Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PIPER SANDLER COMPANIESPJC · Entity 3863 | President and COO | November 08, 2016 | November 08, 2016 |
| PORTAGE FINTECH ACQUISITION CORP.PFTA · Entity 110416 | Director | July 20, 2021 | July 20, 2021 |
| Weave Communications, Inc.WEAV · Entity 5365 | Director | June 10, 2026 | June 12, 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.
PIPER SANDLER COMPANIES
Report date November 08, 2016 · Filed November 08, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,000 |
Reported balance
After 2016-11-08 transaction · row 1
1 source rowRow 1 · 2016-11-08 · Purchase · Acquired 4,000 · Balance 4,000 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $55.05 to $55.17 inclusive. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $55.05 to $55.17 inclusive. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer.
PORTAGE FINTECH ACQUISITION CORP.
Report date July 20, 2021 · Filed July 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-07-20 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-257185 ) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-257185 ) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Weave Communications, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 127,337 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 32,502 · Balance 127,337 F1: Represents 32,502 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) June 10, 2027 and (ii) the date of the first annual meeting of the Issuer's stockholders following June 10, 2026. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 32,502 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) June 10, 2027 and (ii) the date of the first annual meeting of the Issuer's stockholders following June 10, 2026. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WAGEWORKS, INC.
Report date August 30, 2019 · Filed August 30, 2019
Section 16 reporting ended · disclosed 2019-08-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-08-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-08-30 · Disposition to issuer · Disposed 43,928 · Balance 0 F1: At the effective time of the merger, this equity grant was converted into RSUs of the acquiring company. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger, this equity grant was converted into RSUs of the acquiring company.
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 10, 2026 Filed Jun 12, 2026 16:21 UTC | Weave Communications, Inc. WEAV · Entity 5365 | GrantCommon Stock | 32,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001526864-26-000002 · wk-form4_1781295713.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,337 F1 · shares: Represents 32,502 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) June 10, 2027 and (ii) the date of the first annual meeting of the Issuer's stockholders following June 10, 2026. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). Read SEC document |
| May 21, 2025 Filed May 23, 2025 16:07 UTC | Weave Communications, Inc. WEAV · Entity 5365 | GrantCommon Stock | 18,078 | $0.00 | $0.00 |
DisclosureSEC source: 0001609151-25-000079 · wk-form4_1748030846.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,835 F1 · shares: Represents 18,078 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) May 21, 2026 and (ii) the date of the first annual meeting of the Issuer's stockholders following May 21, 2025. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). Read SEC document |
| May 22, 2024 Filed May 28, 2024 15:52 UTC | Weave Communications, Inc. WEAV · Entity 5365 | GrantCommon Stock | 19,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001609151-24-000065 · wk-form4_1716925960.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,757 F1 · shares: Represents 19,383 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) May 22, 2025 and (ii) the date of the first annual meeting of the Issuer's stockholders following May 24, 2024. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). Read SEC document |
| May 24, 2023 Filed May 26, 2023 17:01 UTC | Weave Communications, Inc. WEAV · Entity 5365 | GrantCommon Stock | 24,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032596 · doc4.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,374 F1 · shares: Represents 24,356 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) May 24, 2024 and (ii) the date of the first annual meeting of the Issuer's stockholders following May 24, 2023. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). Read SEC document |
| May 26, 2022 Filed May 31, 2022 16:29 UTC | Weave Communications, Inc. WEAV · Entity 5365 | GrantCommon Stock | 30,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032830 · doc4.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,018 F1 · shares: Represents 30,358 restricted stock units (the "RSUs") granted to the Reporting Person as a director of the Issuer. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. The RSUs will vest in full on the earlier of (i) May 26, 2023 and (ii) the date of the first annual meeting of the Issuer's stockholders following May 26, 2022. Such grant is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), in reliance on Rule 16b-3(d). Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 18:14 UTC | Weave Communications, Inc. WEAV · Entity 5365 | PurchaseCommon Stock | 2,660 | $18.68 | $49,688.80 |
DisclosureSEC source: 0001209191-21-064551 · doc4.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,660 Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 19:28 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | Disposition to issuerRestricted Stock Units · Derivative | 43,928 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-002040 · form.xml · derivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,928 shares Expires not disclosed F1 · derivative.expiration_date: At the effective time of the merger, this equity grant was converted into RSUs of the acquiring company. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:14 UTC | WAGEWORKS, INC. WAGE · Entity 155161 | GrantRestricted Stock Units - Granted on July 1, 2019 · Derivative | 43,928 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001705 · form.xml · derivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,928 Underlying: Common Stock · 43,928 shares Expires 2029-07-01 F1 · derivative.exercise_date: All of the restricted stock units are Equal, annual installments on each of the first 2 anniversaries of hire date and subject to vesting acceleration provisions upon a change of control of the Issuer. Read SEC document |
| November 08, 2016 Filed Nov 8, 2016 22:41 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | PurchaseCommon Stock | 4,000 | $55.15 | $220,616.40 |
DisclosureSEC source: 0001230245-16-000317 · edgar.xml · nonDerivative · entry 1 Harvey Stuart C. JR · CIK 0001526864 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $55.05 to $55.17 inclusive. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer. 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.