Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCC · Entity 4014 | See Remarks | 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 June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,690 |
Ending reported balance
After 2026-06-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-11 · Exercise / conversion · Acquired 159,745 · Balance 159,745 Row 2 · 2026-06-11 · Tax withholding · Disposed 58,055 · Balance 101,690 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 159,744 |
Reported balance
After 2026-06-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-11 · Exercise / conversion · Disposed 159,745 · Balance 159,744 F1: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date.
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 21:40 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 159,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000040 · form4.xml · derivative · entry 3 Valdez Joshua James · CIK 0002114556 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,744 Underlying: Common Stock · 159,745 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 (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 21:40 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Tax withholdingCommon Stock | 58,055 | $4.70 | $272,858.50 |
DisclosureSEC source: 0001818201-26-000040 · form4.xml · nonDerivative · entry 2 Valdez Joshua James · CIK 0002114556 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,690 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 21:40 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionCommon Stock | 159,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000040 · form4.xml · nonDerivative · entry 1 Valdez Joshua James · CIK 0002114556 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,745 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 06, 2026 Filed Mar 10, 2026 20:55 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | GrantRestricted Stock Unit · Derivative | 319,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000013 · form4.xml · derivative · entry 2 Valdez Joshua James · CIK 0002114556 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,489 Underlying: Common Stock · 319,489 shares Expires not disclosed F2 · security: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F2 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F2 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units (the "Valdez RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each Valdez 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 Valdez RSU, or (iii) a combination thereof. One-half (50%) of the Valdez RSUs will vest on June 6, 2026, and one-sixth (16.66%) of the Valdez RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:55 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | GrantRestricted Stock Unit · Derivative | 199,681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000013 · form4.xml · derivative · entry 1 Valdez Joshua James · CIK 0002114556 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,681 Underlying: Common Stock · 199,681 shares Expires not disclosed F1 · security: The Reporting Person was granted, on March 6, 2026, Restricted Stock Units ("2026 RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each 2026 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 2026 RSU, or (iii) a combination thereof. One-third (33.33%) of the 2026 RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted, on March 6, 2026, Restricted Stock Units ("2026 RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each 2026 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 2026 RSU, or (iii) a combination thereof. One-third (33.33%) of the 2026 RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted, on March 6, 2026, Restricted Stock Units ("2026 RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each 2026 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 2026 RSU, or (iii) a combination thereof. One-third (33.33%) of the 2026 RSUs vest upon each of the first three anniversaries of the Grant Date, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement 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.