Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITRIX SYSTEMS INCCTXS · Entity 123414 | EVP & CFO | March 01, 2019 | April 16, 2019 |
| Fortinet, Inc.FTNT · Entity 2890 | Chief Financial Officer | February 01, 2018 | February 05, 2018 |
| Netskope IncNTSK · Entity 3824 | Chief Financial Officer | October 01, 2026 | October 03, 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.
CITRIX SYSTEMS INC
Report date March 01, 2019 · Filed April 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ccommon StockSEC Table I · non-derivative | Direct | 50,177.069 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Tax withholding · Disposed 7,840 · Balance 50,177.069 F1: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations.
Fortinet, Inc.
Report date February 01, 2018 · Filed February 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,920 |
Ending reported balance
After 2018-02-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2018-02-01 · Exercise / conversion · Acquired 7,500 · Balance 44,539 F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014. Row 2 · 2018-02-01 · Exercise / conversion · Acquired 1,875 · Balance 46,414 F2: Vesting of RSUs granted to the Reporting Person on February 11, 2015. Row 3 · 2018-02-01 · Exercise / conversion · Acquired 1,875 · Balance 48,289 F3: Vesting of RSUs granted to the Reporting Person on February 11, 2016. Row 4 · 2018-02-01 · Exercise / conversion · Acquired 10,000 · Balance 58,289 F4: Vesting of RSUs granted to the Reporting Person on February 16, 2017. Row 5 · 2018-02-01 · Grant · Acquired 10,711 · Balance 69,000 F5: Represents shares earned by the Reporting Person as a result of the vesting of performance stock units ("PSUs") granted to the Reporting Person on February 11, 2015. Row 6 · 2018-02-01 · Tax withholding · Disposed 13,080 · Balance 55,920 F6: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs and PSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-02-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-02-01 · Exercise / conversion · Disposed 7,500 · Balance 0 F7: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014. F8: 25% of the RSUs vested on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,500 |
Reported balance
After 2018-02-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-02-01 · Exercise / conversion · Disposed 1,875 · Balance 7,500 F7: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F2: Vesting of RSUs granted to the Reporting Person on February 11, 2015. F9: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,000 |
Reported balance
After 2018-02-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-02-01 · Exercise / conversion · Disposed 1,875 · Balance 15,000 F7: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F3: Vesting of RSUs granted to the Reporting Person on February 11, 2016. F10: 25% of the RSUs vest on February 1, 2017, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 30,000 |
Reported balance
After 2018-02-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-02-01 · Exercise / conversion · Disposed 10,000 · Balance 30,000 F7: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F4: Vesting of RSUs granted to the Reporting Person on February 16, 2017. F11: 25% of the RSUs vest on February 1, 2018, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014.
F2: Vesting of RSUs granted to the Reporting Person on February 11, 2015.
F3: Vesting of RSUs granted to the Reporting Person on February 11, 2016.
F4: Vesting of RSUs granted to the Reporting Person on February 16, 2017.
F5: Represents shares earned by the Reporting Person as a result of the vesting of performance stock units ("PSUs") granted to the Reporting Person on February 11, 2015.
F6: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs and PSUs.
F7: Each RSU represents a contingent right to receive one share of the Issuer's common stock.
F8: 25% of the RSUs vested on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting.
F9: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting.
F10: 25% of the RSUs vest on February 1, 2017, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting.
F11: 25% of the RSUs vest on February 1, 2018, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting.
Netskope Inc
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 156,250 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Disposed 15,625 · Balance 156,250 F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F2: The remaining RSUs vest in 10 equal quarterly installments beginning on January 1, 2027. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 333,513 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Exercise / conversion · Acquired 15,625 · Balance 333,513 F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F3: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 324,875 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Tax withholding · Disposed 8,638 · Balance 324,875 F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F4: The shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of RSUs. F3: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder.
F2: The remaining RSUs vest in 10 equal quarterly installments beginning on January 1, 2027.
F3: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation.
F4: The shares were withheld to satisfy the reporting person's tax liability in connection with the vesting of RSUs.
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 01, 2017 Filed Feb 3, 2017 21:31 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004386 · doc1.xml · nonDerivative · entry 1 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,418 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: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014. Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 01:08 UTC | Fortinet, Inc. FTNT · Entity 2890 | SaleCommon Stock | 500 | $30.00 | $15,000.00 |
DisclosureSEC source: 0001140361-16-088857 · doc1.xml · nonDerivative · entry 2 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,918 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 29, 2016. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 01:08 UTC | Fortinet, Inc. FTNT · Entity 2890 | SaleCommon Stock | 2,250 | $29.25 | $65,812.95 |
DisclosureSEC source: 0001140361-16-088857 · doc1.xml · nonDerivative · entry 1 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,418 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 29, 2016. F2 · shares: Represents the aggregate of sales effected on the same day at different prices. F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $28.92 to $29.47 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | SaleCommon Stock | 5,500 | $31.71 | $174,391.80 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · nonDerivative · entry 4 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,668 F5 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 29, 2016. F6 · shares: Represents the aggregate of sales effected on the same day at different prices. F7 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $31.48 to $31.90 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 1,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · derivative · entry 6 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,875 Underlying: Common Stock · 1,875 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. F8 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F2 · kind: Vesting of RSUs granted to the Reporting Person on February 11, 2015. F10 · derivative.exercise_date: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F10 · derivative.expiration_date: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · derivative · entry 5 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 7,500 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. F8 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F1 · kind: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014. F9 · derivative.exercise_date: 25% of the RSUs vested on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F9 · derivative.expiration_date: 25% of the RSUs vested on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | Tax withholdingCommon Stock | 4,893 | $31.76 | $155,401.68 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · nonDerivative · entry 3 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,168 F3 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of on this row were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. F4 · price: The price per share was based on the fair market value of the Issuer's common stock on the vesting and release date. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · nonDerivative · entry 2 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,061 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. F2 · kind: Vesting of RSUs granted to the Reporting Person on February 11, 2015. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:24 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084733 · doc1.xml · nonDerivative · entry 1 DEL MATTO ANDREW H · CIK 0001288241 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,186 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: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 12, 2014. 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.