Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director | August 06, 2026 | August 10, 2026 |
| DUCK CREEK TECHNOLOGIES, INC.DCT · Entity 114932 | Director | October 27, 2021 | November 12, 2021 |
| Intapp, Inc.INTA · Entity 352 | Director | November 18, 2025 | November 20, 2025 |
| MANHATTAN ASSOCIATES INCMANH · Entity 3427 | Director | June 15, 2026 | June 16, 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.
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 | 15,447 |
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 15,447 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.
DUCK CREEK TECHNOLOGIES, INC.
Report date October 27, 2021 · Filed November 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 24,820 |
Reported balance
After 2021-10-27 transaction · row 1
1 source rowRow 1 · 2021-10-27 · Grant · Acquired 4,782 · Balance 24,820 F1: Shares of common stock par value $0.01 per share of Duck Creek Technologies, Inc. (the "Company") granted pursuant to the Company's 2020 Omnibus Incentive Plan that vest in one year. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock par value $0.01 per share of Duck Creek Technologies, Inc. (the "Company") granted pursuant to the Company's 2020 Omnibus Incentive Plan that vest in one year.
Intapp, Inc.
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,851 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Grant · Acquired 5,025 · Balance 30,851 F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock.
MANHATTAN ASSOCIATES INC
Report date June 15, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,940 |
Reported balance
After 2026-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-15 · Gift · Disposed 1,330 · Balance 1,940 F1: On June 15, 2026, the reporting person transferred 1,330 shares to a revocable trust for no consideration. The reporting person and his spouse are trustees of the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 22,138 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,138 F1: On June 15, 2026, the reporting person transferred 1,330 shares to a revocable trust for no consideration. The reporting person and his spouse are trustees of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 15, 2026, the reporting person transferred 1,330 shares to a revocable trust for no consideration. The reporting person and his spouse are trustees of the trust.
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 21:42 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001240189-26-000002 · wk-form4_1786398169.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,447 F1 · security: 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. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 20:04 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GiftCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006059 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,940 F1 · ownership.direct: On June 15, 2026, the reporting person transferred 1,330 shares to a revocable trust for no consideration. The reporting person and his spouse are trustees of the trust. Read SEC document |
| May 14, 2026 Filed May 18, 2026 21:03 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 1,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005456 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,270 F1 · shares: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 22:38 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001565687-25-000127 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,851 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 20:04 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GiftCommon Stock | 20,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-008723 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,330 F1 · ownership.direct: On October 21, 2025, the reporting person transferred 20,808 shares to a revocable trust for no consideration. The reporting person and his spouse are trustees of the trust. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:15 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001240189-25-000005 · wk-form4_1754943351.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,686 F1 · security: 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 2026 Annual Meeting of Shareholders. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:08 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005137 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,138 F1 · shares: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| November 13, 2024 Filed Nov 15, 2024 21:10 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 3,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027388 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,826 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:08 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000095 · wk-form4_1723493284.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,497 F1 · security: 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 2025 Annual Meeting of Shareholders. Read SEC document |
| May 29, 2024 Filed May 30, 2024 20:01 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 11,000 | $110.83 | $1,219,130.00 |
DisclosureSEC source: 0001169561-24-000064 · wk-form4_1717099275.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,967 Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:04 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006408 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,808 F1 · shares: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:26 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020993 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,009 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:26 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 3,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-23-000134 · wk-form4_1693517198.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,967 F1 · security: 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 2024 Annual Meeting of Shareholders. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:53 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 1,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029504 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,654 F1 · shares: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:51 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 14,509 | $35.11 | $509,410.99 |
DisclosureSEC source: 0001062993-23-003452 · form4.xml · nonDerivative · entry 3 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,385 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $33.7285: $33.53 to $33.89, inclusive, (b) with respect to the weighted average price of $34.4944: $34.00 to $34.99, inclusive, and (c) with respect to the weighted average price of $35.11: $35.00 to $35.93, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:51 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 62,710 | $34.49 | $2,163,143.82 |
DisclosureSEC source: 0001062993-23-003452 · form4.xml · nonDerivative · entry 2 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,894 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $33.7285: $33.53 to $33.89, inclusive, (b) with respect to the weighted average price of $34.4944: $34.00 to $34.99, inclusive, and (c) with respect to the weighted average price of $35.11: $35.00 to $35.93, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:51 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2,500 | $33.73 | $84,321.25 |
DisclosureSEC source: 0001062993-23-003452 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,604 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $33.7285: $33.53 to $33.89, inclusive, (b) with respect to the weighted average price of $34.4944: $34.00 to $34.99, inclusive, and (c) with respect to the weighted average price of $35.11: $35.00 to $35.93, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 42,516 | $35.31 | $1,501,082.65 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 10 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,104 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $34.8606: $34.02 to $34.99, inclusive and (b) with respect to the weighted average price of $35.3063: $35.00 to $35.76, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (4). Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 19,927 | $34.86 | $694,671.16 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 9 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,620 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $34.8606: $34.02 to $34.99, inclusive and (b) with respect to the weighted average price of $35.3063: $35.00 to $35.76, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (4). Read SEC document |
| February 09, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 100 | $33.95 | $3,395.00 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 8 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,547 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 71,880 | $34.30 | $2,465,440.87 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 7 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,647 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $33.7896: $33.14 to $33.99, inclusive and (b) with respect to the weighted average price of $34.2994: $34.00 to $34.69, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3). Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 30,699 | $33.79 | $1,037,306.93 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 6 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,527 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $33.7896: $33.14 to $33.99, inclusive and (b) with respect to the weighted average price of $34.2994: $34.00 to $34.69, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3). Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 77 | $32.91 | $2,534.07 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 5 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,226 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 12,269 | $33.26 | $408,035.04 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 4 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,303 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $30.4484: $30.00 to $30.99, inclusive, (b) with respect to the weighted average price of $31.4773: $31.00 to $31.99, inclusive, (c) with respect to the weighted average price of $32.5212: $32.00 to $32.995, inclusive and (d) with respect to the weighted average price of $33.2574: $33.00 to $33.51, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 20,918 | $32.52 | $680,278.46 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 3 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,572 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $30.4484: $30.00 to $30.99, inclusive, (b) with respect to the weighted average price of $31.4773: $31.00 to $31.99, inclusive, (c) with respect to the weighted average price of $32.5212: $32.00 to $32.995, inclusive and (d) with respect to the weighted average price of $33.2574: $33.00 to $33.51, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 20,629 | $31.48 | $649,345.22 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 2 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,490 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $30.4484: $30.00 to $30.99, inclusive, (b) with respect to the weighted average price of $31.4773: $31.00 to $31.99, inclusive, (c) with respect to the weighted average price of $32.5212: $32.00 to $32.995, inclusive and (d) with respect to the weighted average price of $33.2574: $33.00 to $33.51, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 23:27 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 34,666 | $30.45 | $1,055,524.23 |
DisclosureSEC source: 0001062993-23-002578 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,119 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $30.4484: $30.00 to $30.99, inclusive, (b) with respect to the weighted average price of $31.4773: $31.00 to $31.99, inclusive, (c) with respect to the weighted average price of $32.5212: $32.00 to $32.995, inclusive and (d) with respect to the weighted average price of $33.2574: $33.00 to $33.51, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2). Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 22:32 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,600 | $30.00 | $48,000.00 |
DisclosureSEC source: 0001062993-23-001390 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,785 F1 · kind: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on June 14, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 23:06 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 9,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022460 · form4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,385 F1 · price: The reported transaction involved the reporting person's receipt of a grant of restricted share units under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| August 24, 2022 Filed Aug 24, 2022 20:07 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 3,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-22-000066 · wf-form4_166137162363909.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,830 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2023 Annual Meeting. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:08 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 2,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029201 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,130 F1 · shares: Restricted stock units grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| November 16, 2021 Filed Feb 11, 2022 02:04 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 7,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000179 · ownership.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,092 F1 · price: Subject to restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Each restricted share unit represents a contingent right to receive one share of Intapp, Inc. common stock. Read SEC document |
| October 27, 2021 Filed Nov 12, 2021 16:08 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064152 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,820 F1 · kind: Shares of common stock par value $0.01 per share of Duck Creek Technologies, Inc. (the "Company") granted pursuant to the Company's 2020 Omnibus Incentive Plan that vest in one year. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 16:21 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 13,200 | $46.49 | $613,668.00 |
DisclosureSEC source: 0001209191-21-054247 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,038 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 1/11/2021. F2 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $46.00 to $46.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 20:08 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-053107 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,135 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2022 Annual Meeting. F2 · price: Not applicable. Read SEC document |
| June 29, 2021 Filed Aug 12, 2022 20:42 UTC | Intapp, Inc. INTA · Entity 352 | PurchaseCommon Stock | 35,000 | $26.00 | $910,000.00 |
DisclosureSEC source: 0000947871-22-000890 · ownership.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,092 Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:21 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033145 · doc4.xml · nonDerivative · entry 2 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,051 F1 · shares: Restricted stock unit grants under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:21 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 1,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033145 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,883 F1 · shares: Restricted stock unit grants under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 14,459 | $52.41 | $757,796.19 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 9 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,238 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F9 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $52.16 to $52.97, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote Read SEC document |
| February 22, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 25,669 | $51.86 | $1,331,194.34 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 8 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,497 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F8 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $51.16 to $52.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | Exercise / conversionOption · Derivative | 16,809 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · derivative · entry 11 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,102 Underlying: Common Stock, par value $0.01 per share · 16,809 shares Expires 2030-08-14 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. F11 · price: Pursuant to the reorganization transactions, as described in the Registration Statement of the Company, in connection with the initial public offering, the reporting person contracted to contribute Class D Units of the Operating Partnership to the Company partially in exchange for vested options to acquire shares of common stock of the Company. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 800 | $57.16 | $45,728.00 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 7 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,366 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F7 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $57.15 to $57.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 9,470 | $56.01 | $530,414.70 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 6 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,166 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F6 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $55.85 to $56.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 19,576 | $55.41 | $1,084,706.16 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 5 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,636 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F5 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $54.85 to $55.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 17,842 | $54.10 | $965,252.20 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 4 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,212 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F4 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $53.84 to $54.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 44,852 | $53.37 | $2,393,751.24 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 3 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,054 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F3 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $52.84 to $53.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | Exercise / conversionCommon Stock, par value $0.01 per share | 16,809 | $27.00 | $453,843.00 |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 2 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,906 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 02, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 2,101 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · derivative · entry 10 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,911 Underlying: Common Stock, par value $0.01 per share · 2,101 shares Expires 2030-08-14 F10 · price: Represents vested options of the Company the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded options to acquire Class D Units in the Operating Partnership that converted into unvested options to acquire shares of common stock of the Company in connection with the initial public offering, as described in the Registration Statement of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| February 02, 2021 Filed Feb 23, 2021 21:14 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 14,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-013582 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,097 F1 · price: Represents vested restricted shares of Duck Creek Technologies, Inc. (the "Company") the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded restricted share units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") that converted into unvested restricted shares in connection with the initial public offering, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 20:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 4,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-049152 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,495 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2021 Annual Meeting. F2 · price: Not applicable. 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.