Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SailPoint, Inc.SAIL · Entity 3487 | President | October 06, 2026 | October 08, 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.
SailPoint, Inc.
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,292,872 |
Ending reported balance
After 2026-10-07 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-06 · Sale · Disposed 33,842 · Balance 2,339,695 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F2: On October 6, 2026, the Reporting Person sold 33,842 shares in multiple trades at prices ranging from $19.864 to $20.86 per share. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. Row 2 · 2026-10-06 · Sale · Disposed 4,381 · Balance 2,335,314 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F4: On October 6, 2026, the Reporting Person sold 4,381 shares in multiple trades at prices ranging from $20.865 to $21.22 per share. Row 3 · 2026-10-07 · Sale · Disposed 42,279 · Balance 2,293,035 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F5: On October 7, 2026, the Reporting Person sold 42,279 shares in multiple trades at prices ranging from $19.409 to $20.40 per share. Row 4 · 2026-10-07 · Sale · Disposed 163 · Balance 2,292,872 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F6: On October 7, 2026, the Reporting Person sold 163 shares in multiple trades at prices ranging from $20.44 to $20.445 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person.
F2: On October 6, 2026, the Reporting Person sold 33,842 shares in multiple trades at prices ranging from $19.864 to $20.86 per share.
F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected.
F4: On October 6, 2026, the Reporting Person sold 4,381 shares in multiple trades at prices ranging from $20.865 to $21.22 per share.
F5: On October 7, 2026, the Reporting Person sold 42,279 shares in multiple trades at prices ranging from $19.409 to $20.40 per share.
F6: On October 7, 2026, the Reporting Person sold 163 shares in multiple trades at prices ranging from $20.44 to $20.445 per share.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sailpoint Technologies Holdings, Inc.
Report date August 16, 2022 · Filed August 16, 2022
Section 16 reporting ended · disclosed 2022-08-16. 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 |
Reported balance
After 2022-08-16 transaction · row 1
1 source rowRow 1 · 2022-08-16 · Disposition to issuer · Disposed 158,804 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated April 10, 2022 (the Merger Agreement), by and among SailPoint Technologies Holdings, Inc. (Issuer), SailPoint Intermediate Holdings III, LP (f/k/a Project Hotel California Holdings, LP) (Parent) and Project Hotel California Merger Sub, Inc. (Merger Sub), on August 16, 2022, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly-owned subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the Merger). At the effective time of the Merger, each then outstanding share of Issuer common stock was cancelled and extinguished and automatically converted into the right to receive an amount in cash equal to $65.25, without interest thereon and less any applicable withholding taxes. F2: Includes restricted stock units (RSUs). At the Effective Time, each RSU award that was vested and outstanding immediately prior to the Effective Time (Vested RSU) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares of such Vested RSU, subject to any required withholding of taxes. Each RSU that was outstanding immediately prior to the Effective Time and not a Vested RSU (Unvested RSU) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares underlying such RSU, in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Effective Time. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.97 · Expires 2029-09-03 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-16 · Disposition to issuer · Disposed 140,186 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F4: This Option was granted on September 3, 2019. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.42 · Expires 2030-02-05 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-16 · Disposition to issuer · Disposed 50,279 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F5: This Option was granted on February 5, 2020. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.78 · Expires 2031-02-17 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-08-16 · Disposition to issuer · Disposed 42,277 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F6: This Option was granted on February 17, 2021. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.75 · Expires 2032-02-10 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-08-16 · Disposition to issuer · Disposed 67,763 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: This Option was granted on February 10, 2022. 25% vests on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated April 10, 2022 (the Merger Agreement), by and among SailPoint Technologies Holdings, Inc. (Issuer), SailPoint Intermediate Holdings III, LP (f/k/a Project Hotel California Holdings, LP) (Parent) and Project Hotel California Merger Sub, Inc. (Merger Sub), on August 16, 2022, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly-owned subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the Merger). At the effective time of the Merger, each then outstanding share of Issuer common stock was cancelled and extinguished and automatically converted into the right to receive an amount in cash equal to $65.25, without interest thereon and less any applicable withholding taxes.
F2: Includes restricted stock units (RSUs). At the Effective Time, each RSU award that was vested and outstanding immediately prior to the Effective Time (Vested RSU) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares of such Vested RSU, subject to any required withholding of taxes. Each RSU that was outstanding immediately prior to the Effective Time and not a Vested RSU (Unvested RSU) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares underlying such RSU, in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Effective Time.
F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time.
F4: This Option was granted on September 3, 2019. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F5: This Option was granted on February 5, 2020. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F6: This Option was granted on February 17, 2021. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F7: This Option was granted on February 10, 2022. 25% vests on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
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 28, 2021 Filed Mar 2, 2021 17:18 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 3,480 | $56.38 | $196,202.40 |
DisclosureSEC source: 0001209191-21-016224 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · President, Worldwide Field Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,447 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:25 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 42,277 | $0.00 Strike: $60.78 | $0.00 |
DisclosureSEC source: 0001209191-21-012463 · doc4.xml · derivative · entry 2 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,277 Underlying: Common Stock · 42,277 shares Expires 2031-02-17 F1 · derivative.exercise_date: Stock options granted on February 17, 2021, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 17:25 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 39,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012463 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,927 Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 16:55 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 99 | $45.38 | $4,492.62 |
DisclosureSEC source: 0001209191-20-054666 · doc4.xml · nonDerivative · entry 2 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,670 F2 · price: On October 9, 2020, pursuant to the 10b5-1 Plan, Mr, Mills sold 99 shares in a single trade at a price of $45.38 per share. No more than 50,286 shares (less any number of shares withheld to satisfy tax obligations in connection with relevant vesting events) may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than October 5, 2021, regardless of whether the maximum number of shares subject to the 10b5-1 Plan have been sold. Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 16:55 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 14,018 | $44.63 | $625,626.14 |
DisclosureSEC source: 0001209191-20-054666 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,769 F1 · price: On October 9, 2020, pursuant to a plan of disposition adopted on September 9, 2020 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr, Mills sold 14,018 shares in multiple trades at prices ranging from $44.30 to $45.18 per share. The price reported above reflects the weighted average sale price. Mr. Mills hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. No more than 50,286 shares (less any number of shares withheld to satisfy tax obligations in connection with relevant vesting events) may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than October 5, 2021, regardless of whether the maximum number of shares subject to the 10b5-1 Plan have been sold. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 17:25 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 4,544 | $38.55 | $175,171.20 |
DisclosureSEC source: 0001209191-20-048118 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,787 Read SEC document |
| February 05, 2020 Filed Feb 10, 2020 20:48 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 50,279 | $0.00 Strike: $25.42 | $0.00 |
DisclosureSEC source: 0001209191-20-008153 · doc4.xml · derivative · entry 2 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,279 Underlying: Common Stock · 50,279 shares Expires 2030-02-05 F1 · derivative.exercise_date: Stock options granted on February 5, 2020, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| February 05, 2020 Filed Feb 10, 2020 20:48 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 46,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008153 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,331 Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 17:09 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 149,288 | $0.00 Strike: $21.97 | $0.00 |
DisclosureSEC source: 0001209191-19-048586 · doc4.xml · derivative · entry 2 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,288 Underlying: Common Stock · 149,288 shares Expires 2029-09-03 F1 · derivative.exercise_date: Stock options granted on September 3, 2019, 25% of which vest on the first anniversary of the date of grant and then 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 17:09 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 74,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048586 · doc4.xml · nonDerivative · entry 1 Mills Matt · CIK 0001786883 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,644 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.