Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Benefitfocus, Inc.BNFT · Entity 12008 | Director | July 01, 2021 | July 02, 2021 |
| F5, INC.FFIV · Entity 839 | EVP, Chief Financial Officer | November 01, 2024 | November 05, 2024 |
| Freshworks Inc.FRSH · Entity 2193 | Director | July 01, 2026 | July 02, 2026 |
| NetApp, Inc.NTAP · Entity 3101 | Director | September 08, 2026 | September 10, 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.
Benefitfocus, Inc.
Report date July 01, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,365 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Grant · Acquired 12,778 · Balance 46,365 F1: Represents restricted stock units that vest on the earlier of July 1, 2022 or the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.53 · Expires 2023-05-07 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2021-07-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 50,000 F2: This option is fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest on the earlier of July 1, 2022 or the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors.
F2: This option is fully vested.
F5, INC.
Report date November 01, 2024 · Filed November 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,995 |
Ending reported balance
After 2024-11-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-11-01 · Exercise / conversion · Acquired 2,169 · Balance 43,285 F1: Shares acquired upon the vesting of November 1, 2021, November 1, 2022, and November 1, 2023 awards of service-based Restricted Stock Units. Row 2 · 2024-11-01 · Tax withholding · Disposed 5,290 · Balance 37,995 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-11-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-11-01 · Exercise / conversion · Disposed 485 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F3: This November 1, 2021 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2022. F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,229 |
Reported balance
After 2024-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-01 · Exercise / conversion · Disposed 807 · Balance 3,229 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F5: This November 1, 2022 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2023. F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,022 |
Reported balance
After 2024-11-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-01 · Exercise / conversion · Disposed 877 · Balance 7,022 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F6: This November 1, 2023 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2024. F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired upon the vesting of November 1, 2021, November 1, 2022, and November 1, 2023 awards of service-based Restricted Stock Units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date.
F3: This November 1, 2021 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2022.
F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
F5: This November 1, 2022 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2023.
F6: This November 1, 2023 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2024.
Freshworks Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 64,627 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 21,253 · Balance 64,627 F1: Represents the Reporting Person's annual grant of a Restricted Stock Unit (RSU) award under the Issuer's Non-Employee Director Compensation Policy. Each of these RSUs represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The number of RSUs granted was calculated by dividing the applicable value of the equity by the average closing price of our common stock over the 30 consecutive trading days immediately preceding July 1, 2026, rounded down to the nearest whole share. The shares shall vest in full on July 1, 2027; provided, however, that in the event a director is up for re-election at the Issuer's next annual meeting of stockholders and is not elected to continue serving as a member of the board of directors at such annual meeting of stockholders, the shares shall be deemed fully vested on that annual meeting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the Reporting Person's annual grant of a Restricted Stock Unit (RSU) award under the Issuer's Non-Employee Director Compensation Policy. Each of these RSUs represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The number of RSUs granted was calculated by dividing the applicable value of the equity by the average closing price of our common stock over the 30 consecutive trading days immediately preceding July 1, 2026, rounded down to the nearest whole share. The shares shall vest in full on July 1, 2027; provided, however, that in the event a director is up for re-election at the Issuer's next annual meeting of stockholders and is not elected to continue serving as a member of the board of directors at such annual meeting of stockholders, the shares shall be deemed fully vested on that annual meeting date.
NetApp, Inc.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 3,763 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Exercise / conversion · Acquired 2,307 · Balance 3,763 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-08 · Exercise / conversion · Disposed 2,307 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On September 10, 2025, the reporting person was granted 2,307 restricted stock units, which vested on September 8, 2026, the day immediately preceding the date of the 2026 Annual Meeting of Stockholders. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,542 |
Reported balance
After 2026-09-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-09 · Grant · Acquired 1,542 · Balance 1,542 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On September 10, 2025, the reporting person was granted 2,307 restricted stock units, which vested on September 8, 2026, the day immediately preceding the date of the 2026 Annual Meeting of Stockholders.
F3: On September 9, 2026, the reporting person was granted 1,542 restricted stock units which vest on the day immediately preceding the date of the next Annual Meeting of Stockholders of the Company following the grant date, subject to the reporting person's continuous service on the Board through such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUCK CREEK TECHNOLOGIES, INC.
Report date March 30, 2023 · Filed March 31, 2023
Section 16 reporting ended · disclosed 2023-03-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-03-30 · Disposition to issuer · Disposed 127,028 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-03-30 · Disposition to issuer · Disposed 14,380 · Balance 0 F2: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.00 · Expires 2030-08-14 | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-30 · Disposition to issuer · Disposed 30,246 · Balance 0 F3: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration. F4: These options were fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest.
F2: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes.
F3: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration.
F4: These options were fully vested.
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 01, 2019 Filed Aug 5, 2019 19:06 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionRestricted Stock Unit · Derivative | 7,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044480 · doc4.xml · derivative · entry 2 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,301 Underlying: Common Stock · 7,766 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. F2 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F3 · derivative.exercise_date: Twenty five percent (25%) of this August 1, 2018 award of service-based Restricted Stock Units vests on August 1, 2019, and the remaining seventy five percent (75%) vests in twelve equal quarterly increments beginning November 1, 2019. F4 · derivative.expiration_date: If the reporting person continues to serve as an officer of the Company on the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 19:06 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionCommon Stock | 8,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044480 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,019 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 · shares: Shares acquired upon vesting of the August 1, 2018 and November 1, 2018 awards of service-based Restricted Stock Units. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:11 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 6,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041054 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,337 F1 · shares: Represents restricted stock units that vest on the earlier of July 1, 2020 or the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Read SEC document |
| May 02, 2019 Filed May 3, 2019 23:09 UTC | F5, INC. FFIV · Entity 839 | SaleCommon Stock | 231 | $151.58 | $35,014.98 |
DisclosureSEC source: 0001209191-19-027566 · doc4.xml · nonDerivative · entry 2 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671 F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 01, 2019 Filed May 3, 2019 23:09 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionRestricted Stock Unit · Derivative | 582 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027566 · doc4.xml · derivative · entry 3 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,817 Underlying: Common Stock · 582 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. F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F4 · derivative.exercise_date: This November 1, 2018 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2019. F5 · derivative.expiration_date: If the reporting person continues to serve as an officer of the Company on the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| May 01, 2019 Filed May 3, 2019 23:09 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027566 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 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 · shares: Shares acquired upon vesting of the November 1, 2018 awards of service-based Restricted Stock Units. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:50 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $40.00 | $10,000.00 |
DisclosureSEC source: 0001209191-19-025999 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,645 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. Read SEC document |
| March 18, 2019 Filed Mar 19, 2019 21:14 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $46.25 | $11,562.50 |
DisclosureSEC source: 0001209191-19-020368 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,895 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $45.96 to $46.51. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 21:52 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 1,630 | $60.04 | $97,865.20 |
DisclosureSEC source: 0001209191-19-013022 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,145 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $60.00 to $60.15. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:54 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 100 | $59.87 | $5,987.00 |
DisclosureSEC source: 0001209191-19-012103 · doc4.xml · nonDerivative · entry 2 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,775 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:54 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 150 | $58.89 | $8,833.50 |
DisclosureSEC source: 0001209191-19-012103 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,875 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $58.57 to $59.18. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 22:57 UTC | F5, INC. FFIV · Entity 839 | SaleCommon Stock | 261 | $159.50 | $41,629.50 |
DisclosureSEC source: 0001209191-19-007467 · doc4.xml · nonDerivative · entry 2 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:57 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionRestricted Stock Unit · Derivative | 581 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007467 · doc4.xml · derivative · entry 3 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,399 Underlying: Common Stock · 581 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. F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F4 · derivative.exercise_date: This November 1, 2018 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2019. F5 · derivative.expiration_date: If the reporting person continues to serve as an officer of the Company on the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:57 UTC | F5, INC. FFIV · Entity 839 | Exercise / conversionCommon Stock | 581 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007467 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581 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 · shares: Shares acquired upon vesting of the November 1, 2018 awards of service-based Restricted Stock Units. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 21:37 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $53.81 | $13,452.50 |
DisclosureSEC source: 0001209191-19-004760 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,025 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $53.59 to $54.00. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 21:32 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 100 | $52.25 | $5,225.00 |
DisclosureSEC source: 0001209191-18-063675 · doc4.xml · nonDerivative · entry 2 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,275 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. Read SEC document |
| December 18, 2018 Filed Dec 20, 2018 21:32 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 150 | $51.31 | $7,696.50 |
DisclosureSEC source: 0001209191-18-063675 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,375 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $51.13 to $51.40. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| November 19, 2018 Filed Nov 21, 2018 21:19 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $43.09 | $10,772.50 |
DisclosureSEC source: 0001209191-18-059716 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,525 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $42.50 to $43.30. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 22:15 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $41.83 | $10,457.50 |
DisclosureSEC source: 0001209191-18-057437 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,775 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $41.80 to $41.85. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 21:04 UTC | F5, INC. FFIV · Entity 839 | GrantRestricted Stock Unit · Derivative | 6,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057127 · doc4.xml · derivative · entry 1 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,980 Underlying: Common Stock · 6,980 shares Expires not disclosed F1 · security: Concurrent with the award of 6,980 service-based Restricted Stock Units, the Company granted the reporting person additional Restricted Stock Units that vest based on performance targets ("Performance RSUs"). If the performance targets are achieved at 100%, the reporting person will receive 6,980 Performance RSUs over the vesting period; the actual number of Performance RSUs received may be more or less depending on whether and to the extent that performance is greater than or less than targets. The Performance RSUs vests over a three-year period in three equal annual installments. Performance RSUs are not reported in Table II; the underlying shares of Performance RSUs will be reported in Table I if and when the Compensation Committee of the Board of Directors determines that the performance targets have been achieved. F2 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F3 · derivative.exercise_date: This November 1, 2018 award of service-based Restricted Stock Units vests in twelve equal quarterly increments beginning February 1, 2019. F4 · derivative.expiration_date: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 20:08 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 250 | $40.24 | $10,060.00 |
DisclosureSEC source: 0001209191-18-051776 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,025 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.10 to $40.40. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 21:09 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 5,000 | $42.02 | $210,100.00 |
DisclosureSEC source: 0001209191-18-048703 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,275 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $42.00 to $42.15. The price reported in Column 4 is a weighted average price. 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 number of shares and prices at which the transactions were effected. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 21:00 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | SaleCommon Stock | 750 | $40.00 | $30,000.00 |
DisclosureSEC source: 0001209191-18-048202 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,275 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan executed by the reporting person on May 18, 2018 and effective on June 18, 2018. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 18:05 UTC | F5, INC. FFIV · Entity 839 | GrantRestricted Stock Unit · Derivative | 31,067 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044858 · doc4.xml · derivative · entry 1 Pelzer Francis J. · CIK 0001492125 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,067 Underlying: Common Stock · 31,067 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F2 · derivative.exercise_date: Twenty five percent (25%) of this August 1, 2018 award of service-based Restricted Stock Units vests on August 1, 2019, and the remaining seventy five percent (75%) vests in twelve equal quarterly increments beginning November 1, 2019. F3 · derivative.expiration_date: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 17:57 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 5,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040712 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,025 F1 · shares: Represents restricted stock units that vest on the earlier of July 1, 2019 or the date of the Issuer's 2019 annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 21:58 UTC | Benefitfocus, Inc. BNFT · Entity 12008 | GrantCommon Stock | 4,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043504 · doc4.xml · nonDerivative · entry 1 Pelzer Francis J. · CIK 0001492125 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,767 F1 · shares: Represents restricted stock units that vest on the earlier of July 1, 2018 or the date of the Issuer's 2018 annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. 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.