person · Reporting owner
Shenkan Amy Guggenheim
Disclosed activity across 4 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverCommerce Inc.EVCM · Entity 4719 | Director | June 18, 2026 | June 23, 2026 |
| RingCentral, Inc.RNG · Entity 2299 | Director | October 02, 2026 | October 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.
EverCommerce Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,245 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 22,346 · Balance 72,245 F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest and settle on the earlier of (i) the day immediately preceding the date of the Issuer's first annual meeting of stockholders following the date of grant and (ii) the first anniversary of the date of grant, subject to the Reporting Person continuing in service on the Issuer's Board through the applicable vesting date.
RingCentral, Inc.
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,108 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Sale · Disposed 1,264 · Balance 28,108 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.50 to $79.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 21, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.50 to $79.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RB GLOBAL INC.
Report date April 27, 2022 · Filed April 27, 2022
Section 16 reporting ended · disclosed 2022-04-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 61,691 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchase, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration").
F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
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 |
|---|---|---|---|---|---|---|
| August 14, 2018 Filed Aug 15, 2018 19:51 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDeferred Share Units · Derivative | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046745 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,654 Underlying: Common Shares · 732 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") represents the economic equivalent of one RBA common share. F2 · derivative.exercise_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. F2 · derivative.expiration_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 00:36 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDividend Equivalent Rights (DSUs) · Derivative | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039055 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16 Underlying: Common Shares · 9 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.exercise_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.expiration_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. Read SEC document |
| May 15, 2018 Filed May 15, 2018 23:49 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDeferred Share Units · Derivative | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030342 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922 Underlying: Common Shares · 753 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") represents the economic equivalent of one RBA common share. F2 · derivative.exercise_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. F2 · derivative.expiration_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 00:24 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDividend Equivalent Rights (DSUs) · Derivative | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019004 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7 Underlying: Common Shares · 4 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.exercise_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.expiration_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 00:23 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDeferred Share Units · Derivative | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017520 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,169 Underlying: Common Shares · 538 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") represents the economic equivalent of one RBA common share. F2 · derivative.exercise_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. F2 · derivative.expiration_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 00:36 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDividend Equivalent Rights (DSUs) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066879 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3 Underlying: Common Shares · 3 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.exercise_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. F1 · derivative.expiration_date: The dividend equivalent rights accrued in respect of the reporting person's deferred share units, and become exercisable and payable concurrently with the deferred share units. Each dividend equivalent right represents a contingent right to receive the economic equivalent of one RBA common share. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 23:22 UTC | RB GLOBAL INC. RBA · Entity 3351 | GrantDeferred Share Units · Derivative | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-060988 · doc4.xml · derivative · entry 1 Shenkan Amy Guggenheim · CIK 0001710815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631 Underlying: Common Shares · 631 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit ("DSU") represents the economic equivalent of one RBA common share. F2 · derivative.exercise_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. F2 · derivative.expiration_date: Following the reporting person ceasing to hold any position as a director of RBA or any of its subsidiaries and not otherwise being employed by RBA or any of its subsidiaries ("Termination"), a lump sum cash payment will be made by RBA to the reporting person, net of tax withholding, calculated by multiplying the number of DSUs by the fair market value of one RBA common share as of (i) the 24th business day after the first publication by or on behalf of RBA of interim financial statements and MD&A for the fiscal quarter of the corporation following such Termination or (ii) where the Termination occurs in RBA's fourth fiscal quarter, the 24th business day (or such fewer number of business days as may be determined by the Committee) after the first publication by or on behalf of RBA of annual financial statements and MD&As for such fiscal year of RBA. 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.