Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVENT HOLDING CORP.CVT · Entity 15332 | Director | December 08, 2021 | December 21, 2021 |
| EverQuote, Inc.EVER · Entity 2081 | Director | June 04, 2026 | June 05, 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.
CVENT HOLDING CORP.
Report date December 08, 2021 · Filed December 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,221,366 |
Reported balance
Holding disclosure · report date 2021-12-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,221,366 F1: On December 8, 2021 (the "Closing Date"), Cvent Holding Corp. (the "Issuer"), formerly known as Dragoneer Growth Opportunities Corp. II, acquired Papay Topco, Inc. ("Legacy Cvent") in a series of mergers (the "Mergers") pursuant to a Business Combination Agreement (the "Business Combination Agreement") by and among the Issuer, Redwood Opportunity Merger Sub, Inc., Redwood Merger Sub LLC, and Legacy Cvent. In accordance with the terms and subject to the conditions of the Business Combination Agreement, on the Closing Date, each share of Legacy Cvent Common Stock held by the Reporting Person was converted into the right to receive shares of common stock, par value $0.0001 per share, of the Issuer (the "New Cvent Common Stock"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.78 · Expires 2028-11-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-12-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: On the Closing Date, in accordance with the terms and subject to the conditions of the Business Combination Agreement, each outstanding equity award of Legacy Cvent was exchanged for comparable equity awards that are exercisable for shares of New Cvent Common Stock. Accordingly, the Reporting Person received stock options of the Issuer to purchase New Cvent Common Stock (the "New Cvent Options"), subject to the same vesting terms as the corresponding options to purchase common stock of Legacy Cvent (the "Legacy Cvent Options"). F3: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 50% vested on August 9, 2018 and the remaining 50% vest in eight equal installments at the end of each full three month calendar period thereafter, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.87 · Expires 2029-04-29 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-12-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: On the Closing Date, in accordance with the terms and subject to the conditions of the Business Combination Agreement, each outstanding equity award of Legacy Cvent was exchanged for comparable equity awards that are exercisable for shares of New Cvent Common Stock. Accordingly, the Reporting Person received stock options of the Issuer to purchase New Cvent Common Stock (the "New Cvent Options"), subject to the same vesting terms as the corresponding options to purchase common stock of Legacy Cvent (the "Legacy Cvent Options"). F4: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 25% vested on March 1, 2020 and the remaining 75% vest in twelve equal installments at the end of each full three month calendar period thereafter, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.07 · Expires 2031-04-08 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-12-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F2: On the Closing Date, in accordance with the terms and subject to the conditions of the Business Combination Agreement, each outstanding equity award of Legacy Cvent was exchanged for comparable equity awards that are exercisable for shares of New Cvent Common Stock. Accordingly, the Reporting Person received stock options of the Issuer to purchase New Cvent Common Stock (the "New Cvent Options"), subject to the same vesting terms as the corresponding options to purchase common stock of Legacy Cvent (the "Legacy Cvent Options"). F5: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 25% will vest on March 15, 2022 and the remaining 75% will vest on March 15, 2023, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 8, 2021 (the "Closing Date"), Cvent Holding Corp. (the "Issuer"), formerly known as Dragoneer Growth Opportunities Corp. II, acquired Papay Topco, Inc. ("Legacy Cvent") in a series of mergers (the "Mergers") pursuant to a Business Combination Agreement (the "Business Combination Agreement") by and among the Issuer, Redwood Opportunity Merger Sub, Inc., Redwood Merger Sub LLC, and Legacy Cvent. In accordance with the terms and subject to the conditions of the Business Combination Agreement, on the Closing Date, each share of Legacy Cvent Common Stock held by the Reporting Person was converted into the right to receive shares of common stock, par value $0.0001 per share, of the Issuer (the "New Cvent Common Stock").
F2: On the Closing Date, in accordance with the terms and subject to the conditions of the Business Combination Agreement, each outstanding equity award of Legacy Cvent was exchanged for comparable equity awards that are exercisable for shares of New Cvent Common Stock. Accordingly, the Reporting Person received stock options of the Issuer to purchase New Cvent Common Stock (the "New Cvent Options"), subject to the same vesting terms as the corresponding options to purchase common stock of Legacy Cvent (the "Legacy Cvent Options").
F3: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 50% vested on August 9, 2018 and the remaining 50% vest in eight equal installments at the end of each full three month calendar period thereafter, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date.
F4: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 25% vested on March 1, 2020 and the remaining 75% vest in twelve equal installments at the end of each full three month calendar period thereafter, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date.
F5: Such New Cvent Options held by the Reporting Person were granted subject to service-based vesting requirements that applied with respect to the applicable Legacy Cvent Options, as follows: 25% will vest on March 15, 2022 and the remaining 75% will vest on March 15, 2023, subject to the Reporting Person's continuous service with the Issuer through each applicable vesting date.
EverQuote, Inc.
Report date June 04, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 471,668 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 9,105 · Balance 471,668 F1: Consists of shares of Class A Common Stock issuable under 9,105 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares of Class A Common Stock issuable under 9,105 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 4, 2026.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVISORY BOARD CO
Report date November 17, 2017 · Filed November 21, 2017
Section 16 reporting ended · disclosed 2017-11-21. 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 2017-11-17 transaction · row 1
1 source rowRow 1 · 2017-11-17 · Disposition to issuer · Disposed 70,487 · Balance 0 F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-17 · Disposition to issuer · Disposed 2,915 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.
F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.
F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty.
F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.
CSRA Inc.
Report date April 03, 2018 · Filed April 04, 2018
Section 16 reporting ended · disclosed 2018-04-04. 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 2018-04-03 transaction · row 1
1 source rowRow 1 · 2018-04-03 · Disposition to issuer · Disposed 10,100 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-03 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F3: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-03 · Disposition to issuer · Disposed 3,900 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F3: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration").
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock.
F3: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration.
CVENT INC
Report date November 29, 2016 · Filed December 02, 2016
Section 16 reporting ended · disclosed 2016-12-02. 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 |
Ending reported balance
After 2016-11-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-29 · Other · Disposed 222,222 · Balance 2,206,014 F1: Pursuant to a Rollover Contribution Agreement ("Rollover Contribution Agreement") by and between Papay Holdco, LLC ("Parent") and the Reporting Person, the Reporting Person contributed these shares of common stock to Parent in exchange for a number of Parent's limited partnership interests calculated pursuant to the Rollover Contribution Agreement, effective as of the Effective Time (as defined in the Merger Agreement), at a value of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Row 2 · 2016-11-29 · Disposition to issuer · Disposed 2,206,014 · Balance 0 F2: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2016-11-29 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-11-29 · Disposition to issuer · Disposed 45,000 · Balance 0 F2: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F3: The shares were held directly by The Bansal Foundation, for which the Reporting Person serves as trustee. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2016-11-29 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-11-29 · Disposition to issuer · Disposed 272,522 · Balance 0 F2: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F4: The shares were held directly by Sanjeev K. Bansal Grantor Retained Annuity Trust, for which the Reporting Person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to a Rollover Contribution Agreement ("Rollover Contribution Agreement") by and between Papay Holdco, LLC ("Parent") and the Reporting Person, the Reporting Person contributed these shares of common stock to Parent in exchange for a number of Parent's limited partnership interests calculated pursuant to the Rollover Contribution Agreement, effective as of the Effective Time (as defined in the Merger Agreement), at a value of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder.
F2: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder.
F3: The shares were held directly by The Bansal Foundation, for which the Reporting Person serves as trustee.
F4: The shares were held directly by Sanjeev K. Bansal Grantor Retained Annuity Trust, for which the Reporting Person serves as trustee.
Perspecta Inc.
Report date May 06, 2021 · Filed May 06, 2021
Section 16 reporting ended · disclosed 2021-05-06. 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 2021-05-06 transaction · row 1
1 source rowRow 1 · 2021-05-06 · Disposition to issuer · Disposed 20,200 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among Perspecta Inc. (the "Company"), Jaguar ParentCo Inc. ("Parent") and Jaguar Merger Sub Inc. ("Merger Sub"), on May 6, 2021, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted into the right to receive $29.35 in cash without interest and less any applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among Perspecta Inc. (the "Company"), Jaguar ParentCo Inc. ("Parent") and Jaguar Merger Sub Inc. ("Merger Sub"), on May 6, 2021, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted into the right to receive $29.35 in cash without interest and less any applicable tax withholdings.
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 04, 2026 Filed Jun 5, 2026 21:00 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 9,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-259861 · ownership.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471,668 F1 · shares: Consists of shares of Class A Common Stock issuable under 9,105 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 4, 2026. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:35 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 6,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083159 · ownership.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,563 F1 · shares: Consists of shares of Class A Common Stock issuable under 6,704 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year, beginning April 5, 2025. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:05 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 5,351 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071274 · ownership.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,859 F1 · shares: Consists of shares of Class A Common Stock issuable under 5,351 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:21 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041091 · ownership.xml · derivative · entry 4 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:21 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $3.72 | $74,400.00 |
DisclosureSEC source: 0000950170-24-041091 · ownership.xml · derivative · entry 3 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. F1 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:21 UTC | EverQuote, Inc. EVER · Entity 2081 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $3.72 | $0.00 |
DisclosureSEC source: 0000950170-24-041091 · ownership.xml · derivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 20,000 shares Expires 2024-08-10 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: This option was granted on August 11, 2014. The shares underlying the option fully vested as of August 31, 2016. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:21 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-041091 · ownership.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,508 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 · price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a 1-for-1 basis (a) at the holder's option or (b) upon certain transfers of such shares and has no expiration date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:15 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 15,703 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-027485 · ownership.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 430,508 F1 · shares: Consists of shares of Class A Common Stock issuable under 15,703 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one year. Read SEC document |
| June 09, 2022 Filed Jun 11, 2022 01:04 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 13,904 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-022046 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,805 F1 · shares: Consists of shares of Class A Common Stock issuable under 13,904 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one-year. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:35 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 3,657 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-023656 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,901 F1 · shares: Consists of shares of Class A Common Stock issuable under 3,657 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest quarterly over one-year. Read SEC document |
| May 06, 2021 Filed May 6, 2021 21:46 UTC | Perspecta Inc. PRSP · Entity 139546 | Disposition to issuerCommon Stock | 20,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-21-016254 · form4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among Perspecta Inc. (the "Company"), Jaguar ParentCo Inc. ("Parent") and Jaguar Merger Sub Inc. ("Merger Sub"), on May 6, 2021, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted into the right to receive $29.35 in cash without interest and less any applicable tax withholdings. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:06 UTC | Perspecta Inc. PRSP · Entity 139546 | GrantCommon Stock | 6,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001724670-20-000110 · wf-form4_159717638203290.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,200 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle on the earlier of the one-year anniversary of the grant date or the date of the first annual meeting of shareholders held after the grant date. F2 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| June 11, 2020 Filed Jun 17, 2020 22:39 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 2,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-016908 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,244 F1 · shares: Consists of shares of Class A Common Stock issuable under 2,255 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in full on the earlier of June 11, 2021 and the next annual stockholders meeting of EverQuote, Inc. Read SEC document |
| March 03, 2020 Filed Mar 7, 2020 00:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 5,000 | $40.84 | $204,200.00 |
DisclosureSEC source: 0000899243-20-007528 · doc4.xml · nonDerivative · entry 3 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,989 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.51 to $41.13, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., 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 ranges set forth in this Form 4. Read SEC document |
| March 02, 2020 Filed Mar 7, 2020 00:08 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 4,267 | $40.26 | $171,789.42 |
DisclosureSEC source: 0000899243-20-007528 · doc4.xml · nonDerivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,989 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.11 to $40.35, inclusive. The reporting person undertakes to provide to EverQuote, Inc., any security holder of EverQuote, Inc., 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 ranges set forth in this Form 4. Read SEC document |
| November 17, 2019 Filed Mar 7, 2020 00:08 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass A Common Stock | 387,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007528 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,256 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 07, 2019 Filed Mar 7, 2020 00:08 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 387,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-007528 · doc4.xml · derivative · entry 4 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 387,304 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. F3 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. Read SEC document |
| August 16, 2019 Filed Aug 22, 2019 21:01 UTC | Perspecta Inc. PRSP · Entity 139546 | GrantCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001724670-19-000115 · wf-form4_156650769405373.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle on August 16, 2020. F2 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 22:54 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 10,008 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016884 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,952 F1 · shares: Consists of shares of Class A Common Stock issuable under 10,008 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest in full on the earlier of June 11, 2020 and the next annual stockholders meeting of EverQuote, Inc. Read SEC document |
| July 16, 2018 Filed Jul 19, 2018 13:05 UTC | Perspecta Inc. PRSP · Entity 139546 | GrantCommon Stock | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-020172 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle on August 15, 2019. F2 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:07 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionSeries B Preferred Stock · Derivative | 25,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018973 · doc4.xml · derivative · entry 3 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 201,648 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. F3 · derivative.exercise_price: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F3 · derivative.exercise_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. F3 · derivative.expiration_date: The Series B Preferred Stock converted into Class B Common Stock on a one-for-eight basis automatically upon the closing of the issuer's initial public offering of its Class A Common Stock without payment of consideration. The Series B Preferred Stock was convertible at any time at the holder's election and automatically upon the closing of the issuer's initial public offering of its Class A Common Stock. The shares had no expiration date. Read SEC document |
| July 02, 2018 Filed Jul 2, 2018 21:07 UTC | EverQuote, Inc. EVER · Entity 2081 | ConversionClass B Common Stock · Derivative | 201,648 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018973 · doc4.xml · derivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,304 Underlying: Class A Common Stock · 201,648 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 Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F2 · derivative.exercise_price: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F2 · derivative.exercise_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. F2 · derivative.expiration_date: The Class B Common Stock is convertible into the issuer's Class A Common Stock on a one-for-one basis upon certain transfers of such shares and at the holder's election and has no expiration date. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:07 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 6,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018973 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,944 F1 · shares: Consists of shares of Class A Common Stock issuable under 6,944 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. These RSUs are scheduled to vest on the earlier of the date of the next annual meeting of the Company and June 27, 2019. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:38 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerRestricted Stock Units · Derivative | 3,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000765 · es1800481_4-bansal.xml · derivative · entry 3 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,900 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F3 · price: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:38 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerRestricted Stock Units · Derivative | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000765 · es1800481_4-bansal.xml · derivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Company's common stock. F3 · price: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the effective time of the Merger, became fully vested and canceled and converted into the right to receive, for each Share subject to such RSU, the Merger Consideration. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 01:38 UTC | CSRA Inc. CSRA · Entity 167770 | Disposition to issuerCommon Stock | 10,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000765 · es1800481_4-bansal.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of February 9, 2018 (as amended, the "Merger Agreement"), between CSRA Inc. ("Company"), General Dynamics Corporation ("Parent") and Red Hawk Enterprises Corp. ("Merger Sub"), on April 3, 2018, Merger Sub was merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.001 per share, of the Company (each, a "Share") was converted into the right to receive $41.25 in cash, net of applicable withholding taxes and without interest ("Merger Consideration"). Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 22:27 UTC | CSRA Inc. CSRA · Entity 167770 | GrantCommon Stock | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-18-000051 · wf-form4_151985681745510.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 F1 · shares: Represents an award of restricted stock units (RSUs) pursuant to the CSRA 2015 Non-Employee Director Incentive Plan in a transaction exempt under Rule 16b-3. The RSUs will vest and convert into shares of common stock on a one-to-one basis on the earlier of February 26, 2019 and the date of the issuer's 2019 annual meeting of stockholders. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 22:00 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerRestricted Stock Units · Derivative | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062109 · doc4.xml · derivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,915 shares Expires not disclosed F3 · derivative.exercise_price: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4 · price: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.exercise_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. F4 · derivative.expiration_date: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 22:00 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Disposition to issuerCommon Stock | 70,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-062109 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2 · price: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:53 UTC | CSRA Inc. CSRA · Entity 167770 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000137 · wf-form4_150283398670296.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,100 F1 · shares: Represents an award of restricted stock units (RSUs) pursuant to the CSRA 2015 Non-Employee Director Incentive Plan in a transaction exempt under Rule 16b-3. The RSUs will vest and convert into shares of common stock on a one-for-one basis on the earlier of August 11, 2018 and the date of the issuer's next annual meeting of stockholders. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 20:59 UTC | CSRA Inc. CSRA · Entity 167770 | Exercise / conversionRestricted Stock Units · Derivative | 6,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000115 · wf-form4_150239873975197.xml · derivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,200 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_date: On August 12, 2016 the reporting person was granted 6,200 restricted stock units, all of which vested on the annual meeting of the stockholders held on August 8, 2017. F2 · derivative.expiration_date: On August 12, 2016 the reporting person was granted 6,200 restricted stock units, all of which vested on the annual meeting of the stockholders held on August 8, 2017. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 20:59 UTC | CSRA Inc. CSRA · Entity 167770 | Exercise / conversionCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001646383-17-000115 · wf-form4_150239873975197.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,100 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 17:47 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | GrantRestricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040338 · doc4.xml · derivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 Underlying: Common Stock · 2,915 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of ABCO common stock. F2 · derivative.exercise_date: The RSUs vest on June 14, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. F2 · derivative.expiration_date: The RSUs vest on June 14, 2018. Upon vesting, each RSU is settled by the delivery of the underlying shares of common stock or payment of the current cash value of the vested shares, at the discretion of the Company. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 18:40 UTC | ADVISORY BOARD CO ABCO · Entity 171687 | Exercise / conversionCommon Stock | 4,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038801 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,487 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 29, 2016 Filed Dec 2, 2016 01:44 UTC | CVENT INC CVT · Entity 180747 | Disposition to issuerCommon Stock | 272,522 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-034752 · doc4.xml · nonDerivative · entry 4 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F4 · ownership.nature: The shares were held directly by Sanjeev K. Bansal Grantor Retained Annuity Trust, for which the Reporting Person serves as trustee. Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 01:44 UTC | CVENT INC CVT · Entity 180747 | Disposition to issuerCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-034752 · doc4.xml · nonDerivative · entry 3 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. F3 · ownership.nature: The shares were held directly by The Bansal Foundation, for which the Reporting Person serves as trustee. Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 01:44 UTC | CVENT INC CVT · Entity 180747 | Disposition to issuerCommon Stock | 2,206,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-034752 · doc4.xml · nonDerivative · entry 2 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of pursuant to that certain Agreement and Plan of Merger, dated April 17, 2016, between the Issuer, Parent and Papay Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. Read SEC document |
| November 29, 2016 Filed Dec 2, 2016 01:44 UTC | CVENT INC CVT · Entity 180747 | OtherCommon Stock | 222,222 | $36.00 | $7,999,992.00 |
DisclosureSEC source: 0000899243-16-034752 · doc4.xml · nonDerivative · entry 1 BANSAL SANJU K · CIK 0001079783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,206,014 F1 · kind: Pursuant to a Rollover Contribution Agreement ("Rollover Contribution Agreement") by and between Papay Holdco, LLC ("Parent") and the Reporting Person, the Reporting Person contributed these shares of common stock to Parent in exchange for a number of Parent's limited partnership interests calculated pursuant to the Rollover Contribution Agreement, effective as of the Effective Time (as defined in the Merger Agreement), at a value of $36.00 per share. This transaction was exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3 promulgated thereunder. 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.