Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGILYSYS INCAGYS · Entity 897 | Director | May 27, 2026 | May 29, 2026 |
| Zapata Quantum, Inc.ZPTA · Entity 6486 | Director | July 10, 2024 | July 12, 2024 |
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.
AGILYSYS INC
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,424 |
Reported balance
After 2026-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 1,424 · Balance 1,424 F1: Restricted stock units granted under the Agilysys, Inc. 2024 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock of Agilysys, Inc. F2: The restricted stock units vest on May 27, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Agilysys, Inc. 2024 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock of Agilysys, Inc.
F2: The restricted stock units vest on May 27, 2027.
Zapata Quantum, Inc.
Report date July 10, 2024 · Filed July 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2024-07-10 transaction · row 1
1 source rowRow 1 · 2024-07-10 · Grant · Acquired 25,000 · Balance 25,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 75,000 |
Reported balance
After 2024-07-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-07-10 · Grant · Acquired 75,000 · Balance 75,000 F1: Restricted stock units convert into shares of common stock on a one-for-one basis. F2: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into shares of common stock on a one-for-one basis.
F2: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RealPage, Inc.
Report date April 22, 2021 · Filed April 26, 2021
Section 16 reporting ended · disclosed 2021-04-26. 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 2021-04-22 transaction · row 1
1 source rowRow 1 · 2021-04-22 · Disposition to issuer · Disposed 5,418 · Balance 0 F1: Shares that, at the effective time of the merger contemplated by the agreement and plan of merger, dated as of December 20, 2020, by and among Mirasol Parent, LLC, which was renamed RealPage Holdings, LLC, Mirasol Merger Sub, Inc. and RealPage, Inc., were converted into the right to receive $88.75 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares that, at the effective time of the merger contemplated by the agreement and plan of merger, dated as of December 20, 2020, by and among Mirasol Parent, LLC, which was renamed RealPage Holdings, LLC, Mirasol Merger Sub, Inc. and RealPage, Inc., were converted into the right to receive $88.75 in cash.
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 14:53 UTC | AGILYSYS INC AGYS · Entity 897 | GrantRestricted Stock Units · Derivative | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-246959 · ownership.xml · derivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,424 Underlying: Common Stock · 1,424 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Agilysys, Inc. 2024 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock of Agilysys, Inc. F2 · derivative.exercise_date: The restricted stock units vest on May 27, 2027. F2 · derivative.expiration_date: The restricted stock units vest on May 27, 2027. Read SEC document |
| May 22, 2026 Filed May 27, 2026 22:13 UTC | AGILYSYS INC AGYS · Entity 897 | Exercise / conversionRestricted Stock Units · Derivative | 973 | $0.00 Strike: $79.84 | $0.00 |
DisclosureSEC source: 0001193125-26-242307 · ownership.xml · derivative · entry 2 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973 Underlying: Common Stock · 973 shares Expires 2026-05-22 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 22, 2026 Filed May 27, 2026 22:13 UTC | AGILYSYS INC AGYS · Entity 897 | Exercise / conversionCommon Stock | 973 | $79.84 | $77,684.32 |
DisclosureSEC source: 0001193125-26-242307 · ownership.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,829 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 |
| December 04, 2025 Filed Dec 29, 2025 21:30 UTC | AGILYSYS INC AGYS · Entity 897 | GiftCommon Stock | 2,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-335420 · ownership.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,856 Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:56 UTC | AGILYSYS INC AGYS · Entity 897 | GrantRestricted Stock Units · Derivative | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077820 · ownership.xml · derivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973 Underlying: Common Stock · 973 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units granted under the Agilysys, Inc. 2024 Equity Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock of Agilysys, Inc. F2 · derivative.exercise_date: The restricted stock units vest on May 22, 2026. F2 · derivative.expiration_date: The restricted stock units vest on May 22, 2026. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 22:14 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013691 · form4.xml · derivative · entry 2 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders. F2 · derivative.expiration_date: The restricted stock units will vest in three equal installments, with 25,000 shares of common stock vesting on October 10, 2024, 25,000 shares of common stock vesting on January 10, 2025, and 25,000 shares vesting on the date of the 2025 annual meeting of the Issuer's stockholders. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 22:14 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-013691 · form4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| May 21, 2024 Filed May 24, 2024 21:29 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005729 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,666 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest on March 31, 2025. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 13:26 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantStock Option (Right to Buy) · Derivative | 68,558 | Not disclosed Strike: $3.80 | Not disclosed |
DisclosureSEC source: 0001062993-24-007522 · form4.xml · derivative · entry 2 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,558 Underlying: Common Stock · 68,558 shares Expires 2033-07-31 F4 · price: Received in accordance with the terms of the Business Combination Agreement in exchange for an option to acquire 75,000 shares of common stock of Private Zapata at a purchase price of $3.47 per share. F3 · derivative.exercise_date: The option will become exercisable in equal annual installments over two years from June 8, 2023. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 13:26 UTC | Zapata Quantum, Inc. ZPTA · Entity 6486 | GrantStock Option (Right to Buy) · Derivative | 68,558 | Not disclosed Strike: $2.02 | Not disclosed |
DisclosureSEC source: 0001062993-24-007522 · form4.xml · derivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,558 Underlying: Common Stock · 68,558 shares Expires 2031-06-08 F2 · price: Received in accordance with the terms of the Business Combination Agreement (the "Business Combination Agreement"), dated as of September 6, 2023, by and among Andretti Acquisition Corp., Tigre Merger Sub, Inc. and Zapata Computing, Inc. ("Private Zapata"), in exchange for an option to acquire 75,000 shares of common stock of Private Zapata at a purchase price of $1.84 per share. F1 · derivative.exercise_date: 100% of the shares subject to the option are fully vested and exercisable. Read SEC document |
| May 24, 2023 Filed May 27, 2023 01:19 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 1,435 | $69.65 | $99,947.75 |
DisclosureSEC source: 0001209191-23-032735 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,698 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest on March 31, 2024. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:07 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 2,322 | $43.06 | $99,985.32 |
DisclosureSEC source: 0001209191-22-035823 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,263 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest on March 31, 2023. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 20:54 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 1,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036881 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,941 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest on March 31, 2022. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 18:13 UTC | RealPage, Inc. RP · Entity 140026 | Disposition to issuerCommon Stock | 5,418 | $88.75 | $480,847.50 |
DisclosureSEC source: 0001209191-21-028383 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Shares that, at the effective time of the merger contemplated by the agreement and plan of merger, dated as of December 20, 2020, by and among Mirasol Parent, LLC, which was renamed RealPage Holdings, LLC, Mirasol Merger Sub, Inc. and RealPage, Inc., were converted into the right to receive $88.75 in cash. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 18:40 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 2,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025422 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,944 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2021 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 19:03 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 4,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059933 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,506 F1 · security: Restricted shares granted under the Agilysys, Inc. 2020 Equity Incentive Plan. The shares vest on March 31, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:34 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 3,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023352 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,418 F1 · shares: Restricted Stock awarded to Reporting Person on 04/01/2020 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 13:11 UTC | AGILYSYS INC AGYS · Entity 897 | PurchaseCommon Stock | 2,810 | $17.77 | $49,933.70 |
DisclosureSEC source: 0001209191-20-019893 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,118 Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 16:50 UTC | RealPage, Inc. RP · Entity 140026 | GrantCommon Stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053851 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471 F1 · shares: Restricted Stock awarded to Reporting Person on 10/21/2019 - 25% of the shares shall vest each quarter, beginning on the first day of the calendar quarter immediately following the vesting commencement date, for four (4) consecutive calendar quarters, subject to the Reporting Person's continuous service as a director of the Issuer through each such vesting date. Read SEC document |
| May 28, 2019 Filed May 30, 2019 21:51 UTC | AGILYSYS INC AGYS · Entity 897 | GrantCommon Stock | 3,308 | $22.67 | $74,992.36 |
DisclosureSEC source: 0001209191-19-033506 · doc4.xml · nonDerivative · entry 1 Jones Dana Sue · CIK 0001775010 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308 F1 · security: Restricted shares granted under the Agilysys, Inc. 2016 Stock Incentive Plan. The shares vest on March 31, 2020. 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.