Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BENTLEY SYSTEMS INCBSY · Entity 438 | Chief Legal Officer | September 29, 2026 | October 02, 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.
BENTLEY SYSTEMS INC
Report date September 29, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 622,995 |
Reported balance
After 2026-09-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 469 · Balance 622,995 F1: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. F2: Total has been adjusted to account for dividend equivalent rights incorrectly included in prior reports. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trusts | 279,308 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 279,308 |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Spouse Trustee | 80,000 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 80,000 |
| Class B Common StockSEC Table I · non-derivative | IndirectBy 401(K) Plan | 32,635 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,635 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate.
F2: Total has been adjusted to account for dividend equivalent rights incorrectly included in prior reports.
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, 2021 Filed Jul 6, 2021 20:03 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | SaleClass B Common Stock | 70,038 | $62.76 | $4,395,837.02 |
DisclosureSEC source: 0001104659-21-089390 · tm2121491-1_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,527 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 1, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions on July 1, 2021 at prices ranging from $62.22 to $63.21. The reporting person undertakes to provide to Bentley Systems, Incorporated, any security holder of Bentley Systems, Incorporated, 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 |
| June 15, 2021 Filed Jun 17, 2021 20:47 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-082666 · tm2119958-8_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,107,565 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| April 29, 2021 Filed May 3, 2021 20:14 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionStock Options (Right to Buy) · Derivative | 51,418 | $3.73 Strike: $3.73 | $191,789.14 |
DisclosureSEC source: 0001104659-21-060217 · tm2114922d1_4.xml · derivative · entry 4 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 51,418 shares Expires 2021-05-10 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. F2 · derivative.exercise_date: These options were fully vested and have been exercised in full. Read SEC document |
| April 29, 2021 Filed May 3, 2021 20:14 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 3,712 | $51.67 | $191,799.04 |
DisclosureSEC source: 0001104659-21-060217 · tm2114922d1_4.xml · nonDerivative · entry 2 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,107,272 F1 · kind: Represents the number of shares of Class B Common Stock owned by the Reporting Person and relinquished to the Issuer to cover the exercise price of the options exercised via a stock swap exercise method. Read SEC document |
| April 29, 2021 Filed May 3, 2021 20:14 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionClass B Common Stock | 51,418 | $3.73 | $191,789.14 |
DisclosureSEC source: 0001104659-21-060217 · tm2114922d1_4.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110,984 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 |
| April 19, 2021 Filed Apr 21, 2021 20:47 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 8,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-053204 · tm2113666-1_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059,566 F1 · kind: Represents a time-based restricted stock award granted pursuant to the Issuer's 2020 Omnibus Incentive Plan, which vests over four years with one-quarter of such award vesting on each grant date anniversary. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:13 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 15,720 | $47.94 | $753,616.80 |
DisclosureSEC source: 0001104659-21-046574 · tm2112132-2_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,395 F1 · kind: Represents shares of Class B Common Stock withheld by the Issuer to cover taxes due by the Reporting Person upon a scheduled distribution of Class B Common Stock from the Issuer's Non-Qualified Deferred Compensation Plan. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 20:17 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-042451 · tm2111006-1_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067,115 F1 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:31 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionStock Options (Right to Buy) · Derivative | 41,985 | $3.73 Strike: $3.73 | $156,604.05 |
DisclosureSEC source: 0001104659-21-034487 · tm219324-1_4seq1.xml · derivative · entry 4 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 41,985 shares Expires 2021-05-10 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. F2 · derivative.exercise_date: These options were fully vested and have been exercised in full. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:31 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 20,109 | $47.17 | $948,541.53 |
DisclosureSEC source: 0001104659-21-034487 · tm219324-1_4seq1.xml · nonDerivative · entry 2 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066,651 F1 · kind: Represents shares withheld by the Issuer to cover the exercise price and taxes in connection with a cashless exercise of stock options by the Reporting Person. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 21:31 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionClass B Common Stock | 41,985 | $3.73 | $156,604.05 |
DisclosureSEC source: 0001104659-21-034487 · tm219324-1_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086,760 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 |
| February 25, 2021 Filed Mar 1, 2021 21:22 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 533 | $46.73 | $24,907.09 |
DisclosureSEC source: 0001104659-21-030004 · tm218290-1_4seq1.xml · nonDerivative · entry 2 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044,775 F2 · kind: Represents shares withheld by the Issuer to cover taxes upon the vesting of performance-based restricted stock awards previously granted to the Reporting Person. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:22 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 1,869 | $46.73 | $87,338.37 |
DisclosureSEC source: 0001104659-21-030004 · tm218290-1_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045,308 F1 · kind: Represents shares acquired upon the vesting of performance-based restricted stock awards previously granted to the Reporting Person. Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionStock Options (Right to Buy) · Derivative | 12,597 | $3.73 Strike: $3.73 | $46,986.81 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · derivative · entry 10 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,985 Underlying: Class B Common Stock · 12,597 shares Expires 2021-05-10 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. F6 · derivative.exercise_date: These options are fully vested. Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Tax withholdingClass B Common Stock | 6,143 | $39.48 | $242,525.64 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 8 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043,439 F5 · kind: Represents shares withheld by the Issuer to cover the exercise price and taxes in connection with a cashless exercise of stock options by the Reporting Person. Read SEC document |
| December 24, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | Exercise / conversionClass B Common Stock | 12,597 | $3.73 | $46,986.81 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 7 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,582 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 22, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 6 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036,985 F4 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| September 03, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 5 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036,477 F4 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| September 02, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 58,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 4 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035,317 F4 · kind: Represents dividend equivalent rights that accrued to the Reporting Person in connection with a dividend paid by the Issuer on awards previously granted and vest on the same terms as the awards to which they relate. Read SEC document |
| August 07, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 3 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 977,283 F3 · kind: Represents shares acquired upon vesting of performance-based restricted stock awards previously granted to the Reporting Person. Read SEC document |
| July 10, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 14,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 2 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,545 F2 · kind: Represents a grant of restricted stock that vests in four annual increments begining on July 10, 2021. Read SEC document |
| July 10, 2020 Filed Dec 28, 2020 21:30 UTC | BENTLEY SYSTEMS INC BSY · Entity 438 | GrantClass B Common Stock | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-139781 · tm2039300-3_4seq1.xml · nonDerivative · entry 1 Shaman David R. · CIK 0001825193 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 958,593 F1 · kind: Represents a grant of restricted stock that vested upon the consummation of the Issuer's initial public offering. 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.