Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lucid Group, Inc.LCID · Entity 1530 | SVP Finance & Accounting | June 05, 2026 | June 09, 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.
Lucid Group, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 145,749 |
Reported balance
After 2026-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-05 · Tax withholding · Disposed 6,801 · Balance 145,749 F1: Represents shares withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the settlement of performance-based stock units ("PSUs"), for which service-based vesting requirements have been satisfied, and the vesting of time-based restricted stock units ("RSUs"). The acquisition of such PSUs and RSUs was previously reported on Form 4s filed by the reporting person. F2: Includes 427 shares of Class A Common Stock purchased pursuant to the Lucid Group, Inc. 2021 Employee Stock Purchase Plan not previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the settlement of performance-based stock units ("PSUs"), for which service-based vesting requirements have been satisfied, and the vesting of time-based restricted stock units ("RSUs"). The acquisition of such PSUs and RSUs was previously reported on Form 4s filed by the reporting person.
F2: Includes 427 shares of Class A Common Stock purchased pursuant to the Lucid Group, Inc. 2021 Employee Stock Purchase Plan not previously reported.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Anaplan, Inc.
Report date December 10, 2021 · Filed December 14, 2021
Section 16 reporting ended · disclosed 2021-12-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,240 |
Reported balance
After 2021-12-10 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-12-10 · Exercise / conversion · Acquired 1,135 · Balance 6,240 F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 10, 2020, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 5,842 |
Reported balance
After 2021-12-13 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-12-13 · Sale · Disposed 398 · Balance 5,842 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 6,175 |
Reported balance
After 2021-12-10 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2021-12-10 · Exercise / conversion · Acquired 333 · Balance 6,175 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 3 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 6,058 |
Reported balance
After 2021-12-13 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2021-12-13 · Sale · Disposed 117 · Balance 6,058 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 6,558 |
Reported balance
After 2021-12-10 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2021-12-10 · Exercise / conversion · Acquired 500 · Balance 6,558 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 6,382 |
Reported balance
After 2021-12-13 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2021-12-13 · Sale · Disposed 176 · Balance 6,382 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 6,870 |
Reported balance
After 2021-12-10 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2021-12-10 · Exercise / conversion · Acquired 488 · Balance 6,870 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 6,698 |
Reported balance
After 2021-12-13 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2021-12-13 · Sale · Disposed 172 · Balance 6,698 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,809 |
Reported balance
After 2021-12-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-12-10 · Exercise / conversion · Disposed 1,135 · Balance 6,809 F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 10, 2020, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,333 |
Reported balance
After 2021-12-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-12-10 · Exercise / conversion · Disposed 333 · Balance 2,333 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 3 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,500 |
Reported balance
After 2021-12-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-12-10 · Exercise / conversion · Disposed 500 · Balance 5,500 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,345 |
Reported balance
After 2021-12-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-12-10 · Exercise / conversion · Disposed 488 · Balance 6,345 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs vested on June 10, 2020, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 3 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on December 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
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, 2020 Filed Jun 12, 2020 19:57 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 5,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036452 · doc4.xml · derivative · entry 3 Dhingra Gagan · CIK 0001789939 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,618 Underlying: Common Stock · 5,056 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 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") in May 2019, which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs shall vest on June 10, 2020 and an additional 6.25% of the RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") in May 2019, which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs shall vest on June 10, 2020 and an additional 6.25% of the RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") in May 2019, which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs shall vest on June 10, 2020 and an additional 6.25% of the RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 19:57 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 5,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036452 · doc4.xml · nonDerivative · entry 1 Dhingra Gagan · CIK 0001789939 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,668 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: The Reporting Person was granted restricted stock units ("RSUs") in May 2019, which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs shall vest on June 10, 2020 and an additional 6.25% of the RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · price: The Reporting Person was granted restricted stock units ("RSUs") in May 2019, which represent a contingent right to receive one share of Common Stock for each RSU. 25% of the RSUs shall vest on June 10, 2020 and an additional 6.25% of the RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F2 · balance_after: Includes 462 shares acquired by the Reporting Person pursuant to the Issuer's 2018 Employee Stock Purchase Plan in transactions that were exempt under Rule 16b-3(c). Also includes 150 shares of common stock inadvertently excluded from the Form 3 filed by the Reporting Person on October 22, 2019. 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.