Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UPWORK, INCUPWK · Entity 4876 | Chief Accounting Officer | September 18, 2026 | September 22, 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.
UPWORK, INC
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,675 |
Ending reported balance
After 2026-09-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-18 · Exercise / conversion · Acquired 3,578 · Balance 7,974 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2026-09-18 · Sale · Disposed 1,299 · Balance 6,675 F2: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.315 to $8.52 per share, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,197 |
Reported balance
After 2026-09-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-18 · Exercise / conversion · Disposed 3,578 · Balance 32,197 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.315 to $8.52 per share, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on 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.
UserTesting, Inc.
Report date January 12, 2023 · Filed January 13, 2023
Section 16 reporting ended · disclosed 2023-01-13. 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 2023-01-12 transaction · row 1
1 source rowRow 1 · 2023-01-12 · Disposition to issuer · Disposed 13,798 · Balance 0 F1: Reflects 578 shares of Common Stock acquired under the Issuer's employee stock purchase plan on November 14, 2022, not 2,500 shares reported on November 17, 2022. F2: On October 26, 2022, UserTesting, Inc., a Delaware corporation (the "Issuer" or the "Company") entered into the Agreement and Plan of Merger (the "Merger Agreement"), with Thunder Holdings, LLC, a Delaware limited liability company ("Parent"), and Thunder Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (such merger and the other transactions contemplated by the Merger Agreement, the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Upon the closing (the "Closing") of the Merger on January 12, 2023, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was cancelled and automatically converted into the right to receive an amount in cash, without interest, equal to $7.50 (the "Merger Consideration"), less any applicable withholding taxes. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.65 · Expires 2030-12-14 | Direct | 0 |
Reported balance
After 2023-01-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-12 · Disposition to issuer · Disposed 99,295 · Balance 0 F4: Pursuant to the Merger Agreement, each option (an "Option") to purchase shares of Common Stock that was vested and outstanding immediately prior to the Closing (a "Vested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Vested Option by (y) the total number of shares of Common Stock underlying such Vested Option, subject to applicable withholding taxes. Each Option that was outstanding as of immediately prior to the Closing that is not a Vested Option (an "Unvested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying F5: (Continued from Footnote 4) (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Unvested Option by (y) the total number of shares of Common Stock underlying such Unvested Option, subject to applicable withholding taxes, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Closing (except if the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was cancelled without any cash payment or other consideration being made in respect thereof). F3: The option vests as to 1/4th of the total shares on December 14, 2021 and then 1/48th of the total shares vest monthly thereafter, subject to the Reporting Holder's continued service to the Issuer on each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-12 · Disposition to issuer · Disposed 37,500 · Balance 0 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F8: Pursuant to the Merger Agreement, each RSU that was outstanding immediately prior to the Closing and vested in accordance with its terms as of the Closing (a "Vested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Vested RSU by (y) the Merger Consideration, subject to applicable withholding taxes. F9: (Continued from Footnote 8) Each RSU that was outstanding as of immediately prior to the Closing that is not a Vested RSU (an "Unvested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Unvested RSU by (y) the Merger Consideration, subject to applicable withholding taxes in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Closing. F7: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-12 · Disposition to issuer · Disposed 23,156 · Balance 0 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F8: Pursuant to the Merger Agreement, each RSU that was outstanding immediately prior to the Closing and vested in accordance with its terms as of the Closing (a "Vested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Vested RSU by (y) the Merger Consideration, subject to applicable withholding taxes. F9: (Continued from Footnote 8) Each RSU that was outstanding as of immediately prior to the Closing that is not a Vested RSU (an "Unvested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Unvested RSU by (y) the Merger Consideration, subject to applicable withholding taxes in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Closing. F10: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 578 shares of Common Stock acquired under the Issuer's employee stock purchase plan on November 14, 2022, not 2,500 shares reported on November 17, 2022.
F2: On October 26, 2022, UserTesting, Inc., a Delaware corporation (the "Issuer" or the "Company") entered into the Agreement and Plan of Merger (the "Merger Agreement"), with Thunder Holdings, LLC, a Delaware limited liability company ("Parent"), and Thunder Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (such merger and the other transactions contemplated by the Merger Agreement, the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Upon the closing (the "Closing") of the Merger on January 12, 2023, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was cancelled and automatically converted into the right to receive an amount in cash, without interest, equal to $7.50 (the "Merger Consideration"), less any applicable withholding taxes.
F3: The option vests as to 1/4th of the total shares on December 14, 2021 and then 1/48th of the total shares vest monthly thereafter, subject to the Reporting Holder's continued service to the Issuer on each vesting date.
F4: Pursuant to the Merger Agreement, each option (an "Option") to purchase shares of Common Stock that was vested and outstanding immediately prior to the Closing (a "Vested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Vested Option by (y) the total number of shares of Common Stock underlying such Vested Option, subject to applicable withholding taxes. Each Option that was outstanding as of immediately prior to the Closing that is not a Vested Option (an "Unvested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying
F5: (Continued from Footnote 4) (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Unvested Option by (y) the total number of shares of Common Stock underlying such Unvested Option, subject to applicable withholding taxes, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Closing (except if the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was cancelled without any cash payment or other consideration being made in respect thereof).
F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration.
F7: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date.
F8: Pursuant to the Merger Agreement, each RSU that was outstanding immediately prior to the Closing and vested in accordance with its terms as of the Closing (a "Vested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Vested RSU by (y) the Merger Consideration, subject to applicable withholding taxes.
F9: (Continued from Footnote 8) Each RSU that was outstanding as of immediately prior to the Closing that is not a Vested RSU (an "Unvested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Unvested RSU by (y) the Merger Consideration, subject to applicable withholding taxes in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Closing.
F10: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date.
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 18, 2026 Filed Sep 22, 2026 20:19 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 3,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001887993-26-000008 · primarydocument.xml · derivative · entry 3 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,197 Underlying: Common Stock · 3,578 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:19 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 1,299 | $8.45 | $10,977.59 |
DisclosureSEC source: 0001887993-26-000008 · primarydocument.xml · nonDerivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,675 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.315 to $8.52 per share, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2026 Filed Sep 22, 2026 20:19 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887993-26-000008 · primarydocument.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,974 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:18 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 3,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001887993-26-000006 · primarydocument.xml · derivative · entry 3 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,775 Underlying: Common Stock · 3,577 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:18 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 1,276 | $8.15 | $10,400.55 |
DisclosureSEC source: 0001887993-26-000006 · primarydocument.xml · nonDerivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,396 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.02 to $8.25 per share, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:18 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887993-26-000006 · primarydocument.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,672 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 20:52 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionRestricted Stock Units · Derivative | 3,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001887993-26-000002 · primarydocument.xml · derivative · entry 3 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,352 Underlying: Common Stock · 3,577 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 20:52 UTC | UPWORK, INC UPWK · Entity 4876 | SaleCommon Stock | 1,482 | $12.31 | $18,246.53 |
DisclosureSEC source: 0001887993-26-000002 · primarydocument.xml · nonDerivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,095 F2 · kind: Represents the number of shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of the RSUs listed in Table II. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.13 to $12.52 per share, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 20:52 UTC | UPWORK, INC UPWK · Entity 4876 | Exercise / conversionCommon Stock | 3,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001887993-26-000002 · primarydocument.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,577 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:34 UTC | UPWORK, INC UPWK · Entity 4876 | GrantRestricted Stock Units · Derivative | 42,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001887993-25-000005 · primarydocument.xml · derivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,929 Underlying: Common Stock · 42,929 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest in equal quarterly installments over three years beginning on March 18, 2026, subject to the continuing employment of the Reporting Person with the Issuer on each vesting date. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 18:48 UTC | UserTesting, Inc. USER · Entity 120672 | Disposition to issuerRestricted Stock Units · Derivative | 23,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003353 · doc4.xml · derivative · entry 4 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,156 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F8 · price: Pursuant to the Merger Agreement, each RSU that was outstanding immediately prior to the Closing and vested in accordance with its terms as of the Closing (a "Vested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Vested RSU by (y) the Merger Consideration, subject to applicable withholding taxes. F9 · price: (Continued from Footnote 8) Each RSU that was outstanding as of immediately prior to the Closing that is not a Vested RSU (an "Unvested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Unvested RSU by (y) the Merger Consideration, subject to applicable withholding taxes in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Closing. F10 · derivative.exercise_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. F10 · derivative.expiration_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 18:48 UTC | UserTesting, Inc. USER · Entity 120672 | Disposition to issuerRestricted Stock Units · Derivative | 37,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003353 · doc4.xml · derivative · entry 3 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F8 · price: Pursuant to the Merger Agreement, each RSU that was outstanding immediately prior to the Closing and vested in accordance with its terms as of the Closing (a "Vested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Vested RSU by (y) the Merger Consideration, subject to applicable withholding taxes. F9 · price: (Continued from Footnote 8) Each RSU that was outstanding as of immediately prior to the Closing that is not a Vested RSU (an "Unvested RSU") was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the total number of shares of Common Stock underlying such Unvested RSU by (y) the Merger Consideration, subject to applicable withholding taxes in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Closing. F7 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F7 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 18:48 UTC | UserTesting, Inc. USER · Entity 120672 | Disposition to issuerStock Option (right to buy) · Derivative | 99,295 | Not disclosed Strike: $2.65 | Not disclosed |
DisclosureSEC source: 0001209191-23-003353 · doc4.xml · derivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,295 shares Expires 2030-12-14 F4 · price: Pursuant to the Merger Agreement, each option (an "Option") to purchase shares of Common Stock that was vested and outstanding immediately prior to the Closing (a "Vested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Vested Option by (y) the total number of shares of Common Stock underlying such Vested Option, subject to applicable withholding taxes. Each Option that was outstanding as of immediately prior to the Closing that is not a Vested Option (an "Unvested Option"), was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to the product obtained by multiplying F5 · price: (Continued from Footnote 4) (x) the excess, if any, of (i) Merger Consideration over (ii) the per share exercise price for such Unvested Option by (y) the total number of shares of Common Stock underlying such Unvested Option, subject to applicable withholding taxes, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Closing (except if the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was cancelled without any cash payment or other consideration being made in respect thereof). F3 · derivative.exercise_date: The option vests as to 1/4th of the total shares on December 14, 2021 and then 1/48th of the total shares vest monthly thereafter, subject to the Reporting Holder's continued service to the Issuer on each vesting date. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 18:48 UTC | UserTesting, Inc. USER · Entity 120672 | Disposition to issuerCommon Stock | 13,798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003353 · doc4.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Reflects 578 shares of Common Stock acquired under the Issuer's employee stock purchase plan on November 14, 2022, not 2,500 shares reported on November 17, 2022. F2 · price: On October 26, 2022, UserTesting, Inc., a Delaware corporation (the "Issuer" or the "Company") entered into the Agreement and Plan of Merger (the "Merger Agreement"), with Thunder Holdings, LLC, a Delaware limited liability company ("Parent"), and Thunder Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (such merger and the other transactions contemplated by the Merger Agreement, the "Merger") with the Company surviving the Merger as a wholly owned subsidiary of Parent. Upon the closing (the "Closing") of the Merger on January 12, 2023, each share of the Company's Common Stock, par value $0.0001 per share ("Common Stock"), was cancelled and automatically converted into the right to receive an amount in cash, without interest, equal to $7.50 (the "Merger Consideration"), less any applicable withholding taxes. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | SaleCommon Stock | 5,156 | $7.42 | $38,281.75 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · nonDerivative · entry 5 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,720 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionRestricted Stock Units · Derivative | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · derivative · entry 9 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,156 Underlying: Common Stock · 1,654 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · derivative · entry 8 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F5 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. F5 · derivative.expiration_date: The RSUs shall vest as to 25% of the total shares on November 15, 2022, with an additional 6.25% of the total shares vesting on each subsequent February 15, May 15, August 15, and November 15 thereafter until such time as the RSUs are 100% vested, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionCommon Stock | 1,654 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · nonDerivative · entry 4 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,876 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionCommon Stock | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · nonDerivative · entry 3 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,222 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F3 · balance_after: Includes 2,500 shares of Common Stock acquired under the Issuer's employee stock purchase plan on November 14, 2022. Read SEC document |
| August 16, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | SaleCommon Stock | 636 | $4.81 | $3,059.16 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · nonDerivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,222 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. Read SEC document |
| August 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionRestricted Stock Units · Derivative | 1,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · derivative · entry 7 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,810 Underlying: Common Stock · 1,653 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. Read SEC document |
| August 15, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionCommon Stock | 1,653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,858 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 18:57 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 705 | $0.00 Strike: $2.65 | $0.00 |
DisclosureSEC source: 0001209191-22-039963 · doc4.xml · derivative · entry 2 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,295 Underlying: Common Stock · 705 shares Expires 2030-12-14 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_date: The option vests as to 1/4th of the total shares on December 14, 2021 and then 1/48th of the total shares vest monthly thereafter, subject to the Reporting Holder's continued service to the Issuer on each vesting date. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 18:57 UTC | UserTesting, Inc. USER · Entity 120672 | Exercise / conversionCommon Stock | 705 | $2.65 | $1,868.25 |
DisclosureSEC source: 0001209191-22-039963 · doc4.xml · nonDerivative · entry 1 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205 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 · balance_after: Includes 2,500 shares of Common Stock acquired under the issuer's employee stock purchase plan on May 17, 2022. Read SEC document |
| April 04, 2022 Filed Nov 17, 2022 21:49 UTC | UserTesting, Inc. USER · Entity 120672 | GrantRestricted Stock Units · Derivative | 26,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057769 · doc4.xml · derivative · entry 6 Mekhalfa Sabrina · CIK 0001887993 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,463 Underlying: Common Stock · 26,463 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement for no consideration. F4 · derivative.exercise_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on each vesting date. F4 · derivative.expiration_date: The RSUs shall vest quarterly over four years with the first vesting date being August 15, 2022, with the remainder of shares vesting on each subsequent November 15, February 15, May 15, and August 15, subject to the Reporting Person's continued service to the Issuer on 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.