Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Braze, Inc.BRZE · Entity 4102 | Director | June 30, 2026 | July 02, 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.
Braze, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,055 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 7,753 · Balance 28,055 F1: The reported securities represent a restricted stock unit ("RSU") award and shall vest on the earlier of (i) June 30, 2027, or (ii) the date immediately preceding the date of the Issuer's 2027 annual meeting of stockholders, in each case subject to the Reporting Person's continuous service on such vesting date. F2: Of the reported shares, 7,753 shares are represented by restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent a restricted stock unit ("RSU") award and shall vest on the earlier of (i) June 30, 2027, or (ii) the date immediately preceding the date of the Issuer's 2027 annual meeting of stockholders, in each case subject to the Reporting Person's continuous service on such vesting date.
F2: Of the reported shares, 7,753 shares are represented by restricted stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PTC INC.
Report date June 16, 2021 · Filed June 17, 2021
Section 16 reporting ended · disclosed 2021-06-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,397 |
Reported balance
After 2021-06-16 transaction · row 1
1 source rowRow 1 · 2021-06-16 · Exercise / conversion · Acquired 1,727 · Balance 23,397 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-16 · Exercise / conversion · Disposed 1,727 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted on February 10, 2021 that vested on June 16, 2021 in connection with Mr. Fernandez's resignation from the Board of Directors. F3: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted on February 10, 2021 that vested on June 16, 2021 in connection with Mr. Fernandez's resignation from the Board of Directors.
F3: This amount represents the total number of derivative securities beneficially owned of the class shown.
Yext, Inc.
Report date June 13, 2019 · Filed June 14, 2019
Section 16 reporting ended · disclosed 2019-06-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,078 |
Reported balance
After 2019-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-13 · Exercise / conversion · Acquired 10,989 · Balance 28,078 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F2: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-06-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-13 · Exercise / conversion · Disposed 10,989 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F3: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.
F2: Includes 17,089 deferred stock units, which settled on June 13, 2019, at the end of Mr. Fernandez's term as director.
F3: 100% of the shares subject to award were settled in shares of Yext, Inc. common stock on June 13, 2019.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 21:03 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 13,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001655 · form4.xml · nonDerivative · entry 1 FERNANDEZ PHILLIP M · CIK 0001200465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,075 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.