Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KnightSwan Acquisition CorpKNSW · Entity 95609 | Director · 10% owner | January 20, 2022 | January 20, 2022 |
| PagerDuty, Inc.PD · Entity 4906 | Director | June 18, 2026 | June 23, 2026 |
| SPLUNK INCSPLK · Entity 92815 | President and CGO | March 24, 2022 | March 28, 2022 |
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.
KnightSwan Acquisition Corp
Report date January 20, 2022 · Filed January 20, 2022
Jointly reported with KnightSwan Sponsor LLC, Daly Brandee
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2022-01-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reported shares of KnightSwan Acquisition Corporation (the "Issuer") are directly held by KnightSwan Sponsor LLC (the "Sponsor"). The Issuer's shares of Class B common stock, par value $0.0001 per share, are convertible for the Issuer's shares of Class A common stock, par value $0.0001 per share, as described in the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-261856) and have no expiration date. F2: If the underwriter's option to purchase additional units is not exercised in full, the Sponsor will forfeit to the Issuer up to 750,000 founder shares upon the expiration of the underwriter's option to purchase additional units. F3: The Sponsor is the record holder of such shares of Class B common stock. Ms. Daly and Ms. Carlson are the members of the Sponsor and share voting and investment discretion with respect to the shares of Class B common stock held of record by the Sponsor. In addition, each of Ms. Daly and Ms. Carlson may be entitled to distributions of private placement warrants from the Sponsor following the consummation of the initial business combination. Each of Ms. Daly and Ms. Carlson disclaims any beneficial ownership of the securities held by the Sponsor, other than to the extent of any pecuniary interest she may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares of KnightSwan Acquisition Corporation (the "Issuer") are directly held by KnightSwan Sponsor LLC (the "Sponsor"). The Issuer's shares of Class B common stock, par value $0.0001 per share, are convertible for the Issuer's shares of Class A common stock, par value $0.0001 per share, as described in the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-261856) and have no expiration date.
F2: If the underwriter's option to purchase additional units is not exercised in full, the Sponsor will forfeit to the Issuer up to 750,000 founder shares upon the expiration of the underwriter's option to purchase additional units.
F3: The Sponsor is the record holder of such shares of Class B common stock. Ms. Daly and Ms. Carlson are the members of the Sponsor and share voting and investment discretion with respect to the shares of Class B common stock held of record by the Sponsor. In addition, each of Ms. Daly and Ms. Carlson may be entitled to distributions of private placement warrants from the Sponsor following the consummation of the initial business combination. Each of Ms. Daly and Ms. Carlson disclaims any beneficial ownership of the securities held by the Sponsor, other than to the extent of any pecuniary interest she may have therein, directly or indirectly.
PagerDuty, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,470 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 21,816 · Balance 53,470 F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date. F2: A portion of these shares represent Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date.
F2: A portion of these shares represent Restricted Stock Units.
SPLUNK INC
Report date March 24, 2022 · Filed March 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 122,307 |
Reported balance
After 2022-03-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-24 · Grant · Acquired 56,715 · Balance 122,307 F1: The reported shares are represented by performance units ("PSUs") earned pursuant to the terms of a performance unit award granted on April 19, 2021 reflecting the achievement of the related performance conditions. One-third of the PSUs vest on March 24, 2022 and one-twelfth of the PSUs shall vest quarterly thereafter on June 10th, September 10th, December 10th and March 10th of each year. F2: This number is restated to correct the underreporting of two shares withheld for taxes in the Reporting Person's Form 4 filed on March 11, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 114,869 |
Reported balance
After 2022-03-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-03-24 · Tax withholding · Disposed 7,438 · Balance 114,869 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by performance units ("PSUs") earned pursuant to the terms of a performance unit award granted on April 19, 2021 reflecting the achievement of the related performance conditions. One-third of the PSUs vest on March 24, 2022 and one-twelfth of the PSUs shall vest quarterly thereafter on June 10th, September 10th, December 10th and March 10th of each year.
F2: This number is restated to correct the underreporting of two shares withheld for taxes in the Reporting Person's Form 4 filed on March 11, 2022.
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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 23, 2026 23:12 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 21,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001856908-26-000002 · wk-form4_1782256336.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,470 F1 · shares: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date. F2 · balance_after: A portion of these shares represent Restricted Stock Units. Read SEC document |
| June 26, 2025 Filed Jul 1, 2025 00:41 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 12,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001568100-25-000078 · wk-form4_1751330486.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,654 F1 · shares: Represents 12,416 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| March 13, 2024 Filed Mar 16, 2024 00:44 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 19,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001568100-24-000018 · wk-form4_1710549833.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,238 F1 · shares: Represents 19,238 restricted stock units acquired pursuant to the Issuer's Non-Employee Director compensation policy. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the restricted stock unit award shall vest in three equal annual installments on the anniversary of the grant date, subject to continuous service to the Issuer on such date Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 17:40 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 7,438 | $142.98 | $1,063,485.24 |
DisclosureSEC source: 0001209191-22-021345 · doc4.xml · nonDerivative · entry 2 Carlson Teresa · CIK 0001856908 · President and CGO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,869 Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 17:40 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 56,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021345 · doc4.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · President and CGO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,307 F1 · shares: The reported shares are represented by performance units ("PSUs") earned pursuant to the terms of a performance unit award granted on April 19, 2021 reflecting the achievement of the related performance conditions. One-third of the PSUs vest on March 24, 2022 and one-twelfth of the PSUs shall vest quarterly thereafter on June 10th, September 10th, December 10th and March 10th of each year. F2 · balance_after: This number is restated to correct the underreporting of two shares withheld for taxes in the Reporting Person's Form 4 filed on March 11, 2022. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:12 UTC | SPLUNK INC SPLK · Entity 92815 | Tax withholdingCommon Stock | 6,663 | $126.92 | $845,667.96 |
DisclosureSEC source: 0001209191-22-018207 · doc4.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · President and CGO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,594 F1 · balance_after: Includes 93 shares acquired under the Splunk Inc. Employee Stock Purchase Plan on December 15, 2021. Read SEC document |
| April 19, 2021 Filed Apr 19, 2021 20:15 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 22,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027433 · doc4.xml · nonDerivative · entry 2 Carlson Teresa · CIK 0001856908 · President and CGO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,164 F2 · shares: The reported securities are represented by restricted stock units ("RSUs"). One-third of the RSUs vest on March 10, 2022 and one-twelfth of the RSUs shall vest quarterly thereafter. Read SEC document |
| April 19, 2021 Filed Apr 19, 2021 20:15 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 49,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027433 · doc4.xml · nonDerivative · entry 1 Carlson Teresa · CIK 0001856908 · President and CGO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,654 F1 · shares: The reported securities are represented by restricted stock units ("RSUs"). Twenty-five percent of the RSUs vest on March 10, 2022 and 1/16th of the RSUs shall vest quarterly thereafter. 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.