Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | Director | July 02, 2026 | July 06, 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.
PROGRESS SOFTWARE CORP /MA
Report date July 02, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,291 |
Reported balance
After 2026-07-02 transaction · row 1
1 source rowRow 1 · 2026-07-02 · Grant · Acquired 5,857 · Balance 76,291 F1: Represents restricted stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2026 equity retainer for the Reporting Person's services as a director of the Company during such period. These restricted stock units were issued in accordance with the Company's Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable upon vest on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date of the Company's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the board of directors of the Company until such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2026 equity retainer for the Reporting Person's services as a director of the Company during such period. These restricted stock units were issued in accordance with the Company's Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable upon vest on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date of the Company's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the board of directors of the Company until such date.
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 02, 2026 Filed Jul 6, 2026 20:15 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 5,857 | $38.42 | $225,025.94 |
DisclosureSEC source: 0000876167-26-000093 · wk-form4_1783368918.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,291 F1 · shares: Represents restricted stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2026 equity retainer for the Reporting Person's services as a director of the Company during such period. These restricted stock units were issued in accordance with the Company's Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable upon vest on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date of the Company's 2027 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the board of directors of the Company until such date. Read SEC document |
| July 02, 2025 Filed Jul 7, 2025 20:12 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 4,175 | $53.90 | $225,032.50 |
DisclosureSEC source: 0000876167-25-000115 · wk-form4_1751919122.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,434 F1 · shares: Represents restricted stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2025 equity retainer for the Reporting Person's services as a director of the Company during such period. These restricted stock units were issued in accordance with the Company's Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable upon vest on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date of the Company's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the board of directors of the Company until such date. Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 20:13 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 4,149 | $54.24 | $225,041.76 |
DisclosureSEC source: 0000876167-24-000117 · wk-form4_1719864812.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,259 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2024 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2025 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 22:24 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 5,000 | $57.37 | $286,850.00 |
DisclosureSEC source: 0000876167-24-000050 · wk-form4_1707258279.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,110 F1 · price: This transaction was executed in multiple trades at prices ranging from $57.31 to $57.475 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| October 19, 2023 Filed Oct 20, 2023 23:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000193 · wk-form4_1697844144.xml · nonDerivative · entry 2 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,110 F2 · shares: This transaction represents a gift/charitable donation effective October 19, 2023 to a charitable institution. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| July 10, 2023 Filed Jul 12, 2023 21:03 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 3,935 | $57.19 | $225,042.65 |
DisclosureSEC source: 0000876167-23-000139 · wk-form4_1689195798.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,110 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2023 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY23 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2024 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| April 05, 2023 Filed Apr 7, 2023 20:09 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 20,000 | $54.34 | $1,086,812.00 |
DisclosureSEC source: 0000876167-23-000093 · wf-form4_168089817728259.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,175 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.04 to $54.82 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:50 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 4,967 | $45.30 | $225,005.10 |
DisclosureSEC source: 0000876167-22-000136 · wf-form4_165705416735076.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,175 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2022 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY22 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2023 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 20:48 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 5,000 | $46.23 | $231,154.00 |
DisclosureSEC source: 0000876167-22-000098 · wf-form4_165117881877644.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,208 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.12 to $46.33 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 4,828 | $46.61 | $225,033.08 |
DisclosureSEC source: 0000876167-21-000111 · wf-form4_162508362643300.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,208 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2021 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY21 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2022 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 20:24 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 5,137 | $38.94 | $200,034.78 |
DisclosureSEC source: 0000876167-20-000104 · wf-form4_159363504733349.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,380 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2020 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY20 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2021 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 22:26 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 7,500 | $44.91 | $336,825.00 |
DisclosureSEC source: 0000876167-20-000047 · wf-form4_158137357517893.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,243 F1 · price: This transaction was executed in multiple trades at prices ranging from $44.86 to $45.02 per share. The price reported represents the weighted average sale price of these trades. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:07 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 4,853 | $41.22 | $200,040.66 |
DisclosureSEC source: 0000876167-19-000094 · wf-form4_156218441360832.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,743 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2019 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY19 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2020 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:18 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | SaleCommon Stock | 7,764 | $45.58 | $353,883.12 |
DisclosureSEC source: 0000876167-19-000067 · wf-form4_155510748021102.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,890 F1 · price: This transaction was executed in multiple trades at prices ranging from $45.49 to $45.66 per share. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price. Read SEC document |
| November 15, 2018 Filed Oct 20, 2023 23:22 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-23-000193 · wk-form4_1697844144.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,110 F1 · shares: This transaction represents a gift/charitable donation effective November 15, 2018 to a charitable institution. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 14:40 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 5,152 | $38.82 | $200,000.64 |
DisclosureSEC source: 0000876167-18-000068 · wf-form4_153062879388326.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,654 F1 · shares: Represents deferred stock units issued to the Reporting Person by Progress Software Corporation (the "Company") as the fiscal year 2018 equity retainer for the Reporting Person's services as a director of the Company during such period. These deferred stock units were issued in accordance with the Company's FY18 Director Compensation Plan pursuant to the Company's 2008 Stock Option and Incentive Plan and are payable on a one-for-one basis exclusively in common stock on the earlier of a change in control of the Company or the date the Reporting Person terminates service on the board of directors of the Company (the "Board of Directors"). The deferred stock units will vest on the date of the Company's 2019 Annual Meeting of Stockholders, subject to the Reporting Person's continued service on the Board of Directors until such date. Read SEC document |
| December 28, 2017 Filed Jan 3, 2018 19:40 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001381749-18-000002 · wf-form4_151500841001508.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,502 F1 · shares: This transaction represents a gift/charitable donation effective December 28, 2017 to a charitable institution. This is not a market transaction, thus no price has been reported. No value was received for the gifted shares. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:26 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantCommon Stock | 6,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001381749-17-000002 · wf-form4_149133398850795.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,002 F1 · acquired: Represents deferred stock units acquired by Reporting Person pursuant to the Company's 2008 Stock Options and Incentive Plan and 2017 Fiscal Year Non-Employee Director Compensation Plan for services provided as a director applicable to the 2017 fiscal year. The deferred stock units are fully earned on December 1, 2017, subject to the Reporting Person's continued service on the Progress Software Corporation Board of Directors on such date. The deferred stock units are payable exclusively in common stock on a one-for-one basis on the earlier of a change in control of Progress Software Corporation or when Reporting Person ceases to provide services to the Company as a director following December 1, 2017. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionStock Option · Derivative | 7,705 | $0.00 Strike: $15.93 | $0.00 |
DisclosureSEC source: 0001381749-16-000005 · edgar.xml · derivative · entry 3 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,705 shares Expires 2016-10-15 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 · derivative.exercise_date: Represents fully vested options to purchase common stock issued to the reporting person under the 2008 Stock Option and Incentive Plan and 2009 Fiscal Year Non Employee Director Compensation Plan for services provided as a director for the second half of the 2009 fiscal year. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 4,512 | $27.21 | $122,771.52 |
DisclosureSEC source: 0001381749-16-000005 · edgar.xml · nonDerivative · entry 2 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,117 F1 · shares: Represents shares of common stock withheld by Issuer to pay the aggregate exercise price of the underlying stock option of the Reporting Person. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 21:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 7,705 | $15.93 | $122,740.65 |
DisclosureSEC source: 0001381749-16-000005 · edgar.xml · nonDerivative · entry 1 Kane Charles Francis · CIK 0001381749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,629 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.