Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Chief Financial Officer | August 04, 2026 | August 06, 2026 |
| MongoDB, Inc.MDB · Entity 3107 | Interim CFO | April 02, 2025 | April 04, 2025 |
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.
APPIAN CORP
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,799 |
Ending reported balance
After 2026-08-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-05 · Exercise / conversion · Acquired 58,920 · Balance 68,149 F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Row 2 · 2026-08-05 · Tax withholding · Disposed 28,350 · Balance 39,799 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 52,728 |
Reported balance
After 2026-08-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-04 · Grant · Acquired 52,728 · Balance 52,728 F2: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3: The RSUs were granted on August 4, 2026, and vest in four equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 176,670 |
Reported balance
After 2026-08-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-05 · Exercise / conversion · Disposed 58,920 · Balance 176,670 F2: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F4: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis.
F2: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer).
F3: The RSUs were granted on August 4, 2026, and vest in four equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date.
F4: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date.
MongoDB, Inc.
Report date April 02, 2025 · Filed April 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,406 |
Ending reported balance
After 2025-04-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-04-02 · Grant · Acquired 151 · Balance 6,931 F1: Represents shares of Class A common stock received upon the vesting of a portion of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on March 20, 2024 under the Issuer's long-term incentive bonus plan and 2016 Equity Incentive Plan, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. Each RSU represents the contingent right to receive one share of common stock of the Issuer. Row 2 · 2025-04-02 · Sale · Disposed 521 · Balance 6,410 F2: Represents the sale of shares of Class A common stock to satisfy the Reporting Person's tax withholding obligations in connection with (i) the non-reportable service-based vesting and settlement of restricted stock units and (ii) the performance-based vesting and settlement of the above-listed RSUs F3: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $173.25 to $173.88, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 3 · 2025-04-02 · Sale · Disposed 4 · Balance 6,406 F2: Represents the sale of shares of Class A common stock to satisfy the Reporting Person's tax withholding obligations in connection with (i) the non-reportable service-based vesting and settlement of restricted stock units and (ii) the performance-based vesting and settlement of the above-listed RSUs F4: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $174.44 to $174.83, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A common stock received upon the vesting of a portion of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on March 20, 2024 under the Issuer's long-term incentive bonus plan and 2016 Equity Incentive Plan, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. Each RSU represents the contingent right to receive one share of common stock of the Issuer.
F2: Represents the sale of shares of Class A common stock to satisfy the Reporting Person's tax withholding obligations in connection with (i) the non-reportable service-based vesting and settlement of restricted stock units and (ii) the performance-based vesting and settlement of the above-listed RSUs
F3: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $173.25 to $173.88, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F4: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $174.44 to $174.83, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
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 05, 2026 Filed Aug 6, 2026 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 58,920 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-26-000006 · wk-form4_1786046661.xml · derivative · entry 4 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,670 Underlying: Class A Common Stock · 58,920 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: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F4 · derivative.exercise_date: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F4 · derivative.expiration_date: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 28,350 | $29.96 | $849,366.00 |
DisclosureSEC source: 0002055009-26-000006 · wk-form4_1786046661.xml · nonDerivative · entry 2 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,799 Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 58,920 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-26-000006 · wk-form4_1786046661.xml · nonDerivative · entry 1 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 20:04 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 52,728 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-26-000006 · wk-form4_1786046661.xml · derivative · entry 3 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,728 Underlying: Class A Common Stock · 52,728 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs were granted on August 4, 2026, and vest in four equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F3 · derivative.expiration_date: The RSUs were granted on August 4, 2026, and vest in four equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionPerformance Stock Award · Derivative | 16,277 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-26-000004 · wk-form4_1773088688.xml · derivative · entry 3 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,831 Underlying: Class A Common Stock · 16,277 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: Each PSA represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The PSAs were granted on February 17, 2026, and vest in four equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F3 · derivative.expiration_date: The PSAs were granted on February 17, 2026, and vest in four equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 7,048 | $26.99 | $190,225.52 |
DisclosureSEC source: 0002055009-26-000004 · wk-form4_1773088688.xml · nonDerivative · entry 2 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,229 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 16,277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002055009-26-000004 · wk-form4_1773088688.xml · nonDerivative · entry 1 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,277 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Performance Stock Award ("PSA") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:04 UTC | APPIAN CORP APPN · Entity 4256 | GrantPerformance Stock Award · Derivative | 65,108 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-26-000002 · wk-form4_1771535058.xml · derivative · entry 1 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,108 Underlying: Class A Common Stock · 65,108 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Stock Award ("PSA") represents a contingent right to receive one share of the Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The PSAs were granted on February 17, 2026, and vest in four equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F2 · derivative.expiration_date: The PSAs were granted on February 17, 2026, and vest in four equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 20:26 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 235,680 | $0.00 | $0.00 |
DisclosureSEC source: 0002055009-25-000012 · wk-form4_1754598386.xml · derivative · entry 1 Tanjga Srdjan · CIK 0002055009 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,680 Underlying: Class A Common Stock · 235,680 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F2 · derivative.expiration_date: The RSUs were granted on August 5, 2025, and vest in four equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:15 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 4 | $174.71 | $698.84 |
DisclosureSEC source: 0001441816-25-000075 · wk-form4_1743804915.xml · nonDerivative · entry 3 Tanjga Srdjan · CIK 0002055009 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,406 F2 · kind: Represents the sale of shares of Class A common stock to satisfy the Reporting Person's tax withholding obligations in connection with (i) the non-reportable service-based vesting and settlement of restricted stock units and (ii) the performance-based vesting and settlement of the above-listed RSUs F4 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $174.44 to $174.83, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:15 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 521 | $173.25 | $90,263.25 |
DisclosureSEC source: 0001441816-25-000075 · wk-form4_1743804915.xml · nonDerivative · entry 2 Tanjga Srdjan · CIK 0002055009 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,410 F2 · kind: Represents the sale of shares of Class A common stock to satisfy the Reporting Person's tax withholding obligations in connection with (i) the non-reportable service-based vesting and settlement of restricted stock units and (ii) the performance-based vesting and settlement of the above-listed RSUs F3 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $173.25 to $173.88, inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:15 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-25-000075 · wk-form4_1743804915.xml · nonDerivative · entry 1 Tanjga Srdjan · CIK 0002055009 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,931 F1 · kind: Represents shares of Class A common stock received upon the vesting of a portion of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on March 20, 2024 under the Issuer's long-term incentive bonus plan and 2016 Equity Incentive Plan, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. Each RSU represents the contingent right to receive one share of common stock of the Issuer. 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.