Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adeia Inc.ADEA · Entity 4301 | Chief Financial Officer | August 01, 2026 | August 04, 2026 |
| RAMBUS INCRMBS · Entity 3575 | Principal Accounting Officer | March 01, 2022 | March 03, 2022 |
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.
Adeia Inc.
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 552,189 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Tax withholding · Disposed 29,578 · Balance 552,189 F1: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting
RAMBUS INC
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,719 |
Reported balance
After 2022-03-01 transaction · row 1
1 source rowRow 1 · 2022-03-01 · Tax withholding · Disposed 3,331 · Balance 54,719 F1: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ShoreTel Inc
Report date September 25, 2017 · Filed September 27, 2017
Section 16 reporting ended · disclosed 2017-09-27. 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 |
Reported balance
After 2017-09-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-09-25 · Disposition to issuer · Disposed 10,086 · Balance 0 F1: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.25 · Expires 2022-08-17 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-09-25 · Disposition to issuer · Disposed 3,469 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.15 · Expires 2023-08-26 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-25 · Disposition to issuer · Disposed 7,350 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.70 · Expires 2024-08-29 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-25 · Disposition to issuer · Disposed 7,050 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.44 · Expires 2025-08-31 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-09-25 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share.
F2: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 01, 2026 Filed Aug 4, 2026 23:08 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 29,578 | $26.65 | $788,253.70 |
DisclosureSEC source: 0001347943-26-000004 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 552,189 F1 · kind: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:08 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 95,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001347943-26-000002 · ownership.xml · nonDerivative · entry 4 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579,767 F3 · shares: Includes a grant of 95,260 restricted stock units that vest in four equal installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:08 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 153,414 | $20.69 | $3,174,135.66 |
DisclosureSEC source: 0001347943-26-000002 · ownership.xml · nonDerivative · entry 3 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484,507 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:08 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 301,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001347943-26-000002 · ownership.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 637,921 F2 · shares: Includes 301,535 Performance Stock Units ("PSU") originally granted on March 1, 2023, which fully vested, following a three-year performance period ended February 28, 2026, on March 1, 2026 upon certification by the Compensation Committee of the Issuer of certain predetermined market performance criteria. Each PSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 00:08 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 30,569 | $20.69 | $632,472.61 |
DisclosureSEC source: 0001347943-26-000002 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,386 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 22:35 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 29,519 | $12.34 | $364,264.46 |
DisclosureSEC source: 0000950170-25-102234 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,335 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:20 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 90,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032081 · ownership.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393,854 F2 · shares: Includes a grant of 90,430 restricted stock units that vest in four equal installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:20 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 19,065 | $15.72 | $299,701.80 |
DisclosureSEC source: 0000950170-25-032081 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,424 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 20:38 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 29,461 | $11.10 | $327,017.10 |
DisclosureSEC source: 0000950170-24-090041 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,313 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| May 09, 2024 Filed May 10, 2024 23:06 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 92,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-058070 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,774 F1 · shares: Includes a grant of 92,250 restricted stock units that vest in four equal installments on the first, second, third and fourth anniversaries of the vesting date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 00:21 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 12,308 | $11.53 | $141,911.24 |
DisclosureSEC source: 0000950170-24-025180 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,665 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| March 01, 2024 Filed Mar 12, 2024 01:21 UTC Amendment | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 7,449 | $11.53 | $85,886.97 |
DisclosureSEC source: 0000950170-24-029596 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,524 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting. This Form 4A is being filed to correct the number of shares withheld to satisfy tax withholding obligations. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 20:40 UTC | Adeia Inc. ADEA · Entity 4301 | Tax withholdingCommon Stock | 27,659 | $12.22 | $337,992.98 |
DisclosureSEC source: 0000950170-23-037258 · ownership.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,973 F1 · shares: Shares were withheld to satisfy tax withholding obligations in connection with the release of shares subject to vesting Read SEC document |
| May 31, 2023 Filed Jun 5, 2023 23:00 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 1,244 | $8.34 | $10,374.96 |
DisclosureSEC source: 0001209191-23-034629 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,632 F1 · shares: Shares were purchased as part of the Issuer's Employee Stock Purchase Plan Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 19:34 UTC | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 55,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015286 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,759 F1 · shares: Includes a grant of 55,530 restricted stock units that vest in four equal installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 01, 2023 Filed Apr 14, 2023 20:31 UTC Amendment | Adeia Inc. ADEA · Entity 4301 | GrantCommon Stock | 55,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024322 · doc4a.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,388 F1 · shares: Includes a grant of 55,530 restricted stock units that vest in four equal installments on the first, second, third and fourth anniversaries of the grant date. F2 · balance_after: This Form 4A is being filed to correct the number of securities beneficially owned after giving effect to the adjustment of certain equity compensation awards in connection with the Issuer's separation of its product business completed on October 1, 2022 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:07 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 3,331 | $26.68 | $88,871.08 |
DisclosureSEC source: 0001209191-22-015229 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,719 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 17:06 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 1,785 | $25.07 | $44,749.95 |
DisclosureSEC source: 0001209191-22-007384 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,050 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 00:13 UTC | RAMBUS INC RMBS · Entity 3575 | GrantCommon Stock | 7,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006553 · doc4.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,835 F3 · shares: The shares are represented by RSUs which vest in four equal annual installments beginning on February 1, 2023 or the first business trading day thereafter. Each RSU represents a contingent right to receive one share of RMBS common stock. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 00:13 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 4,403 | $25.56 | $112,540.68 |
DisclosureSEC source: 0001209191-22-006553 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,011 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. F2 · balance_after: Includes an exempt transactions of 234 shares acquired through the Rambus Inc. 2015 Employee Stock Purchase plan. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 19:46 UTC | RAMBUS INC RMBS · Entity 3575 | SaleCommon Stock | 10,432 | $19.85 | $207,056.42 |
DisclosureSEC source: 0001209191-21-019740 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,180 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on December 8, 2020. F2 · price: The sale price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold ranging from $19.66 to $19.97. Upon request by the Commission Staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 22:51 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 2,421 | $21.57 | $52,220.97 |
DisclosureSEC source: 0001209191-21-016381 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,612 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 21:26 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 1,289 | $19.22 | $24,768.14 |
DisclosureSEC source: 0001209191-21-007728 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,033 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 19:21 UTC | RAMBUS INC RMBS · Entity 3575 | GrantCommon Stock | 11,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-007126 · doc4.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,322 F3 · shares: The shares are represented by RSUs which vest in four equal annual installments beginning on February 1, 2022 or the first business trading day thereafter. Each RSU represents a contingent right to receive one share of RMBS common stock. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 19:21 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 2,358 | $19.52 | $46,028.16 |
DisclosureSEC source: 0001209191-21-007126 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,555 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. F2 · balance_after: Includes exempt transactions of 276 shares acquired through the Rambus Inc. 2015 Employee Stock Purchase plan. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:21 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 2,421 | $14.30 | $34,620.30 |
DisclosureSEC source: 0001209191-20-015608 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,637 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:26 UTC | RAMBUS INC RMBS · Entity 3575 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006904 · doc4.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,058 F2 · shares: The shares are represented by RSUs which vest in four equal annual installments beginning on February 3, 2021 or the first business trading day thereafter. Each RSU represents a contingent right to receive one share of RMBS common stock. F3 · balance_after: Includes exempt transactions of 913 shares acquired through the Rambus Inc. 2015 Employee Stock Purchase plan. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:26 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 2,351 | $16.10 | $37,851.10 |
DisclosureSEC source: 0001209191-20-006904 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,058 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:05 UTC | RAMBUS INC RMBS · Entity 3575 | Tax withholdingCommon Stock | 2,862 | $10.38 | $29,707.56 |
DisclosureSEC source: 0000899243-19-005744 · doc4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,496 F1 · kind: The shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units, or RSUs. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:06 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.44 | $0.00 |
DisclosureSEC source: 0001127602-17-028246 · form4.xml · derivative · entry 5 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-08-31 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:06 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 7,050 | $0.00 Strike: $6.70 | $0.00 |
DisclosureSEC source: 0001127602-17-028246 · form4.xml · derivative · entry 4 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,050 shares Expires 2024-08-29 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:06 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 7,350 | $0.00 Strike: $5.15 | $0.00 |
DisclosureSEC source: 0001127602-17-028246 · form4.xml · derivative · entry 3 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,350 shares Expires 2023-08-26 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:06 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerNon-qualified Stock Option (Right to Buy) · Derivative | 3,469 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001127602-17-028246 · form4.xml · derivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,469 shares Expires 2022-08-17 F2 · balance_after: Following the acqusition of ShoreTel, Inc. by Mitel Networks Corporation, all vested and exercisable options and all vested RSUs were cancelled. The holder received the right to a cash payment equal to $7.50 per share, minus exercise price and applicable taxes. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:06 UTC | ShoreTel Inc SHOR · Entity 172921 | Disposition to issuerCommon Stock | 10,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028246 · form4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Following the acquisition of ShoreTel, Inc. by Mitel Networks Corporation, shares of ShoreTel, Inc. common stock were subject to a tender offer of $7.50 per share. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | GrantRestricted Stock Unit · Derivative | 4,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · derivative · entry 8 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 4,500 shares Expires 2027-08-31 F5 · derivative.exercise_price: Each RSU represents the right, at settlement, to receive (1) one share of common stock. F3 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,800 | $7.45 Strike: $7.45 | $35,760.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · derivative · entry 7 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 4,800 shares Expires 2027-08-31 F4 · derivative.exercise_date: The option vests at the rate of 25% a year over 4 years, and 1/48th per month thereafter. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 1,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · derivative · entry 6 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,150 Underlying: Common Stock · 1,050 shares Expires 2026-08-31 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 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · derivative · entry 5 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 500 shares Expires 2025-08-31 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 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 395 | $7.45 | $2,942.75 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · nonDerivative · entry 4 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,086 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · nonDerivative · entry 3 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,481 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 188 | $7.45 | $1,400.60 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,431 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:33 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026965 · form4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,619 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 29, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · derivative · entry 6 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires 2024-08-29 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 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 29, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 301 | $7.50 | $2,257.50 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · nonDerivative · entry 4 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 29, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · nonDerivative · entry 3 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,420 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionRestricted Stock Unit · Derivative | 462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · derivative · entry 5 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 462 shares Expires 2023-08-26 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 · derivative.exercise_date: RSU grant vests at the rate of 25% a year over 4 years, on the anniversary date of the grant. Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Tax withholdingCommon Stock | 174 | $7.45 | $1,296.30 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · nonDerivative · entry 2 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,620 F2 · shares: Shares withheld for taxes at vest. Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 23:05 UTC | ShoreTel Inc SHOR · Entity 172921 | Exercise / conversionCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026679 · form4.xml · nonDerivative · entry 1 Jones Keith A · CIK 0001347943 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,794 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: Upon vest RSUs convert into shares of common stock on a one-for-one basis. 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.