Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCC · Entity 4014 | Director | May 21, 2026 | May 26, 2026 |
| Sprinklr, Inc.CXM · Entity 4581 | Director | June 11, 2026 | June 15, 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.
CCC Intelligent Solutions Holdings Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,384 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 31,250 · Balance 81,384 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 31,250 · Balance 0 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 60,573 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 60,573 · Balance 60,573 F2: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.
F2: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.
Sprinklr, Inc.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 178,637 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 41,821 · Balance 178,637 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 11, 2027, or (ii) the day prior to the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 11, 2027, or (ii) the day prior to the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such 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.
Alteryx, Inc.
Report date March 19, 2024 · Filed March 19, 2024
Section 16 reporting ended · disclosed 2024-03-19. 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 |
Ending reported balance
After 2024-03-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-19 · Disposition to issuer · Disposed 6,715 · Balance 5,520 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated December 18, 2023, by and among Alteryx, Inc. (the "Issuer"), Azurite Intermediate Holdings, Inc. ("Parent") and Azurite Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. F2: At the effective time of the Merger, these shares were automatically converted solely into the right to receive cash in an amount equal to $48.25, without interest, per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement. Row 2 · 2024-03-19 · Disposition to issuer · Disposed 5,520 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated December 18, 2023, by and among Alteryx, Inc. (the "Issuer"), Azurite Intermediate Holdings, Inc. ("Parent") and Azurite Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. F3: Pursuant to the Merger Agreement and the Issuer's non-employee director compensation policy, effective as of the effective time of the Merger, this unvested award of restricted stock units was cancelled and converted solely into the right to receive an amount in cash (without interest) equal to (i) the total number of shares of common stock subject to such restricted stock unit award immediately prior to the effective time of the Merger, multiplied by (ii) the Per Share Price. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated December 18, 2023, by and among Alteryx, Inc. (the "Issuer"), Azurite Intermediate Holdings, Inc. ("Parent") and Azurite Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.
F2: At the effective time of the Merger, these shares were automatically converted solely into the right to receive cash in an amount equal to $48.25, without interest, per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement.
F3: Pursuant to the Merger Agreement and the Issuer's non-employee director compensation policy, effective as of the effective time of the Merger, this unvested award of restricted stock units was cancelled and converted solely into the right to receive an amount in cash (without interest) equal to (i) the total number of shares of common stock subject to such restricted stock unit award immediately prior to the effective time of the Merger, multiplied by (ii) the Per Share Price.
Medidata Solutions, Inc.
Report date February 23, 2017 · Filed February 27, 2017
Section 16 reporting ended · disclosed 2017-02-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,177 |
Ending reported balance
After 2017-02-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-02-23 · Exercise / conversion · Acquired 5,663 · Balance 34,389 F1: Represents restricted stock units earned in connection with a performance-based restricted stock unit ("PBRSU") award on February 13, 2015, based on achievement of certain TSR performance targets for the two years ended December 31, 2016. The restricted stock units were settled at 127% of the target grant amount. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Row 2 · 2017-02-24 · Tax withholding · Disposed 2,094 · Balance 32,295 F2: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of the PBRSU award referenced above. Row 3 · 2017-02-24 · Tax withholding · Disposed 3,118 · Balance 29,177 F3: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of previously awarded restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units earned in connection with a performance-based restricted stock unit ("PBRSU") award on February 13, 2015, based on achievement of certain TSR performance targets for the two years ended December 31, 2016. The restricted stock units were settled at 127% of the target grant amount. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F2: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of the PBRSU award referenced above.
F3: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of previously awarded restricted stock.
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 11, 2026 Filed Jun 15, 2026 20:15 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 41,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001560574-26-000002 · form4-06152026_040621.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,637 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 11, 2027, or (ii) the day prior to the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:14 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | GrantRestricted Stock Unit · Derivative | 60,573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000030 · form4.xml · derivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,573 Underlying: Common Stock · 60,573 shares Expires not disclosed F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:14 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000030 · form4.xml · derivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,250 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:14 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000030 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:15 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 36,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017393 · form4-06162025_040608.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,816 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 12, 2026, or (ii) the day prior to the date of the Issuer's 2026 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:59 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015729 · form4.xml · derivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 Underlying: Common Stock · 31,250 shares Expires not disclosed F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:59 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 23,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015729 · form4.xml · derivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,565 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:59 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 23,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015729 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,134 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 21:46 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 27,478 | $8.60 | $236,310.80 |
DisclosureSEC source: 0001127602-25-011734 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,569 F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2024. Read SEC document |
| March 21, 2025 Filed Mar 21, 2025 21:28 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionStock Option (Right to Buy) · Derivative | 34,055 | $0.00 Strike: $4.05 | $0.00 |
DisclosureSEC source: 0001127602-25-010242 · form4.xml · derivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,028 Underlying: Common Stock · 34,055 shares Expires 2030-08-19 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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2024. F2 · derivative.exercise_date: The Reporting Person acquired the reported securities on July 30, 2021 in connection with the acquisition (the "Merger") of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer"). In connection with the Merger and pursuant to the business combination agreement, the reporting person received stock options of the Issuer on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. which were scheduled to service vest 20% annually on the each of the first through the fifth anniversaries of August 19, 2020. Read SEC document |
| March 21, 2025 Filed Mar 21, 2025 21:28 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 34,055 | $8.98 | $305,813.90 |
DisclosureSEC source: 0001127602-25-010242 · form4.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,047 F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2024. Read SEC document |
| March 21, 2025 Filed Mar 21, 2025 21:28 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 34,055 | $4.05 | $137,922.75 |
DisclosureSEC source: 0001127602-25-010242 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,102 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 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2024. Read SEC document |
| August 05, 2024 Filed Aug 7, 2024 21:44 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 99,925 | $9.89 | $987,958.48 |
DisclosureSEC source: 0001127602-24-021830 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,047 F1 · kind: This transaction occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 3, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.7898 to $9.9850. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range provided. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 21:00 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 33,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-017246 · form4-06172024_050630.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,825 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 13, 2025, or (ii) the day prior to the date of the Issuer's 2025 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:30 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 23,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016611 · form4.xml · derivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,565 Underlying: Common Stock · 23,565 shares Expires not disclosed F2 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 23, 2025 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:30 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 26,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016611 · form4.xml · derivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,519 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 25, 2024 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 25, 2024 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 25, 2024 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:30 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 26,519 | $11.67 | $309,476.73 |
DisclosureSEC source: 0001127602-24-016611 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,972 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 19, 2024 Filed Mar 19, 2024 16:46 UTC | Alteryx, Inc. AYX · Entity 92794 | Disposition to issuerClass A Common Stock | 5,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001689923-24-000033 · wk-form4_1710881139.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated December 18, 2023, by and among Alteryx, Inc. (the "Issuer"), Azurite Intermediate Holdings, Inc. ("Parent") and Azurite Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. F3 · price: Pursuant to the Merger Agreement and the Issuer's non-employee director compensation policy, effective as of the effective time of the Merger, this unvested award of restricted stock units was cancelled and converted solely into the right to receive an amount in cash (without interest) equal to (i) the total number of shares of common stock subject to such restricted stock unit award immediately prior to the effective time of the Merger, multiplied by (ii) the Per Share Price. Read SEC document |
| March 19, 2024 Filed Mar 19, 2024 16:46 UTC | Alteryx, Inc. AYX · Entity 92794 | Disposition to issuerClass A Common Stock | 6,715 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001689923-24-000033 · wk-form4_1710881139.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,520 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated December 18, 2023, by and among Alteryx, Inc. (the "Issuer"), Azurite Intermediate Holdings, Inc. ("Parent") and Azurite Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent. F2 · price: At the effective time of the Merger, these shares were automatically converted solely into the right to receive cash in an amount equal to $48.25, without interest, per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement. Read SEC document |
| August 30, 2023 Filed Feb 5, 2024 21:37 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 6,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002544 · form4-02052024_090255.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,042 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 15, 2024, or (ii) the day prior to the date of the Issuer's 2024 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:42 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 27,528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021879 · form4.xml · derivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,528 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:42 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 27,528 | $11.02 | $303,358.56 |
DisclosureSEC source: 0001127602-23-021879 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,453 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:32 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 16,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038536 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,354 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 15, 2024, or (ii) the day prior to the date of the Issuer's 2024 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 26, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionStock Option (Right to Buy) · Derivative | 34,054 | $0.00 Strike: $4.05 | $0.00 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · derivative · entry 6 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,083 Underlying: Common Stock · 34,054 shares Expires 2030-08-19 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. F4 · derivative.exercise_date: The Reporting Person acquired the reported securities on July 30, 2021, in respect of common stock of Cypress Holdings, Inc., which CCC Intelligent Solutions Holdings Inc. (the "Issuer") acquired by merger on July 30, 2021 (the "Merger"). In connection with the Merger and pursuant to the business combination agreement, the reporting person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. ("Cypress Options") which were (i) scheduled to service vest 20% annually on the each of the first through the fifth anniversaries of the vesting commencement date (the "Service Vesting Schedule") or (ii) subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger. F5 · derivative.exercise_date: The Options were granted subject to the Service Vesting Schedule based on a vesting commencement date of August 19, 2020 that applied with respect to the applicable Cypress Options. Read SEC document |
| May 26, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionStock Option (Right to Buy) · Derivative | 85,137 | $0.00 Strike: $4.05 | $0.00 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · derivative · entry 5 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,137 shares Expires 2030-08-19 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: The Options were fully vested upon grant. F4 · derivative.exercise_date: The Reporting Person acquired the reported securities on July 30, 2021, in respect of common stock of Cypress Holdings, Inc., which CCC Intelligent Solutions Holdings Inc. (the "Issuer") acquired by merger on July 30, 2021 (the "Merger"). In connection with the Merger and pursuant to the business combination agreement, the reporting person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc. ("Cypress Options") which were (i) scheduled to service vest 20% annually on the each of the first through the fifth anniversaries of the vesting commencement date (the "Service Vesting Schedule") or (ii) subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger. Read SEC document |
| May 26, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 46,766 | $10.32 | $482,802.83 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · nonDerivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,925 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $10.2600 to $10.4500. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range provided. Read SEC document |
| May 26, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 85,137 | $4.05 | $344,804.85 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,691 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 34,054 | $4.05 | $137,918.70 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,554 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 26,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017071 · form4.xml · derivative · entry 4 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,519 Underlying: Common Stock · 26,519 shares Expires not disclosed F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 25, 2024 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 25, 2024 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 17, 2023 Filed May 18, 2023 18:48 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 5,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001689923-23-000036 · wf-form4_168445010081797.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,235 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 17, 2024, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 17, 2024, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F2 · balance_after: Includes 5,520 unvested shares subject to awards of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:18 UTC | Alteryx, Inc. AYX · Entity 92794 | SaleClass A Common Stock | 4,500 | $65.47 | $294,615.00 |
DisclosureSEC source: 0001689923-23-000029 · wf-form4_167848307400681.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,715 F1 · balance_after: Includes 3,632 unvested shares subject to awards of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:09 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 27,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020187 · form4.xml · derivative · entry 3 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,500 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 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:09 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020187 · form4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 30, 2022 Filed Aug 2, 2022 21:09 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 27,528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020187 · form4.xml · derivative · entry 2 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,528 Underlying: Common Stock · 27,528 shares Expires not disclosed F1 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| June 16, 2022 Filed Jun 22, 2022 00:28 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 8,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038587 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,403 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on the earlier of (i) June 16, 2023 or (ii) the day prior to the date of the Issuer's 2023 annual stockholder meeting, subject to the Reporting Person's continuous service through such vesting date. Read SEC document |
| May 25, 2022 Filed May 27, 2022 17:12 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 3,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001689923-22-000052 · wf-form4_165368592173030.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,215 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 25, 2023, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 25, 2023, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F2 · balance_after: Includes 3,632 unvested shares subject to awards of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| January 13, 2022 Filed Jan 19, 2022 01:14 UTC | Sprinklr, Inc. CXM · Entity 4581 | GrantClass A Common Stock | 17,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003612 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,828 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs will vest in full on January 13, 2023, subject to the Reporting Person's continued service with the Issuer through such vesting date. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 20:44 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 27,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027591 · form4.xml · derivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 27,500 shares Expires not disclosed F1 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| May 13, 2021 Filed May 14, 2021 16:20 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 2,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001689923-21-000056 · wf-form4_162102360342649.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,583 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 13, 2022, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 13, 2022, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F2 · balance_after: Includes 2,397 unvested shares subject to awards of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| May 20, 2020 Filed May 20, 2020 18:14 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001689923-20-000044 · wf-form4_159001284117372.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,186 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 20, 2021, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 20, 2021, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 17:11 UTC | Alteryx, Inc. AYX · Entity 92794 | SaleClass A Common Stock | 4,000 | $156.63 | $626,520.00 |
DisclosureSEC source: 0001560574-20-000002 · wf-form4_158223666077538.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,811 F1 · balance_after: Includes 1,986 unvested shares subject to an award of restricted stock units ("RSUs"). The RSUs shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 22, 2020, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 19:59 UTC | Alteryx, Inc. AYX · Entity 92794 | SaleClass A Common Stock | 4,000 | $95.29 | $381,160.00 |
DisclosureSEC source: 0001209191-19-055597 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,811 F1 · balance_after: Includes 1,986 unvested shares subject to an award of restricted stock units ("RSUs"). The RSUs shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 22, 2020, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:13 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032688 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,811 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 22, 2020, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) May 22, 2020, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 18:32 UTC | Alteryx, Inc. AYX · Entity 92794 | SaleClass A Common Stock | 3,000 | $73.20 | $219,600.00 |
DisclosureSEC source: 0001209191-19-017515 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,825 F1 · balance_after: Includes 4,095 shares subject to restricted stock units ("RSUs"). The RSUs shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 13, 2019, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 19:07 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 4,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038185 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,825 F1 · shares: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 13, 2019, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. F1 · price: Represents an annual award of restricted stock units ("RSUs") to the non-employee directors (the "Annual Award") of Alteryx, Inc. (the "Issuer"). The Annual Award shall fully vest on the earlier of (a) the date of the next annual meeting of the Issuer's stockholders and (b) June 13, 2019, in each case, so long as the non-employee director continues to provide services to the Issuer through such date. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:07 UTC | Alteryx, Inc. AYX · Entity 92794 | GrantClass A Common Stock | 8,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030171 · doc4.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,730 F1 · shares: Represents an award of restricted stock units ("RSUs"). The RSUs vest as to 100% of the shares at the earlier date of: (i) the Issuer's 2018 Annual Meeting of Stockholders or (ii) May 2, 2018. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 18:23 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Tax withholdingCommon Stock | 3,118 | $55.60 | $173,360.80 |
DisclosureSEC source: 0001453814-17-000043 · wf-form4_148823778589125.xml · nonDerivative · entry 3 Schloss Eileen · CIK 0001560574 · OUTGOING EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,177 F3 · shares: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of previously awarded restricted stock. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 18:23 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Tax withholdingCommon Stock | 2,094 | $55.60 | $116,426.40 |
DisclosureSEC source: 0001453814-17-000043 · wf-form4_148823778589125.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · OUTGOING EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,295 F2 · shares: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of the PBRSU award referenced above. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:23 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Exercise / conversionCommon Stock | 5,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001453814-17-000043 · wf-form4_148823778589125.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · OUTGOING EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,389 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: Represents restricted stock units earned in connection with a performance-based restricted stock unit ("PBRSU") award on February 13, 2015, based on achievement of certain TSR performance targets for the two years ended December 31, 2016. The restricted stock units were settled at 127% of the target grant amount. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 17:38 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Tax withholdingCommon Stock | 811 | $57.23 | $46,413.53 |
DisclosureSEC source: 0001453814-17-000027 · wf-form4_148719830717200.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,726 F1 · shares: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of previously awarded restricted stock. 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.