Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OPENLANE, Inc.KAR · Entity 4015 | EVP & CFO | May 27, 2026 | May 28, 2026 |
| Shift4 Payments, Inc.FOUR · Entity 4172 | CFO | June 08, 2022 | June 11, 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.
OPENLANE, Inc.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,737 |
Ending reported balance
After 2026-05-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-27 · Exercise / conversion · Acquired 16,190 · Balance 16,190 F1: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested in common stock on May 27, 2026. Row 2 · 2026-05-27 · Tax withholding · Disposed 4,453 · Balance 11,737 F2: Shares withheld by the Company to satisfy tax withholding requirements. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 32,382 |
Reported balance
After 2026-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-27 · Exercise / conversion · Disposed 16,190 · Balance 32,382 F3: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F4: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vested on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027 and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested in common stock on May 27, 2026.
F2: Shares withheld by the Company to satisfy tax withholding requirements.
F3: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis.
F4: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vested on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027 and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date.
Shift4 Payments, Inc.
Report date June 08, 2022 · Filed June 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 60,722 |
Reported balance
After 2022-06-08 transaction · row 1
1 source rowRow 1 · 2022-06-08 · Tax withholding · Disposed 1,876 · Balance 60,722 F1: Shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Enfusion, Inc.
Report date April 21, 2025 · Filed April 21, 2025
Section 16 reporting ended · disclosed 2025-04-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 216,357 |
Reported balance
After 2025-04-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-21 · Disposition to issuer · Disposed 108,332 · Balance 216,357 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3: Represents shares of Common Stock and shares underlying vested restricted stock units ("RSUs") of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-04-21 · Disposition to issuer · Disposed 216,357 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F4: Represents shares of Common Stock underlying unvested RSUs of Enfusion, which were converted into Parent RSUs equal to the product of (a) the number of shares of Common Stock subject to each Enfusion RSU multiplied by (b) the Exchange Ratio. F5: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion.
F2: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration").
F3: Represents shares of Common Stock and shares underlying vested restricted stock units ("RSUs") of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock.
F4: Represents shares of Common Stock underlying unvested RSUs of Enfusion, which were converted into Parent RSUs equal to the product of (a) the number of shares of Common Stock subject to each Enfusion RSU multiplied by (b) the Exchange Ratio.
F5: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person.
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 28, 2026 15:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | Exercise / conversionRestricted Stock Units · Derivative | 16,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001813901-26-000002 · wk-form4_1779982828.xml · derivative · entry 3 Herring Bradley · CIK 0001813901 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,382 Underlying: Common Stock · 16,190 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F4 · derivative.exercise_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vested on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027 and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date. F4 · derivative.expiration_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vested on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027 and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date. Read SEC document |
| May 27, 2026 Filed May 28, 2026 15:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | Tax withholdingCommon Stock | 4,453 | $36.90 | $164,315.70 |
DisclosureSEC source: 0001813901-26-000002 · wk-form4_1779982828.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,737 F2 · kind: Shares withheld by the Company to satisfy tax withholding requirements. Read SEC document |
| May 27, 2026 Filed May 28, 2026 15:40 UTC | OPENLANE, Inc. KAR · Entity 4015 | Exercise / conversionCommon Stock | 16,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001813901-26-000002 · wk-form4_1779982828.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,190 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 · price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested in common stock on May 27, 2026. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 20:54 UTC | OPENLANE, Inc. KAR · Entity 4015 | GrantRestricted Stock Units · Derivative | 42,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001813901-26-000001 · wk-form4_1771620838.xml · derivative · entry 1 Herring Bradley · CIK 0001813901 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,721 Underlying: Common Stock · 42,721 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vest on February 19, 2027, one-third of these restricted stock units vest on February 19, 2028 and the remaining one-third of these restricted stock units vest on February 19, 2029, assuming continued employment through the applicable vesting date. F2 · derivative.expiration_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vest on February 19, 2027, one-third of these restricted stock units vest on February 19, 2028 and the remaining one-third of these restricted stock units vest on February 19, 2029, assuming continued employment through the applicable vesting date. Read SEC document |
| May 27, 2025 Filed May 28, 2025 16:30 UTC | OPENLANE, Inc. KAR · Entity 4015 | GrantRestricted Stock Units · Derivative | 48,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001395942-25-000036 · wk-form4_1748449846.xml · derivative · entry 1 Herring Bradley · CIK 0001813901 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,572 Underlying: Common Stock · 48,572 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vest on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027, and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date. F2 · derivative.expiration_date: These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock as follows: one-third of these restricted stock units vest on May 27, 2026, one-third of these restricted stock units vest on May 27, 2027, and the remaining one-third of these restricted stock units vest on May 27, 2028, assuming continued employment through the applicable vesting date. Read SEC document |
| April 21, 2025 Filed Apr 21, 2025 17:10 UTC | Enfusion, Inc. ENFN · Entity 80590 | Disposition to issuerClass A Common Stock | 216,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-036912 · tm2512604-6_4seq1.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2 · kind: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F4 · shares: Represents shares of Common Stock underlying unvested RSUs of Enfusion, which were converted into Parent RSUs equal to the product of (a) the number of shares of Common Stock subject to each Enfusion RSU multiplied by (b) the Exchange Ratio. F2 · price: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F4 · price: Represents shares of Common Stock underlying unvested RSUs of Enfusion, which were converted into Parent RSUs equal to the product of (a) the number of shares of Common Stock subject to each Enfusion RSU multiplied by (b) the Exchange Ratio. F5 · balance_after: As a result of the consummation of the transactions contemplated Merger Agreement, the Reporting Person ceased to be the beneficial owner of any securities of Enfusion. This Form 4 constitutes an exit filing by the Reporting Person. Read SEC document |
| April 21, 2025 Filed Apr 21, 2025 17:10 UTC | Enfusion, Inc. ENFN · Entity 80590 | Disposition to issuerClass A Common Stock | 108,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-036912 · tm2512604-6_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,357 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated as of January 10, 2025 (the "Merger Agreement"), by and among Clearwater Analytics Holdings, Inc. (the "Parent"), Poseidon Acquirer, Inc., a direct, wholly-owned subsidiary of the Parent, Poseidon Merger Sub I, Inc., a wholly-owned subsidiary of the Parent, Poseidon Merger Sub II, LLC, an indirect subsidiary of the Parent, Enfusion, Inc. ("Enfusion"), and Enfusion Ltd. LLC, a subsidiary of Enfusion. F2 · kind: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · shares: Represents shares of Common Stock and shares underlying vested restricted stock units ("RSUs") of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. F2 · price: Under the terms of the Merger Agreement, each eligible share of Enfusion's Class A common stock, par value $0.001 per share (the "Common Stock"), issued and outstanding was converted into the right to receive, at the election of the holder of such share of Common Stock, and subject to proration in accordance with the Merger Agreement: (i) cash in an amount equal to $5.85 and (ii) a number of shares of Class A common stock of the Parent, par value $0.001 per share (the "Parent Common Stock") equal to the Per Share Parent Stock Amount (as defined in the Merger Agreement) (the "Per Share Mixed Consideration"); (ii) a number of shares of Parent Common Stock equal to the Exchange Ratio (the "Per Share Stock Consideration"); or (iii) cash in an amount equal to the Aggregate Consideration Per Share (as defined in the Merger Agreement) (the "Per Share Cash Consideration"). F3 · price: Represents shares of Common Stock and shares underlying vested restricted stock units ("RSUs") of Enfusion, which were converted into the right to receive the merger consideration, at the election of the holder of such share of Common Stock. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 18:11 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 4,645 | $11.38 | $52,836.88 |
DisclosureSEC source: 0001104659-25-021831 · tm258616-1_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,689 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares and does not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.32 to $11.455. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 18:19 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 1,533 | $11.48 | $17,600.37 |
DisclosureSEC source: 0001104659-25-020992 · tm258401-3_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,334 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares and does not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.429 to $11.535. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 16:05 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 6,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-019120 · tm257869-1_4seq1.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,867 F2 · shares: Consists of fully vested shares issued under the Plan. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 16:05 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 58,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-019120 · tm257869-1_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,571 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan (the "Plan"). The RSUs will vest in full as follows: 19,401, 19,401 and 19,400 on each of February 26, 2026, 2027 and 2028. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 16:19 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 4,134 | $10.13 | $41,877.42 |
DisclosureSEC source: 0001104659-25-002557 · tm252969-4_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,369 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares, and does not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $10.05 to $10.36. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| December 20, 2024 Filed Dec 26, 2024 16:15 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 24,443 | $10.61 | $259,340.23 |
DisclosureSEC source: 0001104659-24-131717 · tm2432004-1_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,503 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares, and does not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $10.32 to $10.74. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:23 UTC | Enfusion, Inc. ENFN · Entity 80590 | Tax withholdingClass A Common Stock | 2,325 | $8.67 | $20,157.75 |
DisclosureSEC source: 0001104659-24-031187 · tm248064-3_4seq1.xml · nonDerivative · entry 3 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,946 F3 · shares: Consists of shares withheld to satisfy tax withholding obligations resulting from delivery of the Vested Shares to the reporting person; not an open market transaction. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:23 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 9,546 | $8.67 | $82,763.82 |
DisclosureSEC source: 0001104659-24-031187 · tm248064-3_4seq1.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,271 F2 · shares: Consists of fully vested shares issued under the Plan (the "Vested Shares"). Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:23 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 76,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-031187 · tm248064-3_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,725 F1 · shares: Consists of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan (the "Plan"). The RSUs will vest in full as follows: 19,032, 19,031, 19,031 and 19,031 on each of March 1, 2025, 2026, 2027 and 2028. Read SEC document |
| January 09, 2024 Filed Jan 10, 2024 20:01 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 2,090 | $8.95 | $18,705.50 |
DisclosureSEC source: 0001104659-24-003079 · tm243083-2_4seq1.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,600 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares, and does not represent discretionary trades by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $8.82 to $9.11. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 20:01 UTC | Enfusion, Inc. ENFN · Entity 80590 | SaleClass A Common Stock | 1,998 | $9.23 | $18,441.54 |
DisclosureSEC source: 0001104659-24-003079 · tm243083-2_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,690 F1 · shares: Consists of shares required by the Issuer to be sold by the Reporting Person to cover tax withholding obligations in connection with the issuance of the shares, and does not represent discretionary trades by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.17 to $9.34. Full information regarding the number of shares sold at each separate price will be furnished to the SEC staff upon request. Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 17:36 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 40,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-002347 · tm232795-2_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,688 F1 · shares: Consist of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan (the "Plan"). The RSUs will vest in full as follows: 13,563, 13,563 and 13,562 RSUs will vest on January 5, 2024, January 5, 2025 and January 5, 2026, respectively. Read SEC document |
| December 19, 2022 Filed Dec 21, 2022 16:54 UTC | Enfusion, Inc. ENFN · Entity 80590 | GrantClass A Common Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-129141 · tm2233251-2_4seq1.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 F1 · shares: Consist of restricted stock units ("RSUs") awarded pursuant to the Enfusion, Inc. 2021 Stock Option and Incentive Plan (the "Plan"). The RSUs will vest in full as follows: 87,500 and 87,500 RSUs will vest on December 19, 2024 and December 19, 2025, respectively. Read SEC document |
| June 08, 2022 Filed Jun 11, 2022 01:52 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 1,876 | $46.89 | $87,965.64 |
DisclosureSEC source: 0000899243-22-022053 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,722 F1 · shares: Shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:32 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 28,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-010712 · doc4.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,598 F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on March 9, 2023. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:32 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 1,097 | $41.95 | $46,019.15 |
DisclosureSEC source: 0000899243-22-010712 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,993 Read SEC document |
| December 17, 2021 Filed Jan 7, 2022 21:05 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 6,924 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-001351 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,090 F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on December 17, 2022. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:21 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 621 | $57.00 | $35,397.00 |
DisclosureSEC source: 0000899243-21-047766 · doc4.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,166 Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 21:21 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 62 | $57.00 | $3,534.00 |
DisclosureSEC source: 0000899243-21-047766 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,787 Read SEC document |
| August 09, 2021 Filed Aug 12, 2021 00:05 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | SaleClass A Common Stock | 2,000 | $89.30 | $178,600.00 |
DisclosureSEC source: 0000899243-21-032617 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,849 F1 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:18 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | SaleClass A Common Stock | 5,940 | $93.16 | $553,392.97 |
DisclosureSEC source: 0000899243-21-023632 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,849 F1 · kind: Represents sales pursuant to a Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.9584 to $96.4233. The reporting person undertakes to provide Shift4 Payments, Inc. (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price withint he range set forth in this footnote. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:55 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 2,064 | $97.75 | $201,756.00 |
DisclosureSEC source: 0000899243-21-023024 · doc4.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,789 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 21:55 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 2,132 | $97.75 | $208,403.00 |
DisclosureSEC source: 0000899243-21-023024 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,853 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 21:15 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 8,741 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011148 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,985 F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on March 9, 2022. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:15 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 5,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-033334 · doc4.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,244 F1 · shares: Represents an award of restricted stock units, which will vest in three equal annual installments beginning on December 8, 2021. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:15 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | Tax withholdingClass A Common Stock | 57 | $60.70 | $3,459.90 |
DisclosureSEC source: 0000899243-20-033334 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 12:00 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 17,392 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-015904 · doc4.xml · nonDerivative · entry 3 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,543 F3 · shares: Represents an award of restricted stock units, which vest in three, equal annual installments beginning on the one year anniversary of the grant date. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 12:00 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 8,774 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-015904 · doc4.xml · nonDerivative · entry 2 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,151 F2 · shares: Represents an award of restricted stock units, which vest in full on the one year anniversary of the grant date. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 12:00 UTC | Shift4 Payments, Inc. FOUR · Entity 4172 | GrantClass A Common Stock | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-015904 · doc4.xml · nonDerivative · entry 1 Herring Bradley · CIK 0001813901 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377 F1 · shares: Represents an award of restricted stock units, which will vest as to 50% on the 6th month anniversary of the grant date and 50% on the 18th month 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.