Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CS Disco, Inc.LAW · Entity 6054 | Director | June 10, 2026 | June 11, 2026 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 16, 2026 | June 18, 2026 |
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.
CS Disco, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 212,186 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 41,096 · Balance 212,186 F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date.
Workday, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 51,830 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 3,076 · Balance 51,830 F1: Includes 3,076 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,076 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apptio Inc
Report date January 10, 2019 · Filed January 12, 2019
Section 16 reporting ended · disclosed 2019-01-12. 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 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 258,952 · Balance 0 F1: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share of restricted stock units. F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-10 · Disposition to issuer · Disposed 30,000 · Balance 0 F3: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4: Includes 22,455 vested options, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F5: 1/3rd of the shares subject to the option vested on September 29, 2017 and 1/36th of the shares subject to the option vest monthly thereafter for 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the Issuer's right of repurchase. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share of restricted stock units.
F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.
F3: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F4: Includes 22,455 vested options, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F5: 1/3rd of the shares subject to the option vested on September 29, 2017 and 1/36th of the shares subject to the option vest monthly thereafter for 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the Issuer's right of repurchase.
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 3,209 · 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 1,251 · 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 18, 2026 20:11 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001145713-26-000002 · wk-form4_1781813469.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,830 F1 · balance_after: Includes 3,076 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 22:12 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 41,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-26-000144 · wk-form4_1781215919.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,186 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs shall vest in 4 equal quarterly installments measured from June 10, 2026, and shall become fully vested as of the day immediately preceding the Issuer's 2027 annual meeting of stockholders, if sooner, subject in all cases to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| November 04, 2025 Filed Nov 5, 2025 22:59 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 7,001 | $5.98 | $41,865.98 |
DisclosureSEC source: 0001625641-25-000174 · wk-form4_1762383540.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 171,090 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.96 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 20, 2025 Filed Oct 21, 2025 20:02 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 6,929 | $5.98 | $41,435.42 |
DisclosureSEC source: 0001625641-25-000163 · wk-form4_1761076944.xml · nonDerivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,089 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.94 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 20:02 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 17,902 | $5.94 | $106,337.88 |
DisclosureSEC source: 0001625641-25-000163 · wk-form4_1761076944.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,160 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.86 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 20:54 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 13,680 | $5.95 | $81,396.00 |
DisclosureSEC source: 0001625641-25-000161 · wk-form4_1760043242.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,258 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan, adopted June 13, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.92 to $5.99. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:13 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 6,500 | $5.99 | $38,935.00 |
DisclosureSEC source: 0001625641-25-000157 · wk-form4_1758140001.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 125,578 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 23:02 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 17,988 | $5.98 | $107,568.24 |
DisclosureSEC source: 0001625641-25-000155 · wk-form4_1758063775.xml · nonDerivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,078 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 23:02 UTC | CS Disco, Inc. LAW · Entity 6054 | PurchaseCommon Stock | 30,000 | $5.80 | $174,000.00 |
DisclosureSEC source: 0001625641-25-000155 · wk-form4_1758063775.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,090 F1 · shares: Shares were purchased pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.76 to $5.88. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 21:44 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 1,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-25-000134 · wk-form4_1749159653.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,754 F1 · balance_after: Includes 2,303 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 1,481 RSUs from an original grant with a grant date of 6/4/2025 which will vest 100% on 5/5/2026. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:22 UTC | CS Disco, Inc. LAW · Entity 6054 | GrantCommon Stock | 71,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001625641-25-000046 · wk-form4_1742242971.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,090 F1 · shares: Represents a restricted stock unit ("RSU") award. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest in 12 equal quarterly installments measured from March 13, 2025, subject to the Reporting Person's continuous service to the Issuer through each vesting date. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:21 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009345 · form4.xml · nonDerivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: 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 · price: 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. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:21 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | OtherCommon Stock | 3,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009345 · form4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:25 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020068 · form4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,460 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 20:19 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-24-000113 · wk-form4_1719001162.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,273 F1 · balance_after: Includes 2,994 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 1,555 RSUs from an original grant with a grant date of 6/18/2024 which will vest 100% on 5/5/2025. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:41 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023790 · form4.xml · nonDerivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,264 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:41 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023790 · form4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,012 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 20:30 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025230 · form4a.xml · nonDerivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,264 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. The original Form 4 filing for this transaction incorrectly stated that the Restricted Stock Units would vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 20:30 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025230 · form4a.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,012 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:22 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 1,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-23-000119 · wf-form4_168781812844818.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,718 F1 · balance_after: Includes 3,895 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 1,634 RSUs from an original grant with a grant date of 6/22/2023 which will vest 100% on 5/5/2024. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:27 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022100 · form4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 20:16 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 2,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-22-000119 · wf-form4_165610177540092.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,084 F1 · balance_after: Includes 5,365 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including an original grant consisting of 2,077 RSUs with a grant date of 6/22/2022, which will vest 100% on 5/15/2023. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| May 23, 2022 Filed May 25, 2022 20:31 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015634 · form4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. Subject to rounding to whole shares, one-third of the Restricted Stock Units will vest on the first anniversary of the grant date and the remainder will vest in eight equal consecutive quarterly installments beginning on the last business day of the quarter of the first anniversary. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:37 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-22-000054 · wf-form4_164754942496782.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,007 F1 · balance_after: Includes 3,288 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement. All grants are subject to the Reporting Person's continued service with the Issuer on the applicable vesting dates. Read SEC document |
| January 10, 2019 Filed Jan 12, 2019 02:33 UTC | Apptio Inc APTI · Entity 161106 | Disposition to issuerStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $14.31 | Not disclosed |
DisclosureSEC source: 0000899243-19-001081 · doc4.xml · derivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2025-11-05 F3 · shares: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4 · shares: Includes 22,455 vested options, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F3 · price: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4 · price: Includes 22,455 vested options, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F5 · derivative.exercise_date: 1/3rd of the shares subject to the option vested on September 29, 2017 and 1/36th of the shares subject to the option vest monthly thereafter for 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the Issuer's right of repurchase. F3 · derivative.underlying_shares: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4 · derivative.underlying_shares: Includes 22,455 vested options, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. Read SEC document |
| January 10, 2019 Filed Jan 12, 2019 02:33 UTC | Apptio Inc APTI · Entity 161106 | Disposition to issuerClass A Common Stock | 258,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-001081 · doc4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share of restricted stock units. F2 · price: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 22:12 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 4,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-034828 · doc4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,952 F1 · shares: The RSU Award was automatically granted on May 30, 2018 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F2 · shares: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F3 · balance_after: Includes 4,649 RSUs that represent contingent rights to receive 4,649 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| May 10, 2018 Filed May 15, 2018 01:19 UTC | Apptio Inc APTI · Entity 161106 | OtherStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0000899243-18-012810 · doc4.xml · derivative · entry 4 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2025-11-05 F3 · kind: In connection with the conversion described in footnote (2), outstanding options to purchase Class B Common Stock issued under the Issuer's 2011 Executive Equity Incentive Plan and 2007 Stock Plan remain unchanged, except that they now represent a right to buy shares of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: 1/3rd of the shares subject to the option vested on September 29, 2017 and 1/36th of the shares subject to the option vest monthly thereafter for 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the Issuer's right of repurchase. Read SEC document |
| May 10, 2018 Filed May 15, 2018 01:19 UTC | Apptio Inc APTI · Entity 161106 | OtherStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $14.31 | $0.00 |
DisclosureSEC source: 0000899243-18-012810 · doc4.xml · derivative · entry 3 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 30,000 shares Expires 2025-11-05 F3 · kind: In connection with the conversion described in footnote (2), outstanding options to purchase Class B Common Stock issued under the Issuer's 2011 Executive Equity Incentive Plan and 2007 Stock Plan remain unchanged, except that they now represent a right to buy shares of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: 1/3rd of the shares subject to the option vested on September 29, 2017 and 1/36th of the shares subject to the option vest monthly thereafter for 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the Issuer's right of repurchase. Read SEC document |
| May 10, 2018 Filed May 15, 2018 01:19 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 245,618 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-012810 · doc4.xml · derivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 245,618 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Company's Class B Common Stock automatically converted to Class A Common Stock on May 10, 2018, which is the date the Class B Common Stock ceased to represent at least 25% of the Issuer's outstanding common stock, as established in the Issuer's Amended and Restated Certificate of Incorporation. F2 · derivative.exercise_date: The Company's Class B Common Stock automatically converted to Class A Common Stock on May 10, 2018, which is the date the Class B Common Stock ceased to represent at least 25% of the Issuer's outstanding common stock, as established in the Issuer's Amended and Restated Certificate of Incorporation. F2 · derivative.expiration_date: The Company's Class B Common Stock automatically converted to Class A Common Stock on May 10, 2018, which is the date the Class B Common Stock ceased to represent at least 25% of the Issuer's outstanding common stock, as established in the Issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| May 10, 2018 Filed May 15, 2018 01:19 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass A Common Stock | 245,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-012810 · doc4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,303 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 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| July 27, 2017 Filed Jul 31, 2017 21:19 UTC | Apptio Inc APTI · Entity 161106 | GrantClass A Common Stock | 8,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046733 · doc4.xml · nonDerivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,685 F1 · security: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: The RSU Award was automatically granted on July 27, 2017 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F3 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| September 28, 2016 Filed Sep 28, 2016 20:30 UTC | Apptio Inc APTI · Entity 161106 | ConversionClass B Common Stock · Derivative | 44,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030233 · doc4.xml · derivative · entry 2 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,618 Underlying: Class A Common Stock · 44,063 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F2 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F2 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. Read SEC document |
| September 28, 2016 Filed Sep 28, 2016 20:30 UTC | Apptio Inc APTI · Entity 161106 | ConversionSeries E Preferred Stock · Derivative | 44,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030233 · doc4.xml · derivative · entry 1 BOGAN THOMAS F · CIK 0001145713 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 44,063 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: The Preferred Stock automatically converted into the issuer's Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Preferred Stock automatically converted into the issuer's Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Preferred Stock automatically converted into the issuer's Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. 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.