Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | EVP/GM Digital Experience | October 01, 2026 | October 05, 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.
PROGRESS SOFTWARE CORP /MA
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,901 |
Ending reported balance
After 2026-10-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 1,168 · Balance 11,437 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2026-10-01 · Tax withholding · Disposed 565 · Balance 10,872 F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 1,709 · Balance 12,581 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2026-10-01 · Tax withholding · Disposed 827 · Balance 11,754 F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025. Row 5 · 2026-10-01 · Exercise / conversion · Acquired 2,222 · Balance 13,976 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2026-10-01 · Tax withholding · Disposed 1,075 · Balance 12,901 F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,168 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 1,168 · Balance 1,168 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On January 18, 2024, the Reporting Person was granted 7,004 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,128 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 1,709 · Balance 5,128 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On January 23, 2025, the Reporting Person was granted 10,255 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,112 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 2,222 · Balance 11,112 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On January 22, 2026, the Reporting Person was granted 13,334 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024.
F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025.
F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026.
F5: On January 18, 2024, the Reporting Person was granted 7,004 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company.
F6: On January 23, 2025, the Reporting Person was granted 10,255 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company.
F7: On January 22, 2026, the Reporting Person was granted 13,334 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company.
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 |
|---|---|---|---|---|---|---|
| February 01, 2020 Filed Feb 5, 2020 01:02 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 9,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000040 · wf-form4_158086453845011.xml · derivative · entry 3 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,213 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 17, 2017, the Reporting Person was granted 11,966 performance-based restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The performance-based restricted stock units vested on February 1, 2020, based on the Company meeting relative total shareholder return criteria over the three-year period ending November 30, 2019, and the continued employment of the Reporting Person with the Company. F3 · derivative.expiration_date: On February 17, 2017, the Reporting Person was granted 11,966 performance-based restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The performance-based restricted stock units vested on February 1, 2020, based on the Company meeting relative total shareholder return criteria over the three-year period ending November 30, 2019, and the continued employment of the Reporting Person with the Company. Read SEC document |
| February 01, 2020 Filed Feb 5, 2020 01:02 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 4,091 | $45.77 | $187,234.84 |
DisclosureSEC source: 0000876167-20-000040 · wf-form4_158086453845011.xml · nonDerivative · entry 2 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,563 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of performance-based restricted stock units granted to the Reporting Person on February 17, 2017. Read SEC document |
| February 01, 2020 Filed Feb 5, 2020 01:02 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 9,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000040 · wf-form4_158086453845011.xml · nonDerivative · entry 1 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,654 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 7,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000021 · wf-form4_157981386347268.xml · derivative · entry 3 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,422 Underlying: Common Stock · 7,422 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2023, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2022, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2023, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2022, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options · Derivative | 13,196 | $0.00 Strike: $47.16 | $0.00 |
DisclosureSEC source: 0000876167-20-000021 · wf-form4_157981386347268.xml · derivative · entry 2 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,196 Underlying: Common Stock · 13,196 shares Expires 2027-01-21 F3 · derivative.exercise_date: The stock options vest in eight equal semiannual installments beginning on October 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 4,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000021 · wf-form4_157981386347268.xml · derivative · entry 1 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,453 Underlying: Common Stock · 4,453 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · derivative · entry 12 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,040 Underlying: Common Stock · 1,007 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: Restricted stock units convert into common stock on a one-for-one basis. F9 · derivative.exercise_date: On January 22, 2019, the Reporting Person was granted 6,047 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. F9 · derivative.expiration_date: On January 22, 2019, the Reporting Person was granted 6,047 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · derivative · entry 11 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,117 Underlying: Common Stock · 2,058 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: Restricted stock units convert into common stock on a one-for-one basis. F8 · derivative.exercise_date: On October 15, 2018, the Reporting Person was granted 6,175 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. One-third of the restricted stock units vest beginning October 1, 2019 and the remaining restricted stock units vest in four equal semiannual installments beginning April 1, 2020, subject to the continued employment of the Reporting Person with the Company. F8 · derivative.expiration_date: On October 15, 2018, the Reporting Person was granted 6,175 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. One-third of the restricted stock units vest beginning October 1, 2019 and the remaining restricted stock units vest in four equal semiannual installments beginning April 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · derivative · entry 10 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,073 Underlying: Common Stock · 690 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: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. F7 · derivative.expiration_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · derivative · entry 9 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 Underlying: Common Stock · 2,907 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company. F6 · derivative.expiration_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 438 | $38.31 | $16,777.59 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 8 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,441 F5 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2019. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 7 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,879 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 894 | $38.31 | $34,244.67 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 6 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,872 F4 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on October 15, 2018. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 5 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,766 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 300 | $38.31 | $11,491.50 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 4 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,708 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 3 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,008 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,262 | $38.31 | $48,340.91 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 2 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,318 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on February 17, 2017. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000121 · wf-form4_157013320825845.xml · nonDerivative · entry 1 Jarrett Loren · CIK 0001750308 · General Manager, DevTools 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,580 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · derivative · entry 6 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 Underlying: Common Stock · 690 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · derivative · entry 5 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,814 Underlying: Common Stock · 2,906 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 300 | $44.57 | $13,369.80 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · nonDerivative · entry 4 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,673 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · nonDerivative · entry 3 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,973 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,260 | $44.57 | $56,153.16 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · nonDerivative · entry 2 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,283 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on February 17, 2017. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:11 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000053 · wf-form4_155432226076012.xml · nonDerivative · entry 1 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,543 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:16 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 10,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000016 · wf-form4_154836458568802.xml · derivative · entry 3 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,078 Underlying: Common Stock · 10,078 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2022, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2021, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2022, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2021, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:16 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options · Derivative | 19,231 | $0.00 Strike: $34.73 | $0.00 |
DisclosureSEC source: 0000876167-19-000016 · wf-form4_154836458568802.xml · derivative · entry 2 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,231 Underlying: Common Stock · 19,231 shares Expires 2026-01-22 F3 · derivative.exercise_date: The stock options vest in eight equal semiannual installments beginning on October 1, 2019, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 21:16 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 6,047 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-19-000016 · wf-form4_154836458568802.xml · derivative · entry 1 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,047 Underlying: Common Stock · 6,047 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2019, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 21:43 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000134 · wf-form4_153981256933044.xml · derivative · entry 1 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,175 Underlying: Common Stock · 6,175 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. One-third of the restricted stock units vest beginning October 1, 2019 and the remaining restricted stock units vest in four equal semiannual installments beginning April 1, 2020, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. One-third of the restricted stock units vest beginning October 1, 2019 and the remaining restricted stock units vest in four equal semiannual installments beginning April 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · derivative · entry 6 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,453 Underlying: Common Stock · 690 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. F5 · derivative.expiration_date: On January 12, 2018, the Reporting Person was granted 4,143 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2018, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · derivative · entry 5 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,720 Underlying: Common Stock · 2,906 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company F4 · derivative.expiration_date: On February 17, 2017, the Reporting Person was granted 17,436 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2017, subject to the continued employment of the Reporting Person with the Company Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 300 | $35.72 | $10,716.78 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · nonDerivative · entry 4 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,637 F3 · shares: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 12, 2018. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · nonDerivative · entry 3 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,937 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 1,263 | $35.72 | $45,117.64 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · nonDerivative · entry 2 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,247 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on February 17, 2017. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:14 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-18-000115 · wf-form4_153859763999714.xml · nonDerivative · entry 1 Jarrett Loren · CIK 0001750308 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,510 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: Restricted stock units convert into 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.