Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 8X8 INC /DE/EGHT · Entity 6065 | Chief Accting Off./Treasurer | January 18, 2022 | January 19, 2022 |
| Astera Labs, Inc.ALAB · Entity 1853 | Chief Accting. Off. & VP, Fin. | July 20, 2026 | July 22, 2026 |
| BILL Holdings, Inc.BILL · Entity 3940 | SVP, FINANCE & ACCOUNTING | December 02, 2025 | December 04, 2025 |
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.
8X8 INC /DE/
Report date January 18, 2022 · Filed January 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,801 |
Reported balance
After 2022-01-18 transaction · row 1
1 source rowRow 1 · 2022-01-18 · Sale · Disposed 950 · Balance 47,801 F1: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported.
Astera Labs, Inc.
Report date July 20, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,440 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 1,451 · Balance 26,440 F1: These shares represent an award of restricted stock units ("RSUs") granted on July 20, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that 6.25% of the RSUs shall vest in 16 equal quarterly installments following the vesting commencement date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent an award of restricted stock units ("RSUs") granted on July 20, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that 6.25% of the RSUs shall vest in 16 equal quarterly installments following the vesting commencement date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
BILL Holdings, Inc.
Report date December 02, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,812 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Sale · Disposed 1,104 · Balance 10,812 F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025.
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 15, 2021 Filed Aug 17, 2021 20:42 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantCommon Stock | 193 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-21-000195 · wf-form4_162923293393216.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,986 F1 · balance_after: Includes 492 shares purchased on August 9, 2021 pursuant to the company's Employee Stock Purchase Plan (ESPP). Read SEC document |
| July 19, 2021 Filed Jul 20, 2021 20:28 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 2,432 | $24.61 | $59,846.66 |
DisclosureSEC source: 0001023731-21-000145 · wf-form4_162681285930838.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,301 F1 · kind: The sale reported in this line was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 21, 2020, as amended. F2 · price: Represents the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $24.30 to $24.91. Reporting Person undertakes to provide 8x8, Inc., any security holder of 8x8, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| July 16, 2021 Filed Jul 16, 2021 21:20 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 3,271 | $25.45 | $83,244.66 |
DisclosureSEC source: 0001023731-21-000140 · wf-form4_162647042119388.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,733 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:24 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 1,381 | $27.57 | $38,074.17 |
DisclosureSEC source: 0001023731-21-000135 · wf-form4_162560305263602.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,004 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2020, as amended. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:45 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 1,857 | $25.52 | $47,383.21 |
DisclosureSEC source: 0001023731-21-000107 · wf-form4_162396266796140.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,385 F2 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as reported in the line above. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:45 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantCommon Stock | 3,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-21-000107 · wf-form4_162396266796140.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,242 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:45 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantCommon Stock | 8,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-21-000107 · wf-form4_162396266796140.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,544 F1 · kind: Represents the grant of a restricted stock unit award. The RSUs shall vest with respect to one-third (33.3%) of the total number of underlying shares on the first anniversary of the Vesting Commencement Date of June 15, 2022, then eight and one-third percent (8.33%) vesting each quarter thereafter, over a period of eight quarters, subject to the participant's continued employment or other association with the Company. Each restricted stock unit represents a contingent right to receive one share of EGHT common stock. Read SEC document |
| May 18, 2021 Filed May 19, 2021 20:11 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 1,037 | $24.39 | $25,289.11 |
DisclosureSEC source: 0001023731-21-000095 · wf-form4_162145507593133.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,246 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2020, as amended. F2 · price: Represents the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $23.84 to $24.62. Reporting Person undertakes to provide 8x8, Inc., any security holder of 8x8, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| May 17, 2021 Filed May 18, 2021 20:03 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 1,466 | $23.60 | $34,600.53 |
DisclosureSEC source: 0001023731-21-000093 · wf-form4_162136813980072.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,283 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 20:14 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 82 | $33.52 | $2,748.90 |
DisclosureSEC source: 0001023731-21-000062 · wf-form4_161886323243869.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,749 F2 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as reported in the line above. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 20:14 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantCommon Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-21-000062 · wf-form4_161886323243869.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,831 F1 · balance_after: Shares previously reported in Table 1 Column 2 on the Form 3 filed November 2, 2020 were overstated by 1,549 shares. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 22:04 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 6,915 | $35.03 | $242,247.66 |
DisclosureSEC source: 0001023731-21-000042 · wf-form4_161368584034819.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,300 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2020, as amended. F2 · price: Represents the weighted average sales price. The shares were sold in multiple transactions at prices ranging from $34.54 to $35.53. Reporting Person undertakes to provide 8x8, Inc., any security holder of 8x8, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. F3 · balance_after: Includes 1,364 shares purchased on February 9, 2021 pursuant to the company's Employee Stock Purchase Plan (ESPP). Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:04 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 3,550 | $35.88 | $127,386.43 |
DisclosureSEC source: 0001023731-21-000038 · wf-form4_161359583922067.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,851 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:04 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 4,183 | $35.88 | $150,100.68 |
DisclosureSEC source: 0001023731-21-000038 · wf-form4_161359583922067.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,401 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 21:35 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 50 | $37.09 | $1,854.50 |
DisclosureSEC source: 0001023731-21-000018 · wf-form4_161126491567311.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,492 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2020, as amended. Read SEC document |
| January 19, 2021 Filed Jan 19, 2021 22:53 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 73 | $37.88 | $2,765.33 |
DisclosureSEC source: 0001023731-21-000006 · wf-form4_161109677023822.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,542 F1 · kind: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as reported in the line above. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:53 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-21-000006 · wf-form4_161109677023822.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,615 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 21:39 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 111 | $25.00 | $2,775.00 |
DisclosureSEC source: 0001023731-20-000205 · wf-form4_160798196942444.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting Off./Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,442 F1 · kind: The sale reported in this line was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 21, 2020. 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.