Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gitlab Inc.GTLB · Entity 3663 | Chief Business & Legal Officer | July 17, 2026 | July 20, 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 July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 279,627 |
Reported balance
After 2026-07-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-17 · Grant · Acquired 279,627 · Balance 279,627 F1: Represents a grant of time-based restricted stock units ("RSU"), with each RSU representing a contingent right to receive one share of Gitlab Inc. (the "Company") Class A Common Stock subject to the reporting person's continued service to the Company on each applicable vesting date. These RSUs shall vest as follows: 36% of the RSUs shall vest as follows: 18% will vest on March 15, 2027 and 9% will vest on each of June 15, 2027 and September 15, 2027. 30% of the total number of RSUs shall vest in equal quarterly installments over the second year following the Vesting Commencement Date, on each of March 15, June 15, September 15, and December 15 (each, a "Quarterly Vesting Date"). The remaining 34% of the total number of RSUs shall vest in equal quarterly installments over the third and fourth years following the Vesting Commencement Date (17% per year), on each Quarterly Vesting Date, such that the RSUs shall be fully vested on September 15, 2030. F2: Includes shares of Class A Common Stock that have not yet vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of time-based restricted stock units ("RSU"), with each RSU representing a contingent right to receive one share of Gitlab Inc. (the "Company") Class A Common Stock subject to the reporting person's continued service to the Company on each applicable vesting date. These RSUs shall vest as follows: 36% of the RSUs shall vest as follows: 18% will vest on March 15, 2027 and 9% will vest on each of June 15, 2027 and September 15, 2027. 30% of the total number of RSUs shall vest in equal quarterly installments over the second year following the Vesting Commencement Date, on each of March 15, June 15, September 15, and December 15 (each, a "Quarterly Vesting Date"). The remaining 34% of the total number of RSUs shall vest in equal quarterly installments over the third and fourth years following the Vesting Commencement Date (17% per year), on each Quarterly Vesting Date, such that the RSUs shall be fully vested on September 15, 2030.
F2: Includes shares of Class A Common Stock that have not yet vested.
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 November 08, 2023 · Filed November 13, 2023
Section 16 reporting ended · disclosed 2023-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-11-08 · Exercise / conversion · Acquired 38,791 · Balance 45,331 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. Row 2 · 2023-11-08 · Exercise / conversion · Acquired 71,941 · Balance 117,272 F2: Pursuant to the Merger Agreement, each outstanding vested performance stock unit held by the Reporting Person at the closing of the Merger was cancelled and converted into the right to receive the Merger Consideration. Row 3 · 2023-11-08 · Exercise / conversion · Acquired 5,717 · Balance 122,989 F3: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. Row 4 · 2023-11-08 · Disposition to issuer · Disposed 122,989 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-08 · Exercise / conversion · Disposed 297 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-11-08 · Exercise / conversion · Disposed 1,236 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-11-08 · Exercise / conversion · Disposed 6,650 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-11-08 · Exercise / conversion · Disposed 3,736 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-11-08 · Exercise / conversion · Disposed 9,806 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-11-08 · Exercise / conversion · Disposed 17,066 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Performance Stock Units (PSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-11-08 · Exercise / conversion · Disposed 71,941 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding vested performance stock unit held by the Reporting Person at the closing of the Merger was cancelled and converted into the right to receive the Merger Consideration. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-11-08 · Exercise / conversion · Disposed 8,493 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-11-08 · Exercise / conversion · Disposed 2,048 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2023-11-08 · Exercise / conversion · Disposed 12,540 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement.
F2: Pursuant to the Merger Agreement, each outstanding vested performance stock unit held by the Reporting Person at the closing of the Merger was cancelled and converted into the right to receive the Merger Consideration.
F3: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share.
F4: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration.
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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · derivative · entry 9 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210 Underlying: Common Stock · 105 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: 1/16 of the units initially subject to the award vest on each quarterly anniversary after May 15, 2019, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on each such vesting date. F3 · derivative.expiration_date: 1/16 of the units initially subject to the award vest on each quarterly anniversary after May 15, 2019, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on each such vesting date. Read SEC document |
| November 15, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 7 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,778 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 534 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 6 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,553 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 5 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,019 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 4 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,763 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 3 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 2 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402 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, 2022 Filed May 4, 2023 16:55 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-015803 · wf-form4a_168323371383555.xml · nonDerivative · entry 1 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105 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 |
| August 18, 2022 Filed Aug 19, 2022 18:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 1,730 | $66.74 | $115,460.20 |
DisclosureSEC source: 0001209191-22-046926 · doc4.xml · nonDerivative · entry 2 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares sold pursuant to a 10b5-1 plan. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 18:57 UTC | NEW RELIC, INC. NEWR · Entity 108347 | SaleCommon Stock | 18 | $66.61 | $1,198.98 |
DisclosureSEC source: 0001209191-22-046926 · doc4.xml · nonDerivative · entry 1 Lloyd Thomas J. · CIK 0001941754 · Chief Legal Officer, Corp Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,730 F1 · shares: Shares sold pursuant to a 10b5-1 plan. 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.