Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONAGRA BRANDS INC.CAG · Entity 1858 | Director | June 01, 2026 | June 03, 2026 |
| ENVESTNET, INC.ENV · Entity 85670 | Director | July 30, 2021 | August 03, 2021 |
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.
CONAGRA BRANDS INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,822 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 12,869 · Balance 20,822 F1: Each Restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on June 1, 2027, or earlier upon certain events. F2: Includes 238.52 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan since the date of the Reporting Person's last report. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 43,547 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,547 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on June 1, 2027, or earlier upon certain events.
F2: Includes 238.52 shares acquired through a dividend equivalent reinvestment feature under the Issuer's Directors' Deferred Compensation Plan since the date of the Reporting Person's last report.
ENVESTNET, INC.
Report date July 30, 2021 · Filed August 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,852 |
Reported balance
After 2021-07-30 transaction · row 1
1 source rowRow 1 · 2021-07-30 · Tax withholding · Disposed 2,236 · Balance 27,852 F1: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of performance stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for child | 136 |
Reported balance
Holding disclosure · report date 2021-07-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 136 F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for child | 136 |
Reported balance
Holding disclosure · report date 2021-07-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 136 F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of performance stock units.
F2: These shares are held in trust for the benefit of a child of the reporting person for which the reporting person serves as trustee. The reporting person shares voting and investment control over the shares but disclaims beneficial ownership of the shares.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ON24 INC.
Report date April 01, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. 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 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 157,903 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs.
Ping Identity Holding Corp.
Report date October 18, 2022 · Filed October 20, 2022
Section 16 reporting ended · disclosed 2022-10-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Company Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-18 transaction · row 1
1 source rowRow 1 · 2022-10-18 · Disposition to issuer · Disposed 6,626 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price"). F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated August 2, 2022 (the "Merger Agreement"), by and among Project Polaris Holdings, LP ("Parent"), Project Polaris Merger Sub, Inc. ("Merger Sub") and the Issuer, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of the Issuer's common stock ("Company Common Stock") issued and outstanding immediately prior to the Merger was automatically cancelled, extinguished and converted into the right to receive $28.50 per share in cash, without interest thereon (the "Per Share Price").
F2: The reported securities include vested restricted stock units ("Company RSUs") of the Issuer which pursuant to the Merger Agreement, were, at the Effective Time, canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the Per Share Price and (ii) the total number of shares of Company Common Stock subject to such Company RSUs as of immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| August 01, 2019 Filed Aug 5, 2019 16:12 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 243 | $71.58 | $17,393.94 |
DisclosureSEC source: 0001628280-19-009957 · wf-form4_156503595451866.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,189 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $71.30 and $72.03 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 16:12 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 82 | $70.52 | $5,782.64 |
DisclosureSEC source: 0001628280-19-009957 · wf-form4_156503595451866.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,432 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $70.20 and $70.77 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:54 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 827 | $68.37 | $56,541.99 |
DisclosureSEC source: 0001628280-19-008580 · wf-form4_156218727083334.xml · nonDerivative · entry 3 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,514 F4 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stockunits. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:54 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 376 | $69.13 | $25,992.88 |
DisclosureSEC source: 0001628280-19-008580 · wf-form4_156218727083334.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,341 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $68.83 and $69.31 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 16:54 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 4,989 | $68.32 | $340,848.48 |
DisclosureSEC source: 0001628280-19-008580 · wf-form4_156218727083334.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,717 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $67.75 and $68.74 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 21:57 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantCommon Stock | 454.21 | $27.52 | $12,499.86 |
DisclosureSEC source: 0000899243-19-015632 · doc4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,342.25 F1 · shares: Represents the right to receive 454.21 shares of the Issuer's common stock in connection with the payment of the Reporting Person's director's fees, which fees have been deferred under the Issuer's Directors' Deferred Compensation Plan (the "Plan"). These shares will be distributed to the Reporting Person in accordance with his election under the Plan; deferred amounts may not be transferred from the Plan until the time specified in his election. F2 · balance_after: Includes 10.14 shares acquired since the date of the Reporting Person's last report through dividend equivalent reinvestment. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 16:33 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 2,261 | $66.79 | $151,012.19 |
DisclosureSEC source: 0001628280-19-007589 · wf-form4_155976682462468.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,706 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $66.14 and $67.38 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| May 28, 2019 Filed May 30, 2019 20:23 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantRestricted Stock Units · Derivative | 5,054 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015161 · doc4.xml · derivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,054 Underlying: Common Stock · 5,054 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on the vesting date. Once vested, the shares will be deferred into the Issuer's directors' deferred compensation plan pursuant to the reporting person's standing election. F2 · derivative.exercise_date: Restricted stock units vest on May 28, 2020, or earlier upon certain events. F2 · derivative.expiration_date: Restricted stock units vest on May 28, 2020, or earlier upon certain events. Read SEC document |
| May 28, 2019 Filed May 30, 2019 17:25 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 785 | $68.86 | $54,055.10 |
DisclosureSEC source: 0001628280-19-007386 · wf-form4_155925151122144.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,967 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:45 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 325 | $70.03 | $22,759.75 |
DisclosureSEC source: 0001628280-19-005832 · wf-form4_155691633140431.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,752 F1 · kind: The sale was pursuant to a Rule 10b5-1 plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $69.64 and $70.59 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| April 16, 2019 Filed Apr 18, 2019 21:58 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | PurchaseCommon Stock | 1,600 | $30.06 | $48,096.00 |
DisclosureSEC source: 0000899243-19-010910 · doc4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,877.9 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 17:41 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 9,594 | $65.66 | $629,942.04 |
DisclosureSEC source: 0001628280-19-003905 · wf-form4_155432765429888.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,904 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $65.40 and $66.05 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such price range. Read SEC document |
| March 28, 2019 Filed Apr 17, 2019 18:23 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 827 | $64.65 | $53,465.55 |
DisclosureSEC source: 0001628280-19-004393 · wf-form4_155553977558538.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,077 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:22 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantCommon Stock | 537.4 | $23.26 | $12,499.92 |
DisclosureSEC source: 0000899243-19-006099 · doc4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,277.9 F1 · shares: Represents the right to receive 537.40 shares of the Issuer's common stock in connection with the payment of the Reporting Person's director's fees, which fees have been deferred under the Issuer's Directors' Deferred Compensation Plan (the "Plan"). These shares will be distributed to the Reporting Person in accordance with his election under the Plan; deferred amounts may not be transferred from the Plan until the time specified in his election. F2 · balance_after: Includes 6.71 shares acquired since the date of the Reporting Person's last report through dividend equivalent reinvestment. Read SEC document |
| March 01, 2019 Filed Apr 2, 2019 20:29 UTC | ENVESTNET, INC. ENV · Entity 85670 | Disposition to issuerCommon Stock | 8,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-003792 · wf-form4_155425136770848.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,498 F1 · kind: Represents forfeiture of Restricted Stock Units in connection with Mr. Arora stepping down as Chief Executive of Envestnet | Yodlee as of March 1, 2019. Mr. Arora remains a Director of Envestnet, Inc. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:20 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 2,244 | $61.01 | $136,906.44 |
DisclosureSEC source: 0001628280-19-002434 · wf-form4_155173798840612.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,501 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 12:35 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 567 | $54.74 | $31,037.58 |
DisclosureSEC source: 0001628280-19-000932 · wf-form4_154938812449229.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,745 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $54.33 and $54.93 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 11:43 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 5,117 | $53.92 | $275,908.64 |
DisclosureSEC source: 0001628280-19-000625 · wf-form4_154878017407849.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,312 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $53.40 and $54.11 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 16:09 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 827 | $48.94 | $40,473.38 |
DisclosureSEC source: 0001628280-19-000033 · wf-form4_154646333046155.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,429 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 12:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,132 | $52.14 | $215,442.48 |
DisclosureSEC source: 0001628280-18-015004 · wf-form4_154454997129354.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,256 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 21:19 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantCommon Stock | 385.45 | $32.43 | $12,500.14 |
DisclosureSEC source: 0000899243-18-030253 · doc4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733.79 F1 · shares: Represents the right to receive 385.45 shares of the Issuer's common stock in connection with the payment of the Reporting Person's director's fees, which fees have been deferred under the Issuer's Directors' Deferred Compensation Plan (the "Plan"). These shares will be distributed to the Reporting Person in accordance with his election under the Plan; deferred amounts may not be transferred from the Plan until the time specified in his election. F2 · balance_after: Includes 2.27 shares acquired since the date of the Reporting Person's last report through dividend equivalent reinvestment. Read SEC document |
| October 05, 2018 Filed Oct 10, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 4,551 | $62.40 | $283,982.40 |
DisclosureSEC source: 0001104659-18-061371 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,388 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 17:14 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 827 | $60.95 | $50,405.65 |
DisclosureSEC source: 0001104659-18-060073 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,939 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 07, 2018 Filed Sep 11, 2018 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,132 | $62.00 | $256,184.00 |
DisclosureSEC source: 0001104659-18-056177 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,766 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 21:07 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantCommon Stock | 346.07 | $36.12 | $12,500.05 |
DisclosureSEC source: 0001209191-18-049875 · doc4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346.07 F1 · shares: Represents the right to receive 346.07 shares of the Issuer's common stock in connection with the payment of the Reporting Person's director's fees, which fees have been deferred under the Issuer's Directors' Deferred Compensation Plan (the "Plan"). These shares will be distributed to the Reporting Person in accordance with his election under the Plan; deferred amounts may not be transferred from the Plan until the time specified in his election. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 16:20 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 567 | $62.41 | $35,386.47 |
DisclosureSEC source: 0001104659-18-055596 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,898 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $62.40 and $62.45 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 362 | $62.40 | $22,588.80 |
DisclosureSEC source: 0001104659-18-054136 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,465 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 16:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 205 | $62.40 | $12,792.00 |
DisclosureSEC source: 0001104659-18-051175 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,827 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 22:09 UTC | CONAGRA BRANDS INC. CAG · Entity 1858 | GrantRestricted Stock Units · Derivative | 3,422 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045388 · doc4.xml · derivative · entry 1 Arora Anil · CIK 0001336059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,422 Underlying: Common Stock · 3,422 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock on the vesting date. F2 · derivative.exercise_date: Restricted stock units vest on August 1, 2019 or earlier upon certain events. F2 · derivative.expiration_date: Restricted stock units vest on August 1, 2019 or earlier upon certain events. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:07 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 531 | $62.40 | $33,134.40 |
DisclosureSEC source: 0001104659-18-048068 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,032 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 9,900 | $59.80 | $592,020.00 |
DisclosureSEC source: 0001104659-18-046945 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,563 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 16:02 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 100 | $59.80 | $5,980.00 |
DisclosureSEC source: 0001104659-18-044847 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,463 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 16:24 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 827 | $56.20 | $46,477.40 |
DisclosureSEC source: 0001104659-18-043542 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,563 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,132 | $55.45 | $229,119.40 |
DisclosureSEC source: 0001104659-18-039382 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,390 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 16:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 4,443 | $57.40 | $255,028.20 |
DisclosureSEC source: 0001104659-18-022419 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,522 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 16:01 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 3,091 | $57.35 | $177,268.85 |
DisclosureSEC source: 0001104659-18-021534 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,965 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 2,882 | $57.25 | $164,994.50 |
DisclosureSEC source: 0001104659-18-016343 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,056 F1 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 557 | $57.40 | $31,971.80 |
DisclosureSEC source: 0001104659-18-015549 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,938 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:06 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 2,136 | $54.80 | $117,052.80 |
DisclosureSEC source: 0001104659-18-014833 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,495 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $54.80 and $54.85 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:22 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-014476 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,631 F1 · kind: Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 755 | $54.80 | $41,374.00 |
DisclosureSEC source: 0001104659-18-010711 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,631 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 7,109 | $54.80 | $389,573.20 |
DisclosureSEC source: 0001104659-18-005848 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,386 F1 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:01 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 7,236 | $54.18 | $392,046.48 |
DisclosureSEC source: 0001104659-18-002371 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,495 F1 · kind: Sale pursuant to 10b5-1 Plan. F3 · price: The Common Shares reported herein as being sold were sold at a range of between $53.750 and $54.650 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 16:01 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 2,764 | $53.10 | $146,768.40 |
DisclosureSEC source: 0001104659-18-002371 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,731 F1 · kind: Sale pursuant to 10b5-1 Plan. F2 · price: The Common Shares reported herein as being sold were sold at a range of between $52.650 and $53.600 per share. The sale price reported above represents the weighted average sale price for the reported transaction and has been rounded to the nearest cent. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-072724 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,336 Underlying: Common Stock · 8,333 shares Expires 2018-12-07 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. F5 · derivative.exercise_price: Each restricted stock award is the economic equivalent of one share of Envestnet, Inc. Common Stock. F5 · price: Each restricted stock award is the economic equivalent of one share of Envestnet, Inc. Common Stock. F6 · derivative.exercise_date: These restricted stock units vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. F7 · derivative.expiration_date: The shares of Common Stock issuable with respect to the restricted stock units remain subject to restriction until the award becomes vested for all purposes. F8 · balance_after: Because the issuer has revised its method of reporting restricted stock units so that they appear in Table I rather then Table II, the 33,336 unvested restricted stock units of this tranche are included in the total number of shares of Common Stock reported in Table I. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,349 | $49.65 | $215,927.85 |
DisclosureSEC source: 0001104659-17-072724 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,495 F3 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting of restricted stock units. F2 · balance_after: Starting with the December 7, 2017 vesting of restricted stock units, the issuer's method of reporting restricted stock units has been revised to report such grants in Table I rather than as previously reported in Table II. Accordingly, amount includes unvested restricted stock units previously reported in Table II. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 16:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-072724 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,844 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 · kind: Represents the restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective December 7, 2016, but remain subject to contractual restrictions (the "December Vested Restricted Shares"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on December 7, 2016. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. F1 · price: Represents the restricted shares of Envestnet, Inc. common stock that became vested for tax purposes effective December 7, 2016, but remain subject to contractual restrictions (the "December Vested Restricted Shares"). The reporting person was granted 100,000 restricted stock units on December 7, 2015 of which one-twelfth of the total amount vested on December 7, 2016. Such restricted stock units were previously reported in Table II on a Form 4 filed with the Securities and Exchange Commission on December 9, 2015. F2 · balance_after: Starting with the December 7, 2017 vesting of restricted stock units, the issuer's method of reporting restricted stock units has been revised to report such grants in Table I rather than as previously reported in Table II. Accordingly, amount includes unvested restricted stock units previously reported in Table II. Read SEC document |
| September 22, 2017 Filed Sep 26, 2017 16:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | SaleCommon Stock | 16,418 | $50.00 | $820,900.00 |
DisclosureSEC source: 0001104659-17-058867 · a4.xml · nonDerivative · entry 1 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,175 F7 · kind: Sale pursuant to 10b5-1 Plan. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 16:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Unit · Derivative | 8,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-056580 · a4.xml · derivative · entry 5 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,669 Underlying: Common Stock · 8,333 shares Expires 2018-12-07 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 restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F5 · price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F3 · derivative.exercise_date: These restricted stock units vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. F4 · derivative.expiration_date: The shares of Common Stock issuable with respect to the restricted stock units remain subject to restriction until the award becomes vested for all purposes. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 16:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | Tax withholdingCommon Stock | 4,349 | $42.85 | $186,354.65 |
DisclosureSEC source: 0001104659-17-056580 · a4.xml · nonDerivative · entry 2 Arora Anil · CIK 0001336059 · Director · Envestnet | Yodlee * 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,593 F8 · kind: The reporting person is reporting the withholding by Envestnet, Inc. of 4,349 shares of common stock to satisfy the reporting person's tax withholding obligations in connection with the vesting for tax purposes of the September Vested Restricted Stock Units to the reporting person on September 7, 2017. 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.