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 |
|---|---|---|---|---|---|---|
| February 13, 2017 Filed Feb 15, 2017 17:38 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Tax withholdingCommon Stock | 1,266 | $56.98 | $72,136.68 |
DisclosureSEC source: 0001453814-17-000027 · wf-form4_148719830717200.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,537 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 |
| February 10, 2017 Filed Feb 14, 2017 17:53 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Tax withholdingCommon Stock | 396 | $58.43 | $23,138.28 |
DisclosureSEC source: 0001453814-17-000014 · wf-form4_148711279967742.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,803 F1 · shares: Shares withheld by Medidata to satisfy the tax withholding obligation in connection with the vesting of previously awarded restricted stock. F2 · balance_after: Included are 192 shares which were purchased pursuant to the terms of the Medidata Solutions, Inc. Employee Stock Purchase Plan on December 31, 2016. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:46 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Exercise / conversionStock Option (right to buy) · Derivative | 1,277 | $0.00 Strike: $18.76 | $0.00 |
DisclosureSEC source: 0001453814-16-000319 · wf-form4_147941919083295.xml · derivative · entry 5 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,277 shares Expires 2022-10-29 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_date: These options are fully vested and exercisable. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:46 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Exercise / conversionStock Option (right to buy) · Derivative | 4,973 | $0.00 Strike: $18.76 | $0.00 |
DisclosureSEC source: 0001453814-16-000319 · wf-form4_147941919083295.xml · derivative · entry 4 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,973 shares Expires 2022-10-29 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_date: These options are fully vested and exercisable. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:46 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | SaleCommon Stock | 3,831 | $56.60 | $216,834.60 |
DisclosureSEC source: 0001453814-16-000319 · wf-form4_147941919083295.xml · nonDerivative · entry 3 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,007 Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 16:46 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Exercise / conversionCommon Stock | 1,277 | $18.76 | $23,950.14 |
DisclosureSEC source: 0001453814-16-000319 · wf-form4_147941919083295.xml · nonDerivative · entry 2 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,838 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 |
| November 16, 2016 Filed Nov 17, 2016 16:46 UTC | Medidata Solutions, Inc. MDSO · Entity 154211 | Exercise / conversionCommon Stock | 4,973 | $18.76 | $93,268.62 |
DisclosureSEC source: 0001453814-16-000319 · wf-form4_147941919083295.xml · nonDerivative · entry 1 Schloss Eileen · CIK 0001560574 · EVP, HUMAN RESOURCES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,561 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.