Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IonQ, Inc.IONQ · Entity 3350 | Director | June 12, 2025 | June 14, 2025 |
| Marqeta, Inc.MQ · Entity 806 | 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.
IonQ, Inc.
Report date June 12, 2025 · Filed June 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,145 |
Ending reported balance
After 2025-06-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-12 · Exercise / conversion · Acquired 5,000 · Balance 77,841 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. Row 2 · 2025-06-12 · Sale · Disposed 16,696 · Balance 61,145 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.67 to $40.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.62 · Expires 2032-12-08 | Direct | 54,350 |
Reported balance
After 2025-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-12 · Exercise / conversion · Disposed 5,000 · Balance 54,350 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025. F3: This option, originally for 59,350 shares, vests in three equal annual installments commencing December 8, 2023, subject to the Reporting Person's continued service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.67 to $40.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: This option, originally for 59,350 shares, vests in three equal annual installments commencing December 8, 2023, subject to the Reporting Person's continued service through each such vesting date.
Marqeta, 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 | 17,800 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 17,800 F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,054 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 13,054 F2: Each restricted stock unit is convertible into one share of Class A Common Stock. F3: This RSU grant, originally granted June 10, 2026 for 13,054 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services. F4: The number of shares subject to RSUs reflects the Reverse Stock Split. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,451 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 17,451 F2: Each restricted stock unit is convertible into one share of Class A Common Stock. F5: This RSU grant, originally granted on April 18, 2025 for 26,178 RSUs (post Reverse Stock Split), of which 8,727 RSUs have vested, vest as to one-third (1/3rd) of the RSUs on each of April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date. F4: The number of shares subject to RSUs reflects the Reverse Stock Split. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares beneficially owned reflects the 1-for-4 reverse stock split effected June 30, 2026 (the "Reverse Stock Split"). Cash was paid in lieu of any fractional shares resulting from the Reverse Stock Split.
F2: Each restricted stock unit is convertible into one share of Class A Common Stock.
F3: This RSU grant, originally granted June 10, 2026 for 13,054 RSUs (post Reverse Stock Split), will vest in full on the earlier of (i) June 10, 2027 or (ii) the Issuer's next annual meeting of stockholders; provided, however, that all vesting will cease if the Reporting Person ceases to provide services to the Issuer, unless the Issuer's Board of Directors determines otherwise prior to the cessation of such services.
F4: The number of shares subject to RSUs reflects the Reverse Stock Split.
F5: This RSU grant, originally granted on April 18, 2025 for 26,178 RSUs (post Reverse Stock Split), of which 8,727 RSUs have vested, vest as to one-third (1/3rd) of the RSUs on each of April 18, 2027 and April 18, 2028, subject to the Reporting Person's continued service with the Issuer as of each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SecureWorks Corp
Report date February 03, 2025 · Filed February 04, 2025
Section 16 reporting ended · disclosed 2025-02-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-03 transaction · row 1
1 source rowRow 1 · 2025-02-03 · Disposition to issuer · Disposed 2,649,016 · Balance 0 F1: Includes restricted stock units ("Company RSUs") and performance-based restricted stock units ("Company PSUs") subject to certain vesting periods and other restrictions. F2: On February 3, 2025, SecureWorks Corp. (the "Issuer") consummated the previously announced transaction with Sophos Inc., pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of October 21, 2024, whereby Sophos Inc. indirectly acquired the Issuer. At the Effective Time (as defined in the Merger Agreement), each share of Class A common stock of the Company, par value $0.01 per share, issued and outstanding as of immediately prior to the Effective Time was converted into the right to receive cash in an amount equal to $8.50, without interest thereon (the "Per Share Amount"), less any applicable tax withholdings. F3: At the Effective Time, each (a) outstanding vested Company RSU award was canceled in exchange for the right to receive a lump-sum cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company RSU award, less applicable tax withholdings, and (b) outstanding unvested Company RSU award was canceled in exchange for the right to receive an aggregate cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such unvested Company RSU award, less applicable tax withholdings, that will vest and become payable subject to such vested Company RSU award's terms, conditions and vesting schedule. F4: At the Effective Time, each (a) outstanding vested Company PSU award was canceled in exchange for the right to receive a lump-sum cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company PSU award, less applicable tax withholdings, and (b) outstanding unvested Company PSU award was deemed achieved at the target performance level through the Effective Time and was canceled in exchange for the right to receive an aggregate amount in cash equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such unvested Company PSU award, less applicable tax withholdings, that will vest and become payable subject to such unvested Company PSU award's terms, conditions and vesting schedule (excluding any performance-based vesting conditions). |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units ("Company RSUs") and performance-based restricted stock units ("Company PSUs") subject to certain vesting periods and other restrictions.
F2: On February 3, 2025, SecureWorks Corp. (the "Issuer") consummated the previously announced transaction with Sophos Inc., pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of October 21, 2024, whereby Sophos Inc. indirectly acquired the Issuer. At the Effective Time (as defined in the Merger Agreement), each share of Class A common stock of the Company, par value $0.01 per share, issued and outstanding as of immediately prior to the Effective Time was converted into the right to receive cash in an amount equal to $8.50, without interest thereon (the "Per Share Amount"), less any applicable tax withholdings.
F3: At the Effective Time, each (a) outstanding vested Company RSU award was canceled in exchange for the right to receive a lump-sum cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company RSU award, less applicable tax withholdings, and (b) outstanding unvested Company RSU award was canceled in exchange for the right to receive an aggregate cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such unvested Company RSU award, less applicable tax withholdings, that will vest and become payable subject to such vested Company RSU award's terms, conditions and vesting schedule.
F4: At the Effective Time, each (a) outstanding vested Company PSU award was canceled in exchange for the right to receive a lump-sum cash payment equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company PSU award, less applicable tax withholdings, and (b) outstanding unvested Company PSU award was deemed achieved at the target performance level through the Effective Time and was canceled in exchange for the right to receive an aggregate amount in cash equal to the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such unvested Company PSU award, less applicable tax withholdings, that will vest and become payable subject to such unvested Company PSU award's terms, conditions and vesting schedule (excluding any performance-based vesting conditions).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 22, 2020 Filed Apr 24, 2020 21:19 UTC | SecureWorks Corp SCWX · Entity 11323 | Tax withholdingClass A Common Stock | 1,882 | $11.60 | $21,831.20 |
DisclosureSEC source: 0001123292-20-000679 · edgar.xml · nonDerivative · entry 1 Thomas Wendy · CIK 0001809969 · President, Customer Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,605 F1 · kind: Represents shares withheld by SecureWorks Corp. for payment of the tax liability incurred upon the partial vesting of restricted stock units granted on April 22, 2016. 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.