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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 5, 2021 08:52 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $130.75 | $261,500.00 |
DisclosureSEC source: 0000877890-21-000006 · wf-form4_160985473763696.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,658.973 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 08:52 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,000 | $130.75 | $784,500.00 |
DisclosureSEC source: 0000877890-21-000006 · wf-form4_160985473763696.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,658.973 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 16:22 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 341.45 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000369 · wf-form4_160875850671686.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,658.973 F1 · shares: On December 22, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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, December 8, 2020. 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 |
| December 01, 2020 Filed Dec 2, 2020 16:28 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $124.31 | $248,620.00 |
DisclosureSEC source: 0000877890-20-000328 · wf-form4_160694451324264.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,317.523 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 16:28 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,000 | $124.31 | $745,860.00 |
DisclosureSEC source: 0000877890-20-000328 · wf-form4_160694451324264.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,317.523 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| November 10, 2020 Filed Nov 11, 2020 00:13 UTC | NEW RELIC, INC. NEWR · Entity 108347 | PurchaseCommon Stock | 4,750 | $54.74 | $260,008.83 |
DisclosureSEC source: 0001209191-20-057776 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,750 F1 · price: The shares were purchased at prices ranging from $54.68 to $54.75. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 15:33 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $113.62 | $227,240.00 |
DisclosureSEC source: 0000877890-20-000318 · wf-form4_160443559640605.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,317.523 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on May 18, 2020. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 15:33 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,000 | $113.62 | $681,720.00 |
DisclosureSEC source: 0000877890-20-000318 · wf-form4_160443559640605.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,317.523 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 09:06 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $139.21 | $278,420.00 |
DisclosureSEC source: 0000877890-20-000299 · wf-form4_160164396212216.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,317.523 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 |
| October 01, 2020 Filed Oct 2, 2020 09:06 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 3,826 | $139.21 | $532,617.46 |
DisclosureSEC source: 0000877890-20-000299 · wf-form4_160164396212216.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,317.523 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 12:58 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 332.041 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000285 · wf-form4_160131228460854.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,143.523 F1 · shares: On September 25, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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 11, 2020. 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, 2020 Filed Sep 2, 2020 16:58 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,220 | $145.04 | $321,988.80 |
DisclosureSEC source: 0000877890-20-000253 · wf-form4_159908031436662.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,811.482 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 16:58 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,000 | $145.04 | $290,080.00 |
DisclosureSEC source: 0000877890-20-000253 · wf-form4_159908031436662.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,031.482 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 |
| August 31, 2020 Filed Aug 31, 2020 20:07 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Disposition to issuerRestricted Stock Units · Derivative | 968 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-20-048739 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 968 shares Expires not disclosed F2 · security: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans. F3 · price: 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. F3 · derivative.exercise_date: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| August 31, 2020 Filed Aug 31, 2020 20:07 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Disposition to issuerCommon Stock | 25,489 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-048739 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| August 19, 2020 Filed Aug 21, 2020 21:13 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 1,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047979 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584 Underlying: Common Stock · 1,584 shares Expires not disclosed 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 19, 2020 Filed Aug 21, 2020 21:13 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantStock Option (Right to Buy) · Derivative | 3,855 | $0.00 Strike: $56.84 | $0.00 |
DisclosureSEC source: 0001209191-20-047979 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 Underlying: Common Stock · 3,855 shares Expires 2030-08-18 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. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 08:48 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,420 | $142.91 | $917,482.20 |
DisclosureSEC source: 0000877890-20-000251 · wf-form4_159654530625869.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,031.482 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 12:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,166 | $142.76 | $594,738.16 |
DisclosureSEC source: 0000877890-20-000249 · wf-form4_159647300641262.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,451.482 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 0.371 shares as a result of rounding of fractional shares. Read SEC document |
| July 30, 2020 Filed Jul 31, 2020 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | GrantRestricted Stock Unit · Derivative | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044250 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 968 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: The Reporting Person was awarded these restricted stock units as compensation for services rendered as a director. F3 · derivative.exercise_date: These restricted stock units shall become fully vested on July 30, 2021, subject to the Reporting Person's continued service as a director as of that date. These restricted stock units also provide for accelerated vesting in the event of an acquisition of the Issuer. F3 · derivative.expiration_date: These restricted stock units shall become fully vested on July 30, 2021, subject to the Reporting Person's continued service as a director as of that date. These restricted stock units also provide for accelerated vesting in the event of an acquisition of the Issuer. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 14:46 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,004 | $147.01 | $882,648.04 |
DisclosureSEC source: 0000877890-20-000221 · wf-form4_159371556415945.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,617.111 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 08:55 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 337.398 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000197 · wf-form4_159291693428209.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,621.111 F1 · shares: On June 19, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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 5, 2020. 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, 2020 Filed Jun 2, 2020 13:56 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 5,981 | $147.39 | $881,539.59 |
DisclosureSEC source: 0000877890-20-000167 · wf-form4_159112055388501.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,283.713 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| May 30, 2020 Filed Jun 2, 2020 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionRestricted Stock Units · Derivative | 3,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-033478 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,161 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 a contingent right to receive one share of the Issuer's common stock. F2 · shares: The Reporting Person was awarded these restricted stock units as compensation for services rendered as a director. F4 · price: The restricted stock units reported as disposed herein were settled for shares of the Issuer's common stock. F3 · derivative.exercise_date: These restricted stock units became fully vested on May 30, 2020, subject to the Reporting Person's continued service as a director as of that date. F3 · derivative.expiration_date: These restricted stock units became fully vested on May 30, 2020, subject to the Reporting Person's continued service as a director as of that date. Read SEC document |
| May 30, 2020 Filed Jun 2, 2020 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionCommon Stock | 3,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-033478 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,489 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 a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 01, 2020 Filed May 4, 2020 10:34 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 5,729 | $143.62 | $822,798.98 |
DisclosureSEC source: 0000877890-20-000151 · wf-form4_158860287449762.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,264.713 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 09:54 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 33,779 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000125 · wf-form4_158592202262384.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,993.713 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 |
| April 01, 2020 Filed Apr 3, 2020 09:54 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 5,336 | $139.14 | $742,451.04 |
DisclosureSEC source: 0000877890-20-000125 · wf-form4_158592202262384.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,214.713 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 17:34 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 3,882 | $145.91 | $566,422.62 |
DisclosureSEC source: 0000877890-20-000105 · wf-form4_158569046087835.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,550.713 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. F3 · balance_after: Includes an additional 0.121 shares as a result of rounding of fractional shares. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 17:34 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 5,730 | $141.30 | $809,649.00 |
DisclosureSEC source: 0000877890-20-000105 · wf-form4_158569046087835.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,432.592 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 5, 2019. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 17:34 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 7,436 | $140.04 | $1,041,337.44 |
DisclosureSEC source: 0000877890-20-000105 · wf-form4_158569046087835.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,162.592 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 08:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 432.624 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000081 · wf-form4_158496638738077.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,598.592 F1 · shares: On March 20, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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 6, 2020. 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 02, 2020 Filed Mar 3, 2020 14:08 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,293 | $104.06 | $446,729.58 |
DisclosureSEC source: 0000877890-20-000055 · wf-form4_158326249944402.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,165.968 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 08:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,029 | $121.09 | $245,691.61 |
DisclosureSEC source: 0000877890-20-000034 · wf-form4_158082286031628.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,458.968 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 08:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,744 | $121.09 | $332,270.96 |
DisclosureSEC source: 0000877890-20-000034 · wf-form4_158082286031628.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,487.968 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 9,313 | $123.01 | $1,145,592.13 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 6 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,231.968 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 23,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 5 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,544.968 F4 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted August 1, 2017, which vested based upon satisfaction of subscription bookings as a percentage of product bookings targets for the performance period ending on December 31, 2019. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 5,408 | $123.01 | $665,238.08 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,877.968 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 13,741 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,285.968 F3 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted August 1, 2017, which vested based upon satisfaction of non-GAAP corporate operating margin targets for the performance period ending on December 31, 2019. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 5,476 | $123.01 | $673,602.76 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,544.968 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 16,965 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000028 · wf-form4_158050397992562.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,020.968 F1 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted March 30, 2017, which vested based upon satisfaction of certain performance criteria for the performance period ending on December 31, 2019. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 11:06 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,313 | $111.71 | $481,818.17 |
DisclosureSEC source: 0000877890-20-000008 · wf-form4_157806756123383.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,055.968 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 13:37 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 463.379 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000325 · wf-form4_157712625241619.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,368.968 F1 · shares: On December 20, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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, December 6, 2019. 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 |
| December 02, 2019 Filed Dec 4, 2019 14:32 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,250 | $112.48 | $478,040.00 |
DisclosureSEC source: 0000877890-19-000299 · wf-form4_157548795665645.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,905.589 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 14:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,355 | $109.07 | $693,139.85 |
DisclosureSEC source: 0000877890-19-000289 · wf-form4_157298254734944.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,155.589 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 12:00 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,353 | $96.95 | $615,923.35 |
DisclosureSEC source: 0000877890-19-000262 · wf-form4_157003201531365.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,510.589 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 08:29 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 528.8 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000247 · wf-form4_156932814444646.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,863.589 F1 · security: test footnote F2 · shares: On September 20, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 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 6, 2019. 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 03, 2019 Filed Sep 4, 2019 11:18 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,353 | $92.34 | $586,636.02 |
DisclosureSEC source: 0000877890-19-000220 · wf-form4_156761028979920.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,334.789 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 11:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,115 | $94.25 | $387,838.75 |
DisclosureSEC source: 0000877890-19-000208 · wf-form4_156501954855736.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,687.789 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 11:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,353 | $94.11 | $597,880.83 |
DisclosureSEC source: 0000877890-19-000208 · wf-form4_156501954855736.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,802.789 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on November 19, 2018. 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.