Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Chief Accounting Officer | August 17, 2023 | August 21, 2023 |
| Jersey Mike's Subs Inc.JMKE · Entity 3934 | Chief Accounting Officer | July 30, 2026 | August 04, 2026 |
| Shift4 Payments, Inc.FOUR · Entity 4172 | See Remarks | February 20, 2026 | March 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COMMVAULT SYSTEMS INC
Report date August 17, 2023 · Filed August 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,625 |
Reported balance
After 2023-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-17 · Sale · Disposed 334 · Balance 19,625 F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock. Proceeds from the sale were submitted to the Internal Revenue Service. F2: Includes shares purchased under the Commvault Employee Stock Purchase Plan on August 14, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 19,366 |
Reported balance
After 2023-08-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-08-18 · Sale · Disposed 259 · Balance 19,366 F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock. Proceeds from the sale were submitted to the Internal Revenue Service. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock. Proceeds from the sale were submitted to the Internal Revenue Service.
F2: Includes shares purchased under the Commvault Employee Stock Purchase Plan on August 14, 2023.
Jersey Mike's Subs Inc.
Report date July 30, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Purchase · Acquired 2,500 · Balance 2,500 F1: Reflects shares of Class A common stock ("Class A Common Stock") of Jersey Mike's Subs Inc. (the "Issuer") purchased pursuant to a directed share program in connection with the Issuer's initial public offering. |
| Incentive Units of Jersey Mike's HoldCo, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $27.86 | IndirectSee Footnotes | 55,881.2 |
Reported balance
After 2026-07-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-30 · Grant · Acquired 55,881.2 · Balance 55,881.2 F2: Reflect incentive units of Jersey Mike's HoldCo, LLC ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Jersey Mike's HoldCo, LLC ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Issuer Class A Common Stock), subject to certain adjustments. F3: Common Units are exchangeable on a one-for-one basis for shares of Issuer Class A Common Stock pursuant to the terms of an exchange agreement, dated as of July 29, 2026. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Jersey Mike's Management Aggregator LLC. F4: These securities were acquired in connection with the reclassification of the interests of Mike's HoldCo, LLC prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on July 30, 2026. F5: These Incentive Units vest in five equal annual installments beginning on April 6, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Class A common stock ("Class A Common Stock") of Jersey Mike's Subs Inc. (the "Issuer") purchased pursuant to a directed share program in connection with the Issuer's initial public offering.
F2: Reflect incentive units of Jersey Mike's HoldCo, LLC ("Incentive Units"), which are "profit interests" having economic characteristics similar to stock appreciation rights. Vested Incentive Units are convertible, at the holder's election, into a number of common units of Jersey Mike's HoldCo, LLC ("Common Units") generally equal to (a) the product of the number of vested Incentive Units to be converted with a given per unit participation threshold and then-current difference between the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Class A Common Stock and the per unit participation threshold of such vested Incentive Units divided by (b) the per unit value of a Common Unit at the time of the conversion (based on the public trading price of a share of Issuer Class A Common Stock), subject to certain adjustments.
F3: Common Units are exchangeable on a one-for-one basis for shares of Issuer Class A Common Stock pursuant to the terms of an exchange agreement, dated as of July 29, 2026. These Incentive Units have no expiration date. Such Incentive Units are held indirectly through Jersey Mike's Management Aggregator LLC.
F4: These securities were acquired in connection with the reclassification of the interests of Mike's HoldCo, LLC prior to the Issuer's initial public offering (as more fully described in the Registration Statement on Form S-1). These securities were previously reported on the Reporting Person's Form 3 filed on July 30, 2026.
F5: These Incentive Units vest in five equal annual installments beginning on April 6, 2027.
Shift4 Payments, Inc.
Report date February 20, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 66,936 |
Ending reported balance
After 2026-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-20 · Tax withholding · Disposed 3,916 · Balance 50,820 F1: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 21, 2025. Row 2 · 2026-02-27 · Grant · Acquired 17,018 · Balance 67,838 F2: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027. Row 3 · 2026-02-28 · Tax withholding · Disposed 902 · Balance 66,936 F3: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 21, 2025.
F2: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on February 27, 2027.
F3: These shares were withheld for payment of the withholding taxes upon the vesting of the restricted stock units granted to the Reporting Person on February 29, 2024.
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 16, 2019 Filed Oct 17, 2019 20:40 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 322 | $44.66 | $14,380.52 |
DisclosureSEC source: 0001209191-19-053429 · doc4.xml · nonDerivative · entry 2 Whalen James J. · CIK 0001770896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,917.3212 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.66 to $44.70 inclusive. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 20:40 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 182 | $44.98 | $8,186.36 |
DisclosureSEC source: 0001209191-19-053429 · doc4.xml · nonDerivative · entry 1 Whalen James J. · CIK 0001770896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,239.3212 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:05 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 323.3212 | $35.63 | $11,519.93 |
DisclosureSEC source: 0001209191-19-046289 · doc4.xml · nonDerivative · entry 1 Whalen James J. · CIK 0001770896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,421.3212 F1 · security: Shares were acquired under the Commvault Employee Stock Purchase Plan on August 14, 2019. Read SEC document |
| July 16, 2019 Filed Jul 18, 2019 20:15 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 181 | $50.08 | $9,064.48 |
DisclosureSEC source: 0001209191-19-042618 · doc4.xml · nonDerivative · entry 1 Whalen James J. · CIK 0001770896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,098 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| May 15, 2019 Filed May 16, 2019 20:28 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 5,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030390 · doc4.xml · nonDerivative · entry 1 Whalen James J. · CIK 0001770896 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,279 F1 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on the first anniversary of the grant with the remaining portion vesting in equal quarterly installments thereafter. 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.