Person hereby undertakes to provide the requesting party with full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 11:46 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 1,145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-031983 · form4.xml · derivative · entry 3 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,145 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: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · price: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 11:46 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Disposition to issuerCommon Shares | 496 | $7.94 | $3,939.53 |
DisclosureSEC source: 0001127602-17-031983 · form4.xml · nonDerivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,129 Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 11:46 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 1,145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-031983 · form4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,625 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 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:51 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 1,145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-031825 · form4.xml · derivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,145 Underlying: Common Shares · 1,145 shares Expires not disclosed F1 · derivative.exercise_price: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · price: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 1145 Common Shares underlying 1145 RSUs granted on November 8, 2017. These RSUs vest immediately. Read SEC document |
| August 09, 2017 Filed Aug 10, 2017 15:03 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 1,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025407 · form4.xml · derivative · entry 3 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,051 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: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · price: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. Read SEC document |
| August 09, 2017 Filed Aug 10, 2017 15:03 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025407 · form4.xml · nonDerivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 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 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. Read SEC document |
| August 09, 2017 Filed Aug 10, 2017 15:03 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 1,051 | $8.69 | $9,133.19 |
DisclosureSEC source: 0001127602-17-025407 · form4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 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 |
| August 07, 2017 Filed Aug 9, 2017 13:08 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 1,051 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-025311 · form4.xml · derivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 Underlying: Common Shares · 1,051 shares Expires not disclosed F1 · derivative.exercise_price: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · price: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 1051 Common Shares underlying 1051 RSUs granted on Aug 7, 2017. These RSUs vest immediately. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:22 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | GrantCommon Stock | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035949 · doc4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,991 F1 · kind: This grant of restricted stock will vest on May 25, 2018. Read SEC document |
| May 12, 2017 Filed May 16, 2017 10:27 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | ConversionRestricted Stock Units · Derivative | 429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-018175 · form4.xml · derivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 429 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: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F1 · price: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F1 · derivative.exercise_date: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F1 · derivative.expiration_date: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. Read SEC document |
| May 12, 2017 Filed May 16, 2017 10:27 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | ConversionCommon Shares | 429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-018175 · form4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429 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 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. Read SEC document |
| May 10, 2017 Filed May 12, 2017 14:06 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-017876 · form4.xml · derivative · entry 3 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429 Underlying: Common Shares · 429 shares Expires not disclosed F3 · derivative.exercise_price: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F3 · price: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F3 · derivative.exercise_date: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. F3 · derivative.expiration_date: Represents 429 Common Shares underlying 429 RSUs granted on May 10, 2017. These RSUs vest immediately. Read SEC document |
| May 10, 2017 Filed May 12, 2017 14:06 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantRestricted Stock Units · Derivative | 14,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-017876 · form4.xml · derivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 Underlying: Common Shares · 14,500 shares Expires not disclosed F2 · derivative.exercise_price: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 F2 · price: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 F2 · derivative.exercise_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 F2 · derivative.expiration_date: Represents 14,500 Common Shares underlying 14,500 RSUs granted on May 10, 2017. These RSUs have a cliff vest at year end December 31, 2017 Read SEC document |
| May 10, 2017 Filed May 12, 2017 14:06 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | GrantOptions (Common Shares) · Derivative | 45,000 | $6.47 Strike: $6.47 | $291,150.00 |
DisclosureSEC source: 0001127602-17-017876 · form4.xml · derivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Shares · 45,000 shares Expires 2024-05-10 F1 · derivative.exercise_date: 45,000 stock options to purchase common shares ("Common Shares") of Mitel Networks Corporation (the "Company") were granted to Martha Bejar on May 10, 2017. 3 year vesting schedule, 1/3 annually - 5/10/2018, 5/10/2019 and 5/1/2020 Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 22:28 UTC | Lumen Technologies, Inc. CTL · Entity 3749 | PurchaseCommon Stock | 8,250 | $23.41 | $193,166.33 |
DisclosureSEC source: 0001209191-16-149115 · doc4.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,109 Read SEC document |
| September 27, 2016 Filed Sep 27, 2016 16:07 UTC | POLYCOM INC PLCM · Entity 182076 | Disposition to issuerCommon Stock | 42,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001311050-16-000109 · edgar.xml · nonDerivative · entry 1 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Triangle Private Holdings I, LLC and Triangle Private Merger Sub Inc. (the "Merger Agreement"), in exchange for a cash payment of $12.50 per share. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 16:07 UTC | POLYCOM INC PLCM · Entity 182076 | Disposition to issuerRestricted Stock Units · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001311050-16-000109 · edgar.xml · derivative · entry 3 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires not disclosed F4 · derivative.exercise_date: Cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $12.50 per share. F4 · derivative.expiration_date: Cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $12.50 per share. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 16:07 UTC | POLYCOM INC PLCM · Entity 182076 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001311050-16-000109 · edgar.xml · derivative · entry 2 Bejar Martha Helena · CIK 0001304391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · derivative.exercise_date: This restricted stock unit award was granted on September 23, 2016, in lieu of the automatic, nondiscretionary award under the Company's 2011 Equity Incentive Plan that otherwise would have been granted upon the reporting person's reelection to the Company's Board at the Company's 2016 Annual Meeting of Stockholders. This award vests as to 25% of the total granted shares underlying the award on each of December 23, 2016, March 23, 2017, June 23, 2017 and September 23, 2017. F3 · derivative.expiration_date: This restricted stock unit award was granted on September 23, 2016, in lieu of the automatic, nondiscretionary award under the Company's 2011 Equity Incentive Plan that otherwise would have been granted upon the reporting person's reelection to the Company's Board at the Company's 2016 Annual Meeting of Stockholders. This award vests as to 25% of the total granted shares underlying the award on each of December 23, 2016, March 23, 2017, June 23, 2017 and September 23, 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.