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 |
|---|---|---|---|---|---|---|
| August 19, 2020 Filed Aug 21, 2020 17:13 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantStock Option (Right to Buy) · Derivative | 3,855 | $0.00 Strike: $56.84 | $0.00 |
DisclosureSEC source: 0001209191-20-047977 · doc4.xml · derivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 Underlying: Common Stock · 3,855 shares Expires 2030-08-18 F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. Read SEC document |
| June 22, 2020 Filed May 14, 2021 17:22 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | PurchaseCommon Stock | 14.238 | $23.22 | $330.61 |
DisclosureSEC source: 0001043604-21-000091 · edgardoc.xml · nonDerivative · entry 4 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,380.301 F1 · kind: The transactions reported herein were inadvertent purchases of Juniper common stock pursuant to an automatic broker-administered dividend reinvestment program. The dividend reinvestment feature of the reporting person's brokerage account has been removed. Read SEC document |
| May 14, 2020 Filed May 15, 2020 16:43 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GrantRSU Award · Derivative | 9,862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-20-000053 · edgardoc.xml · derivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,862 Underlying: Common Stock · 9,862 shares Expires not disclosed F2 · price: Column 8 is not an applicable reportable field. F3 · 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 14, 2021, 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. F3 · 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 14, 2021, 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 13, 2020 Filed May 15, 2020 16:43 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionRSU Award · Derivative | 8,713 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-20-000053 · edgardoc.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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 · price: Column 8 is not an applicable reportable field. F1 · 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 2019 annual stockholder meeting, which was held on May 14, 2019. The company held its 2020 annual stockholder meeting on May 14, 2020; accordingly, this RSU award vested in full on May 13, 2020. F1 · 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 2019 annual stockholder meeting, which was held on May 14, 2019. The company held its 2020 annual stockholder meeting on May 14, 2020; accordingly, this RSU award vested in full on May 13, 2020. Read SEC document |
| May 13, 2020 Filed May 15, 2020 16:43 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionCommon Stock | 8,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-20-000053 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,326 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 23, 2020 Filed May 14, 2021 17:22 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | PurchaseCommon Stock | 18.587 | $17.59 | $326.89 |
DisclosureSEC source: 0001043604-21-000091 · edgardoc.xml · nonDerivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,653.063 F1 · kind: The transactions reported herein were inadvertent purchases of Juniper common stock pursuant to an automatic broker-administered dividend reinvestment program. The dividend reinvestment feature of the reporting person's brokerage account has been removed. Read SEC document |
| December 23, 2019 Filed May 14, 2021 17:22 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | PurchaseCommon Stock | 12.632 | $24.39 | $308.15 |
DisclosureSEC source: 0001043604-21-000091 · edgardoc.xml · nonDerivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,634.476 F1 · kind: The transactions reported herein were inadvertent purchases of Juniper common stock pursuant to an automatic broker-administered dividend reinvestment program. The dividend reinvestment feature of the reporting person's brokerage account has been removed. Read SEC document |
| September 25, 2019 Filed May 14, 2021 17:22 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | PurchaseCommon Stock | 8.844 | $24.26 | $214.53 |
DisclosureSEC source: 0001043604-21-000091 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621.844 F1 · kind: The transactions reported herein were inadvertent purchases of Juniper common stock pursuant to an automatic broker-administered dividend reinvestment program. The dividend reinvestment feature of the reporting person's brokerage account has been removed. Read SEC document |
| May 14, 2019 Filed May 15, 2019 18:34 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GrantRSU Award · Derivative | 8,713 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-19-000075 · edgardoc.xml · derivative · entry 3 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,713 Underlying: Common Stock · 8,713 shares Expires 2020-05-14 F2 · price: Column 8 is not an applicable reportable field. F3 · 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) 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 in either case to the director maintaining continuous status as a director through the vesting date. Read SEC document |
| May 13, 2019 Filed May 15, 2019 18:34 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionRSU Award · Derivative | 1,613 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-19-000075 · edgardoc.xml · derivative · entry 2 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,613 shares Expires 2019-05-13 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 · price: Column 8 is not an applicable reportable field. F1 · 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 March 13, 2019 upon her appointment to the Board of Directors. The company held its 2019 annual stockholder meeting on May 14, 2019; accordingly, this RSU award vested in full on May 13, 2019. Read SEC document |
| May 13, 2019 Filed May 15, 2019 18:34 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | Exercise / conversionCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001043604-19-000075 · edgardoc.xml · nonDerivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613 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 13, 2019 Filed Mar 15, 2019 18:07 UTC | JUNIPER NETWORKS INC JNPR · Entity 77666 | GrantRSU Award · Derivative | 1,613 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001043604-19-000019 · edgardoc.xml · derivative · entry 1 DelSanto Anne · CIK 0001770310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613 Underlying: Common Stock · 1,613 shares Expires 2019-05-13 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) 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 in either case to the director maintaining continuous status as a director through the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.