Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 8X8 INC /DE/EGHT · Entity 6065 | Director | July 28, 2023 | August 01, 2023 |
| Leonardo DRS, Inc.DRS · Entity 2710 | Director | June 04, 2026 | June 05, 2026 |
| Movella Holdings Inc.MVLA · Entity 109903 | Director | May 02, 2023 | May 04, 2023 |
| SAFEGUARD SCIENTIFICS INCSFE · Entity 9612 | Chief Executive Officer | December 15, 2023 | December 19, 2023 |
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.
8X8 INC /DE/
Report date July 28, 2023 · Filed August 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 165,094 |
Reported balance
After 2023-07-28 transaction · row 1
1 source rowRow 1 · 2023-07-28 · Grant · Acquired 35,000 · Balance 165,094 F1: Award of Restricted Stock Units shall vest as to 100% of the shares subject to the award vesting in full on the earlier of (a) 12 months from the date of grant of such award or (b) the date of the next annual shareholders meeting |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units shall vest as to 100% of the shares subject to the award vesting in full on the earlier of (a) 12 months from the date of grant of such award or (b) the date of the next annual shareholders meeting
Leonardo DRS, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,376 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Exercise / conversion · Acquired 3,556 · Balance 15,376 F1: Each restricted stock unit ("RSU") was granted under the Issuer's 2022 Omnibus Equity Compensation Plan as part of the equity component of the Reporting Person's annual retainer fee and represents a contingent right to receive one share of the common stock of the Issuer or the cash equivalent thereof. The RSUs vested on June 4, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-04 · Exercise / conversion · Disposed 3,556 · Balance 0 F1: Each restricted stock unit ("RSU") was granted under the Issuer's 2022 Omnibus Equity Compensation Plan as part of the equity component of the Reporting Person's annual retainer fee and represents a contingent right to receive one share of the common stock of the Issuer or the cash equivalent thereof. The RSUs vested on June 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") was granted under the Issuer's 2022 Omnibus Equity Compensation Plan as part of the equity component of the Reporting Person's annual retainer fee and represents a contingent right to receive one share of the common stock of the Issuer or the cash equivalent thereof. The RSUs vested on June 4, 2026.
Movella Holdings Inc.
Report date May 02, 2023 · Filed May 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,428 |
Reported balance
After 2023-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-02 · Grant · Acquired 71,428 · Balance 71,428 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2: This award was granted effective May 2, 2023 and vests over two years. 50% of the total number of shares subject to the award will vest on the earlier of (i) May 2, 2024 or (ii) the issuer's 2024 annual meeting of stockholders, and the remaining 50% will vest on the earlier of (i) the 12-month anniversary of the issuer's 2024 annual meeting of stockholders or (ii) the date of the issuer's 2025 annual meeting of stockholders. The award will also become 100% vested if a Change in Control (as defined in the Movella Holdings Inc. 2022 Stock Incentive Plan) occurs during Mr. Salzman's service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date.
F2: This award was granted effective May 2, 2023 and vests over two years. 50% of the total number of shares subject to the award will vest on the earlier of (i) May 2, 2024 or (ii) the issuer's 2024 annual meeting of stockholders, and the remaining 50% will vest on the earlier of (i) the 12-month anniversary of the issuer's 2024 annual meeting of stockholders or (ii) the date of the issuer's 2025 annual meeting of stockholders. The award will also become 100% vested if a Change in Control (as defined in the Movella Holdings Inc. 2022 Stock Incentive Plan) occurs during Mr. Salzman's service as a director.
SAFEGUARD SCIENTIFICS INC
Report date December 15, 2023 · Filed December 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 346,726 |
Ending reported balance
After 2023-12-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-12-15 · Grant · Acquired 125,000 · Balance 415,584 F1: On March 15, 2023, the reporting person was granted a performance stock unit to acquire 125,000 shares of common stock, the vesting of which is subject to the satisfaction of certain corporate performance criteria. In accordance with the previously established criteria, such performance stock units vested and the underlying shares were issued as reported in Table I. Row 2 · 2023-12-15 · Tax withholding · Disposed 63,614 · Balance 351,970 Row 3 · 2023-12-15 · Tax withholding · Disposed 5,244 · Balance 346,726 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 15, 2023, the reporting person was granted a performance stock unit to acquire 125,000 shares of common stock, the vesting of which is subject to the satisfaction of certain corporate performance criteria. In accordance with the previously established criteria, such performance stock units vested and the underlying shares were issued as reported in Table I.
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 |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 10, 2017 01:07 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 9,700 | $15.64 | $151,708.00 |
DisclosureSEC source: 0001023731-17-000003 · primary_doc.xml · nonDerivative · entry 3 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,096 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 01:07 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 300 | $15.70 | $4,710.00 |
DisclosureSEC source: 0001023731-17-000003 · primary_doc.xml · nonDerivative · entry 2 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,796 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 01:07 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | SaleCommon Stock | 15,000 | $15.26 | $228,900.00 |
DisclosureSEC source: 0001023731-17-000003 · primary_doc.xml · nonDerivative · entry 1 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,096 Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 21:17 UTC | 8X8 INC /DE/ eght · Entity 6065 | OtherRestricted Stock Unit · Derivative | 8,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-16-000089 · primary_doc.xml · derivative · entry 2 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,488 Underlying: Common Stock · 8,328 shares Expires 2024-10-21 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive on share of EGHT common stock. F1 · kind: 8,328 Restricted Stock Units became fully vested and have been converted to Common Stock. F3 · derivative.exercise_date: This award vests at the rate of one-fourth of such shares at October 21, 2015, one-fourth of such shares at October 21, 2016, one-fourth of such shares at October 21, 2017 and one-fourth of such shares at October 21, 2018. Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 21:17 UTC | 8X8 INC /DE/ eght · Entity 6065 | OtherCommon Stock | 8,328 | $14.97 | $124,670.16 |
DisclosureSEC source: 0001023731-16-000089 · primary_doc.xml · nonDerivative · entry 1 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,096 F1 · kind: 8,328 Restricted Stock Units became fully vested and have been converted to Common Stock. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 20:01 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | GrantRestricted Stock Unit · Derivative | 11,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-16-000069 · primary_doc.xml · derivative · entry 1 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,816 Underlying: Common Stock · 11,832 shares Expires 2017-09-20 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of EGHT common stock. F2 · derivative.exercise_date: This award shall vest 100% on the first anniversary of the date of grant, subject to the director's completion of his current year of Board service. Read SEC document |
| September 17, 2016 Filed Sep 21, 2016 01:57 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | OtherCommon Stock | 16,656 | $14.77 | $246,009.12 |
DisclosureSEC source: 0001023731-16-000059 · primary_doc.xml · nonDerivative · entry 2 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,768 F1 · kind: 16656 Restricted Stock Units became fully vested and have been converted to Common Stock. F2 · balance_after: Includes 49,968 shares of Common Stock previously reported as Restricted Stock Units that have fully vested related to September 13, 2013 grant date. Read SEC document |
| September 17, 2016 Filed Sep 21, 2016 01:57 UTC | 8X8 INC /DE/ EGHT · Entity 6065 | OtherRestricted Stock Unit | 16,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001023731-16-000059 · primary_doc.xml · nonDerivative · entry 1 SALZMAN ERIC · CIK 0001512117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,656 F1 · kind: 16656 Restricted Stock Units became fully vested and have been converted to Common Stock. 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.