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, 2020 Filed Jan 5, 2021 21:11 UTC | CLARIVATE PLC CCC · Entity 4778 | Tax withholdingOrdinary Shares | 378 | $29.71 | $11,230.38 |
DisclosureSEC source: 0001764046-21-000002 · wf-form4_160988106776770.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,395 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 |
| December 31, 2020 Filed Jan 5, 2021 21:11 UTC | CLARIVATE PLC CCC · Entity 4778 | GrantOrdinary Shares | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001764046-21-000002 · wf-form4_160988106776770.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,773 F1 · shares: Quarterly award of shares elected in lieu of cash retainer for services as a member of the Board of Directors and granted pursuant to the Clarivate Plc 2019 Incentive Award Plan. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 23:10 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,488 | $15.12 | $22,498.56 |
DisclosureSEC source: 0001209191-21-001523 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,473 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:40 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,973 | $11.40 | $22,492.20 |
DisclosureSEC source: 0001209191-20-053187 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,985 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:33 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 2,008 | $11.20 | $22,489.60 |
DisclosureSEC source: 0001209191-20-040336 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,012 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| May 14, 2020 Filed May 14, 2020 17:17 UTC | CONCENTRIX SERVICESOURCE INC. SREV · Entity 125270 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-007824 · wf-form4_158949106001380.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,975 F1 · shares: The reported shares are represented by restricted stock units that vest on May 14, 2021. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 21:33 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 2,034 | $11.06 | $22,496.04 |
DisclosureSEC source: 0000899243-20-009863 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,004 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| March 11, 2020 Filed Mar 11, 2020 20:30 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 7,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007891 · doc4.xml · derivative · entry 3 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,832 Underlying: Common Stock · 7,832 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: (a) March 11, 2021, or (b) the business day immediately preceding the Issuer's next annual meeting of stockholders. F4 · 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 11, 2021, or (b) the business day immediately preceding the Issuer's next annual meeting of stockholders. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:30 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 8,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007891 · 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 · 8,124 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 April 15, 2019, the Reporting Person was issued 8,124 time-based restricted stock units as director compensation that vested on March 9, 2020. F3 · derivative.expiration_date: On April 15, 2019, the Reporting Person was issued 8,124 time-based restricted stock units as director compensation that vested on March 9, 2020. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:30 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 8,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-007891 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,970 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 |
| March 05, 2020 Filed Mar 6, 2020 16:40 UTC | CONCENTRIX SERVICESOURCE INC. SREV · Entity 125270 | GrantCommon Stock | 17,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000484 · edgar.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,975 F1 · shares: The reported shares are represented by restricted stock units, which vest one year from the date of grant. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 23:03 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,333 | $16.87 | $22,487.71 |
DisclosureSEC source: 0001209191-20-000413 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,846 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 22:34 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,311 | $17.15 | $22,483.65 |
DisclosureSEC source: 0001209191-19-051383 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:02 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantCommon Stock | 1,202 | $18.71 | $22,489.42 |
DisclosureSEC source: 0001209191-19-039808 · doc4.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 F1 · kind: Represents vested shares of Issuer common stock issued as director compensation in lieu of cash. Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 22:06 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 8,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-010788 · doc4.xml · derivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,124 Underlying: Common Stock · 8,124 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) at the discretion of the Issuer's compensation committee. F2 · kind: Represents a grant of time-based restricted stock units issued as director compensation that vests on March 27, 2020. F2 · derivative.exercise_date: Represents a grant of time-based restricted stock units issued as director compensation that vests on March 27, 2020. F2 · derivative.expiration_date: Represents a grant of time-based restricted stock units issued as director compensation that vests on March 27, 2020. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:09 UTC | IHS Markit Ltd. INFO · Entity 129710 | Tax withholdingCommon Shares | 20,181 | $39.45 | $796,140.45 |
DisclosureSEC source: 0001598014-17-000033 · wf-form4_148616694943369.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,359 F1 · kind: Represents shares repurchased by the company for taxes upon vesting of restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:09 UTC | IHS Markit Ltd. INFO · Entity 129710 | GrantCommon Shares | 9,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001598014-17-000033 · wf-form4_148616694943369.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,540 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:18 UTC | IHS Markit Ltd. INFO · Entity 129710 | Tax withholdingCommon Shares | 931 | $39.00 | $36,309.00 |
DisclosureSEC source: 0001598014-17-000014 · wf-form4_148546549375528.xml · nonDerivative · entry 2 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,034 F1 · kind: Represents shares withheld for taxes upon vesting of restricted stock units. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:18 UTC | IHS Markit Ltd. INFO · Entity 129710 | GrantCommon Shares | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001598014-17-000014 · wf-form4_148546549375528.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,965 Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 21:01 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 30,000 | $34.94 | $1,048,200.00 |
DisclosureSEC source: 0001598014-16-000079 · wf-form4_147950286304888.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,426 F1 · price: The price is a weighted average price. The prices actually received ranged from $34.78 to $35.02. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, uponrequest, information regarding the number of shares sold at each price within the range. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:27 UTC | IHS Markit Ltd. INFO · Entity 129710 | SaleCommon Shares | 50,000 | $37.60 | $1,880,000.00 |
DisclosureSEC source: 0001598014-16-000067 · wf-form4_147561643645363.xml · nonDerivative · entry 1 Bomba Jane L Okun · CIK 0001324628 · EVP Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,426 F1 · price: The price is a weighted average price. The prices actually received ranged from $37.18 to $37.73. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. 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.