Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gitlab Inc.GTLB · Entity 3663 | Chief Legal Officer & Corp Sec | June 17, 2026 | June 23, 2026 |
| Quantinuum Inc.QNT · Entity 3437 | CLO & Corporate Secretary | July 17, 2026 | July 23, 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.
Gitlab Inc.
Report date June 17, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 203,189 |
Reported balance
After 2026-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-17 · Tax withholding · Disposed 7,839 · Balance 203,189 F1: Represents shares of GitLab Inc.'s (the "Company") Class A Common Stock sold to satisfy the reporting person's tax obligations arising as a result of the vesting of a portion of a restricted stock unit award. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.51 to $27.80, inclusive. The Reporting Person undertakes to provide to GitLab Inc., any security holder of GitLab Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F3: Includes shares of Class A Common Stock that have not yet vested. This also includes shares acquired pursuant to the Company's Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of GitLab Inc.'s (the "Company") Class A Common Stock sold to satisfy the reporting person's tax obligations arising as a result of the vesting of a portion of a restricted stock unit award.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.51 to $27.80, inclusive. The Reporting Person undertakes to provide to GitLab Inc., any security holder of GitLab Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F3: Includes shares of Class A Common Stock that have not yet vested. This also includes shares acquired pursuant to the Company's Employee Stock Purchase Plan.
Quantinuum Inc.
Report date July 17, 2026 · Filed July 23, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 125,000 |
Reported balance
After 2026-07-17 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 125,000 · Balance 125,000 F1: Represents an award of restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest according to the applicable grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Class A Common Stock. The RSUs will vest according to the applicable grant agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NEW RELIC, INC.
Report date February 15, 2018 · Filed February 20, 2018
Section 16 reporting ended · disclosed 2018-02-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,771 |
Ending reported balance
After 2018-02-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-02-15 · Exercise / conversion · Acquired 529 · Balance 1,106 Row 2 · 2018-02-15 · Exercise / conversion · Acquired 917 · Balance 2,023 Row 3 · 2018-02-15 · Exercise / conversion · Acquired 385 · Balance 2,408 Row 4 · 2018-02-16 · Sale · Disposed 637 · Balance 1,771 F1: The Reporting Person made a prior election to sell only the number of shares of common stock necessary to cover applicable tax withholding obligations realized upon the vesting of restricted stock units, as well as any related brokerage commission fees. F2: The shares were sold at prices ranging from $68.97 to $69.0098. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,350 |
Reported balance
After 2018-02-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-15 · Exercise / conversion · Disposed 529 · Balance 6,350 F3: Represents Restricted Stock Units ("RSUs"). The RSUs will vest as follows: 10% of the RSUs shall vest on the first anniversary of May 15, 2015 (the "2015 Vesting Start Date"); 3.75% of the RSUs shall vest in equal quarterly installments thereafter until the second anniversary of the 2015 Vesting Start Date; 5.00% of the RSUs shall vest in equal quarterly installments thereafter until the third anniversary of the 2015 Vesting Start Date; and 13.75% of the RSUs shall vest in equal quarterly installments thereafter until the fourth anniversary of the 2015 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,254 |
Reported balance
After 2018-02-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-02-15 · Exercise / conversion · Disposed 917 · Balance 8,254 F4: The RSUs will vest in equal quarterly installments from May 15, 2016 (the "2016 Vesting Start Date") until the fourth anniversary of the 2016 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,005 |
Reported balance
After 2018-02-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-02-15 · Exercise / conversion · Disposed 385 · Balance 5,005 F5: The RSUs will vest in equal quarterly installments from May 15, 2017 (the "2017 Vesting Start Date") until the fourth anniversary of the 2017 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person made a prior election to sell only the number of shares of common stock necessary to cover applicable tax withholding obligations realized upon the vesting of restricted stock units, as well as any related brokerage commission fees.
F2: The shares were sold at prices ranging from $68.97 to $69.0098. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: Represents Restricted Stock Units ("RSUs"). The RSUs will vest as follows: 10% of the RSUs shall vest on the first anniversary of May 15, 2015 (the "2015 Vesting Start Date"); 3.75% of the RSUs shall vest in equal quarterly installments thereafter until the second anniversary of the 2015 Vesting Start Date; 5.00% of the RSUs shall vest in equal quarterly installments thereafter until the third anniversary of the 2015 Vesting Start Date; and 13.75% of the RSUs shall vest in equal quarterly installments thereafter until the fourth anniversary of the 2015 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date.
F4: The RSUs will vest in equal quarterly installments from May 15, 2016 (the "2016 Vesting Start Date") until the fourth anniversary of the 2016 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date.
F5: The RSUs will vest in equal quarterly installments from May 15, 2017 (the "2017 Vesting Start Date") until the fourth anniversary of the 2017 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date.
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 |
|---|---|---|---|---|---|---|
| November 15, 2016 Filed Nov 17, 2016 22:36 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150958 · doc4.xml · derivative · entry 4 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,731 Underlying: Common Stock · 397 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs will vest as follows: 10% of the RSUs shall vest on the first anniversary of May 15, 2015 (the "2015 Vesting Start Date"); 3.75% of the RSUs shall vest in equal quarterly installments thereafter until the second anniversary of the 2015 Vesting Start Date; 5.00% of the RSUs shall vest in equal quarterly installments thereafter until the third anniversary of the 2015 Vesting Start Date; and 13.75% of the RSUs shall vest in equal quarterly installments thereafter until the fourth anniversary of the 2015 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F2 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs will vest as follows: 10% of the RSUs shall vest on the first anniversary of May 15, 2015 (the "2015 Vesting Start Date"); 3.75% of the RSUs shall vest in equal quarterly installments thereafter until the second anniversary of the 2015 Vesting Start Date; 5.00% of the RSUs shall vest in equal quarterly installments thereafter until the third anniversary of the 2015 Vesting Start Date; and 13.75% of the RSUs shall vest in equal quarterly installments thereafter until the fourth anniversary of the 2015 Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:36 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150958 · doc4.xml · nonDerivative · entry 2 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:36 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 397 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150958 · doc4.xml · nonDerivative · entry 1 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 22:11 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,601 | Not disclosed Strike: $11.29 | Not disclosed |
DisclosureSEC source: 0001209191-16-149093 · doc4.xml · derivative · entry 3 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,066 Underlying: Common Stock · 2,601 shares Expires 2023-12-10 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 · price: Not applicable. F2 · derivative.exercise_date: 25% of the total shares of the Option Grant shall vest on the one year anniversary of December 9, 2013, and 1/48 of the shares subject to this Option Grant shall vest each calendar month thereafter over 36 months. Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 22:11 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 2,601 | $33.55 | $87,263.55 |
DisclosureSEC source: 0001209191-16-149093 · doc4.xml · nonDerivative · entry 2 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 22:11 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 2,601 | $11.29 | $29,365.29 |
DisclosureSEC source: 0001209191-16-149093 · doc4.xml · nonDerivative · entry 1 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,601 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 22:12 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 326 | $37.70 | $12,290.20 |
DisclosureSEC source: 0001209191-16-142324 · doc4.xml · nonDerivative · entry 1 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,400 | Not disclosed Strike: $23.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · derivative · entry 6 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,700 Underlying: Common Stock · 1,400 shares Expires 2024-12-11 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. F5 · price: Not applicable F4 · derivative.exercise_date: 15% of the shares shall vest on the first anniversary, 20% of the shares shall vest on the second anniversary, 30% of the shares shall vest on the third anniversary and the remaining 35% of the shares shall vest on the fourth anniversary of December 15, 2014. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 1,400 | $37.98 | $53,172.00 |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · nonDerivative · entry 4 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326 F2 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| September 19, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 1,400 | $23.00 | $32,200.00 |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · nonDerivative · entry 3 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 199 | $36.83 | $7,328.18 |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · nonDerivative · entry 2 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326 F1 · shares: The Reporting Person made a prior election to sell only the number of shares of common stock necessary to cover applicable tax withholding obligations realized upon the vesting of restricted stock units, as well as any related brokerage commission fees. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 525 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · derivative · entry 5 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,350 Underlying: Common Stock · 525 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. F3 · derivative.exercise_date: 15% of the units vest on the first anniversary of December 15, 2014, 20% of the units vest quarterly thereafter over the next twelve months, 30% of the units vest quarterly thereafter over the next 12 months and the remaining 35% of the units vest quarterly thereafter over the last 12 months. F3 · derivative.expiration_date: 15% of the units vest on the first anniversary of December 15, 2014, 20% of the units vest quarterly thereafter over the next twelve months, 30% of the units vest quarterly thereafter over the next 12 months and the remaining 35% of the units vest quarterly thereafter over the last 12 months. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142060 · doc4.xml · nonDerivative · entry 1 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 09, 2016 Filed Sep 7, 2016 21:15 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 4,900 | $37.98 | $186,102.00 |
DisclosureSEC source: 0001209191-16-140437 · doc4.xml · nonDerivative · entry 2 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| September 09, 2016 Filed Sep 7, 2016 21:15 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 4,900 | $23.00 | $112,700.00 |
DisclosureSEC source: 0001209191-16-140437 · doc4.xml · nonDerivative · entry 1 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:15 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,900 | Not disclosed Strike: $23.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-140437 · doc4.xml · derivative · entry 3 Schulman Robin · CIK 0001627835 · VP, General Counsel /Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,100 Underlying: Common Stock · 4,900 shares Expires 2024-12-10 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 · price: Not applicable. F2 · derivative.exercise_date: 15% of the shares shall vest on the first anniversary, 20% of the shares shall vest on the second anniversary, 30% of the shares shall vest on the third anniversary and the remaining 35% of the shares shall vest on the fourth anniversary of December 15, 2014. 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.