Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Director | May 27, 2026 | May 29, 2026 |
| Qualtrics International Inc.XM · Entity 111837 | Director | August 15, 2022 | August 22, 2022 |
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.
Advantage Solutions Inc.
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,197 |
Reported balance
After 2026-05-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 4,477 · Balance 18,197 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date.
F2: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026.
Qualtrics International Inc.
Report date August 15, 2022 · Filed August 22, 2022
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| May 27, 2026 Filed May 29, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 4,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-248430 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,197 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. F2 · balance_after: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:40 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 141,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079180 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343,004 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 49,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067460 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,875 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:33 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 98,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-024540 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,160 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:47 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 40,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000667 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,846 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 20:34 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 13,243 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-001037 · ownership.xml · nonDerivative · entry 1 Manherz Robin · CIK 0001884764 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,243 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after 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.