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 |
| Paymentus Holdings, Inc.PAY · Entity 3983 | Director | June 08, 2026 | June 09, 2026 |
| Revolution Lighting Technologies, Inc.RVLT · Entity 156040 | Director | March 07, 2017 | February 14, 2019 |
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 | 108,862 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 31,250 · Balance 108,862 |
| 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.
Paymentus Holdings, Inc.
Report date June 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 86,941 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 8,280 · Balance 86,941 F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date.
Revolution Lighting Technologies, Inc.
Report date March 07, 2017 · Filed February 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value, $0.001 per shareSEC Table I · non-derivative | Direct | 35,058 |
Reported balance
After 2017-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-07 · Grant · Acquired 2,558 · Balance 35,058 F1: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALARA, INC.
Report date October 19, 2022 · Filed October 19, 2022
Section 16 reporting ended · disclosed 2022-10-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 1
1 source rowRow 1 · 2022-10-19 · Disposition to issuer · Disposed 5,576 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.84 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-19 · Disposition to issuer · Disposed 1,797 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F3: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2021. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.60 · Expires 2028-01-23 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-19 · Disposition to issuer · Disposed 11,440 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F4: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.76 · Expires 2029-01-28 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-10-19 · Disposition to issuer · Disposed 96,451 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F5: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter, was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.
F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.
F3: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2021. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
F4: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
F5: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter, was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
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 08, 2026 Filed Jun 9, 2026 20:40 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | GrantClass A Common Stock | 8,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263896 · ownership.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,941 F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:10 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | GrantRestricted Stock Unit · Derivative | 60,573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000028 · form4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,573 Underlying: Common Stock · 60,573 shares Expires not disclosed F2 · security: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:10 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000028 · form4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,250 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 ("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. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| May 21, 2026 Filed May 26, 2026 12:10 UTC | CCC Intelligent Solutions Holdings Inc. CCC · Entity 4014 | Exercise / conversionCommon Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001818201-26-000028 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,862 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 |
| June 09, 2025 Filed Jun 10, 2025 20:20 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | GrantClass A Common Stock | 4,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-084344 · ownership.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,661 F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:57 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015727 · form4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,250 Underlying: Common Stock · 31,250 shares Expires not disclosed F2 · security: 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 · derivative.exercise_date: 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 · derivative.expiration_date: 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. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:57 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 23,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015727 · form4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,565 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 ("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 23, 2025 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. F1 · derivative.exercise_date: 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 23, 2025 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. F1 · derivative.expiration_date: 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 23, 2025 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. Read SEC document |
| May 22, 2025 Filed May 27, 2025 21:57 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 23,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015727 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,612 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 |
| May 12, 2025 Filed May 13, 2025 12:35 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | SaleClass A Common Stock | 11,409 | $38.01 | $433,645.82 |
DisclosureSEC source: 0000950170-25-069837 · ownership.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,963 F1 · kind: 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 restricted stock units under the issuer's 2021 Equity Incentive Plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.94 to $38.17, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 21:06 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | GrantClass A Common Stock | 8,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-072032 · ownership.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,372 F1 · kind: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:37 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 23,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016615 · form4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,565 Underlying: Common Stock · 23,565 shares Expires not disclosed F2 · security: 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 23, 2025 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 · derivative.exercise_date: 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 23, 2025 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 · derivative.expiration_date: 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 23, 2025 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. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:37 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 26,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016615 · form4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,519 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 ("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 25, 2024 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. F1 · derivative.exercise_date: 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 25, 2024 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. F1 · derivative.expiration_date: 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 25, 2024 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. Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:37 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 26,519 | $11.67 | $309,476.73 |
DisclosureSEC source: 0001127602-24-016615 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,047 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 |
| July 31, 2023 Filed Aug 2, 2023 21:45 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 27,528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021884 · form4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,528 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 ("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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: 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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: 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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 21:45 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 27,528 | $11.02 | $303,358.56 |
DisclosureSEC source: 0001127602-23-021884 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,528 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 |
| June 05, 2023 Filed Jun 5, 2023 21:01 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | GrantClass A Common Stock | 17,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034454 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,717 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. Read SEC document |
| May 25, 2023 Filed May 30, 2023 22:08 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 26,519 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017069 · form4.xml · derivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,519 Underlying: Common Stock · 26,519 shares Expires not disclosed F1 · derivative.exercise_date: 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 25, 2024 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. F1 · derivative.expiration_date: 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 25, 2024 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. Read SEC document |
| October 19, 2022 Filed Oct 19, 2022 21:14 UTC | AVALARA, INC. AVLR · Entity 123010 | Disposition to issuerStock Option (right to buy) · Derivative | 96,451 | $53.74 Strike: $39.76 | $5,183,276.74 |
DisclosureSEC source: 0001209191-22-054087 · doc4.xml · derivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,451 shares Expires 2029-01-28 F2 · kind: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F5 · derivative.exercise_date: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter, was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. Read SEC document |
| October 19, 2022 Filed Oct 19, 2022 21:14 UTC | AVALARA, INC. AVLR · Entity 123010 | Disposition to issuerStock Option (right to buy) · Derivative | 11,440 | $76.90 Strike: $16.60 | $879,736.00 |
DisclosureSEC source: 0001209191-22-054087 · doc4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,440 shares Expires 2028-01-23 F2 · kind: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F4 · derivative.exercise_date: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. Read SEC document |
| October 19, 2022 Filed Oct 19, 2022 21:14 UTC | AVALARA, INC. AVLR · Entity 123010 | Disposition to issuerStock Option (right to buy) · Derivative | 1,797 | $79.66 Strike: $13.84 | $143,149.02 |
DisclosureSEC source: 0001209191-22-054087 · doc4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,797 shares Expires 2027-02-09 F2 · kind: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F2 · price: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F3 · derivative.exercise_date: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2021. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. Read SEC document |
| October 19, 2022 Filed Oct 19, 2022 21:14 UTC | AVALARA, INC. AVLR · Entity 123010 | Disposition to issuerCommon Stock | 5,576 | $93.50 | $521,356.00 |
DisclosureSEC source: 0001209191-22-054087 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. Read SEC document |
| August 10, 2022 Filed Aug 10, 2022 23:05 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 8,404 | $9.86 | $82,885.29 |
DisclosureSEC source: 0001127602-22-020777 · form4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.80 to $10.01. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range provided. Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 23:05 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | SaleCommon Stock | 19,096 | $9.88 | $188,576.82 |
DisclosureSEC source: 0001127602-22-020777 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,404 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.75 to $10.05. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range provided Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:12 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionRestricted Stock Unit · Derivative | 27,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020190 · form4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,500 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. F2 · security: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.exercise_date: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F2 · derivative.expiration_date: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| August 01, 2022 Filed Aug 2, 2022 21:12 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | Exercise / conversionCommon Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020190 · form4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 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 |
| July 30, 2022 Filed Aug 2, 2022 21:12 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 27,528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020190 · form4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,528 Underlying: Common Stock · 27,528 shares Expires not disclosed F1 · security: 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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: 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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: 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 July 30, 2023, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| June 08, 2022 Filed Jun 9, 2022 23:33 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantCommon Stock | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035632 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,576 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 20:08 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | GrantClass A Common Stock | 11,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034825 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,028 F1 · shares: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the earlier of (a) the one year anniversary of the grant date or (b) the date of the next annual meeting of stockholders following the grant date. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 20:40 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 27,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027588 · form4.xml · derivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 27,500 shares Expires not disclosed F1 · security: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.exercise_date: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. F1 · derivative.expiration_date: 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 July 30, 2022, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:28 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038720 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,322 Read SEC document |
| May 28, 2021 Filed May 28, 2021 21:07 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | OtherStock Option (Right to Buy) · Derivative | 26,195 | $0.00 Strike: $9.55 | $0.00 |
DisclosureSEC source: 0001209191-21-036582 · doc4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,195 Underlying: Class B Common Stock · 26,195 shares Expires 2031-03-09 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date. F3 · derivative.exercise_date: One third (1/3rd) of the shares subject to the award shall vest one year after February 25, 2021, or the Vesting Commencement Date, and one twelfth (1/12th) of the shares subject to the award shall vest quarterly thereafter on the same day of the month as the Vesting Commencement Date. F2 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date. Read SEC document |
| May 28, 2021 Filed May 28, 2021 21:07 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | OtherStock Option (Right to Buy) · Derivative | 26,195 | $0.00 Strike: $9.55 | $0.00 |
DisclosureSEC source: 0001209191-21-036582 · doc4.xml · derivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,195 shares Expires 2031-03-09 F2 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date. F3 · derivative.exercise_date: One third (1/3rd) of the shares subject to the award shall vest one year after February 25, 2021, or the Vesting Commencement Date, and one twelfth (1/12th) of the shares subject to the award shall vest quarterly thereafter on the same day of the month as the Vesting Commencement Date. F2 · derivative.underlying: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Class B Common Stock is convertible at any time, at the holder's election and automatically in connection with certain transfers and upon certain other events, into an equal number of shares of Class A Common Stock and has no expiration date. Read SEC document |
| May 28, 2021 Filed May 28, 2021 21:07 UTC | Paymentus Holdings, Inc. PAY · Entity 3983 | PurchaseClass A Common Stock | 47,619 | $21.00 | $999,999.00 |
DisclosureSEC source: 0001209191-21-036582 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,619 F1 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 3,858 | $0.00 Strike: $39.76 | $0.00 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · derivative · entry 7 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,451 Underlying: Common Stock · 3,858 shares Expires 2029-01-28 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. F4 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on January 1, 2023. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 5,798 | $0.00 Strike: $16.60 | $0.00 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · derivative · entry 6 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,440 Underlying: Common Stock · 5,798 shares Expires 2028-01-23 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. F3 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on January 1, 2022. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 1,797 | $0.00 Strike: $13.84 | $0.00 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · derivative · entry 5 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797 Underlying: Common Stock · 1,797 shares Expires 2027-02-09 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on January 1, 2021. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 11,453 | $167.25 | $1,915,514.25 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · nonDerivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.02 to $167.65, inclusive. Upon request by the Issuer, any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 3,858 | $39.76 | $153,394.08 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · nonDerivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,184 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 |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 5,798 | $16.60 | $96,246.80 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,326 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 |
| December 14, 2020 Filed Dec 15, 2020 21:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 1,797 | $13.84 | $24,870.48 |
DisclosureSEC source: 0001209191-20-063513 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,528 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 |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · derivative · entry 6 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2026-01-25 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. F6 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on December 14, 2016, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on December 14, 2019. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 1,385 | $168.65 | $233,580.25 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · nonDerivative · entry 5 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2020. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.44 to $168.865, inclusive. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 8,459 | $167.57 | $1,417,474.63 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · nonDerivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2020. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.26 to $168.045, inclusive. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 5,888 | $166.77 | $981,941.76 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · nonDerivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,575 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2020. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.25 to $167.20, inclusive. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 9,268 | $165.83 | $1,536,912.44 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,463 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2020. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.25 to $166.24, inclusive. Upon request by the Issuer, any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (5) to this Form 4. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:33 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 25,000 | $12.60 | $315,000.00 |
DisclosureSEC source: 0001209191-20-062514 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,731 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 30, 2020 Filed Dec 2, 2020 22:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 9,645 | $0.00 Strike: $13.84 | $0.00 |
DisclosureSEC source: 0001209191-20-061257 · doc4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,594 Underlying: Common Stock · 9,645 shares Expires 2027-02-09 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on January 1, 2021. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:55 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 9,645 | $170.91 | $1,648,426.95 |
DisclosureSEC source: 0001209191-20-061257 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.80 to $171.24, inclusive. Upon request by the Issuer, any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:55 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 9,645 | $13.84 | $133,486.80 |
DisclosureSEC source: 0001209191-20-061257 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,376 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 23, 2020 Filed Nov 25, 2020 21:31 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 9,876 | $0.00 Strike: $39.76 | $0.00 |
DisclosureSEC source: 0001209191-20-060519 · doc4.xml · derivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,309 Underlying: Common Stock · 9,876 shares Expires 2029-01-28 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on January 1, 2023. 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.