Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightView Holdings, Inc.BV · Entity 4938 | Director | September 30, 2026 | October 02, 2026 |
| CLARIVATE PLCCLVT · Entity 4778 | Director | September 30, 2026 | October 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.
BrightView Holdings, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,520 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 2,625 · Balance 138,520 F1: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash.
CLARIVATE PLC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 329,635 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 17,215 · Balance 329,816 F1: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $1.67, the closing price of the issuer's ordinary shares on September 30, 2026. Row 2 · 2026-09-30 · Tax withholding · Disposed 181 · Balance 329,635 F2: Represents shares withheld for taxes. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Jane Okun Bomba Trust U/A DTD 12/20/2018 | 49,750 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 49,750 |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $1.67, the closing price of the issuer's ordinary shares on September 30, 2026.
F2: Represents shares withheld for taxes.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CONCENTRIX SERVICESOURCE INC.
Report date July 20, 2022 · Filed July 20, 2022
Section 16 reporting ended · disclosed 2022-07-20. 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 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 242,975 · Balance 0 F1: This amount includes 25,000 restricted stock units of ServiceSource subject to time-based vesting (each an "RSU") and 217,975 RSUs, which have vested and were deferred under the ServiceSource International, Inc. Non-Employee Director Deferred Compensation Plan. F2: On July 20, 2022, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 6, 2022, by and among ServiceSource International, Inc. ("ServiceSource"), Concentrix Corporation ("Parent"), and Concentrix Merger Sub Inc., a direct, wholly-owned subsidiary of Parent ("Acquisition Sub"), Acquisition Sub merged with and into ServiceSource, with ServiceSource surviving as a wholly-owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, and by virtue of the Merger, each issued and outstanding share of ServiceSource common stock, par value $0.0001 per share, was converted into the right to receive $1.50 in cash, without interest (the "Merger Consideration"). F3: (Continued from Footnote 2) Pursuant to the Merger Agreement each RSU that was outstanding immediately prior to the effective time of the Merger by an individual who is not a continuing employee after the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of ServiceSource common stock underlying such RSU multiplied by (ii) the Merger Consideration, plus any dividend equivalent amounts accrued with respect to such RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount includes 25,000 restricted stock units of ServiceSource subject to time-based vesting (each an "RSU") and 217,975 RSUs, which have vested and were deferred under the ServiceSource International, Inc. Non-Employee Director Deferred Compensation Plan.
F2: On July 20, 2022, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 6, 2022, by and among ServiceSource International, Inc. ("ServiceSource"), Concentrix Corporation ("Parent"), and Concentrix Merger Sub Inc., a direct, wholly-owned subsidiary of Parent ("Acquisition Sub"), Acquisition Sub merged with and into ServiceSource, with ServiceSource surviving as a wholly-owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, and by virtue of the Merger, each issued and outstanding share of ServiceSource common stock, par value $0.0001 per share, was converted into the right to receive $1.50 in cash, without interest (the "Merger Consideration").
F3: (Continued from Footnote 2) Pursuant to the Merger Agreement each RSU that was outstanding immediately prior to the effective time of the Merger by an individual who is not a continuing employee after the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of ServiceSource common stock underlying such RSU multiplied by (ii) the Merger Consideration, plus any dividend equivalent amounts accrued with respect to such RSU.
IHS Markit Ltd.
Report date April 05, 2017 · Filed April 11, 2017
Section 16 reporting ended · disclosed 2017-04-11. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Jan 3, 2024 21:21 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 3,104 | $9.26 | $28,743.04 |
DisclosureSEC source: 0001764046-24-000006 · wk-form4_1704316875.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,010 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $9.26, the closing price of the Issuer's ordinary shares on December 29, 2023. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 2,969 | $8.42 | $24,998.98 |
DisclosureSEC source: 0001209191-24-000445 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,944 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:16 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 229 | $6.71 | $1,536.59 |
DisclosureSEC source: 0001764046-23-000104 · wk-form4_1696364205.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,906 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:16 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 4,284 | $6.71 | $28,745.64 |
DisclosureSEC source: 0001764046-23-000104 · wk-form4_1696364205.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,135 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $6.71, the closing price of the issuer's ordinary shares on September 29, 2023. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 3,225 | $7.75 | $24,993.75 |
DisclosureSEC source: 0001209191-23-051575 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,975 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:20 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 158 | $9.53 | $1,505.74 |
DisclosureSEC source: 0001764046-23-000077 · wf-form4_168858842066714.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,851 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:20 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 3,016 | $9.53 | $28,742.48 |
DisclosureSEC source: 0001764046-23-000077 · wf-form4_168858842066714.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,009 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $9.53, the closing price of the issuer's ordinary shares on June 30, 2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 3,481 | $7.18 | $24,993.58 |
DisclosureSEC source: 0001209191-23-040935 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,750 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| May 05, 2023 Filed May 8, 2023 21:22 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 789 | $7.65 | $6,035.85 |
DisclosureSEC source: 0001764046-23-000060 · wf-form4_168358093086381.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,993 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:22 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 22,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-23-000060 · wf-form4_168358093086381.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,782 F1 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 4,448 | $5.62 | $24,997.76 |
DisclosureSEC source: 0001209191-23-022130 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,269 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:22 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 151 | $9.39 | $1,417.89 |
DisclosureSEC source: 0001764046-23-000032 · wf-form4_168064333269502.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,724 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:22 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 3,061 | $9.39 | $28,742.79 |
DisclosureSEC source: 0001764046-23-000032 · wf-form4_168064333269502.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,875 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $9.39, the closing price of the issuer's ordinary shares on March 31, 2023. Read SEC document |
| March 08, 2023 Filed Mar 8, 2023 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 17,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017227 · doc4.xml · derivative · entry 3 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,111 Underlying: Common Stock · 17,111 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F4 · derivative.exercise_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of the business day immediately preceding the Issuer's next annual meeting of stockholders or a change of control of the Issuer. F4 · derivative.expiration_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of the business day immediately preceding the Issuer's next annual meeting of stockholders or a change of control of the Issuer. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 9,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-017227 · doc4.xml · derivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,086 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F3 · derivative.exercise_date: On March 9, 2022, the Reporting Person was issued 9,086 time-based restricted stock units as director compensation that vested on March 6, 2023. F3 · derivative.expiration_date: On March 9, 2022, the Reporting Person was issued 9,086 time-based restricted stock units as director compensation that vested on March 6, 2023. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 9,086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-017227 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,821 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 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 21:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 3,628 | $6.89 | $24,996.92 |
DisclosureSEC source: 0001209191-23-000143 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,735 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:39 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 94 | $8.34 | $783.96 |
DisclosureSEC source: 0001764046-23-000004 · wf-form4_167287197119987.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,814 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:39 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 3,447 | $8.34 | $28,747.98 |
DisclosureSEC source: 0001764046-23-000004 · wf-form4_167287197119987.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,908 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $8.34, the closing price of the issuer's ordinary shares on December 30, 2022, and rounding down to the next whole share. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:01 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 3,148 | $7.94 | $24,995.12 |
DisclosureSEC source: 0001209191-22-051896 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,107 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 22:50 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 96 | $9.39 | $901.44 |
DisclosureSEC source: 0001764046-22-000154 · wf-form4_166492378978135.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,461 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 22:50 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 3,061 | $9.39 | $28,742.79 |
DisclosureSEC source: 0001764046-22-000154 · wf-form4_166492378978135.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,557 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $9.39, the closing price of the issuer's ordinary shares on September 30, 2022, and rounding down to the next whole share. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 16:23 UTC | CONCENTRIX SERVICESOURCE INC. SREV · Entity 125270 | Disposition to issuerCommon Stock | 242,975 | $1.50 | $364,462.50 |
DisclosureSEC source: 0001415889-22-007821 · form4-07202022_010746.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: This amount includes 25,000 restricted stock units of ServiceSource subject to time-based vesting (each an "RSU") and 217,975 RSUs, which have vested and were deferred under the ServiceSource International, Inc. Non-Employee Director Deferred Compensation Plan. F2 · price: On July 20, 2022, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated May 6, 2022, by and among ServiceSource International, Inc. ("ServiceSource"), Concentrix Corporation ("Parent"), and Concentrix Merger Sub Inc., a direct, wholly-owned subsidiary of Parent ("Acquisition Sub"), Acquisition Sub merged with and into ServiceSource, with ServiceSource surviving as a wholly-owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, and by virtue of the Merger, each issued and outstanding share of ServiceSource common stock, par value $0.0001 per share, was converted into the right to receive $1.50 in cash, without interest (the "Merger Consideration"). F3 · price: (Continued from Footnote 2) Pursuant to the Merger Agreement each RSU that was outstanding immediately prior to the effective time of the Merger by an individual who is not a continuing employee after the effective time of the Merger automatically vested (if unvested) and was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the total number of shares of ServiceSource common stock underlying such RSU multiplied by (ii) the Merger Consideration, plus any dividend equivalent amounts accrued with respect to such RSU. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 20:15 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 2,083 | $12.00 | $24,996.00 |
DisclosureSEC source: 0001209191-22-040212 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,959 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:39 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 56 | $13.86 | $776.16 |
DisclosureSEC source: 0001764046-22-000125 · wf-form4_165705711959544.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,496 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:39 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 2,074 | $13.86 | $28,745.64 |
DisclosureSEC source: 0001764046-22-000125 · wf-form4_165705711959544.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,552 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $13.86, the closing price of the issuer's ordinary shares on June 30, 2022. Read SEC document |
| May 12, 2022 Filed May 16, 2022 16:55 UTC | CONCENTRIX SERVICESOURCE INC. SREV · Entity 125270 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005035 · form4-05162022_010506.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,975 F1 · shares: The reported shares are represented by restricted stock units that vest on May 12, 2023. Read SEC document |
| May 06, 2022 Filed May 9, 2022 22:19 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 422 | $14.65 | $6,182.30 |
DisclosureSEC source: 0001764046-22-000102 · wf-form4_165213476814461.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,478 F2 · shares: Represents shares withheld for taxes. Read SEC document |
| May 05, 2022 Filed May 9, 2022 22:19 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 11,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-22-000102 · wf-form4_165213476814461.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,900 F1 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:11 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 88 | $16.76 | $1,474.88 |
DisclosureSEC source: 0001764046-22-000078 · wf-form4_164910665046453.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,737 F2 · kind: Represents shares withheld for taxes. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:11 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 1,715 | $16.76 | $28,743.40 |
DisclosureSEC source: 0001764046-22-000078 · wf-form4_164910665046453.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,825 F1 · kind: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $16.76, the closing price of the issuer's ordinary shares on March 31, 2022. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:01 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,836 | $13.61 | $24,987.96 |
DisclosureSEC source: 0001209191-22-022488 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,876 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| March 09, 2022 Filed Mar 9, 2022 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 9,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017609 · doc4.xml · derivative · entry 3 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,086 Underlying: Common Stock · 9,086 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F4 · derivative.exercise_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of the business day immediately preceding the Issuer's next annual meeting of stockholders or a change of control of the Issuer. F4 · derivative.expiration_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of the business day immediately preceding the Issuer's next annual meeting of stockholders or a change of control of the Issuer. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 7,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-017609 · doc4.xml · derivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,452 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F3 · derivative.exercise_date: On March 17, 2021, the Reporting Person was issued 7,452 time-based restricted stock units as director compensation that vested on March 7, 2022. F3 · derivative.expiration_date: On March 17, 2021, the Reporting Person was issued 7,452 time-based restricted stock units as director compensation that vested on March 7, 2022. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 7,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-017609 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,040 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 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:30 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,790 | $14.08 | $25,203.20 |
DisclosureSEC source: 0001209191-22-000291 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,588 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:45 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 1,222 | $23.52 | $28,741.44 |
DisclosureSEC source: 0001764046-22-000008 · wf-form4_164133272192661.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,110 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $23.52, the closing price of the issuer's ordinary shares on December 31, 2021. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:32 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,693 | $14.76 | $24,988.68 |
DisclosureSEC source: 0001209191-21-058471 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,798 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:53 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 1,312 | $21.90 | $28,732.80 |
DisclosureSEC source: 0001764046-21-000147 · wf-form4_163338080118941.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,888 F1 · shares: Quarterly award of shares elected in lieu of the quarterly cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares was calculated by dividing the cash retainer by $21.90, the closing price of the issuer's ordinary shares on September 30, 2021, and rounding down to the next whole share. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:37 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,467 | $16.12 | $23,648.04 |
DisclosureSEC source: 0001209191-21-044429 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,105 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 21:01 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 1,044 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001764046-21-000115 · wf-form4_162525960136014.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,576 F1 · price: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares granted was calculated by dividing the cash retainer by $27.53, the closing price of the issuer's ordinary shares on June 30, 2021 and rounding down to the next whole share. Read SEC document |
| May 14, 2021 Filed May 18, 2021 17:06 UTC | CONCENTRIX SERVICESOURCE INC. SREV · Entity 125270 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-002548 · form4-05182021_020520.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,975 F1 · shares: The reported shares are represented by restricted stock units that vest on May 14, 2022. Read SEC document |
| May 07, 2021 Filed May 10, 2021 20:57 UTC | CLARIVATE PLC CLVT · Entity 4778 | Tax withholdingOrdinary Shares | 675 | $27.96 | $18,873.00 |
DisclosureSEC source: 0001764046-21-000084 · wf-form4_162068019770552.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,532 F2 · shares: Represents shares withheld for taxes due upon the vesting of restricted share units. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:57 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 5,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-21-000084 · wf-form4_162068019770552.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,207 F1 · shares: Annual non-employee director award of restricted share units granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 21:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,333 | $16.87 | $22,487.71 |
DisclosureSEC source: 0001209191-21-024140 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,638 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 20:58 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 218 | $26.39 | $5,753.02 |
DisclosureSEC source: 0001764046-21-000046 · wf-form4_161739708876977.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,266 F2 · shares: Represents shares withheld for taxes due upon the issuance of shares elected by the reporting person in lieu of the quarterly cash retainer for services as a member of the Board of Directors. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 20:58 UTC | CLARIVATE PLC CLVT · Entity 4778 | GrantOrdinary Shares | 1,089 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001764046-21-000046 · wf-form4_161739708876977.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,484 F1 · shares: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares granted was calculated by dividing the cash retainer by $26.39, the closing price of the issuer's ordinary shares on March 31, 2021, and rounding down to the next whole share. F1 · price: Quarterly award of shares elected in lieu of cash retainer of $28,750 for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. The number of shares granted was calculated by dividing the cash retainer by $26.39, the closing price of the issuer's ordinary shares on March 31, 2021, and rounding down to the next whole share. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:07 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 7,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022060 · doc4.xml · derivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,452 Underlying: Common Stock · 7,452 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F2 · derivative.exercise_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of: (a) March 17, 2022, or (b) the business day immediately preceding the Issuer's next annual meeting of stockholders. F2 · derivative.expiration_date: Represents a grant of time-based restricted stock units issued as director compensation that vests 100% on the earlier of: (a) March 17, 2022, or (b) the business day immediately preceding the Issuer's next annual meeting of stockholders. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 22:04 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 7,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020535 · doc4.xml · derivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,832 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F3 · derivative.exercise_date: On March 11, 2020, the Reporting Person was issued 7,832 time-based restricted stock units as director compensation that vested on March 11, 2021. F3 · derivative.expiration_date: On March 11, 2020, the Reporting Person was issued 7,832 time-based restricted stock units as director compensation that vested on March 11, 2021. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 22:04 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 7,832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020535 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,305 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 · price: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. 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.