Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ingram Micro Holding CorpINGM · Entity 3754 | Executive VP & CFO | March 03, 2026 | March 05, 2026 |
| Veritone, Inc.VERI · Entity 6925 | Director | July 07, 2026 | July 09, 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.
Ingram Micro Holding Corp
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 277,064 |
Ending reported balance
After 2026-03-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Tax withholding · Disposed 2,601 · Balance 239,231 F1: Represents shares withheld to satisfy tax withholding obligations related to the issuance of Common Stock to the Reporting Person upon the vesting of restricted stock units ("RSUs") granted on March 3, 2025, and does not represent a discretionary trade by the Reporting Person. Row 2 · 2026-03-04 · Grant · Acquired 37,833 · Balance 277,064 F2: On March 4, 2026, the Reporting Person received a grant of 37,833 RSUs, which vest in three (3) equal annual installments, beginning on March 4, 2027, and ending on March 4, 2029. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. |
| Common StockSEC Table I · non-derivative | IndirectBy Michael and Erin Zilis Trust | 28,250 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,250 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations related to the issuance of Common Stock to the Reporting Person upon the vesting of restricted stock units ("RSUs") granted on March 3, 2025, and does not represent a discretionary trade by the Reporting Person.
F2: On March 4, 2026, the Reporting Person received a grant of 37,833 RSUs, which vest in three (3) equal annual installments, beginning on March 4, 2027, and ending on March 4, 2029. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit.
Veritone, Inc.
Report date July 07, 2026 · Filed July 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 342,475 |
Ending reported balance
After 2026-07-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-07 · Grant · Acquired 120,000 · Balance 222,475 F1: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders. Row 2 · 2026-07-07 · Grant · Acquired 120,000 · Balance 342,475 F2: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders.
F2: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028.
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 |
|---|---|---|---|---|---|---|
| July 07, 2026 Filed Jul 9, 2026 22:59 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001579561-26-000004 · form4-07092026_100731.xml · nonDerivative · entry 2 Zilis Michael · CIK 0001579561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,475 F2 · shares: Consists of RSUs representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. Fifty percent of such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders and 50% of such RSUs will vest on March 14, 2028. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 22:59 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001579561-26-000004 · form4-07092026_100731.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,475 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 120,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of July 7, 2027, or the day immediately preceding the date of the issuer's 2027 annual meeting of stockholders. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:55 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 37,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001579561-26-000002 · form4-03052026_090320.xml · nonDerivative · entry 2 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,064 F2 · shares: On March 4, 2026, the Reporting Person received a grant of 37,833 RSUs, which vest in three (3) equal annual installments, beginning on March 4, 2027, and ending on March 4, 2029. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:55 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | Tax withholdingCommon Stock | 2,601 | $21.35 | $55,531.35 |
DisclosureSEC source: 0001579561-26-000002 · form4-03052026_090320.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,231 F1 · shares: Represents shares withheld to satisfy tax withholding obligations related to the issuance of Common Stock to the Reporting Person upon the vesting of restricted stock units ("RSUs") granted on March 3, 2025, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| October 23, 2025 Filed Oct 25, 2025 00:04 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | Tax withholdingCommon Stock | 17,975 | $21.56 | $387,541.00 |
DisclosureSEC source: 0001579561-25-000003 · form4-10252025_121017.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,832 F1 · shares: Represents shares withheld to satisfy tax withholding obligations related to the issuance of Common Stock to the Reporting Person upon the vesting of RSUs and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 21:00 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017243 · form4-06132025_050636.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,475 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 30,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of June 13, 2026, or the day immediately preceding the date of the issuer's 2026 annual meeting of stockholders. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:00 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 21,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007030 · form4-03052025_110316.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,807 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: Represents an award of restricted stock units ("RSUs") made to the Reporting Person. The RSUs vest in three (3) equal annual installments, beginning on 3/3/2026 and ending on 3/3/2028. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F1 · balance_after: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. Read SEC document |
| October 25, 2024 Filed Oct 25, 2024 20:39 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | PurchaseCommon Stock | 28,250 | $22.00 | $621,500.00 |
DisclosureSEC source: 0001415889-24-025639 · form4-10252024_081055.xml · nonDerivative · entry 3 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By Michael and Erin Zilis Trust Disclosed balance after: 28,250 F4 · kind: Represents shares purchased pursuant to a reserved share program in connection with the Issuer's initial public offering. F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. Read SEC document |
| October 24, 2024 Filed Oct 25, 2024 20:39 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | Tax withholdingCommon Stock | 80,796 | $22.00 | $1,777,512.00 |
DisclosureSEC source: 0001415889-24-025639 · form4-10252024_081055.xml · nonDerivative · entry 2 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,061 F3 · shares: Represents shares withheld to satisfy tax withholding obligations related to the issuance of Common Stock to the Reporting Person upon the vesting of RSUs and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| October 23, 2024 Filed Oct 25, 2024 20:39 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 265,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025639 · form4-10252024_081055.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Executive VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,857 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 10/23/2024, the Reporting Person received a grant of 265,203 restricted stock units ("RSUs"), of which 159,121 vested on 10/24/2024. The remainder vest in three (3) equal annual installments, beginning on 10/23/2025 and ending on 10/23/2027, or, if earlier, upon the achievement of specified milestones as set forth in the applicable award agreement. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 21:00 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-017234 · form4-06172024_050605.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,475 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 30,000 shares of the issuer's common stock. All such RSUs will vest on the earlier of June 13, 2025, or the day immediately preceding the date of the issuer's 2025 annual meeting of stockholders. Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 21:43 UTC | Veritone, Inc. VERI · Entity 6925 | GrantCommon Stock | 42,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054850 · doc4.xml · nonDerivative · entry 1 Zilis Michael · CIK 0001579561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,475 F1 · shares: Consists of restricted stock units ("RSUs") representing the right to receive upon vesting a total of 42,475 shares of the issuer's common stock. All such RSUs will vest on the earlier of November 8, 2024 or the day immediately preceding the date of the issuer's 2024 annual meeting of stockholders. 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.