Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Casa Systems IncCASA · Entity 95402 | Chief Financial Officer | January 04, 2020 | January 07, 2020 |
| ExlService Holdings, Inc.EXLS · Entity 1503 | Executive Vice President & CFO | June 30, 2026 | July 21, 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.
Casa Systems Inc
Report date January 04, 2020 · Filed January 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,847 |
Ending reported balance
After 2020-01-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-04 · Exercise / conversion · Acquired 21,204 · Balance 21,204 F1: Restricted stock units ("RSUs") converted into common stock, $0.001 par value per share (the "Common Stock"), of Casa Systems, Inc. (the "Company") on a one-for-one basis upon vesting of the units. Row 2 · 2020-01-04 · Tax withholding · Disposed 7,357 · Balance 13,847 F2: Shares withheld by the Company to satisfy tax withholding requirements on vesting of RSUs. No shares were sold. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 63,614 |
Reported balance
After 2020-01-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-01-04 · Exercise / conversion · Disposed 21,204 · Balance 63,614 F3: Each RSU represents the right to receive one share of Common Stock upon vesting, subject to the reporting person's continued service relationship with the Company and the other terms and conditions set forth in the applicable RSU agreement. In the sole discretion of the Company's board of directors, the Company may, with respect to any applicable vesting date for RSUs reported on Table II, deliver to the reporting person Common Stock or cash having a fair market value equal to the number of shares of Common Stock underlying the portion of the RSU that vested on such date, payable within 30 days of the vesting date, less applicable taxes. F4: Scheduled to vest over four years, with 25% of the 84,818 shares underlying the award having vested on January 4, 2020, and 25% of the shares underlying the award vesting at the end of each successive one-year period thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") converted into common stock, $0.001 par value per share (the "Common Stock"), of Casa Systems, Inc. (the "Company") on a one-for-one basis upon vesting of the units.
F2: Shares withheld by the Company to satisfy tax withholding requirements on vesting of RSUs. No shares were sold.
F3: Each RSU represents the right to receive one share of Common Stock upon vesting, subject to the reporting person's continued service relationship with the Company and the other terms and conditions set forth in the applicable RSU agreement. In the sole discretion of the Company's board of directors, the Company may, with respect to any applicable vesting date for RSUs reported on Table II, deliver to the reporting person Common Stock or cash having a fair market value equal to the number of shares of Common Stock underlying the portion of the RSU that vested on such date, payable within 30 days of the vesting date, less applicable taxes.
F4: Scheduled to vest over four years, with 25% of the 84,818 shares underlying the award having vested on January 4, 2020, and 25% of the shares underlying the award vesting at the end of each successive one-year period thereafter.
ExlService Holdings, Inc.
Report date June 30, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 254,975 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 606 · Balance 254,975 F1: The reporting person is voluntarily reporting the exempt acquisition of shares of ExlService Holdings, Inc.'s common stock pursuant to the ExlService Holdings, Inc. 2022 Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the exempt acquisition of shares of ExlService Holdings, Inc.'s common stock pursuant to the ExlService Holdings, Inc. 2022 Employee Stock Purchase Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FACTSET RESEARCH SYSTEMS INC
Report date November 01, 2018 · Filed November 05, 2018
Section 16 reporting ended · disclosed 2018-11-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,133 |
Reported balance
After 2018-11-01 transaction · row 1
1 source rowRow 1 · 2018-11-01 · Tax withholding · Disposed 444 · Balance 3,133 F1: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.
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 17, 2024 Filed Feb 22, 2024 01:53 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006088 · wk-form4_1708566807.xml · derivative · entry 6 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,650 Underlying: Common Stock, par value $0.001 per share · 8,650 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F4 · derivative.exercise_date: On February 17, 2021, the reporting person was granted 6,920 (pre-split) restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units became vested on February 17, 2023, an additional 25 percent of the restricted stock units became vested on February 17, 2024, and the remaining balance of 25 percent of the restricted stock units will vest on February 17, 2025. F4 · derivative.expiration_date: On February 17, 2021, the reporting person was granted 6,920 (pre-split) restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units became vested on February 17, 2023, an additional 25 percent of the restricted stock units became vested on February 17, 2024, and the remaining balance of 25 percent of the restricted stock units will vest on February 17, 2025. Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 01:53 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 3,404 | $30.57 | $104,060.28 |
DisclosureSEC source: 0001628280-24-006088 · wk-form4_1708566807.xml · nonDerivative · entry 4 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,985 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2024 Filed Feb 22, 2024 01:53 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 8,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006088 · wk-form4_1708566807.xml · nonDerivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,389 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 · kind: Restricted stock units of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 4,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · derivative · entry 6 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,710 Underlying: Common Stock, par value $0.001 per share · 4,855 shares Expires 2032-02-16 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F4 · derivative.exercise_date: On February 16, 2022, the reporting person was granted 3,884 (pre-split) restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 16, 2023, an additional 25 percent of the restricted stock units became vested on February 16, 2024, an additional 25 percent of the restricted stock units will vest on February 16, 2025, and the remaining balance of 25 of the restricted stock units will vest on February 16, 2026. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 1,911 | $30.97 | $59,183.67 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · nonDerivative · entry 4 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,428 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · nonDerivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,339 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 · kind: Restricted stock units of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 4,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · derivative · entry 5 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,330 Underlying: Common Stock, par value $0.001 per share · 4,110 shares Expires 2033-02-15 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 15, 2023, the reporting person was granted 3,288 (pre-split) restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 15, 2024, an additional 25 percent of the restricted stock units will vest on February 15, 2025, an additional 25 percent of the restricted stock units will vest on February 15, 2026, and the remaining balance of 25 percent of the restricted stock units will vest on February 15, 2027. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 1,618 | $30.34 | $49,090.12 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,484 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005697 · wk-form4_1708470608.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,102 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 · kind: Restricted stock units of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 22:30 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 7,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003533 · wk-form4_1707258636.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 7,375 shares Expires 2031-02-03 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 3, 2020, the reporting person was granted 5,898 (pre-split) restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 3, 2021, an additional 25 percent of the restricted stock units became vested on February 3, 2022, an additional 25 percent of the restricted stock units became vested on February 3, 2023, and the remaining balance of 25 percent of the restricted stock units became vested on February 3, 2024. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 22:30 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 2,903 | $30.83 | $89,499.49 |
DisclosureSEC source: 0001628280-24-003533 · wk-form4_1707258636.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,992 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 22:30 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 7,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003533 · wk-form4_1707258636.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,895 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:49 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 27,515 | $32.29 | $888,459.35 |
DisclosureSEC source: 0001628280-24-002781 · wk-form4_1706741351.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,520 F1 · kind: The reporting person's shares of common stock, par value $0.001 per share (the "Common Stock") reported in this report were earned pursuant to the performance restricted stock units ("PRSUs") of ExlService Holdings, Inc. (the "Company") granted on February 17, 2021. Such shares of Common Stock were deemed earned on January 29, 2024 based on the Compensation Committee of the Board of Directors administering the award certifying the achievement of performance targets applicable to the PRSUs for the performance period ending on December 31, 2023 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:49 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 69,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-002781 · wk-form4_1706741351.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,035 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 · kind: The reporting person's shares of common stock, par value $0.001 per share (the "Common Stock") reported in this report were earned pursuant to the performance restricted stock units ("PRSUs") of ExlService Holdings, Inc. (the "Company") granted on February 17, 2021. Such shares of Common Stock were deemed earned on January 29, 2024 based on the Compensation Committee of the Board of Directors administering the award certifying the achievement of performance targets applicable to the PRSUs for the performance period ending on December 31, 2023 Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 13,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000020 · wk-form4_1694034226.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,075 Underlying: Common Stock, par value $0.001 per share · 13,530 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F1 · kind: Restricted stock units of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F2 · shares: The reported number of securities has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. F4 · derivative.exercise_date: On September 1, 2021, the reporting person was granted 8,121 restricted stock units, vesting in two installment installments beginning on the second anniversary of the grant date. 33% of the restricted stock units became vested on September 1, 2023 and the remaining balance of 67% of the restricted stock units will vest on September 1, 2024. F4 · derivative.expiration_date: On September 1, 2021, the reporting person was granted 8,121 restricted stock units, vesting in two installment installments beginning on the second anniversary of the grant date. 33% of the restricted stock units became vested on September 1, 2023 and the remaining balance of 67% of the restricted stock units will vest on September 1, 2024. F2 · derivative.underlying_shares: The reported number of securities has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. F2 · balance_after: The reported number of securities has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 5,325 | $29.23 | $155,649.75 |
DisclosureSEC source: 0001472650-23-000020 · wk-form4_1694034226.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,835 F3 · price: The reporting person's restricted stock units reported in this report vested on September 1, 2023. Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:03 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 13,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000020 · wk-form4_1694034226.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,160 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 · kind: Restricted stock units of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F2 · shares: The reported number of securities has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. F2 · balance_after: The reported number of securities has been adjusted to reflect the impact of the 5-for-1 forward stock split effective August 1, 2023. Read SEC document |
| June 30, 2023 Filed Jul 20, 2023 21:00 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantCommon Stock, par value $0.001 per share | 144 | $135.95 | $19,576.80 |
DisclosureSEC source: 0001472650-23-000018 · wk-form4_1689886834.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,526 F1 · kind: The reporting person is voluntarily reporting the exempt acquisition of shares of ExlService Holdings, Inc.'s common stock pursuant to the ExlService Holdings, Inc. 2022 Employee Stock Purchase Plan. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 21:53 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantEmployee Stock Options (right to buy) · Derivative | 26,865 | $0.00 Strike: $150.75 | $0.00 |
DisclosureSEC source: 0001472650-23-000016 · wk-form4_1687557167.xml · derivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,865 Underlying: Common Stock, par value $0.001 per share · 26,865 shares Expires 2033-06-21 F1 · derivative.exercise_date: The stock options will vest in four equal annual installments, beginning on June 21, 2024, subject to certain forfeiture and acceleration events pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan. F1 · derivative.expiration_date: The stock options will vest in four equal annual installments, beginning on June 21, 2024, subject to certain forfeiture and acceleration events pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 21:38 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | PurchaseCommon Stock, par value $0.001 per share | 750 | $151.79 | $113,842.50 |
DisclosureSEC source: 0001472650-23-000013 · wf-form4_167943471872586.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,382 Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · derivative · entry 6 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,092 Underlying: Common Stock, par value $0.001 per share · 1,091 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F5 · derivative.exercise_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional 25 percent of the restricted stock units became vested on February 19, 2022, an additional 25 percent of the restricted stock units became vested on February 19, 2023, and the remaining balance of 25 of the restricted stock units will vest on February 19, 2024. F5 · derivative.expiration_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional 25 percent of the restricted stock units became vested on February 19, 2022, an additional 25 percent of the restricted stock units became vested on February 19, 2023, and the remaining balance of 25 of the restricted stock units will vest on February 19, 2024. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 430 | $170.53 | $73,327.90 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · nonDerivative · entry 4 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,632 F3 · price: The reporting person's restricted stock units reported in this report vested on February 19, 2023. Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · nonDerivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,062 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · derivative · entry 5 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,460 Underlying: Common Stock, par value $0.001 per share · 1,730 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F4 · derivative.exercise_date: On February 17, 2021, the reporting person was granted 6,920 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units became vested on February 17, 2023, an additional 25 percent of the restricted stock units will vest on February 17, 2024, and the remaining balance of 25 of the restricted stock units will vest on February 17, 2025. F4 · derivative.expiration_date: On February 17, 2021, the reporting person was granted 6,920 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units became vested on February 17, 2023, an additional 25 percent of the restricted stock units will vest on February 17, 2024, and the remaining balance of 25 of the restricted stock units will vest on February 17, 2025. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 681 | $170.57 | $116,158.17 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,971 F2 · price: The reporting person's restricted stock units reported in this report vested on February 17, 2023. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:19 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000011 · wf-form4_167710434139461.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000010 · wf-form4_167701684792728.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,913 Underlying: Common Stock, par value $0.001 per share · 971 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 16, 2022, the reporting person was granted 3,884 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 16, 2023, an additional twenty-five percent of the restricted stock units will vest on February 16, 2024, an additional twenty-five percent of the restricted stock units will vest on February 16, 2025; and the remaining balance of twenty-five percent of the restricted stock units will vest on February 16, 2026. F3 · derivative.expiration_date: On February 16, 2022, the reporting person was granted 3,884 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 16, 2023, an additional twenty-five percent of the restricted stock units will vest on February 16, 2024, an additional twenty-five percent of the restricted stock units will vest on February 16, 2025; and the remaining balance of twenty-five percent of the restricted stock units will vest on February 16, 2026. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 383 | $172.03 | $65,887.49 |
DisclosureSEC source: 0001472650-23-000010 · wf-form4_167701684792728.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,922 F2 · price: The reporting person's restricted stock units reported in this report vested on February 16, 2023. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 971 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000010 · wf-form4_167701684792728.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,305 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:14 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000008 · wf-form4_167667206431910.xml · derivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,288 Underlying: Common Stock, par value $0.001 per share · 3,288 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units will vest in four equal annual installments, beginning on February 15, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). F2 · derivative.expiration_date: The restricted stock units will vest in four equal annual installments, beginning on February 15, 2024. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 22:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000006 · wf-form4_167580736208132.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475 Underlying: Common Stock, par value $0.001 per share · 1,474 shares Expires 2031-02-03 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 3, 2020, the reporting person was granted 5,898 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 3, 2021, an additional 25 percent of the restricted stock units became vested on February 3, 2022, an additional 25 percent of the restricted stock units became vested on February 3, 2023, and the remaining balance of 25 percent of the restricted stock units will vest on February 3, 2024. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 22:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 581 | $173.13 | $100,588.53 |
DisclosureSEC source: 0001472650-23-000006 · wf-form4_167580736208132.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,334 F2 · price: The reporting person's restricted stock units reported in this report vested on February 3, 2023. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 22:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000006 · wf-form4_167580736208132.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,915 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 22:00 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 1,738 | $170.01 | $295,477.38 |
DisclosureSEC source: 0001472650-23-000004 · wf-form4_167528883389284.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,441 F2 · price: Pursuant to the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan, pursuant to which such PRSUs were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 22:00 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-23-000004 · wf-form4_167528883389284.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,179 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: The reporting person's shares of common stock, par value $0.001 per share (the "Common Stock") reported in this report were earned pursuant to the performance restricted stock units ("PRSUs") of ExlService Holdings, Inc. (the "Company") granted on February 20, 2020. Such shares of Common Stock were deemed earned on January 30, 2023 based on the Compensation Committee of the Board of Directors administering the award certifying the achievement of performance targets applicable to the PRSUs for the performance period ending on December 31, 2022. Read SEC document |
| December 30, 2022 Filed Jan 19, 2023 22:10 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantCommon Stock, par value $0.001 per share | 105 | $132.62 | $13,925.10 |
DisclosureSEC source: 0001472650-23-000002 · wf-form4_167416621761698.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 F1 · kind: The reporting person is voluntarily reporting the exempt acquisition of shares of ExlService Holdings, Inc.'s common stock pursuant to the ExlService Holdings, Inc. 2022 Employee Stock Purchase Plan. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:07 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 4,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000010 · wf-form4_164910639603477.xml · derivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,177 Underlying: Common Stock, par value $0.001 per share · 4,177 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units received under a share matching plan in connection with the officer's purchase of common stock, par value $0.001 per share of ExlService Holdings, Inc. F2 · derivative.exercise_date: The restricted stock units will vest in two installments, one-third on the second year anniversary, and two-thirds on the third year anniversary. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). F2 · derivative.expiration_date: The restricted stock units will vest in two installments, one-third on the second year anniversary, and two-thirds on the third year anniversary. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 21:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | PurchaseCommon Stock, par value $0.001 per share | 1,200 | $124.50 | $149,400.00 |
DisclosureSEC source: 0001472650-22-000008 · wf-form4_164737803690537.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,527 Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000006 · wf-form4_164565729716070.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,183 Underlying: Common Stock, par value $0.001 per share · 1,091 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional twenty-five percent of the restricted stock units became vested on February 19, 2022, an additional twenty-five percent of the restricted stock units will vest on February 19, 2023, and the remaining balance of twenty-five percent of the restricted stock units will vest on February 19, 2024. F3 · derivative.expiration_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional twenty-five percent of the restricted stock units became vested on February 19, 2022, an additional twenty-five percent of the restricted stock units will vest on February 19, 2023, and the remaining balance of twenty-five percent of the restricted stock units will vest on February 19, 2024. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 266 | $114.20 | $30,377.20 |
DisclosureSEC source: 0001472650-22-000006 · wf-form4_164565729716070.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,327 F2 · price: The reporting person's restricted stock units reported in this report vested on February 19, 2022. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 19, 2022 Filed Feb 23, 2022 23:02 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000006 · wf-form4_164565729716070.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,593 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 22:07 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000004 · wf-form4_164522201627460.xml · derivative · entry 4 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,190 Underlying: Common Stock, par value $0.001 per share · 1,730 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F5 · derivative.exercise_date: On February 17, 2021, the reporting person was granted 6,920 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units will vest on February 17, 2023, an additional 25 percent of the restricted stock units will vest on February 17, 2024, and the remaining balance of 25 percent of the restricted stock units will vested on February 17, 2025 F5 · derivative.expiration_date: On February 17, 2021, the reporting person was granted 6,920 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 17, 2022, an additional 25 percent of the restricted stock units will vest on February 17, 2023, an additional 25 percent of the restricted stock units will vest on February 17, 2024, and the remaining balance of 25 percent of the restricted stock units will vested on February 17, 2025 Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 22:07 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 422 | $119.75 | $50,534.50 |
DisclosureSEC source: 0001472650-22-000004 · wf-form4_164522201627460.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,502 F2 · price: The reporting person's restricted stock units reported in this report vested on February 17, 2022. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 22:07 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000004 · wf-form4_164522201627460.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,924 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:07 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 3,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000004 · wf-form4_164522201627460.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,884 Underlying: Common Stock, par value $0.001 per share · 3,884 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F4 · derivative.exercise_date: The restricted stock units will vest in four equal annual installments, beginning on February 16, 2023. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). F4 · derivative.expiration_date: The restricted stock units will vest in four equal annual installments, beginning on February 16, 2023. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000002 · wf-form4_164427124390177.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,949 Underlying: Common Stock, par value $0.001 per share · 1,475 shares Expires 2031-02-03 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 3, 2020, the reporting person was granted 5,898 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 3, 2021, an additional 25 percent of the restricted stock units became vested on February 3, 2022, an additional 25 percent of the restricted stock units will vest on February 3, 2023, and the remaining balance of 25 percent of the restricted stock units will vested on February 3, 2024 Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Tax withholdingCommon Stock, par value $0.001 per share | 491 | $121.95 | $59,877.45 |
DisclosureSEC source: 0001472650-22-000002 · wf-form4_164427124390177.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,194 F2 · price: The reporting person's restricted stock units reported in this report vested on February 3, 2022. Under the Company's 2018 Amendment and Restatement of the 2006 Omnibus Award Plan, pursuant to which such restricted stock units were granted, the closing price of the Common Stock on the Nasdaq Global Select Market on the preceding day is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 22:01 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionCommon Stock, par value $0.001 per share | 1,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-22-000002 · wf-form4_164427124390177.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,685 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:59 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | GrantRestricted Stock Units · Derivative | 8,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001472650-21-000003 · wf-form4_163070276948867.xml · derivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,121 Underlying: Common Stock, par value $0.001 per share · 8,121 shares Expires 2031-09-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock upon settlement. F2 · derivative.exercise_date: The restricted stock units will vest in two installments, one-third on the second anniversary of the grant date, and two-thirds on the third anniversary of the grant date. Vesting will be accelerated upon certain termination of employment events and upon a "Change in Control" (as defined in the ExlService Holdings, Inc. 2018 Omnibus Incentive Plan). Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 02:09 UTC | ExlService Holdings, Inc. EXLS · Entity 1503 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-027024 · tm217747-1_4seq1.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,274 Underlying: Common Stock, par value $0.001 per share · 1,091 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 of ExlService Holdings, Inc. (the "Company") convert into common stock, par value $0.001 per share (the "Common Stock") on a one-for-one basis. F3 · derivative.exercise_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional twenty-five percent of the restricted stock units will vest on February 19, 2022, an additional twenty-five percent of the restricted stock units will vest on February 19, 2023; and the remaining balance of twenty-five percent of the restricted stock units will vest on February 19, 2024. F3 · derivative.expiration_date: On February 19, 2020, the reporting person was granted 4,365 restricted stock units, vesting in four annual installments beginning on the first anniversary of the grant date. 25 percent of the restricted stock units became vested on February 19, 2021, an additional twenty-five percent of the restricted stock units will vest on February 19, 2022, an additional twenty-five percent of the restricted stock units will vest on February 19, 2023; and the remaining balance of twenty-five percent of the restricted stock units will vest on February 19, 2024. 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.