Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOX INCBOX · Entity 3932 | Director | June 25, 2026 | June 29, 2026 |
| Five9, Inc.FIVN · Entity 4346 | Director | May 20, 2026 | May 22, 2026 |
| Gen Digital Inc.GEN · Entity 2098 | Director | September 09, 2026 | September 11, 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.
BOX INC
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 69,317 |
Reported balance
After 2026-06-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 8,372 · Balance 69,317 F1: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 25, 2027) or (ii) the date of the Issuer's next annual meeting of stockholders. F2: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 25, 2027) or (ii) the date of the Issuer's next annual meeting of stockholders.
F2: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.
Five9, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,907 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 8,972 · Balance 28,907 |
Gen Digital Inc.
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,072 |
Ending reported balance
After 2026-09-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-09 · Grant · Acquired 9,072 · Balance 17,894 F1: Annual non-employee director equity award. The RSUs will vest 100% on the earlier of September 9, 2027, or the next annual meeting, and subject to service through the respective vesting date. Row 2 · 2026-09-09 · Gift · Disposed 8,822 · Balance 9,072 F2: Stock transfer to family trust over which the reporting person has voting power. |
| Common StockSEC Table I · non-derivative | IndirectRomans-Barsamian Revocable Trust | 99,885 |
Reported balance
After 2026-09-09 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-09-09 · Gift · Acquired 8,822 · Balance 99,885 F2: Stock transfer to family trust over which the reporting person has voting power. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual non-employee director equity award. The RSUs will vest 100% on the earlier of September 9, 2027, or the next annual meeting, and subject to service through the respective vesting date.
F2: Stock transfer to family trust over which the reporting person has voting power.
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 21:12 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 8,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-26-000062 · wk-form4_1789161132.xml · nonDerivative · entry 3 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Romans-Barsamian Revocable Trust Disclosed balance after: 99,885 F2 · shares: Stock transfer to family trust over which the reporting person has voting power. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 21:12 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 8,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-26-000062 · wk-form4_1789161132.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,072 F2 · shares: Stock transfer to family trust over which the reporting person has voting power. Read SEC document |
| September 09, 2026 Filed Sep 11, 2026 21:12 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 9,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-26-000062 · wk-form4_1789161132.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,894 F1 · shares: Annual non-employee director equity award. The RSUs will vest 100% on the earlier of September 9, 2027, or the next annual meeting, and subject to service through the respective vesting date. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 22:46 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 8,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-288878 · ownership.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,317 F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 25, 2027) or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:01 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 8,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-26-000087 · wk-form4_1779483691.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,907 Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:24 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 10,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000072 · wk-form4_1757622265.xml · nonDerivative · entry 3 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Romans-Barsamian Revocable Trust Disclosed balance after: 91,063 F2 · shares: Stock transfer to family trust over which the reporting person has voting power. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:24 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 10,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000072 · wk-form4_1757622265.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,822 F2 · shares: Stock transfer to family trust over which the reporting person has voting power. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:24 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 8,822 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000072 · wk-form4_1757622265.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,860 F1 · shares: Annual non-employee director equity award. The RSUs will vest 100% on the earlier of September 9, 2026, or the next annual meeting, and subject to service through the respective vesting date. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 23:38 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 6,158 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091804 · ownership.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,945 F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 27, 2026) or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| May 21, 2025 Filed May 22, 2025 21:40 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 7,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000137 · wk-form4_1747950050.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,935 Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 20:17 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 13,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000073 · wk-form4_1726258630.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Romans-Barsamian Revocable Trust Disclosed balance after: 81,025 F1 · shares: Represents shares transferred to reporting person's family trust, for which the reporting person remains a beneficial owner and exercises voting and dispositive power. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 20:17 UTC | Gen Digital Inc. GEN · Entity 2098 | GiftCommon Stock | 13,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000073 · wk-form4_1726258630.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,038 F1 · shares: Represents shares transferred to reporting person's family trust, for which the reporting person remains a beneficial owner and exercises voting and dispositive power. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:43 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 10,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000060 · wk-form4_1726173810.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,378 F1 · shares: Annual non-employee director equity award. The RSUs will vest 100% on the earlier of September 10, 2025, or the next annual meeting, and subject to service through the respective vesting date. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 23:14 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 7,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081705 · ownership.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,787 F1 · shares: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. July 2, 2025) or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000078 · wk-form4_1715891865.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,095 Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:30 UTC | Gen Digital Inc. GEN · Entity 2098 | OtherCommon Stock | 11,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049461 · doc4.xml · nonDerivative · entry 3 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Romans-Barsamian Revocable Trust Disclosed balance after: 67,685 F3 · shares: Stock transfer from the reporting person Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:30 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 13,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049461 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,340 F2 · shares: Annual non-employee director equity award. This restricted stock unit will fully vest on the earlier of September 12, 2024, or the next annual meeting. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:30 UTC | Gen Digital Inc. GEN · Entity 2098 | OtherCommon Stock | 11,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049461 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Stock transfer to family trust over which the reporting person has voting power. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 21:14 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 7,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040196 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,197 F1 · shares: Represents an annual restricted stock unit (RSU) award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 27, 2024) or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:45 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000093 · wf-form4_168444268530092.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,340 Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 21:17 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050107 · doc4.xml · nonDerivative · entry 4 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 67,685 F4 · shares: Director retainer fee issued in stock for the service rendered between April 2, 2022 and September 13, 2022. 100% of the restricted stock units vested on the grant date. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 21:17 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050107 · doc4.xml · nonDerivative · entry 3 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 66,726 F3 · shares: Director retainer fee issued in stock for service rendered between September 13, 2022 and September 12, 2023. The restricted stock units will vest quarterly during the one year period following the grant date. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 21:17 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050107 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 64,424 F2 · shares: In connection with the reporting person's service as a non-employee director of the Issuer for the period between April 2, 2022 and September 13, 2022, such reporting person has been granted restricted stock units. 100% of the restricted stock units vested on the grant date. Read SEC document |
| September 13, 2022 Filed Sep 15, 2022 21:17 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 11,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050107 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 59,414 F1 · shares: In connection with the reporting person's service as a non-employee director of the Issuer for the period between September 13, 2022 and September 12, 2023, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units will vest on the first year anniversary of the grant date. Read SEC document |
| September 13, 2022 Filed Sep 24, 2022 01:13 UTC Amendment | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 5,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051197 · doc4a.xml · nonDerivative · entry 3 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE - Romans-Barsamian Revocable Trust Disclosed balance after: 53,413 F2 · balance_after: Awards issued pursuant to the 2013 Employee Incentive Plan, as amended. F4 · balance_after: Prorated director retainer fee and annual director awards granted in stock for the period between April 2 and September 12, 2022. The restricted stock units vested 100% on grant date. Read SEC document |
| September 13, 2022 Filed Sep 24, 2022 01:13 UTC Amendment | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 11,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051197 · doc4a.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,272 F2 · balance_after: Awards issued pursuant to the 2013 Employee Incentive Plan, as amended. F3 · balance_after: Annual director award granted pursuant to the non-employee director compensation policy. This restricted stock units will vest 100% on the first anniversary of the grant date. Read SEC document |
| September 13, 2022 Filed Sep 24, 2022 01:13 UTC Amendment | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051197 · doc4a.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,302 F1 · balance_after: Director retainer fee issued in stock pursuant to the non-employee director compensation policy. This restricted stock units will vest 25% quarterly beginning December 1, 2022. F2 · balance_after: Awards issued pursuant to the 2013 Employee Incentive Plan, as amended. Read SEC document |
| July 14, 2022 Filed Jul 15, 2022 21:35 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 7,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042289 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,145 F1 · shares: Represents an annual restricted stock unit (RSU) award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. July 14, 2023) or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:47 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000058 · wf-form4_165308320921862.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,671 Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 21:58 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 7,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055535 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,372 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of September 9, 2022 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 13, 2021 Filed May 14, 2021 20:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 1,970 | $25.37 | $49,978.90 |
DisclosureSEC source: 0001209191-21-032735 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 47,444 F2 · shares: Shares issued pursuant to 2000 Director Equity Incentive Plan, as amended. Read SEC document |
| May 13, 2021 Filed May 14, 2021 20:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 10,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032735 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 45,474 F1 · shares: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:15 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000005 · wf-form4_161117731258571.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,539 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 21:15 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 2,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000005 · wf-form4_161117731258571.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Read SEC document |
| July 15, 2020 Filed Jul 16, 2020 20:25 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 10,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-042626 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,423 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of July 15, 2021 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:39 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 2,471 | $20.23 | $49,988.33 |
DisclosureSEC source: 0001209191-20-030897 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 35,226 F2 · shares: Shares issued pursuant to 2000 Director Equity Incentive Plan, as amended. Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:39 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 12,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-030897 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 32,755 F1 · shares: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 22:37 UTC | BOX INC BOX · Entity 3932 | GrantDirector Stock Option (right to buy) · Derivative | 10,632 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001209191-19-038637 · doc4.xml · derivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,632 Underlying: Class A Common Stock · 10,632 shares Expires 2029-06-19 F2 · derivative.exercise_date: Represents an automatic annual stock option award pursuant to the Issuer's Outside Director Compensation Policy. 100% of the shares subject to the option vest on the earlier of June 19, 2020 or the Issuer's next annual meeting of stockholders. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 22:37 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 5,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038637 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,363 F1 · shares: Represents an automatic annual restricted stock unit (RSU) award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 19, 2020 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2019 Filed May 15, 2019 20:31 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 2,568 | $19.47 | $49,998.96 |
DisclosureSEC source: 0001209191-19-030016 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 19,903 F2 · shares: Shares issued pursuant to 2000 Director Equity Incentive Plan, as amended. Read SEC document |
| May 14, 2019 Filed May 15, 2019 20:31 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 14,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030016 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 17,335 F1 · shares: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:30 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 494 | $22.80 | $11,263.20 |
DisclosureSEC source: 0001209191-19-008077 · doc4.xml · nonDerivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 3,211 F2 · shares: Shares issued pursuant to 2000 Director Equity Incentive Plan, as amended. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:30 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008077 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · S Barsamian & W Romans TTEE Romans - Barsamian Revocable Trust Disclosed balance after: 2,717 F1 · shares: In connection with the reporting person's service as a non-employee director of the Issuer, pursuant to the non-employee director grant policy, such reporting person has been granted restricted stock units. 100% of the restricted stock units vest on grant date. Read SEC document |
| May 28, 2018 Filed May 31, 2018 00:05 UTC | BOX INC BOX · Entity 3932 | GrantEmployee Stock Option (right to buy) · Derivative | 18,094 | $0.00 Strike: $27.41 | $0.00 |
DisclosureSEC source: 0001209191-18-034285 · doc4.xml · derivative · entry 2 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,094 Underlying: Class A Common Stock · 18,094 shares Expires 2028-05-28 F3 · shares: 1/36 of the shares subject to the option vest on June 28, 2018, and 1/36 of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date Read SEC document |
| May 28, 2018 Filed May 31, 2018 00:05 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 9,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034285 · doc4.xml · nonDerivative · entry 1 Barsamian Sue · CIK 0001742302 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,047 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/3 of the RSUs will vest on May 28, 2019. The remaining RSUs will vest annually thereafter over the following two years, subject to the Reporting Person's continued service through each vesting date. 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.