Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Director | July 01, 2026 | July 06, 2026 |
| ADVANCED ENERGY INDUSTRIES INCAEIS · Entity 3497 | Director | October 05, 2026 | October 07, 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.
ADTRAN Holdings, Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,399 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 4,399 · Balance 4,399 F1: Represents a restricted stock award grant that vests in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award grant that vests in full on the first anniversary of the date of grant.
ADVANCED ENERGY INDUSTRIES INC
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy The Delsanto Family Trust | 7,682 |
Reported balance
After 2026-10-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 270 · Balance 7,682 F1: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2026. F2: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2026.
F2: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JUNIPER NETWORKS INC
Report date July 02, 2025 · Filed July 02, 2025
Section 16 reporting ended · disclosed 2025-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2025-07-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-07-02 · Disposition to issuer · Disposed 40,354 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, dated as of January 9, 2024 (the "Merger Agreement"), entered into by and among Juniper Networks, Inc., a Delaware corporation (the "Issuer"), Hewlett Packard Enterprise Company, a Delaware corporation ("Parent"), and Jasmine Acquisition Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), on July 2, 2025, in accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). In connection with the Merger, each outstanding share of Issuer common stock ("Share") was converted into the right to receive an amount equal to $40.00 per share in cash, without interest (the "Merger Consideration"). |
| RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-07-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-02 · Disposition to issuer · Disposed 6,840 · Balance 0 F2: Pursuant to the Merger Agreement, each Issuer restricted stock unit ("RSU") award outstanding immediately prior to the effective time of the Merger and held by a non-employee member of the Issuer's board of directors was cancelled and converted into the right to receive an amount of cash equal to the product of (A) the number of Shares that were subject to such Issuer RSU award as of immediately prior to the effective time of the Merger, multiplied by (B) the Merger Consideration. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger, dated as of January 9, 2024 (the "Merger Agreement"), entered into by and among Juniper Networks, Inc., a Delaware corporation (the "Issuer"), Hewlett Packard Enterprise Company, a Delaware corporation ("Parent"), and Jasmine Acquisition Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), on July 2, 2025, in accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). In connection with the Merger, each outstanding share of Issuer common stock ("Share") was converted into the right to receive an amount equal to $40.00 per share in cash, without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each Issuer restricted stock unit ("RSU") award outstanding immediately prior to the effective time of the Merger and held by a non-employee member of the Issuer's board of directors was cancelled and converted into the right to receive an amount of cash equal to the product of (A) the number of Shares that were subject to such Issuer RSU award as of immediately prior to the effective time of the Merger, multiplied by (B) the Merger Consideration.
F3: Not applicable.
NEW RELIC, INC.
Report date November 08, 2023 · Filed November 13, 2023
Section 16 reporting ended · disclosed 2023-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-11-08 · Exercise / conversion · Acquired 2,871 · Balance 10,240 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. Row 2 · 2023-11-08 · Exercise / conversion · Acquired 1,336 · Balance 11,576 F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. Row 3 · 2023-11-08 · Disposition to issuer · Disposed 11,576 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-08 · Exercise / conversion · Disposed 490 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-08 · Exercise / conversion · Disposed 2,381 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-11-08 · Exercise / conversion · Disposed 3,855 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement.
F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share.
F3: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 7, 2026 18:22 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 270 | $304.76 | $82,285.20 |
DisclosureSEC source: 0001770310-26-000014 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,682 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2026. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 19:38 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 265 | $288.14 | $76,357.10 |
DisclosureSEC source: 0001770310-26-000012 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,952 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2026. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| August 05, 2026 Filed Aug 5, 2026 22:11 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 270 | $345.00 | $93,150.00 |
DisclosureSEC source: 0001770310-26-000010 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,217 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 10, 2026. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 4,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-296161 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,399 F1 · kind: Represents a restricted stock award grant that vests in full on the first anniversary of the date of grant. Read SEC document |
| May 07, 2026 Filed May 8, 2026 16:24 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001770310-26-000008 · ownership.xml · derivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587 Underlying: Common Stock · 587 shares Expires not disclosed F1 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 7, 2026 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F2 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F2 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 02, 2026 Filed May 6, 2026 00:37 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001770310-26-000006 · ownership.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,313 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On May 2, 2025, the reporting person was granted 2,313 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 02, 2026 Filed May 6, 2026 00:37 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001770310-26-000006 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,487 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: On May 2, 2025, the reporting person was granted 2,313 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis. F2 · balance_after: Of this total amount of 8,487 shares: (A) 2,313 shares were issued and are held directly by the reporting person, and the reporting person has instructions in place to transfer the 2,313 shares to The Delsanto Family Trust; and (B) 6,174 shares are held indirectly by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 16:35 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $380.52 | $91,324.80 |
DisclosureSEC source: 0001770310-26-000004 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 6,174 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:27 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $312.59 | $75,021.60 |
DisclosureSEC source: 0001770310-26-000002 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 6,414 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 19:35 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $311.04 | $74,649.60 |
DisclosureSEC source: 0001193125-26-056775 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 6,654 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 19:35 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $247.00 | $59,280.00 |
DisclosureSEC source: 0001193125-26-015133 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 6,894 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 16:28 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $218.40 | $52,416.00 |
DisclosureSEC source: 0001193125-25-320288 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,134 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 17:29 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $200.27 | $48,064.80 |
DisclosureSEC source: 0001193125-25-285699 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,374 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 18:25 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $186.99 | $44,877.60 |
DisclosureSEC source: 0001193125-25-242325 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,614 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 17:58 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $157.25 | $37,740.00 |
DisclosureSEC source: 0001193125-25-204786 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 7,854 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:33 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $160.42 | $38,500.80 |
DisclosureSEC source: 0000950170-25-110138 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,094 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 20:59 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $143.27 | $34,384.80 |
DisclosureSEC source: 0000950170-25-096308 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,334 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 21:31 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Disposition to issuerRSU Award · Derivative | 6,840 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000950170-25-093485 · ownership.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,840 shares Expires not disclosed F2 · price: Pursuant to the Merger Agreement, each Issuer restricted stock unit ("RSU") award outstanding immediately prior to the effective time of the Merger and held by a non-employee member of the Issuer's board of directors was cancelled and converted into the right to receive an amount of cash equal to the product of (A) the number of Shares that were subject to such Issuer RSU award as of immediately prior to the effective time of the Merger, multiplied by (B) the Merger Consideration. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each Issuer restricted stock unit ("RSU") award outstanding immediately prior to the effective time of the Merger and held by a non-employee member of the Issuer's board of directors was cancelled and converted into the right to receive an amount of cash equal to the product of (A) the number of Shares that were subject to such Issuer RSU award as of immediately prior to the effective time of the Merger, multiplied by (B) the Merger Consideration. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 21:31 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Disposition to issuerCommon Stock | 40,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-093485 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · price: Pursuant to an Agreement and Plan of Merger, dated as of January 9, 2024 (the "Merger Agreement"), entered into by and among Juniper Networks, Inc., a Delaware corporation (the "Issuer"), Hewlett Packard Enterprise Company, a Delaware corporation ("Parent"), and Jasmine Acquisition Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), on July 2, 2025, in accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly-owned subsidiary of Parent (the "Merger"). In connection with the Merger, each outstanding share of Issuer common stock ("Share") was converted into the right to receive an amount equal to $40.00 per share in cash, without interest (the "Merger Consideration"). Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 19:17 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 240 | $124.39 | $29,853.60 |
DisclosureSEC source: 0000950170-25-087861 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,574 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| May 28, 2025 Filed May 28, 2025 16:29 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GrantRSU Award · Derivative | 6,840 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-25-000070 · edgardoc.xml · derivative · entry 5 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,840 Underlying: Common Stock · 6,840 shares Expires 2026-05-28 F3 · price: Column 8 is not an applicable reportable field. F4 · derivative.exercise_date: The restricted stock unit is automatically granted pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan to each non-employee director who is elected at (or whose term continues after) the company's annual stockholder meeting. The award will become 100% vested on the earlier of (A) May 28, 2026, and (B) the day prior to the date of the company's next annual stockholder meeting, subject in either case to the director maintaining continuous status as a director through the vesting date. F4 · derivative.expiration_date: The restricted stock unit is automatically granted pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan to each non-employee director who is elected at (or whose term continues after) the company's annual stockholder meeting. The award will become 100% vested on the earlier of (A) May 28, 2026, and (B) the day prior to the date of the company's next annual stockholder meeting, subject in either case to the director maintaining continuous status as a director through the vesting date. Read SEC document |
| May 27, 2025 Filed May 28, 2025 16:29 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionRSU Award · Derivative | 7,029 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-25-000070 · edgardoc.xml · derivative · entry 4 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2025-06-04 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. F3 · price: Column 8 is not an applicable reportable field. F2 · derivative.exercise_date: Pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan, the restricted stock unit ("RSU") award becomes 100% vested on the earlier of (A) the one year anniversary of the grant date, and (B) the day prior to the date of the Company's next annual stockholder meeting, subject to the individual maintaining continuous status as a director through the vesting date. The RSU award was granted at the 2024 annual stockholder meeting, which was held on June 4, 2024. The company held its 2025 annual stockholder meeting on May 28, 2025; accordingly, this RSU award vested in full on May 27, 2025. F2 · derivative.expiration_date: Pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan, the restricted stock unit ("RSU") award becomes 100% vested on the earlier of (A) the one year anniversary of the grant date, and (B) the day prior to the date of the Company's next annual stockholder meeting, subject to the individual maintaining continuous status as a director through the vesting date. The RSU award was granted at the 2024 annual stockholder meeting, which was held on June 4, 2024. The company held its 2025 annual stockholder meeting on May 28, 2025; accordingly, this RSU award vested in full on May 27, 2025. Read SEC document |
| May 27, 2025 Filed May 28, 2025 16:29 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GiftCommon Stock | 7,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-25-000070 · edgardoc.xml · nonDerivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 40,354 F1 · kind: Represents the transfer of shares from the reporting person to The DelSanto Family Trust, over which the reporting person exercises investment and voting control, immediately upon vesting of the restricted stock unit. Read SEC document |
| May 27, 2025 Filed May 28, 2025 16:29 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GiftCommon Stock | 7,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-25-000070 · edgardoc.xml · nonDerivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents the transfer of shares from the reporting person to The DelSanto Family Trust, over which the reporting person exercises investment and voting control, immediately upon vesting of the restricted stock unit. Read SEC document |
| May 27, 2025 Filed May 28, 2025 16:29 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionCommon Stock | 7,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-25-000070 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,029 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 |
| May 03, 2025 Filed May 6, 2025 23:18 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-064781 · ownership.xml · derivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,093 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 03, 2025 Filed May 6, 2025 23:18 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,093 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-064781 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By The Delsanto Family Trust Disclosed balance after: 8,814 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: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis. F2 · balance_after: Of this total amount of 8,814 shares: (A) 2,093 shares were issued and are held directly by the reporting person, and the reporting person has instructions in place to transfer the 2,093 shares to The Delsanto Family Trust; and (B) 6,721 shares are held indirectly by The Delsanto Family Trust, for which the reporting person serves as a trustee. Read SEC document |
| May 02, 2025 Filed May 6, 2025 23:18 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-064781 · ownership.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,313 Underlying: Common Stock · 2,313 shares Expires not disclosed F3 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 18:07 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $104.64 | $15,486.72 |
DisclosureSEC source: 0000950170-24-103219 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,721 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 19:28 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $114.49 | $16,944.52 |
DisclosureSEC source: 0000950170-24-089891 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,869 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 15:30 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $108.48 | $16,055.04 |
DisclosureSEC source: 0000950170-24-080090 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,017 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 17:32 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GrantRSU Award · Derivative | 7,029 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-24-000106 · edgardoc.xml · derivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,029 Underlying: Common Stock · 7,029 shares Expires 2025-06-04 F2 · price: Column 8 is not an applicable reportable field. F1 · derivative.exercise_date: The restricted stock unit is automatically granted pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan to each non-employee director who is elected at (or whose term continues after) the company's annual stockholder meeting. The award will become 100% vested on the earlier of (A) June 4, 2025, and (B) the day prior to the date of the company's next annual stockholder meeting, subject in either case to the director maintaining continuous status as a director through the vesting date. F1 · derivative.expiration_date: The restricted stock unit is automatically granted pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan to each non-employee director who is elected at (or whose term continues after) the company's annual stockholder meeting. The award will become 100% vested on the earlier of (A) June 4, 2025, and (B) the day prior to the date of the company's next annual stockholder meeting, subject in either case to the director maintaining continuous status as a director through the vesting date. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 14:39 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $108.48 | $16,055.04 |
DisclosureSEC source: 0000950170-24-068339 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,165 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| May 10, 2024 Filed May 13, 2024 19:09 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionRSU Award · Derivative | 7,682 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-24-000086 · edgardoc.xml · derivative · entry 4 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,682 shares Expires 2024-05-10 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. F3 · price: Column 8 is not an applicable reportable field. F2 · derivative.exercise_date: Pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan, the restricted stock unit ("RSU") award becomes 100% vested on the earlier of (A) the one year anniversary of the grant date, and (B) the day prior to the date of the Company's next annual stockholder meeting, subject to the individual maintaining continuous status as a director through the vesting date. The RSU award was granted at the 2023 annual stockholder meeting, which was held on May 10, 2023. The company will hold its 2024 annual stockholder meeting on June 4, 2024; accordingly, this RSU award vested in full on May 10, 2024. F2 · derivative.expiration_date: Pursuant to the terms of the Juniper Networks, Inc. 2015 Equity Incentive Plan, the restricted stock unit ("RSU") award becomes 100% vested on the earlier of (A) the one year anniversary of the grant date, and (B) the day prior to the date of the Company's next annual stockholder meeting, subject to the individual maintaining continuous status as a director through the vesting date. The RSU award was granted at the 2023 annual stockholder meeting, which was held on May 10, 2023. The company will hold its 2024 annual stockholder meeting on June 4, 2024; accordingly, this RSU award vested in full on May 10, 2024. Read SEC document |
| May 10, 2024 Filed May 13, 2024 19:09 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GiftCommon Stock | 7,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-24-000086 · edgardoc.xml · nonDerivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 33,325 F1 · kind: Represents the transfer of shares from the reporting person to The DelSanto Family Trust, over which the reporting person exercises investment and voting control, immediately upon vesting of the restricted stock unit. Read SEC document |
| May 10, 2024 Filed May 13, 2024 19:09 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GiftCommon Stock | 7,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-24-000086 · edgardoc.xml · nonDerivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Represents the transfer of shares from the reporting person to The DelSanto Family Trust, over which the reporting person exercises investment and voting control, immediately upon vesting of the restricted stock unit. Read SEC document |
| May 10, 2024 Filed May 13, 2024 19:09 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionCommon Stock | 7,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-24-000086 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,682 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 |
| May 05, 2024 Filed May 7, 2024 23:27 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionRestricted Stock Units · Derivative | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054925 · ownership.xml · derivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,257 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 05, 2024 Filed May 7, 2024 23:27 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | Exercise / conversionCommon Stock | 2,257 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-054925 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,313 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: On May 5, 2023, the reporting person was granted 2,257 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 03, 2024 Filed May 7, 2024 23:27 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | GrantRestricted Stock Units · Derivative | 2,093 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054925 · ownership.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,093 Underlying: Common Stock · 2,093 shares Expires not disclosed F2 · kind: Represents an annual grant of restricted stock units to the reporting person on May 3, 2024 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date. F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date. F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date. Read SEC document |
| May 01, 2024 Filed May 2, 2024 15:36 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $94.99 | $14,058.52 |
DisclosureSEC source: 0000950170-24-051736 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,056 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 16:27 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $101.89 | $15,079.72 |
DisclosureSEC source: 0000950170-24-039867 · ownership.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,204 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 22:24 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $101.35 | $14,999.80 |
DisclosureSEC source: 0001209191-24-004194 · doc4.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,352 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 20:31 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $105.05 | $15,547.40 |
DisclosureSEC source: 0001209191-24-002543 · doc4.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,500 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 16:59 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $107.44 | $15,901.12 |
DisclosureSEC source: 0001209191-24-000672 · doc4.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,648 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 17:15 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | SaleCommon Stock | 900 | $28.37 | $25,533.00 |
DisclosureSEC source: 0001043604-23-000166 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 25,643 F1 · kind: The transactions set forth herein are made pursuant to a plan adopted on November 28, 2022, that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:29 UTC | ADVANCED ENERGY INDUSTRIES INC AEIS · Entity 3497 | SaleCommon Stock | 148 | $94.32 | $13,959.36 |
DisclosureSEC source: 0001209191-23-057156 · doc4.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,796 F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 20, 2023. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 06:05 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,855 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-062370 · ownership.xml · derivative · entry 6 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,336 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: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. F2 · kind: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. F2 · price: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 06:05 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 2,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-062370 · ownership.xml · derivative · entry 5 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,381 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · kind: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · price: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · derivative.exercise_date: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · derivative.expiration_date: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 06:05 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-062370 · ownership.xml · derivative · entry 4 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 490 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · kind: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · price: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · derivative.exercise_date: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. F1 · derivative.expiration_date: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. 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.