Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MITEK SYSTEMS INCMITK · Entity 5119 | Director | March 03, 2026 | March 05, 2026 |
| SKYWORKS SOLUTIONS, INC.SWKS · Entity 3526 | Director | July 26, 2021 | July 28, 2021 |
| Verisk Analytics, Inc.VRSK · Entity 1061 | Director | May 19, 2026 | May 26, 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.
MITEK SYSTEMS INC
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,044 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 11,448 · Balance 96,044 F1: Represents restricted stock units granted on March 3, 2026. This award is the annual equity grant that the Issuer makes to its non-employee directors as part of the director compensation program in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on March 3, 2026. This award is the annual equity grant that the Issuer makes to its non-employee directors as part of the director compensation program in connection with its annual meeting of stockholders. Shares subject to the award vest at the later of the date of the next Annual Shareholders Meeting or one year after the date of grant.
SKYWORKS SOLUTIONS, INC.
Report date July 26, 2021 · Filed July 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,451 |
Reported balance
After 2021-07-26 transaction · row 1
1 source rowRow 1 · 2021-07-26 · Exercise / conversion · Acquired 672 · Balance 6,451 F1: Restricted stock units convert into shares of common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-26 · Exercise / conversion · Disposed 672 · Balance 0 F1: Restricted stock units convert into shares of common stock on a one-for-one basis. F2: The restricted stock units vested in three (3) equal annual installments, beginning on 7/24/2019 and ending on 7/24/2021. |
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 vested in three (3) equal annual installments, beginning on 7/24/2019 and ending on 7/24/2021.
Verisk Analytics, Inc.
Report date May 19, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,762 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 1,347 · Balance 5,762 F1: These deferred stock units of Common Stock were granted under the Issuer's 2021 Equity Incentive Plan. Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units vest in full at the end of the reporting person's service to the Board of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred stock units of Common Stock were granted under the Issuer's 2021 Equity Incentive Plan. Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, these deferred stock units vest in full at the end of the reporting person's service to the Board of the Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOSTON PRIVATE FINANCIAL HOLDINGS INC
Report date July 01, 2021 · Filed July 06, 2021
Section 16 reporting ended · disclosed 2021-07-06. 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 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 54,155.12 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger by and between SVB Financial Group ("SVB") and the Issuer, dated as of January 4, 2021 (the "Merger Agreement"), pursuant to which the Issuer was merged with and into SVB, with SVB as the surviving corporation (the "Merger"), effective July 1, 2021. Pursuant to the Merger, each issued and outstanding share of common stock of the Issuer was converted into the right to receive, without interest, 0.0228 shares of SVB common stock and $2.10 in cash. The closing price of one share of SVB common stock on the Nasdaq on the last trading day prior to the effectiveness of the Merger was $556.43. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the Issuer.
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 |
|---|---|---|---|---|---|---|
| February 15, 2017 Filed Feb 16, 2017 16:08 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 1,917 | $16.95 | $32,496.98 |
DisclosureSEC source: 0000821127-17-000018 · wf-form4_148727926620451.xml · nonDerivative · entry 1 Stevenson Kimberly S · CIK 0001570805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,960.65 Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 18:28 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | OtherCommon Stock | 36.75 | $0.00 | $0.00 |
DisclosureSEC source: 0000821127-17-000009 · wf-form5_148711487164264.xml · nonDerivative · entry 1 Stevenson Kimberly S · CIK 0001570805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,043.65 F1 · shares: Shares acquired through dividend reinvestment. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 16:23 UTC | BOSTON PRIVATE FINANCIAL HOLDINGS INC BPFH · Entity 137583 | GrantCommon Stock | 2,127 | $15.28 | $32,500.56 |
DisclosureSEC source: 0000821127-16-000237 · wf-form4_147933142437650.xml · nonDerivative · entry 1 Stevenson Kimberly S · CIK 0001570805 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,006.9 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.