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 |
|---|---|---|---|---|---|---|
| December 08, 2016 Filed Dec 12, 2016 08:32 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 2,374 | $90.00 | $213,660.00 |
DisclosureSEC source: 0000877890-16-000363 · wf-form4_148154954008513.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,407 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 13:16 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 14,700 | $87.55 | $1,286,926.20 |
DisclosureSEC source: 0000877890-16-000346 · wf-form4_147975217051697.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,781 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 $87.50 - $87.66. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 11:23 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 300 | $87.50 | $26,250.00 |
DisclosureSEC source: 0000877890-16-000344 · wf-form4_147914058291093.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,481 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 16:06 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 10,000 | $84.62 | $846,190.00 |
DisclosureSEC source: 0000877890-16-000342 · wf-form4_147881199136629.xml · nonDerivative · entry 2 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,781 F1 · shares: This sale was made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person. 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 $84.06 - $84.92. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 16:06 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 15,000 | $85.34 | $1,280,025.00 |
DisclosureSEC source: 0000877890-16-000342 · wf-form4_147881199136629.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,781 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 $85.00 - $85.72. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 11:49 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 7,342 | $85.22 | $625,685.24 |
DisclosureSEC source: 0000877890-16-000325 · wf-form4_147559615199515.xml · nonDerivative · entry 1 HENSHALL DAVID J · CIK 0001176008 · EVP, COO & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,781 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. 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.