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 18, 2020 Filed Aug 18, 2020 21:37 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 115,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-047397 · doc4.xml · nonDerivative · entry 2 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,415 F1 · price: Pursuant to the reorganization transactions, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of Duck Creek Technologies, Inc. (the "Company"), in connection with the initial public offering, the reporting person contracted to contribute Class D Units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") to the Company partially in exchange for shares of common stock of the Company. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:37 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 16,810 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-20-047397 · doc4.xml · derivative · entry 3 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,810 Underlying: Common Stock, par value $0.01 per share · 16,810 shares Expires 2030-08-14 F2 · 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 |
| August 14, 2020 Filed Aug 18, 2020 21:37 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 5,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047397 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,555 Read SEC document |
| August 14, 2020 Filed Nov 24, 2020 20:00 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | PurchaseCommon Stock, par value $0.01 per share | 13,200 | $27.00 | $356,400.00 |
DisclosureSEC source: 0001209191-20-060396 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,615 Read SEC document |
| May 13, 2020 Filed May 14, 2020 20:13 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 3,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-029171 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,019 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 |
| August 23, 2019 Filed Aug 27, 2019 20:25 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 4,803 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-047506 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,877 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2020 Annual Meeting. F2 · price: Not applicable. Read SEC document |
| May 14, 2019 Filed May 16, 2019 20:19 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 3,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030358 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,577 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 |
| August 23, 2018 Filed Aug 27, 2018 19:20 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 3,074 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-048468 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,074 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest on August 23, 2019. F2 · price: Not applicable. Read SEC document |
| May 17, 2018 Filed May 21, 2018 20:58 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 3,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031943 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,437 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 18, 2017 Filed May 22, 2017 21:18 UTC | MANHATTAN ASSOCIATES INC MANH · Entity 3427 | GrantCommon Stock | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034372 · doc4.xml · nonDerivative · entry 1 MORAN CHARLES E · CIK 0001240189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.