Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 8X8 INC /DE/EGHT · Entity 6065 | Director | August 03, 2026 | August 05, 2026 |
| ACI WORLDWIDE, INC.ACIW · Entity 3881 | Director | June 02, 2026 | June 03, 2026 |
| Coupa Software IncCOUP · Entity 116314 | President & CFO, Emeritus | June 20, 2022 | June 22, 2022 |
| Performant Healthcare IncPFMT · Entity 74046 | Director | June 21, 2018 | June 25, 2018 |
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.
8X8 INC /DE/
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 316,142 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 65,533 · Balance 316,142 F1: Represents an award of restricted stock units. The entire award shall vest in full on the earlier of (a) the one-year anniversary of the date of grant, or (b) the date of the next annual meeting of the Issuers stockholders, in each case, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. The award is also subject to a deferral election by the Reporting Person and shares will not be issued until the designated deferred settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units. The entire award shall vest in full on the earlier of (a) the one-year anniversary of the date of grant, or (b) the date of the next annual meeting of the Issuers stockholders, in each case, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. The award is also subject to a deferral election by the Reporting Person and shares will not be issued until the designated deferred settlement date.
ACI WORLDWIDE, INC.
Report date June 02, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,950 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 5,720 · Balance 8,950 F1: Represents shares of restricted stock units awarded pursuant to the Company's 2020 Equity and Performance Incentive Plan, as amended. The restricted shares vest on the earlier to occur of (i) anniversary of the date of grant, (ii) the day immediately prior to the date of the Company's next annual meeting of the stockholders, or (iii) a change in control of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock units awarded pursuant to the Company's 2020 Equity and Performance Incentive Plan, as amended. The restricted shares vest on the earlier to occur of (i) anniversary of the date of grant, (ii) the day immediately prior to the date of the Company's next annual meeting of the stockholders, or (iii) a change in control of the Company.
Coupa Software Inc
Report date June 20, 2022 · Filed June 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,884 |
Ending reported balance
After 2022-06-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-20 · Exercise / conversion · Acquired 3,631 · Balance 32,824 Row 2 · 2022-06-21 · Sale · Disposed 1,940 · Balance 30,884 F1: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,229 |
Reported balance
After 2022-06-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-20 · Exercise / conversion · Disposed 1,743 · Balance 5,229 F2: Each Restricted Stock Unit converts into common stock on a one-for-one basis. F3: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2019. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,188 |
Reported balance
After 2022-06-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-06-20 · Exercise / conversion · Disposed 883 · Balance 6,188 F2: Each Restricted Stock Unit converts into common stock on a one-for-one basis. F4: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2020. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,057 |
Reported balance
After 2022-06-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-20 · Exercise / conversion · Disposed 1,005 · Balance 11,057 F2: Each Restricted Stock Unit converts into common stock on a one-for-one basis. F5: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2021. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.
F2: Each Restricted Stock Unit converts into common stock on a one-for-one basis.
F3: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2019. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.
F4: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2020. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.
F5: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2021. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.
Performant Healthcare Inc
Report date June 21, 2018 · Filed June 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,884 |
Reported balance
After 2018-06-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-21 · Grant · Acquired 34,884 · Balance 34,884 F1: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F2: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person.
F2: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HashiCorp, Inc.
Report date February 27, 2025 · Filed March 04, 2025
Section 16 reporting ended · disclosed 2025-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 1
1 source rowRow 1 · 2025-02-27 · Disposition to issuer · Disposed 69,334 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated April 24, 2024, between the Issuer, International Business Machines Corporation and McCloud Merger Sub, Inc., (the "Merger Agreement"), each share of Issuer Class A common stock was canceled and converted into the right to receive $35.00 per share in cash (the "Merger Consideration" or the "Per Share Price"), without interest and subject to applicable withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-27 · Disposition to issuer · Disposed 5,571 · Balance 0 F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F3: The RSUs vest on the earlier of (i) June 25, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-27 · Disposition to issuer · Disposed 2,058 · Balance 0 F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F4: The RSUs vest in four equal quarterly installments beginning on March 20, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-27 · Disposition to issuer · Disposed 50,000 · Balance 0 F5: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F6: Pursuant to the Merger Agreement, each share of Issuer Class B common stock was canceled and converted into the right to receive the Per Share Price, without interest and subject to applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated April 24, 2024, between the Issuer, International Business Machines Corporation and McCloud Merger Sub, Inc., (the "Merger Agreement"), each share of Issuer Class A common stock was canceled and converted into the right to receive $35.00 per share in cash (the "Merger Consideration" or the "Per Share Price"), without interest and subject to applicable withholding taxes.
F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock.
F3: The RSUs vest on the earlier of (i) June 25, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs.
F4: The RSUs vest in four equal quarterly installments beginning on March 20, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs.
F5: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.
F6: Pursuant to the Merger Agreement, each share of Issuer Class B common stock was canceled and converted into the right to receive the Per Share Price, without interest and subject to applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| April 18, 2017 Filed Apr 20, 2017 22:26 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionStock Options (right to buy) · Derivative | 84,240 | $0.00 Strike: $5.52 | $0.00 |
DisclosureSEC source: 0001214659-17-002648 · marketforms-38580.xml · derivative · entry 3 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,899 Underlying: Common Stock · 84,240 shares Expires 2025-06-11 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_date: 25% of the stock option became exercisable on May 4, 2016, with the remainder exercisable in 36 equal monthly installments thereafter provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 22:26 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 84,240 | $24.05 | $2,025,972.00 |
DisclosureSEC source: 0001214659-17-002648 · marketforms-38580.xml · nonDerivative · entry 2 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 F1 · kind: These shares were sold by the reporting person as a selling stockholder pursuant to an underwritten public offering by the Issuer. The offering closed on April 18, 2017. The reported sale price reflects the price at which the reporting person sold shares to the underwriters. F1 · price: These shares were sold by the reporting person as a selling stockholder pursuant to an underwritten public offering by the Issuer. The offering closed on April 18, 2017. The reported sale price reflects the price at which the reporting person sold shares to the underwriters. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 22:26 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 84,240 | $5.52 | $465,004.80 |
DisclosureSEC source: 0001214659-17-002648 · marketforms-38580.xml · nonDerivative · entry 1 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,567 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 |
| March 16, 2017 Filed Mar 20, 2017 22:42 UTC | Coupa Software Inc COUP · Entity 116314 | GrantStock Options (right to buy) · Derivative | 89,220 | $0.00 Strike: $23.70 | $0.00 |
DisclosureSEC source: 0001214659-17-002099 · marketforms-38429.xml · derivative · entry 3 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,220 Underlying: Common Stock · 89,220 shares Expires 2027-03-15 F4 · derivative.exercise_date: This Non-Qualified Stock Option is subject to a four-year vesting schedule, 1/48 of the total number of shares vests on April 20, 2017 and the remaining vests monthly thereafter. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 22:42 UTC | Coupa Software Inc COUP · Entity 116314 | GrantRestricted Stock Units · Derivative | 43,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002099 · marketforms-38429.xml · derivative · entry 2 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,718 Underlying: Common Stock · 43,718 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit converts into common stock on a one-for-one basis. F3 · derivative.exercise_date: These RSUs vest quarterly over a four year period, with the first quarterly vesting to occur on June 20, 2017. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.expiration_date: These RSUs vest quarterly over a four year period, with the first quarterly vesting to occur on June 20, 2017. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 15, 2017 Filed Mar 20, 2017 22:42 UTC | Coupa Software Inc COUP · Entity 116314 | GrantCommon Stock | 1,327 | $15.30 | $20,303.10 |
DisclosureSEC source: 0001214659-17-002099 · marketforms-38429.xml · nonDerivative · entry 1 Ford Todd R · CIK 0001324478 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 F1 · kind: Shares acquired under the Coupa Software Incorporated 2016 Employee Stock Purchase Plan. 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.