Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIVEPERSON INCLPSN · Entity 7365 | Director | December 16, 2024 | December 19, 2024 |
| MITEK SYSTEMS INCMITK · Entity 5119 | Director | March 02, 2022 | March 04, 2022 |
| Performant Healthcare IncPFMT · Entity 74046 | Director | June 21, 2018 | June 25, 2018 |
| Verisk Analytics, Inc.VRSK · Entity 1061 | Director | June 01, 2026 | June 01, 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.
LIVEPERSON INC
Report date December 16, 2024 · Filed December 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,000 |
Reported balance
After 2024-12-16 transaction · row 1
1 source rowRow 1 · 2024-12-16 · Grant · Acquired 80,000 · Balance 80,000 F1: The reporting person was granted an award of restricted stock units ("RSUs") under the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 80,000 RSUs, each of which represents a contingent right to receive one share of common stock. These RSUs will fully vest on December 16, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted an award of restricted stock units ("RSUs") under the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 80,000 RSUs, each of which represents a contingent right to receive one share of common stock. These RSUs will fully vest on December 16, 2025.
MITEK SYSTEMS INC
Report date March 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 162,751 |
Reported balance
After 2022-03-02 transaction · row 1
1 source rowRow 1 · 2022-03-02 · Grant · Acquired 10,068 · Balance 162,751 F1: Represents restricted stock units granted on March 2, 2022. Shares subject to the award vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on March 2, 2022. Shares subject to the award vest on the first anniversary of the grant date.
Performant Healthcare Inc
Report date June 21, 2018 · Filed June 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,884 |
Reported balance
After 2018-06-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-21 · Grant · Acquired 34,884 · Balance 34,884 F1: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F2: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person.
F2: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis.
Verisk Analytics, Inc.
Report date June 01, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,868 |
Ending reported balance
After 2026-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-01 · Exercise / conversion · Acquired 2,336 · Balance 18,204 Row 2 · 2026-06-01 · Sale · Disposed 2,336 · Balance 15,868 F1: These shares were sold pursuant to a 10b5-1 plan that Mr. Hansen entered into on February 20, 2026. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $80.93 · Expires 2026-07-01 | Direct | 0 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 2,336 · Balance 0 F2: This stock option was granted under the Issuer's 2013 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a 10b5-1 plan that Mr. Hansen entered into on February 20, 2026.
F2: This stock option was granted under the Issuer's 2013 Equity Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| July 01, 2018 Filed Jul 9, 2018 21:11 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 836 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042008 · doc4a.xml · nonDerivative · entry 2 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,889 F3 · security: The reporting person elected to receive these deferred stock units under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. These deferred stock units entitled the reporting person to 836 shares of Common Stock at the end of his service to the Board of the Issuer. Read SEC document |
| July 01, 2018 Filed Jul 9, 2018 21:11 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042008 · doc4a.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,053 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 1,080 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over a period of 12 months from the grant date. F2 · shares: This Amended Form 4 is being filed because the original Form 4 filed on July 5, 2018 inadvertently reported 674 deferred stock units granted. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 20:31 UTC | Performant Healthcare Inc PFMT · Entity 74046 | GrantRestricted Stock Units · Derivative | 34,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001559935-18-000002 · wf-form4_152997306899277.xml · derivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,884 Underlying: Common Stock · 34,884 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFMT's common stock. The units were awarded at no cost to Reporting Person. F2 · derivative.exercise_date: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis. F2 · derivative.expiration_date: Restricted Stock Unit Award was granted on June 21, 2018. The Restricted Stock Units will vest with respect to 100% of the shares subject to the award on the earlier of the Registrant's 2019 annual meeting of stockholders or a Change in Control (as defined in the Registrant's Amended and Restated 2012 Stock Incentive Plan). The restricted stock units may be settled only for shares of common stock on a one-for-one basis. Read SEC document |
| May 30, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | Exercise / conversionCommon Stock · Derivative | 35,000 | $2.66 Strike: $2.66 | $93,100.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · derivative · entry 6 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2024-11-04 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 |
| May 30, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | SaleCommon Stock | 35,000 | $8.74 | $306,005.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · nonDerivative · entry 4 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,135 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.7000 - $8.8000, inclusive. The reporting person undertakes to provide to Mitek Systems, Inc., any security holder of Mitek Systems, 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 footnote. Read SEC document |
| May 30, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | Exercise / conversionCommon Stock | 35,000 | $2.66 | $93,100.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · nonDerivative · entry 3 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,135 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 |
| May 29, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | Exercise / conversionCommon Stock · Derivative | 5,000 | $2.66 Strike: $2.66 | $13,300.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · derivative · entry 5 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 5,000 shares Expires 2024-11-04 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 |
| May 29, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | SaleCommon Stock | 5,000 | $8.66 | $43,305.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · nonDerivative · entry 2 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,135 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.6500 - $8.6750, inclusive. The reporting person undertakes to provide to Mitek Systems, Inc., any security holder of Mitek Systems, 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 footnote. Read SEC document |
| May 29, 2018 Filed May 31, 2018 20:33 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | Exercise / conversionCommon Stock | 5,000 | $2.66 | $13,300.00 |
DisclosureSEC source: 0000807863-18-000032 · wf-form4_152779879264386.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,135 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 15, 2017 Filed Nov 17, 2017 23:36 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0000807863-17-000072 · wf-form4_151096177049101.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,135 F1 · shares: Represents restricted stock units granted on November 15, 2017. Shares subject to the award vest on the first anniversary of the grant date. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 23:15 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | SaleCommon Stock | 50,000 | $9.16 | $457,830.00 |
DisclosureSEC source: 0000807863-17-000046 · wf-form4_151070131339295.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,600 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.0000 - $9.4250, inclusive. The reporting person undertakes to provide to Mitek Systems, Inc., any security holder of Mitek Systems, 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 footnote. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:47 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 4,256 | $0.00 Strike: $84.37 | $0.00 |
DisclosureSEC source: 0001209191-17-044682 · doc4.xml · derivative · entry 3 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,256 Underlying: Common Stock · 4,256 shares Expires 2027-07-01 F3 · security: The reporting person was awarded the reported stock options under the Issuer's 2013 Equity Incentive Plan. These stock options vest monthly ratably over a period of 12 months from the grant date. F4 · derivative.exercise_date: Exercisable upon the earlier of (i) the first anniversary of the grant date or (ii) the end of the reporting person's service to the Board of the Issuer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:47 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044682 · doc4.xml · nonDerivative · entry 2 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,973 F2 · security: The reporting person elected to receive these deferred stock units under the Issuer's 2013 Equity Incentive Plan as part of his annual retainer. These deferred stock units entitled the reporting person to 1,067 shares of Common Stock at the end of his service to the Board of the Issuer. Read SEC document |
| July 01, 2017 Filed Jul 10, 2017 22:47 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 859 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044682 · doc4.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,906 F1 · security: These deferred stock units of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units entitle the reporting person to 859 shares of Common Stock at the end of his service to the Board of the Issuer. These deferred stock units vest monthly ratably over a period of 12 months from the grant date. Read SEC document |
| November 16, 2016 Filed Nov 19, 2016 00:51 UTC | MITEK SYSTEMS INC MITK · Entity 5119 | GrantCommon Stock | 16,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-033965 · doc4.xml · nonDerivative · entry 1 Hansen Bruce Edward · CIK 0001559935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,600 F1 · shares: Represents restricted stock units granted on November 16, 2016. Shares subject to the award vest on the first anniversary of the grant date. 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.