Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Director | May 07, 2026 | May 08, 2026 |
| CITRIX SYSTEMS INCCTXS · Entity 123414 | Director · CEO & PRESIDENT | October 01, 2021 | October 04, 2021 |
| Gitlab Inc.GTLB · Entity 3663 | Director | June 17, 2026 | June 23, 2026 |
| LogMeIn, Inc.LOGM · Entity 146887 | Director | August 31, 2020 | August 31, 2020 |
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.
BLACKLINE, INC.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,794 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 6,416 · Balance 22,794 F1: Reflects an automatic annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. F2: The reported securities awarded on May 7, 2026 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an automatic annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy.
F2: The reported securities awarded on May 7, 2026 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date.
CITRIX SYSTEMS INC
Report date October 01, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 338,566.847 |
Ending reported balance
After 2021-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-01 · Sale · Disposed 2,000 · Balance 342,016.847 F1: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 25, 2021. Row 2 · 2021-10-01 · Sale · Disposed 3,450 · Balance 338,566.847 F2: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 25, 2021.
F2: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021.
Gitlab Inc.
Report date June 17, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,879 |
Reported balance
After 2026-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 7,555 · Balance 17,879 F1: Represents an annual grant of restricted stock units ("RSUs") for non-employee board service. Each RSU represents a right to receive one share of Gitlab Inc. (the "Company") Class A Common Stock upon vesting. The shares underlying the RSUs will fully vest on the earlier of (1) the date of the following year's annual meeting of the Company's stockholders, and (2) the date that is one year following the date of grant (the "Vesting Date"), subject to the reporting person's continued service to the Company on the applicable Vesting Date. F2: Includes shares of Class A Common Stock that have not yet vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units ("RSUs") for non-employee board service. Each RSU represents a right to receive one share of Gitlab Inc. (the "Company") Class A Common Stock upon vesting. The shares underlying the RSUs will fully vest on the earlier of (1) the date of the following year's annual meeting of the Company's stockholders, and (2) the date that is one year following the date of grant (the "Vesting Date"), subject to the reporting person's continued service to the Company on the applicable Vesting Date.
F2: Includes shares of Class A Common Stock that have not yet vested.
LogMeIn, Inc.
Report date August 31, 2020 · Filed August 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-08-31 transaction · row 1
1 source rowRow 1 · 2020-08-31 · Disposition to issuer · Disposed 25,489 · Balance 0 F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of December 17, 2019, by and among LogMeIn, Inc. (the "Company"), Logan Parent, LLC, and Logan Merger Sub, Inc. (the "Effective Time"), each issued and outstanding share of common stock of the Company (each, a "Share") held by Mr. Henshall was converted into the right to receive $86.05 in cash, without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-08-31 · Disposition to issuer · Disposed 968 · Balance 0 F2: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans. F3: At the Effective Time, each outstanding Company RSU under the Company's stock plans was converted into the right to receive an amount in cash (without interest) equal to the product obtained by multiplying (i) the total number of Shares subject to such Company RSU immediately prior to the Effective Time by (ii) $86.05. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of December 17, 2019, by and among LogMeIn, Inc. (the "Company"), Logan Parent, LLC, and Logan Merger Sub, Inc. (the "Effective Time"), each issued and outstanding share of common stock of the Company (each, a "Share") held by Mr. Henshall was converted into the right to receive $86.05 in cash, without interest.
F2: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans.
F3: At the Effective Time, each outstanding Company RSU under the Company's stock plans was converted into the right to receive an amount in cash (without interest) equal to the product obtained by multiplying (i) the total number of Shares subject to such Company RSU immediately prior to the Effective Time by (ii) $86.05.
Past disclosures · reporting ended (5)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Aspen Technology, Inc.
Report date March 11, 2025 · Filed March 13, 2025
Section 16 reporting ended · disclosed 2025-03-13. 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 2025-03-11 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-03-11 · Other · Disposed 215 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-03-12 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-03-12 · Disposition to issuer · Disposed 2,184 · Balance 0 F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU"). F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding.
F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU").
F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU.
EVERBRIDGE, INC.
Report date July 02, 2024 · Filed July 02, 2024
Section 16 reporting ended · disclosed 2024-07-02. 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 2024-07-02 transaction · row 1
1 source rowRow 1 · 2024-07-02 · Disposition to issuer · Disposed 44,729 · Balance 0 F1: On July 2, 2024, Project Emerson Merger Sub, Inc. ("Merger Sub") completed its merger (the "Merger") with and into the Issuer pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of February 29, 2024 (the "Merger Agreement"), by and among the Issuer, Everbridge Holdings, LLC (formerly known as Project Emerson Parent, LLC) ("Parent"), and Merger Sub, which amends and restates that certain Agreement and Plan of Merger, dated as of February 4, 2024, by and among the Issuer, Parent and Merger Sub. F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of common stock was cancelled and converted into the right to receive a cash payment per share of $35.00, without interest, subject to the terms and conditions of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 2, 2024, Project Emerson Merger Sub, Inc. ("Merger Sub") completed its merger (the "Merger") with and into the Issuer pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of February 29, 2024 (the "Merger Agreement"), by and among the Issuer, Everbridge Holdings, LLC (formerly known as Project Emerson Parent, LLC) ("Parent"), and Merger Sub, which amends and restates that certain Agreement and Plan of Merger, dated as of February 4, 2024, by and among the Issuer, Parent and Merger Sub.
F2: At the effective time of the Merger (the "Effective Time"), each outstanding share of common stock was cancelled and converted into the right to receive a cash payment per share of $35.00, without interest, subject to the terms and conditions of the Merger Agreement.
GetGo, Inc.
Report date January 31, 2017 · Filed February 01, 2017
Section 16 reporting ended · disclosed 2017-02-01. 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 2017-01-31 transaction · row 1
1 source rowRow 1 · 2017-01-31 · Disposition to issuer · Disposed 15,204 · Balance 0 F1: All shares of common stock of GetGo, Inc. were obtained through a pro rata distribution by Citrix Systems, Inc. F2: Each share of common stock of GetGo, Inc. was disposed of and exchanged for one (1) share of common stock LogMeIn, Inc. (with a closing price of $108.10 per share on the transaction date, January 31, 2017, as reported by the NASDAQ Global Select Market), pursuant to the Agreement and Plan of Merger, dated as of July 26, 2016, by and among LogMeIn, Inc., Lithium Merger Sub, Inc., Citrix Systems, Inc. and GetGo, Inc., as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares of common stock of GetGo, Inc. were obtained through a pro rata distribution by Citrix Systems, Inc.
F2: Each share of common stock of GetGo, Inc. was disposed of and exchanged for one (1) share of common stock LogMeIn, Inc. (with a closing price of $108.10 per share on the transaction date, January 31, 2017, as reported by the NASDAQ Global Select Market), pursuant to the Agreement and Plan of Merger, dated as of July 26, 2016, by and among LogMeIn, Inc., Lithium Merger Sub, Inc., Citrix Systems, Inc. and GetGo, Inc., as amended.
HashiCorp, Inc.
Report date February 27, 2025 · Filed March 04, 2025
Section 16 reporting ended · disclosed 2025-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 1
1 source rowRow 1 · 2025-02-27 · Disposition to issuer · Disposed 27,879 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated April 24, 2024, between the Issuer, International Business Machines Corporation and McCloud Merger Sub, Inc., (the "Merger Agreement"), each share of Issuer Class A common stock was canceled and converted into the right to receive $35.00 per share in cash (the "Merger Consideration" or the "Per Share Price"), without interest and subject to applicable withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-27 · Disposition to issuer · Disposed 3,808 · Balance 0 F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F3: The remaining RSUs vest on September 26, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-27 · Disposition to issuer · Disposed 5,571 · Balance 0 F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F4: The RSUs vest on the earlier of (i) June 25, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-27 · Disposition to issuer · Disposed 1,458 · Balance 0 F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F5: The RSUs vest in four equal quarterly installments beginning on March 20, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated April 24, 2024, between the Issuer, International Business Machines Corporation and McCloud Merger Sub, Inc., (the "Merger Agreement"), each share of Issuer Class A common stock was canceled and converted into the right to receive $35.00 per share in cash (the "Merger Consideration" or the "Per Share Price"), without interest and subject to applicable withholding taxes.
F2: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock.
F3: The remaining RSUs vest on September 26, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs.
F4: The RSUs vest on the earlier of (i) June 25, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs.
F5: The RSUs vest in four equal quarterly installments beginning on March 20, 2025. Pursuant to the Merger Agreement, the RSUs were canceled in exchange for the right to receive an amount in cash, subject to applicable withholding taxes, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Class A Common Stock covered by the RSUs.
NEW RELIC, INC.
Report date November 08, 2023 · Filed November 13, 2023
Section 16 reporting ended · disclosed 2023-11-13. 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 |
Ending reported balance
After 2023-11-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-11-08 · Exercise / conversion · Acquired 2,952 · Balance 15,098 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. Row 2 · 2023-11-08 · Exercise / conversion · Acquired 1,336 · Balance 16,434 F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. Row 3 · 2023-11-08 · Disposition to issuer · Disposed 16,434 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-08 · Exercise / conversion · Disposed 571 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-08 · Exercise / conversion · Disposed 2,381 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-11-08 · Exercise / conversion · Disposed 3,855 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement.
F2: Pursuant to the Merger Agreement, each outstanding vested option to purchase shares of common stock of Issuer held by the Reporting Person was cancelled and converted into the right to receive a cash payment for each share underlying stock option equal to the difference between the Merger Consideration and the exercise price per share.
F3: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| August 15, 2023 Filed Aug 17, 2023 23:23 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046438 · doc4.xml · derivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 Underlying: Common Stock · 190 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2023, with the first such installment vesting on August 15, 2023, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) through such vesting date. F2 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2023, with the first such installment vesting on August 15, 2023, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) through such vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:23 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 2,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046438 · doc4.xml · derivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,982 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_date: All of the shares subject to the award vested in one installment on August 15, 2023. F1 · derivative.expiration_date: All of the shares subject to the award vested in one installment on August 15, 2023. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:23 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046438 · doc4.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,146 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. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:23 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046438 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,956 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. Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 20:48 UTC | HashiCorp, Inc. HCP · Entity 82557 | GrantRestricted Stock Units · Derivative | 6,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040348 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,434 Underlying: Class A Common Stock · 6,434 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) June 30, 2024 or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) June 30, 2024 or (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 20, 2023 Filed Jun 23, 2023 00:25 UTC | HashiCorp, Inc. HCP · Entity 82557 | Exercise / conversionRestricted Stock Units · Derivative | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039209 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 789 Underlying: Class A Common Stock · 394 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, or RSU, represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The remaining RSUs vest in two equal quarterly installments beginning on September 20, 2023. F2 · derivative.expiration_date: The remaining RSUs vest in two equal quarterly installments beginning on September 20, 2023. Read SEC document |
| June 20, 2023 Filed Jun 23, 2023 00:25 UTC | HashiCorp, Inc. HCP · Entity 82557 | Exercise / conversionClass A Common Stock | 394 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039209 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,788 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, or RSU, represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 23:33 UTC | HashiCorp, Inc. HCP · Entity 82557 | PurchaseClass A Common Stock | 10,000 | $26.82 | $268,167.00 |
DisclosureSEC source: 0001209191-23-036490 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,394 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $26.80 to $26.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 20:32 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | PurchaseCommon Stock | 20,000 | $23.24 | $464,800.00 |
DisclosureSEC source: 0001209191-23-033352 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,331 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.1521 to $23.3251 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:13 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | GrantRestricted Stock Unit · Derivative | 8,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032510 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,068 Underlying: Common Stock · 8,068 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Everbridge common stock. F2 · derivative.exercise_date: Represents a restricted stock unit ("RSU") grant. Each RSU represents the contingent right to receive one share of Issuer common stock. 100% of the RSUs will vest on May 25, 2024, or next annual shareholder meeting, subject to the Reporting Person remaining in the service of Issuer through the vesting date. F3 · derivative.expiration_date: Not applicable Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 20:43 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 761 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-011964 · wf-form4_168185062082605.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761 Underlying: Common Stock · 761 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2023, with the first such installment vesting on August 15, 2023, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2023, with the first such installment vesting on August 15, 2023, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 23:30 UTC | HashiCorp, Inc. HCP · Entity 82557 | Exercise / conversionRestricted Stock Units · Derivative | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020643 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,183 Underlying: Class A Common Stock · 394 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, or RSU, represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The remaining RSUs vest in three equal quarterly installments beginning on June 20, 2023. F2 · derivative.expiration_date: The remaining RSUs vest in three equal quarterly installments beginning on June 20, 2023. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 23:30 UTC | HashiCorp, Inc. HCP · Entity 82557 | Exercise / conversionClass A Common Stock | 394 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-020643 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 394 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, or RSU, represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:49 UTC | HashiCorp, Inc. HCP · Entity 82557 | GrantRestricted Stock Units · Derivative | 1,577 | $27.91 | $44,014.07 |
DisclosureSEC source: 0001209191-23-007128 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,577 Underlying: Class A Common Stock · 1,577 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F3 · price: The RSUs were issued to the reporting person pursuant to the Issuer's Outside Director Compensation Policy in lieu of retainer fees of $44,000. F2 · derivative.exercise_date: The RSUs vest in four equal quarterly installments beginning on March 20, 2023. F2 · derivative.expiration_date: The RSUs vest in four equal quarterly installments beginning on March 20, 2023. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:35 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | Exercise / conversionRestricted Stock Unit · Derivative | 8,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006292 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,330 Underlying: Common Stock · 8,331 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 represents the contingent right to receive one share of Everbridge common stock. F2 · derivative.exercise_date: The restricted stock units vested 50% on January 31, 2023 and the remaining 50% shall vest on January 31, 2024, as long as the reporting person remains in the service of Everbridge through the respective vesting date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 22:35 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | Exercise / conversionCommon Stock | 8,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-006292 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,331 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 represents the contingent right to receive one share of Everbridge common stock. Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 22:35 UTC | HashiCorp, Inc. HCP · Entity 82557 | GrantRestricted Stock Units · Derivative | 11,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051385 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,423 Underlying: Class A Common Stock · 11,423 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments beginning on September 26, 2023. F2 · derivative.expiration_date: The RSUs vest in three equal annual installments beginning on September 26, 2023. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 21:14 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 2,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-023363 · wf-form4_166094366634319.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982 Underlying: Common Stock · 2,982 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2023, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2023, subject to continuous service to the Company through such date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:49 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 2,640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-023200 · wf-form4_166077656997916.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,640 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_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:49 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 2,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-023200 · wf-form4_166077656997916.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,974 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. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 22:54 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | GrantRestricted Stock Unit · Derivative | 16,661 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002933 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,661 Underlying: Common Stock · 16,661 shares Expires not disclosed F1 · derivative.exercise_date: Represents a grant of restricted stock units under the Everbridge, Inc. 2016 Equity Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Everbridge common stock. The restricted stock units are scheduled to vest as to 50% on January 31, 2023 and the remaining 50% shall vest on January 31, 2024, as long as the reporting person remains in the service of Everbridge through the respective vesting date. F2 · derivative.expiration_date: Not applicable Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 11:24 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 3,450 | $107.96 | $372,462.00 |
DisclosureSEC source: 0000877890-21-000333 · wf-form4_163336106952119.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,566.847 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 11:24 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $107.96 | $215,920.00 |
DisclosureSEC source: 0000877890-21-000333 · wf-form4_163336106952119.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,016.847 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 25, 2021. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 08:48 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 404.76 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000311 · wf-form4_163274691087141.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,016.847 F1 · shares: On September 24, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 10, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 10:29 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $103.22 | $206,440.00 |
DisclosureSEC source: 0000877890-21-000285 · wf-form4_163059298590443.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,612.087 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 10:29 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,154 | $103.22 | $428,775.88 |
DisclosureSEC source: 0000877890-21-000285 · wf-form4_163059298590443.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,612.087 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 22:53 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 2,640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-017367 · wf-form4_162941361694877.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 2,640 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:51 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 1,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-017206 · wf-form4_162923708833748.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,584 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_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:51 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 1,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-017206 · wf-form4_162923708833748.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,334 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. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 09:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,155 | $100.28 | $416,663.40 |
DisclosureSEC source: 0000877890-21-000277 · wf-form4_162808360789904.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,766.087 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 09:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $100.28 | $200,560.00 |
DisclosureSEC source: 0000877890-21-000277 · wf-form4_162808360789904.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,921.087 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 12:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 3,859 | $117.15 | $452,081.85 |
DisclosureSEC source: 0000877890-21-000249 · wf-form4_162524377376891.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,921.087 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 12:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $117.15 | $234,300.00 |
DisclosureSEC source: 0000877890-21-000249 · wf-form4_162524377376891.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,780.087 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 08:59 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 383.397 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000227 · wf-form4_162497155237825.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,780.087 F1 · shares: On June 25, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 11, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 09:40 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 3,860 | $115.16 | $444,517.60 |
DisclosureSEC source: 0000877890-21-000193 · wf-form4_162264124334307.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,396.69 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 09:40 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $115.16 | $230,320.00 |
DisclosureSEC source: 0000877890-21-000193 · wf-form4_162264124334307.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,256.69 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| May 03, 2021 Filed May 4, 2021 10:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $123.26 | $246,520.00 |
DisclosureSEC source: 0000877890-21-000184 · wf-form4_162013916239421.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,256.69 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| May 03, 2021 Filed May 4, 2021 10:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 3,860 | $123.26 | $475,783.60 |
DisclosureSEC source: 0000877890-21-000184 · wf-form4_162013916239421.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,256.69 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 22, 2021. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 08:15 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,477 | $140.32 | $628,212.64 |
DisclosureSEC source: 0000877890-21-000149 · wf-form4_161762486161563.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,116.69 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 08:15 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 5,392 | $140.32 | $756,605.44 |
DisclosureSEC source: 0000877890-21-000149 · wf-form4_161762486161563.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,593.69 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 08:15 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $140.07 | $280,140.00 |
DisclosureSEC source: 0000877890-21-000149 · wf-form4_161762486161563.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,985.69 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 12:09 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 7,513 | $138.84 | $1,043,104.92 |
DisclosureSEC source: 0000877890-21-000127 · wf-form4_161720693597917.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,985.69 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. F2 · balance_after: Includes an additional 0.947 shares as a result of rounding of fractional shares. Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 09:15 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 443.77 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000117 · wf-form4_161702373158740.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,497.743 F1 · shares: On March 26, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 12, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 10:42 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 34,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000055 · wf-form4_161478613478132.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,053.973 F2 · shares: These shares of common stock are issuable pursuant to awards of restricted stock units that vest in three annual installments, with 33.4% vesting on the first anniversary of the grant date and 33.3% vesting on each of the second and third anniversaries of the grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 10:42 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $134.77 | $269,540.00 |
DisclosureSEC source: 0000877890-21-000055 · wf-form4_161478613478132.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,989.973 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,634 | $132.51 | $614,051.34 |
DisclosureSEC source: 0000877890-21-000038 · wf-form4_161230217308743.xml · nonDerivative · entry 5 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,989.973 F3 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 11,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000038 · wf-form4_161230217308743.xml · nonDerivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,623.973 F4 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted April 6, 2020, which vested upon satisfaction of certain interim performance criteria for the interim performance period ending on December 31, 2020. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 29,434 | $132.51 | $3,900,299.34 |
DisclosureSEC source: 0000877890-21-000038 · wf-form4_161230217308743.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,848.973 F3 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 77,624 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000038 · wf-form4_161230217308743.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,282.973 F2 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted March 29, 2018, which vested upon satisfaction of certain performance criteria for the performance period ending on December 31, 2020. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $133.47 | $266,940.00 |
DisclosureSEC source: 0000877890-21-000038 · wf-form4_161230217308743.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,658.973 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. 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.