Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| B&R Technology Merger Corp.BRTMU · Entity 9397 | Director | July 20, 2026 | July 20, 2026 |
| BLACKBAUD INCBLKB · Entity 476 | Director | August 03, 2017 | August 07, 2017 |
| Barnes & Noble Education, Inc.BNED · Entity 5624 | Director | December 14, 2023 | December 18, 2023 |
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.
B&R Technology Merger Corp.
Report date July 20, 2026 · Filed July 20, 2026
This filing explicitly reported no securities owned.
BLACKBAUD INC
Report date August 03, 2017 · Filed August 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,298 |
Ending reported balance
After 2017-08-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-15 · Gift · Disposed 3,000 · Balance 24,646 Row 2 · 2017-08-03 · Grant · Acquired 2,652 · Balance 27,298 F1: Represents a restricted stock award, all of which shall vest on August 3, 2018 or, if earlier, immediately prior to the 2018 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award, all of which shall vest on August 3, 2018 or, if earlier, immediately prior to the 2018 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company.
Barnes & Noble Education, Inc.
Report date December 14, 2023 · Filed December 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,108 |
Reported balance
After 2023-12-14 transaction · row 1
1 source rowRow 1 · 2023-12-14 · Gift · Disposed 15,000 · Balance 208,108 F1: This transaction involved a gift of securities by the Reporting Person. Disposition price is not applicable as this transaction was a bona fide gift. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction involved a gift of securities by the Reporting Person. Disposition price is not applicable as this transaction was a bona fide gift.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Everyday Health, Inc.
Report date December 03, 2016 · Filed December 06, 2016
Section 16 reporting ended · disclosed 2016-12-06. 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 2016-12-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-11-02 · Gift · Disposed 3,698 · Balance 18,383 Row 2 · 2016-12-03 · Other · Disposed 2,008 · Balance 16,375 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). Row 3 · 2016-12-05 · Disposition to issuer · Disposed 16,375 · Balance 0 F2: Pursuant to the terms of the award, the vesting of restricted stock units for an aggregate of 16,375 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 0 |
Reported balance
After 2016-12-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-12-03 · Other · Disposed 9,940 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F3: These shares were owned by Golden Valley Partners, L.P. ("Golden Valley"). The reporting person is a general partner of Golden Valley and has the power to vote and dispose of the shares owned directly by Golden Valley. The reporting person disclaims beneficial ownership of the shares owned by Golden Valley except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger").
F2: Pursuant to the terms of the award, the vesting of restricted stock units for an aggregate of 16,375 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding).
F3: These shares were owned by Golden Valley Partners, L.P. ("Golden Valley"). The reporting person is a general partner of Golden Valley and has the power to vote and dispose of the shares owned directly by Golden Valley. The reporting person disclaims beneficial ownership of the shares owned by Golden Valley except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| December 14, 2023 Filed Dec 18, 2023 21:43 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-23-000078 · wk-form4_1702935806.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,108 F1 · price: This transaction involved a gift of securities by the Reporting Person. Disposition price is not applicable as this transaction was a bona fide gift. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:41 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-23-000070 · wk-form4_1700602851.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,108 F1 · price: This transaction involved a gift of securities by the Reporting Person. Disposition price is not applicable as this transaction was a bona fide gift. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 20:43 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 11,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-22-000107 · wf-form4_166422499823990.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,108 F1 · shares: Grant of restricted shares vesting on September 23, 2023. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 21:02 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | PurchaseCommon Stock | 21,818 | $4.00 | $87,272.00 |
DisclosureSEC source: 0001634117-22-000029 · wf-form4_164850128741424.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,304 F1 · price: Represents the weighted average price of multiple transactions with prices between $3.99 and $4.00 per share. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities purchased at each separate price. Read SEC document |
| March 18, 2022 Filed Mar 18, 2022 21:04 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | PurchaseCommon Stock | 22,700 | $3.98 | $90,346.00 |
DisclosureSEC source: 0001634117-22-000025 · wf-form4_164763742613022.xml · nonDerivative · entry 2 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,486 F2 · price: Represents the weighted average price of multiple transactions with prices between $3.96 and $4.00 per share. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities purchased at each separate price. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 21:04 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | PurchaseCommon Stock | 5,472 | $4.00 | $21,888.00 |
DisclosureSEC source: 0001634117-22-000025 · wf-form4_164763742613022.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,786 F1 · price: Represents the weighted average price of multiple transactions with prices between $3.98 and $4.00 per share. The Reporting Person, upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, undertakes to provide further information regarding the number of securities purchased at each separate price. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 21:18 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 11,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-21-000108 · wf-form4_163277750721412.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,314 F1 · shares: Grant of restricted shares vesting on September 24, 2022. Read SEC document |
| June 03, 2021 Filed Jun 3, 2021 21:03 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-21-000021 · wf-form4_162275412115520.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,510 F1 · price: This transaction involved a gift of securities by the Reporting Person. Disposition price is not applicable as this transaction was a bona fide gift. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:48 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 48,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-20-000133 · wf-form4_160374529725940.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,510 F1 · shares: Grant of restricted shares vesting on October 23, 2021. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 20:51 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 38,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-19-000110 · wf-form4_156987666446895.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,729 F1 · shares: Grant of restricted shares vesting on September 26, 2020. Read SEC document |
| September 26, 2018 Filed Sep 27, 2018 21:01 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 21,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-18-000101 · wf-form4_153808210122083.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,633 F1 · shares: Grant of restricted shares vesting on September 26, 2019. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 20:49 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 19,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-17-000171 · wf-form4_150611335585207.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,127 F1 · shares: Grant of restricted shares vesting on September 20, 2018. F2 · balance_after: Reflects a reduction by one share to correct a previous rounding error. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 21:22 UTC | BLACKBAUD INC BLKB · Entity 476 | GrantCommon Stock | 2,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047929 · doc4.xml · nonDerivative · entry 2 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,298 F1 · shares: Represents a restricted stock award, all of which shall vest on August 3, 2018 or, if earlier, immediately prior to the 2018 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. Read SEC document |
| June 15, 2017 Filed Aug 7, 2017 21:22 UTC | BLACKBAUD INC BLKB · Entity 476 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047929 · doc4.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,646 Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 22:42 UTC | Everyday Health, Inc. EVDY · Entity 180558 | Disposition to issuerCommon Stock | 16,375 | $10.50 | $171,937.50 |
DisclosureSEC source: 0001209191-16-153719 · doc4.xml · nonDerivative · entry 3 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Pursuant to the terms of the award, the vesting of restricted stock units for an aggregate of 16,375 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). F2 · price: Pursuant to the terms of the award, the vesting of restricted stock units for an aggregate of 16,375 shares was accelerated in connection with the Merger. Pursuant to the terms of the Merger Agreement, these accelerated restricted stock units were cancelled and converted into the right to receive cash consideration of $10.50 per share (without interest and less any applicable tax withholding). Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 22:42 UTC | Everyday Health, Inc. EVDY · Entity 180558 | OtherCommon Stock | 9,940 | $10.50 | $104,370.00 |
DisclosureSEC source: 0001209191-16-153719 · doc4.xml · nonDerivative · entry 4 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F1 · price: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F3 · ownership.nature: These shares were owned by Golden Valley Partners, L.P. ("Golden Valley"). The reporting person is a general partner of Golden Valley and has the power to vote and dispose of the shares owned directly by Golden Valley. The reporting person disclaims beneficial ownership of the shares owned by Golden Valley except to the extent of his pecuniary interest therein. Read SEC document |
| December 03, 2016 Filed Dec 6, 2016 22:42 UTC | Everyday Health, Inc. EVDY · Entity 180558 | OtherCommon Stock | 2,008 | $10.50 | $21,084.00 |
DisclosureSEC source: 0001209191-16-153719 · doc4.xml · nonDerivative · entry 2 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,375 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F1 · price: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger (the "Merger Agreement"), dated October 21, 2016, among the Issuer, Ziff Davis, LLC, a Delaware limited liability company (the "Parent"), Project Echo Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent ("Purchaser") and j2 Global, Inc. in exchange for cash consideration of $10.50 per share, without interest and less any applicable tax withholding. Pursuant to the Merger Agreement, the Purchaser merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). Read SEC document |
| November 02, 2016 Filed Dec 6, 2016 22:42 UTC | Everyday Health, Inc. EVDY · Entity 180558 | GiftCommon Stock | 3,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153719 · doc4.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,383 Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 21:14 UTC | Barnes & Noble Education, Inc. BNED · Entity 5624 | GrantCommon Stock | 12,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001634117-16-000134 · wf-form4_147440608380049.xml · nonDerivative · entry 1 Golden David G · CIK 0001497696 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,424 F1 · shares: Grant of restricted shares vesting on September 16, 2017. 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.