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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 2, 2019 14:18 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 6,353 | $99.44 | $631,742.32 |
DisclosureSEC source: 0000877890-19-000180 · wf-form4_156209151436890.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,155.789 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 |
| June 21, 2019 Filed Jun 25, 2019 15:44 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 548.608 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000162 · wf-form4_156149182702350.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,508.789 F1 · security: test footnote F2 · shares: On June 21, 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, June 7, 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 |
| June 03, 2019 Filed Jun 4, 2019 09:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,367 | $93.99 | $410,454.33 |
DisclosureSEC source: 0000877890-19-000138 · wf-form4_155965474695987.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,960.181 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 |
| May 30, 2019 Filed Jun 3, 2019 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionRestricted Stock Units · Derivative | 2,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033868 · doc4.xml · derivative · entry 5 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,451 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. F5 · price: The restricted stock units reported as disposed herein were settled for shares of the Issuer's common stock. F6 · derivative.exercise_date: These restricted stock units vested in two equal installments over a two-year period, with 50% of the restricted stock units becoming vested on the date of the Issuer's 2018 Annual Meeting of Stockholders and the remaining 50% of the restricted stock units becoming vested on the date of the Issuer's 2019 Annual Meeting of Stockholders, with each vesting subject to the Reporting Person's continued service as a director as of that date. F6 · derivative.expiration_date: These restricted stock units vested in two equal installments over a two-year period, with 50% of the restricted stock units becoming vested on the date of the Issuer's 2018 Annual Meeting of Stockholders and the remaining 50% of the restricted stock units becoming vested on the date of the Issuer's 2019 Annual Meeting of Stockholders, with each vesting subject to the Reporting Person's continued service as a director as of that date. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionRestricted Stock Units · Derivative | 2,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033868 · doc4.xml · derivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,223 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. F5 · price: The restricted stock units reported as disposed herein were settled for shares of the Issuer's common stock. F4 · derivative.exercise_date: These restricted stock units became fully vested on the date of the Issuer's 2019 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director as of that date. F4 · derivative.expiration_date: These restricted stock units became fully vested on the date of the Issuer's 2019 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director as of that date. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | GrantRestricted Stock Units · Derivative | 3,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033868 · doc4.xml · derivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,161 Underlying: Common Stock · 3,161 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 the earlier of (i) the date of the Issuer's 2020 Annual Meeting of Stockholders or (ii) May 30, 2020, 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 the earlier of (i) the date of the Issuer's 2020 Annual Meeting of Stockholders or (ii) May 30, 2020, 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 |
| May 30, 2019 Filed Jun 3, 2019 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionCommon Stock | 2,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033868 · doc4.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,328 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 30, 2019 Filed Jun 3, 2019 20:09 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionCommon Stock | 2,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033868 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,877 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, 2019 Filed May 2, 2019 09:23 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,298 | $101.00 | $434,098.00 |
DisclosureSEC source: 0000877890-19-000127 · wf-form4_155680337508047.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,327.181 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 |
| April 08, 2019 Filed Apr 10, 2019 18:11 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Exercise / conversionCommon Stock · Derivative | 52,379 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000115 · wf-form4_155493428140831.xml · derivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,379 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. F3 · derivative.exercise_date: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance-based units vested on the Issuer's total shareholder return, determined at the three-year period ended on March 30, 2019. F3 · derivative.expiration_date: Each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance-based units vested on the Issuer's total shareholder return, determined at the three-year period ended on March 30, 2019. F4 · derivative.underlying_shares: As a result of the Company's satisfaction of certain performance criteria for the three-year period ended March 30, 2019, the reporting person vested in 150.50% of the original grant of 28,500 performance-based restricted stock units granted on March 30, 2016, as adjusted for dividends paid on the Issuer's common stock since that date. F5 · derivative.underlying_shares: The number of performance-based restricted stock units reflects the addition of 6,062 performance-based restricted stock units to the reporting person's initial grant as an adjustment in order to preserve the intrinsic value of the performance-based restricted stock units following the Issuer's separation of its GoTo business, as reported in the Issuer's Annual Report on Form 10-K for the fiscal year ended December 31, 2017. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 18:11 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 20,612 | $100.93 | $2,080,369.16 |
DisclosureSEC source: 0000877890-19-000115 · wf-form4_155493428140831.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,625.181 F2 · shares: Represents shares withheld to satisfy the tax obligations associated with the vesting of performance-based restricted stock units. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 18:11 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Exercise / conversionCommon Stock | 52,379 | $100.93 | $5,286,612.47 |
DisclosureSEC source: 0000877890-19-000115 · wf-form4_155493428140831.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,237.181 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 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted March 30, 2016, which vested based upon satisfaction of certain performance criteria for the three-year performance period ended March 30, 2019. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 15:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 4,298 | $100.00 | $429,800.00 |
DisclosureSEC source: 0000877890-19-000101 · wf-form4_155423325741085.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,858.181 F2 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 14, 2018. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 15:27 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 40,149 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000101 · wf-form4_155423325741085.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,156.181 F1 · 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 29, 2019 Filed Apr 1, 2019 12:47 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 7,338 | $99.66 | $731,305.08 |
DisclosureSEC source: 0000877890-19-000085 · wf-form4_155413723847939.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,007.181 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 29, 2019 Filed Apr 1, 2019 12:47 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 3,831 | $99.66 | $381,797.46 |
DisclosureSEC source: 0000877890-19-000085 · wf-form4_155413723847939.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,345.181 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 29, 2019 Filed Apr 1, 2019 12:47 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,566 | $99.66 | $455,047.56 |
DisclosureSEC source: 0000877890-19-000085 · wf-form4_155413723847939.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,176.181 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 0.695 shares as a result of rounding of fractional shares. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 13:51 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock · Derivative | 120.831 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000055 · wf-form4_155353623727445.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,367.886 Underlying: Common Stock · 120.831 shares Expires not disclosed F1 · shares: On March 22, 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, March 8, 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. F2 · derivative.exercise_date: As reported at the time of grant of the underlying restricted stock units, each performance-based restricted stock unit represents one share of the Issuer's common stock. The performance-based units vest based on the Issuer's total shareholder return, determined at the three-year period ending on March 30, 2019 or upon a change in control of the Issuer. F2 · derivative.expiration_date: As reported at the time of grant of the underlying restricted stock units, each performance-based restricted stock unit represents one share of the Issuer's common stock. The performance-based units vest based on the Issuer's total shareholder return, determined at the three-year period ending on March 30, 2019 or upon a change in control of the Issuer. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 13:51 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 542.487 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000055 · wf-form4_155353623727445.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,741.486 F1 · shares: On March 22, 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, March 8, 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 21, 2018 Filed Dec 26, 2018 06:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock · Derivative | 120.055 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000877890-18-000187 · wf-form4_154582418969991.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,247.055 Underlying: Common Stock · 120.055 shares Expires not disclosed F1 · shares: On December 21, 2018, 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 7, 2018. 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. F2 · derivative.exercise_date: As reported at the time of grant of the underlying restricted stock units, each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance-based units vest based on the Issuer's total shareholder return, determined at the three-year period ending on March 30, 2019 or upon a change in control of the Issuer. F2 · derivative.expiration_date: As reported at the time of grant of the underlying restricted stock units, each performance-based restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. The performance-based units vest based on the Issuer's total shareholder return, determined at the three-year period ending on March 30, 2019 or upon a change in control of the Issuer. Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 06:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 538.999 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-18-000187 · wf-form4_154582418969991.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,198.999 F1 · shares: On December 21, 2018, 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 7, 2018. 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 |
| August 01, 2018 Filed Aug 2, 2018 09:31 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,073 | $109.97 | $447,907.81 |
DisclosureSEC source: 0000877890-18-000115 · wf-form4_153321668835022.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,660 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| July 12, 2018 Filed Jul 16, 2018 13:08 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 10,000 | $107.23 | $1,072,300.00 |
DisclosureSEC source: 0000877890-18-000111 · wf-form4_153176091484346.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,733 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted on March 14, 2018 by the Reporting Person. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 06:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 503 | $106.46 | $53,549.38 |
DisclosureSEC source: 0000877890-18-000087 · wf-form4_152897273912249.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,733 F1 · shares: This sale was made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 14, 2018. F3 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $106.30 - $106.53. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 06:39 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 9,497 | $105.78 | $1,004,573.67 |
DisclosureSEC source: 0000877890-18-000087 · wf-form4_152897273912249.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,236 F1 · shares: This sale was made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 14, 2018. F2 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $105.28 - $106.24. Read SEC document |
| May 31, 2018 Filed May 31, 2018 20:02 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionRestricted Stock Units · Derivative | 2,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-034336 · doc4.xml · derivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,451 Underlying: Common Stock · 2,450 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. F5 · price: The restricted stock units reported as disposed herein were settled for shares of the Issuer's common stock. F4 · derivative.exercise_date: These restricted stock units vest in two equal installments over a two-year period, with (a) 50% of the restricted stock units becoming vested on the date of the Issuer's 2018 Annual Meeting of Stockholders; and (b) the remaining 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) June 1, 2019, with each vesting 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 that the Reporting Person's employment is terminated in connection with an acquisition of the Issuer. F4 · derivative.expiration_date: These restricted stock units vest in two equal installments over a two-year period, with (a) 50% of the restricted stock units becoming vested on the date of the Issuer's 2018 Annual Meeting of Stockholders; and (b) the remaining 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) June 1, 2019, with each vesting 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 that the Reporting Person's employment is terminated in connection with an acquisition of the Issuer. Read SEC document |
| May 31, 2018 Filed May 31, 2018 20:02 UTC | LogMeIn, Inc. LOGM · Entity 146887 | GrantRestricted Stock Units · Derivative | 2,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034336 · doc4.xml · derivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,223 Underlying: Common Stock · 2,223 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 the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) May 31, 2019, 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 the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) May 31, 2019, 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 |
| May 31, 2018 Filed May 31, 2018 20:02 UTC | LogMeIn, Inc. LOGM · Entity 146887 | Exercise / conversionCommon Stock | 2,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-034336 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,654 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, 2018 Filed May 2, 2018 15:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 12,500 | $103.46 | $1,293,187.50 |
DisclosureSEC source: 0000877890-18-000068 · wf-form4_152529077783077.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,733 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $103.22 - $103.62. Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 10:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 3,804 | $92.80 | $353,011.20 |
DisclosureSEC source: 0000877890-18-000052 · wf-form4_152276560011221.xml · nonDerivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,233 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 10:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,534 | $92.80 | $420,755.20 |
DisclosureSEC source: 0000877890-18-000052 · wf-form4_152276560011221.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,037 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 10:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,474 | $92.80 | $415,187.20 |
DisclosureSEC source: 0000877890-18-000052 · wf-form4_152276560011221.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,571 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 10:26 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 55,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-18-000052 · wf-form4_152276560011221.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,045 F1 · 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 |
| February 21, 2018 Filed Feb 22, 2018 13:55 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 24,361 | $91.78 | $2,235,852.58 |
DisclosureSEC source: 0000877890-18-000032 · wf-form4_151932572325876.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,489 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 13:55 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 66,073 | $91.78 | $6,064,179.94 |
DisclosureSEC source: 0000877890-18-000032 · wf-form4_151932572325876.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,850 F1 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted March 30, 2015, which vested based upon satisfaction of certain performance criteria for the performance period ending December 31, 2017. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 12:18 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 12,500 | $92.62 | $1,157,750.00 |
DisclosureSEC source: 0000877890-18-000018 · wf-form4_151759192091880.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,777 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $92.08 - $92.96. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 16:22 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 12,500 | $88.31 | $1,103,875.00 |
DisclosureSEC source: 0000877890-17-000169 · wf-form4_151242252201382.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,277 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $88.06 - $88.39. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 10:32 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 12,500 | $84.25 | $1,053,150.00 |
DisclosureSEC source: 0000877890-17-000159 · wf-form4_151024151496604.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,777 F1 · shares: This sale was made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. F2 · price: The shares sold on this date were sold in multiple transactions. This price is the weighted average sales price per share of all shares sold on this date, the actual sale prices per share range from $84.04 - $84.34. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 17:03 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 31,048 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-17-000104 · wf-form4_150179421619853.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · CEO & PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,277 F1 · 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 |
| June 01, 2017 Filed Jun 2, 2017 20:14 UTC | LogMeIn, Inc. LOGM · Entity 146887 | GrantRestricted Stock Units · Derivative | 4,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037211 · doc4.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,901 Underlying: Common Stock · 4,901 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 vest in two equal installments over a two-year period, with (a) 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2018 Annual Meeting of Stockholders or (ii) June 1, 2018; and (b) the remaining 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) June 1, 2019, with each vesting 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 that the Reporting Person's employment is terminated in connection with an acquisition of the Issuer. F3 · derivative.expiration_date: These restricted stock units shall vest in two equal installments over a two-year period, with (a) 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2018 Annual Meeting of Stockholders or (ii) June 1, 2018; and (b) the remaining 50% of the restricted stock units becoming vested on the earlier of (i) the date of the Issuer's 2019 Annual Meeting of Stockholders or (ii) June 1, 2019, with each vesting 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 that the Reporting Person's employment is terminated in connection with an acquisition of the Issuer. Read SEC document |
| May 16, 2017 Filed May 23, 2017 21:10 UTC | EVERBRIDGE, INC. EVBG · Entity 89241 | GrantStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $24.87 | $0.00 |
DisclosureSEC source: 0001204899-17-000004 · primary_doc.xml · derivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2027-05-16 F1 · derivative.exercise_date: This Stock Option vests in full on the earlier of: (i) the date of the Issuer's next annual meeting of stockholders held after the date of the grant or (ii) the first anniversary of the date of grant, in each case subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 30, 2017 Filed Apr 3, 2017 16:23 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 29,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-17-000057 · wf-form4_149125096024796.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,229 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 30, 2017 Filed Apr 3, 2017 16:23 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,833 | $84.11 | $406,503.63 |
DisclosureSEC source: 0000877890-17-000057 · wf-form4_149125096024796.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,229 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, 2017 Filed Apr 3, 2017 16:23 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 4,770 | $84.11 | $401,204.70 |
DisclosureSEC source: 0000877890-17-000057 · wf-form4_149125096024796.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,062 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 28, 2017 Filed Mar 30, 2017 08:11 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 7,147 | $83.99 | $600,276.53 |
DisclosureSEC source: 0000877890-17-000045 · wf-form4_149087590406768.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,832 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 13:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 17,806 | $78.78 | $1,402,756.68 |
DisclosureSEC source: 0000877890-17-000020 · wf-form4_148718235307861.xml · nonDerivative · entry 4 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,979 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 13:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 42,445 | $78.78 | $3,343,817.10 |
DisclosureSEC source: 0000877890-17-000020 · wf-form4_148718235307861.xml · nonDerivative · entry 3 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,785 F3 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted October 1, 2015, which vested based upon satisfaction of certain performance criteria for the performance period ending on December 31, 2016. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 13:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 26,082 | $78.78 | $2,054,739.96 |
DisclosureSEC source: 0000877890-17-000020 · wf-form4_148718235307861.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,340 F2 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 13:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 66,547 | $78.78 | $5,242,572.66 |
DisclosureSEC source: 0000877890-17-000020 · wf-form4_148718235307861.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,422 F1 · shares: These shares of common stock were issued pursuant to an award of performance-based restricted stock units granted on March 28, 2014, which vested based upon satisfaction of certain performance criteria for the performance period ending on December 31, 2016. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 21:05 UTC | GetGo, Inc. NONE · Entity 179299 | Disposition to issuerCommon Stock | 15,204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-002353 · doc4.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · Director · Chief Finacial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: All shares of common stock of GetGo, Inc. were obtained through a pro rata distribution by Citrix Systems, Inc. F2 · price: 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. 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.