Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chrome Holding Co.ME · Entity 76268 | Director | October 28, 2024 | October 31, 2024 |
| IonQ, Inc.IONQ · Entity 3350 | Director | June 17, 2026 | June 19, 2026 |
| Skillsoft Corp.SKIL · Entity 2275 | Director | September 15, 2026 | September 17, 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.
Chrome Holding Co.
Report date October 28, 2024 · Filed October 31, 2024
This filing explicitly reported no securities owned.
IonQ, Inc.
Report date June 17, 2026 · Filed June 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,939 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 4,526 · Balance 8,939 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) the day before the date of the following year's Annual Meeting or (ii) June 17, 2027, subject in all cases to the Reporting Person's continued service as a member of the Board of Directors through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) the day before the date of the following year's Annual Meeting or (ii) June 17, 2027, subject in all cases to the Reporting Person's continued service as a member of the Board of Directors through such vesting date.
Skillsoft Corp.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 132,736 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Purchase · Acquired 25,000 · Balance 132,736 F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.85 to $5.90, inclusive. The reporting person undertakes to provide to Skillsoft Corp., any security holder of Skillsoft Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.85 to $5.90, inclusive. The reporting person undertakes to provide to Skillsoft Corp., any security holder of Skillsoft Corp., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANSYS INC
Report date July 17, 2025 · Filed July 18, 2025
Section 16 reporting ended · disclosed 2025-07-18. 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 2025-07-17 transaction · row 1
1 source rowRow 1 · 2025-07-17 · Disposition to issuer · Disposed 4,884 · Balance 0 F2: Includes shares underlying restricted stock units of the Issuer that vested and settled in connection with and in advance of the consummation of the Merger. F1: On July 17, 2025, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated January 15, 2024, by and among Synopsys, Inc., a Delaware corporation ("Parent"), ALTA Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent, and the Issuer, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement and subject to certain exceptions, each share of Issuer Common Stock outstanding immediately prior to the Effective Time was converted into the right to receive (i) 0.3399 of a share of Parent Common Stock and (ii) $199.91 in cash, without interest. |
| Common StockSEC Table I · non-derivative | IndirectHeld by Trust | 0 |
Reported balance
After 2025-07-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-07-17 · Disposition to issuer · Disposed 600 · Balance 0 F1: On July 17, 2025, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated January 15, 2024, by and among Synopsys, Inc., a Delaware corporation ("Parent"), ALTA Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent, and the Issuer, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement and subject to certain exceptions, each share of Issuer Common Stock outstanding immediately prior to the Effective Time was converted into the right to receive (i) 0.3399 of a share of Parent Common Stock and (ii) $199.91 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 17, 2025, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated January 15, 2024, by and among Synopsys, Inc., a Delaware corporation ("Parent"), ALTA Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent, and the Issuer, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement and subject to certain exceptions, each share of Issuer Common Stock outstanding immediately prior to the Effective Time was converted into the right to receive (i) 0.3399 of a share of Parent Common Stock and (ii) $199.91 in cash, without interest.
F2: Includes shares underlying restricted stock units of the Issuer that vested and settled in connection with and in advance of the consummation of the Merger.
CVENT HOLDING CORP.
Report date June 15, 2023 · Filed June 20, 2023
Section 16 reporting ended · disclosed 2023-06-20. 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 2023-06-15 transaction · row 1
1 source rowRow 1 · 2023-06-15 · Disposition to issuer · Disposed 46,605 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of March 14, 2023 (the "Merger Agreement"), by and among the Issuer, Capstone Borrower, Inc. ("Parent"), and Capstone Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $8.50 per share in cash, without interest (the "Merger Consideration"). F2: The shares of the Issuer's common stock reported as disposed by the Reporting Person include restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) Merger Consideration and (b) the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. |
| Common StockSEC Table I · non-derivative | IndirectBy Frankola Revocable Trust UA September 12, 2011, Jim and Pam Frankola TRS | 0 |
Reported balance
After 2023-06-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-06-15 · Disposition to issuer · Disposed 77,800 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of March 14, 2023 (the "Merger Agreement"), by and among the Issuer, Capstone Borrower, Inc. ("Parent"), and Capstone Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $8.50 per share in cash, without interest (the "Merger Consideration"). F2: The shares of the Issuer's common stock reported as disposed by the Reporting Person include restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) Merger Consideration and (b) the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of March 14, 2023 (the "Merger Agreement"), by and among the Issuer, Capstone Borrower, Inc. ("Parent"), and Capstone Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly-owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock that was issued and outstanding immediately prior to the Effective Time was automatically cancelled and converted into the right to receive $8.50 per share in cash, without interest (the "Merger Consideration").
F2: The shares of the Issuer's common stock reported as disposed by the Reporting Person include restricted stock units ("RSUs") of the Issuer which, pursuant to the Merger Agreement, were, at the Effective Time, automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (a) Merger Consideration and (b) the number of shares of the Issuer's common stock subject to such RSUs as of immediately prior to the Effective Time.
Cloudera, Inc.
Report date October 08, 2021 · Filed October 14, 2021
Section 16 reporting ended · disclosed 2021-10-14. 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 |
Ending reported balance
After 2021-10-08 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2021-09-22 · Gift · Disposed 1,875 · Balance 1,047,674 Row 2 · 2021-10-04 · Gift · Disposed 190,000 · Balance 857,674 Row 3 · 2021-10-08 · Exercise / conversion · Acquired 422,710 · Balance 1,280,384 F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger, and each restricted stock unit held by the Reporting Person was cancelled in exchange for the right to receive $16.00 in cash (the "Merger Consideration"). Row 4 · 2021-10-08 · Exercise / conversion · Acquired 54,609 · Balance 1,334,993 F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger, and each restricted stock unit held by the Reporting Person was cancelled in exchange for the right to receive $16.00 in cash (the "Merger Consideration"). Row 5 · 2021-10-08 · Disposition to issuer · Disposed 1,334,993 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding share of common stock, par value $0.01 ("Common Stock") held by the Reporting Person was cancelled and converted into the, right to receive the Merger Consideration. F3: Pursuant to the Merger Agreement, the Reporting Person disposed of all shares of Common Stock beneficially owned by him in exchange for the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-10-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-10-08 · Exercise / conversion · Disposed 422,710 · Balance 0 F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger, and each restricted stock unit held by the Reporting Person was cancelled in exchange for the right to receive $16.00 in cash (the "Merger Consideration"). |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-10-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-10-08 · Exercise / conversion · Disposed 54,609 · Balance 0 F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger, and each restricted stock unit held by the Reporting Person was cancelled in exchange for the right to receive $16.00 in cash (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: On October 8, 2021, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 1, 2021, by and among Sky Parent Inc. ("Parent"), Project Sky Merger Sub Inc. ("Merger Sub") and Cloudera, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger, and each restricted stock unit held by the Reporting Person was cancelled in exchange for the right to receive $16.00 in cash (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each outstanding share of common stock, par value $0.01 ("Common Stock") held by the Reporting Person was cancelled and converted into the, right to receive the Merger Consideration.
F3: Pursuant to the Merger Agreement, the Reporting Person disposed of all shares of Common Stock beneficially owned by him in exchange for the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| April 27, 2017 Filed Sep 20, 2017 01:30 UTC | Cloudera, Inc. CLDR · Entity 11702 | Exercise / conversionCommon Stock | 11,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-035985 · doc1.xml · nonDerivative · entry 1 FRANKOLA JAMES · CIK 0001183231 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,875 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: Conversion of restricted stock units ("RSUs") that have vested into shares of the Issuer's Common Stock. The RSUs vest and are settled upon the satisfaction of both a service based requirement and a liquidity event requirement. The service based requirement was satisfied with respect to 1/8th of the total number of RSUs on March 15, 2017 and thereafter is satisfied with respect to 1/8th of the total number of RSUs in equal quarterly installments. The liquidity event requirement was satisfied on April 27, 2017, the effective date of the Issuer's initial public offering (the "IPO Date"). F2 · kind: The RSUs vested on the IPO Date, June 15, 2017 and September 15, 2017, in accordance with the corresponding quarterly vesting schedule. Vested RSUs through September 15, 2017 will be settled in shares of the Issuer's Common Stock and delivered to the Reporting Person on a date to be determined by the Issuer's board of directors or an authorized committee thereof, which date is currently expected to be concurrent with the effective date of the offering described in the Form S-1 (File No. 333-220494), initially filed with the Securities and Exchange Commission on September 15, 2017. Subsequently thereafter, the RSUs will vest and be settled upon the satisfaction of the service based requirement in equal quarterly installments. 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.