Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director · President & CEO | August 31, 2026 | September 02, 2026 |
| ITRON, INC.ITRI · Entity 2773 | Director | October 01, 2026 | October 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.
COMMVAULT SYSTEMS INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Sanjay S. Mirchandani 2025 GRAT | 18,628 |
Reported balance
After 2026-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-31 · Gift · Disposed 37,372 · Balance 18,628 F1: Represents a transfer of 37,372 shares previously reported as held by Sanjay S. Mirchandani 2025 GRAT to Sanjay S. Mirchandani Revocable Trust, of which the reporting person is the trustee and grantor, and which is for the benefit of the reporting person and the reporting person's children. The reporting person maintains indirect beneficial ownership of such shares. This is not a market transaction, thus no price has been reported. |
| Common StockSEC Table I · non-derivative | IndirectBy Sanjay S. Mirchandani Revocable Trust | 37,372 |
Reported balance
After 2026-08-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-31 · Gift · Acquired 37,372 · Balance 37,372 F1: Represents a transfer of 37,372 shares previously reported as held by Sanjay S. Mirchandani 2025 GRAT to Sanjay S. Mirchandani Revocable Trust, of which the reporting person is the trustee and grantor, and which is for the benefit of the reporting person and the reporting person's children. The reporting person maintains indirect beneficial ownership of such shares. This is not a market transaction, thus no price has been reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a transfer of 37,372 shares previously reported as held by Sanjay S. Mirchandani 2025 GRAT to Sanjay S. Mirchandani Revocable Trust, of which the reporting person is the trustee and grantor, and which is for the benefit of the reporting person and the reporting person's children. The reporting person maintains indirect beneficial ownership of such shares. This is not a market transaction, thus no price has been reported.
ITRON, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,432 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 608 · Balance 7,432 F1: Reflects the grant of common stock independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the grant of common stock independent members of Itron's board of directors receive quarterly as part of their annual compensation for board service.
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 |
|---|---|---|---|---|---|---|
| March 05, 2021 Filed Mar 9, 2021 21:40 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 3,986 | $60.39 | $240,714.54 |
DisclosureSEC source: 0001209191-21-019034 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,556.2108 F1 · security: This transaction has taken place pursuant to a pre-arranged trading plan in compliance with Rule 10b5-1 of the Securities and Exchange Act of 1934. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.80 and 60.76 inclusive. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:06 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 1,178 | $67.85 | $79,927.30 |
DisclosureSEC source: 0001209191-21-012324 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,542.2108 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.84 and 68.46 inclusive. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:01 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 588.7894 | $36.09 | $21,249.41 |
DisclosureSEC source: 0001209191-21-010823 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,720.2108 F1 · security: Shares were acquired under the Commvault Employee Stock Purchase Plan on February 12, 2021. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:56 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 8,043 | $64.45 | $518,371.35 |
DisclosureSEC source: 0001209191-21-008855 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,131.4214 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 22:18 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 72 | $44.10 | $3,175.20 |
DisclosureSEC source: 0001209191-20-059466 · doc4.xml · nonDerivative · entry 2 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,174.4214 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 22:18 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 1,105 | $42.77 | $47,260.85 |
DisclosureSEC source: 0001209191-20-059466 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,246.4214 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 21:04 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 4,598 | $43.18 | $198,541.64 |
DisclosureSEC source: 0001209191-20-057434 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,351.4214 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 20:10 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 1,140 | $41.76 | $47,606.40 |
DisclosureSEC source: 0001209191-20-047709 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,949.4214 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 23:07 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 399.926 | $36.09 | $14,433.33 |
DisclosureSEC source: 0001209191-20-047320 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,089.4214 F1 · security: Shares were acquired under the Commvault Employee Stock Purchase Plan on August 14, 2020. Read SEC document |
| August 05, 2020 Filed Aug 10, 2020 12:12 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 4,617 | $43.74 | $201,947.58 |
DisclosureSEC source: 0001209191-20-045843 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,689.4954 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.29 to $43.74 inclusive. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 21,000 | $43.06 | $904,260.00 |
DisclosureSEC source: 0001209191-20-044700 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,306.4954 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.66 to $43.45 inclusive. Read SEC document |
| May 22, 2020 Filed May 27, 2020 20:06 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 87,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032277 · doc4.xml · nonDerivative · entry 2 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 331,306.4954 F2 · security: The common stock is being granted as performance share units (PSUs), 1/3 of which will vest, if at all, on each of the first, second and third anniversaries of the grant date of the award, if on such dates the Company's total shareholder return satisfies specified benchmarks relative to Russell 3000 index. Read SEC document |
| May 22, 2020 Filed May 27, 2020 20:06 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 87,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032277 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,942.4954 F1 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on each anniversary of the grant based on the achievement of certain annual pre-determined performance metrics. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:52 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 8,831 | $34.90 | $308,201.90 |
DisclosureSEC source: 0001209191-20-030917 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,578.4954 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.90 to $35.66 inclusive. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:58 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 4,598 | $41.58 | $191,184.84 |
DisclosureSEC source: 0001209191-20-027736 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,409.4954 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 21:28 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 712.4954 | $35.09 | $25,001.46 |
DisclosureSEC source: 0001209191-20-010526 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,007.4954 F1 · security: Shares were acquired under the Commvault Employee Stock Purchase Plan on February 14, 2020. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:30 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 208 | $48.48 | $10,083.84 |
DisclosureSEC source: 0001209191-20-007529 · doc4.xml · nonDerivative · entry 2 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,295 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.46 to $48.50 inclusive. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:30 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | Tax withholdingCommon Stock | 19,542 | $47.12 | $920,819.04 |
DisclosureSEC source: 0001209191-20-007529 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,503 F1 · security: This sale of common stock was made to satisfy certain tax withholding obligations resulting from the vesting of restricted stock units. Read SEC document |
| May 15, 2019 Filed May 16, 2019 20:28 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 34,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030388 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,045 F1 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on the first anniversary of the grant with the remaining portion vesting in equal quarterly installments thereafter. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 46,467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-007334 · doc4.xml · nonDerivative · entry 3 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,890 F4 · security: The common stock is being granted as performance based stock units and is subject to the following vesting schedule: 50% on the second anniversary of the grant and the remaining 50% vesting on the third anniversary of the grant. F2 · price: Not applicable. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 46,467 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-007334 · doc4.xml · nonDerivative · entry 2 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,423 F3 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on the first anniversary of the grant, with the remaining portion vesting in equal quarterly installments thereafter. F2 · price: Not applicable. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 21:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 61,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-007334 · doc4.xml · nonDerivative · entry 1 Mirchandani Sanjay · CIK 0001765820 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,956 F1 · security: The common stock is being granted as restricted stock units and is subject to a 2-year vesting schedule, as follows: 50% on the first anniversary of the grant, with the remaining portion vesting in equal quarterly installments thereafter. F2 · price: Not applicable. 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.