Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HP INCHPQ · Entity 642 | Controller | December 23, 2020 | December 30, 2020 |
| TERADATA CORP /DE/TDC · Entity 1449 | Chief Financial Officer | March 10, 2025 | March 11, 2025 |
| UPWORK, INCUPWK · Entity 4876 | Director | June 04, 2026 | June 08, 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.
HP INC
Report date December 23, 2020 · Filed December 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-23 transaction · row 1
1 source rowRow 1 · 2020-12-23 · Sale · Disposed 23,374 · Balance 0 |
TERADATA CORP /DE/
Report date March 10, 2025 · Filed March 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,833 |
Ending reported balance
After 2025-03-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-10 · Sale · Disposed 15,225 · Balance 126,072 F1: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.470 to $23.460. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 2 · 2025-03-10 · Sale · Disposed 300 · Balance 125,772 F2: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.490 to $23.510. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 3 · 2025-03-10 · Sale · Disposed 19,839 · Balance 105,933 F1: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.470 to $23.460. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Row 4 · 2025-03-10 · Sale · Disposed 100 · Balance 105,833 |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.470 to $23.460. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
F2: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.490 to $23.510. The reporting person has provided to the issuer and will provide any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.
UPWORK, INC
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,146 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 45,146 · Balance 45,146 F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest as to 1/3 of the total number of shares on each of June 4, 2027 and June 4, 2028, and then 1/3 of the total number of shares vest on the earlier of (a) the date immediately prior to the Issuer's 2029 annual meeting of stockholders and (b) December 31, 2029, in each case subject to continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs"). The RSUs vest as to 1/3 of the total number of shares on each of June 4, 2027 and June 4, 2028, and then 1/3 of the total number of shares vest on the earlier of (a) the date immediately prior to the Issuer's 2029 annual meeting of stockholders and (b) December 31, 2029, in each case subject to continued service through each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANSYS INC
Report date July 17, 2025 · Filed July 18, 2025
Section 16 reporting ended · disclosed 2025-07-18. 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 2025-07-17 transaction · row 1
1 source rowRow 1 · 2025-07-17 · Disposition to issuer · Disposed 3,288 · Balance 0 F2: Includes shares underlying restricted stock units of the Issuer that vested and settled in connection with and in advance of the consummation of the Merger. F1: On July 17, 2025, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated January 15, 2024, by and among Synopsys, Inc., a Delaware corporation ("Parent"), ALTA Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent, and the Issuer, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement and subject to certain exceptions, each share of Issuer Common Stock outstanding immediately prior to the Effective Time was converted into the right to receive (i) 0.3399 of a share of Parent Common Stock and (ii) $199.91 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 17, 2025, pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated January 15, 2024, by and among Synopsys, Inc., a Delaware corporation ("Parent"), ALTA Acquisition Corp., a Delaware corporation and a wholly owned subsidiary of Parent, and the Issuer, the Issuer became a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement and subject to certain exceptions, each share of Issuer Common Stock outstanding immediately prior to the Effective Time was converted into the right to receive (i) 0.3399 of a share of Parent Common Stock and (ii) $199.91 in cash, without interest.
F2: Includes shares underlying restricted stock units of the Issuer that vested and settled in connection with and in advance of the consummation of the Merger.
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 20, 2020 Filed Jun 23, 2020 23:02 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 1,309 | $16.78 | $21,965.02 |
DisclosureSEC source: 0001562180-20-004665 · primarydocument.xml · nonDerivative · entry 2 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,086 F1 · shares: 1,309 shares were withheld by HP to satisfy tax withholding on vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| June 20, 2020 Filed Jun 23, 2020 23:02 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 3,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004665 · primarydocument.xml · nonDerivative · entry 1 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,395 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, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 6,730 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · derivative · entry 7 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,730 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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F7 · price: On 12/7/2016, the reporting person was granted 18,576 RSUs, 6,192 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 538 vested dividend equivalent rights. F7 · derivative.exercise_date: On 12/7/2016, the reporting person was granted 18,576 RSUs, 6,192 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 538 vested dividend equivalent rights. F7 · derivative.expiration_date: On 12/7/2016, the reporting person was granted 18,576 RSUs, 6,192 of which vested on each of 12/7/2017, 12/7/2018 and 12/7/2019. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 538 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 6,718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · derivative · entry 6 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,359 Underlying: Common Stock · 6,718 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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F6 · price: On 12/7/2017, the reporting person was granted 19,075 RSUs, 6,358 of which vested on each of 12/7/2018 and 12/7/2019, and 6,359 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 360 vested dividend equivalent rights. F6 · derivative.exercise_date: On 12/7/2017, the reporting person was granted 19,075 RSUs, 6,358 of which vested on each of 12/7/2018 and 12/7/2019, and 6,359 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 360 vested dividend equivalent rights. F6 · derivative.expiration_date: On 12/7/2017, the reporting person was granted 19,075 RSUs, 6,358 of which vested on each of 12/7/2018 and 12/7/2019, and 6,359 of which are scheduled to vest on 12/7/2020. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 360 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 12,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · derivative · entry 5 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,260 Underlying: Common Stock · 12,003 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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F5 · price: On 12/7/2018, the reporting person was granted 34,889 RSUs, 11,629 of which vested on 12/7/2019, and 11,630 of which are scheduled to vest on each of 12/7/2020 and 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 374 vested dividend equivalent rights. F5 · derivative.exercise_date: On 12/7/2018, the reporting person was granted 34,889 RSUs, 11,629 of which vested on 12/7/2019, and 11,630 of which are scheduled to vest on each of 12/7/2020 and 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 374 vested dividend equivalent rights. F5 · derivative.expiration_date: On 12/7/2018, the reporting person was granted 34,889 RSUs, 11,629 of which vested on 12/7/2019, and 11,630 of which are scheduled to vest on each of 12/7/2020 and 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 374 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 7,502 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · derivative · entry 4 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,537 Underlying: Common Stock · 7,502 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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F4 · price: On 12/7/2018, the reporting person was granted 21,805 RSUs, 7,268 of which vested on 12/7/2019, 7,268 of which are scheduled to vest on 12/7/2020, and 7,269 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 234 vested dividend equivalent rights. F4 · derivative.exercise_date: On 12/7/2018, the reporting person was granted 21,805 RSUs, 7,268 of which vested on 12/7/2019, 7,268 of which are scheduled to vest on 12/7/2020, and 7,269 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 234 vested dividend equivalent rights. F4 · derivative.expiration_date: On 12/7/2018, the reporting person was granted 21,805 RSUs, 7,268 of which vested on 12/7/2019, 7,268 of which are scheduled to vest on 12/7/2020, and 7,269 of which are scheduled to vest on 12/7/2021. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 234 vested dividend equivalent rights. Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 16,342 | $20.50 | $335,011.00 |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · nonDerivative · entry 2 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,611 F1 · shares: 16,342 shares were withheld by HP to satisfy tax withholding on vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| December 07, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 32,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · nonDerivative · entry 1 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,953 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 06, 2019 Filed Dec 10, 2019 23:45 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 39,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005986 · primarydocument.xml · derivative · entry 3 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,024 Underlying: Common Stock · 39,024 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F3 · price: On 12/6/2019, the reporting person was granted 39,024 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F3 · derivative.exercise_date: On 12/6/2019, the reporting person was granted 39,024 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F3 · derivative.expiration_date: On 12/6/2019, the reporting person was granted 39,024 RSUs, one-third of which vest annually over three years on each of 12/7/2020, 12/7/2021 and 12/7/2022. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. Read SEC document |
| June 26, 2019 Filed Jun 27, 2019 20:07 UTC | HP INC HPQ · Entity 642 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,463 | $0.00 Strike: $13.83 | $0.00 |
DisclosureSEC source: 0001562180-19-003658 · primarydocument.xml · derivative · entry 3 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,463 shares Expires 2023-11-01 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 26, 2019 Filed Jun 27, 2019 20:07 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 16,852 | $20.81 | $350,690.12 |
DisclosureSEC source: 0001562180-19-003658 · primarydocument.xml · nonDerivative · entry 2 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.80-$20.8150, inclusive. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 26, 2019 Filed Jun 27, 2019 20:07 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 14,463 | $13.83 | $200,023.29 |
DisclosureSEC source: 0001562180-19-003658 · primarydocument.xml · nonDerivative · entry 1 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,852 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 20, 2019 Filed Jun 24, 2019 21:39 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 3,653 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-003631 · primarydocument.xml · derivative · entry 3 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,154 Underlying: Common Stock · 3,653 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 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of HP common stock. F3 · shares: On June 20, 2018, the reporting person was granted 10,730 RSUs, 1/3 of which vests annually over 3 years. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 77 vested dividend equivalent rights. F3 · price: On June 20, 2018, the reporting person was granted 10,730 RSUs, 1/3 of which vests annually over 3 years. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 77 vested dividend equivalent rights. F3 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 10,730 RSUs, 1/3 of which vests annually over 3 years. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 77 vested dividend equivalent rights. F3 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 10,730 RSUs, 1/3 of which vests annually over 3 years. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 77 vested dividend equivalent rights. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 21:39 UTC | HP INC HPQ · Entity 642 | Tax withholdingCommon Stock | 1,264 | $20.86 | $26,367.04 |
DisclosureSEC source: 0001562180-19-003631 · primarydocument.xml · nonDerivative · entry 2 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,389 F1 · shares: 1,264 shares were withheld by HP to satisfy tax withholding on vesting of restricted stock units ("RSUs"). Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 21:39 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 3,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-003631 · primarydocument.xml · nonDerivative · entry 1 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,653 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 10, 2019 Filed Jun 12, 2019 20:22 UTC | HP INC HPQ · Entity 642 | SaleCommon Stock | 15,819 | $20.00 | $316,380.00 |
DisclosureSEC source: 0001562180-19-003502 · primarydocument.xml · nonDerivative · entry 1 BRAMLEY CLAIRE · CIK 0001759953 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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.