Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BENTLEY SYSTEMS INCBSY · Entity 438 | Chief Operating Officer | September 29, 2026 | October 02, 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.
BENTLEY SYSTEMS INC
Report date September 29, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 221,712 |
Reported balance
After 2026-09-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 402 · Balance 221,712 F1: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. F2: Total has been adjusted to account for dividend equivalent rights incorrectly included in prior reports. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate.
F2: Total has been adjusted to account for dividend equivalent rights incorrectly included in prior reports.
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 |
|---|---|---|---|---|---|---|
| September 29, 2026 Filed Oct 2, 2026 00:46 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-112864 · tm2625908-6_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,712 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. F2 · balance_after: Total has been adjusted to account for dividend equivalent rights incorrectly included in prior reports. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:22 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-074051 · tm2614939-10_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,414 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:19 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-033335 · tm268358-30_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,948 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:17 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 747 | $38.19 | $28,527.93 |
DisclosureSEC source: 0001104659-26-029484 · tm268358-14_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,573 F1 · kind: Represents shares withheld by the Issuer to cover taxes due by the Reporting Person upon the vesting of awards previously granted to the Reporting Person. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:19 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 12,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-025865 · tm268358-7_4seq1.xml · nonDerivative · entry 2 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,320 F2 · kind: Represents a time-based restricted stock unit award granted pursuant to the Issuer's 2020 Omnibus Incentive Plan which vests over four years with one-quarter of such award vesting on each grant date anniversary. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:19 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 36,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-025865 · tm268358-7_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,713 F1 · kind: Represents a time-based restricted stock unit award granted pursuant to the Issuer's Career Stock Program which vests on December 15, 2030. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 3,270 | $38.84 | $127,006.80 |
DisclosureSEC source: 0001104659-26-006987 · tm264126-1_4seq1.xml · nonDerivative · entry 2 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,416 F2 · kind: Represents shares withheld by the Issuer to cover taxes upon the vesting of performance-based restricted stock units previously granted to the Reporting Person. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 12,396 | $38.84 | $481,460.64 |
DisclosureSEC source: 0001104659-26-006987 · tm264126-1_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,686 F1 · kind: Represents shares acquired upon the vesting of performance-based restricted stock units previously granted to the Reporting Person. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 9,166 | $40.25 | $368,931.50 |
DisclosureSEC source: 0001104659-25-122054 · tm2532204-16_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,290 F1 · kind: Represents shares withheld by the Issuer to cover taxes due by the Reporting Person upon the vesting of awards previously granted to the Reporting Person. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:18 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-121152 · tm2532204-6_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,456 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:18 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-096079 · tm2526753-5_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,192 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:19 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-059882 · tm2515831-10_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,981 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 6,080 | $48.14 | $292,691.20 |
DisclosureSEC source: 0001104659-25-049447 · tm2512769-9_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,761 F1 · kind: Represents shares of Class B Common Stock withheld by the Issuer to cover taxes due by the Reporting Person upon the vesting of awards previously granted to the Reporting Person. Read SEC document |
| March 27, 2025 Filed Mar 31, 2025 20:20 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-029895 · tm259640-13_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,841 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 20:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 12,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-024421 · tm256909-3_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,533 F1 · kind: Represents a time-based restricted stock unit award granted pursuant to the Issuer's 2020 Omnibus Incentive Plan which vests over four years with one-quarter of such award vesting on each grant date anniversary. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 21:15 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 165,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-005618 · tm254119-2_4seq1.xml · nonDerivative · entry 1 Lee James K · CIK 0002052647 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,344 F1 · kind: Represents a time-based restricted stock unit award granted pursuant to the Issuer's 2020 Omnibus Incentive Plan which vests 14% on May 13, 2025, 14% on December 15, 2025 and 18% on each of December 15, 2026, 2027, 2028 and 2029. 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.