Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREEN DOT CORPGDOT · Entity 5163 | Director | May 21, 2026 | May 22, 2026 |
| KORN FERRYKFY · Entity 4000 | Director | September 29, 2021 | October 02, 2021 |
| Marcus & Millichap, Inc.MMI · Entity 4846 | Director | April 30, 2026 | May 04, 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.
GREEN DOT CORP
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 129,462 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 17,496 · Balance 129,462 F1: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award that will vest as to all underlying shares on the first anniversary of the date of grant, with vesting to accelerate upon the occurrence of the closing of the transactions contemplated by the Agreement and Plan of Merger by and among the issuer, CommerceOne Financial Corporation and certain other parties thereto, dated as of November 23, 2025 (the "Closing") prior to such date; provided, however, that in the event the Closing occurs prior to the first anniversary of the date of grant, the RSU award shall vest on a prorated basis such that the number of vested RSUs is equal to the product of the total number of RSUs subject to such award multiplied by a fraction, the numerator of which is the number of days elapsed from the date of grant through and including the date of the Closing, and the denominator of which is 365. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award that will vest as to all underlying shares on the first anniversary of the date of grant, with vesting to accelerate upon the occurrence of the closing of the transactions contemplated by the Agreement and Plan of Merger by and among the issuer, CommerceOne Financial Corporation and certain other parties thereto, dated as of November 23, 2025 (the "Closing") prior to such date; provided, however, that in the event the Closing occurs prior to the first anniversary of the date of grant, the RSU award shall vest on a prorated basis such that the number of vested RSUs is equal to the product of the total number of RSUs subject to such award multiplied by a fraction, the numerator of which is the number of days elapsed from the date of grant through and including the date of the Closing, and the denominator of which is 365.
KORN FERRY
Report date September 29, 2021 · Filed October 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 44,730 |
Reported balance
After 2021-09-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-29 · Grant · Acquired 2,050 · Balance 44,730 F1: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 29, 2021. F2: Granted as compensation for services as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 29, 2021.
F2: Granted as compensation for services as a director.
Marcus & Millichap, Inc.
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,439 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 2,698 · Balance 27,439 F1: The shares shall vest on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,800 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,800 F2: The Shaheen Revocable Trust holds 1,800 shares and Mr. Shaheen, as trustee, may be deemed to have beneficial ownership over these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares shall vest on the first anniversary of the date of grant.
F2: The Shaheen Revocable Trust holds 1,800 shares and Mr. Shaheen, as trustee, may be deemed to have beneficial ownership over these shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NetApp, Inc.
Report date September 10, 2024 · Filed September 12, 2024
Section 16 reporting ended · disclosed 2024-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 23,670 |
Ending reported balance
After 2024-09-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-09-10 · Exercise / conversion · Acquired 3,526 · Balance 6,976 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2024-09-11 · Exercise / conversion · Acquired 2,856 · Balance 9,832 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 3 · 2024-09-11 · Exercise / conversion · Acquired 5,922 · Balance 15,754 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2024-09-11 · Exercise / conversion · Acquired 7,916 · Balance 23,670 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-09-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-09-10 · Exercise / conversion · Disposed 3,526 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On September 13, 2023, the reporting person was granted 3,526 restricted stock units, which vested on September 10, 2024, the day immediately preceding the date of the 2024 Annual Meeting of Stockholders. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-09-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-09-11 · Exercise / conversion · Disposed 2,856 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: On September 13, 2013, the reporting person was granted 2,856 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-09-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-09-11 · Exercise / conversion · Disposed 5,922 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: On September 5, 2014, the reporting person was granted 5,922 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-09-11 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-09-11 · Exercise / conversion · Disposed 7,916 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: On September 11, 2015, the reporting person was granted 7,916 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On September 13, 2023, the reporting person was granted 3,526 restricted stock units, which vested on September 10, 2024, the day immediately preceding the date of the 2024 Annual Meeting of Stockholders.
F3: On September 13, 2013, the reporting person was granted 2,856 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member.
F4: On September 5, 2014, the reporting person was granted 5,922 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member.
F5: On September 11, 2015, the reporting person was granted 7,916 restricted stock units, which previously vested but the payout was deferred by the reporting person until September 11, 2024 - the date the reporting person ceased service as a Board Member.
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 |
|---|---|---|---|---|---|---|
| June 07, 2018 Filed Jun 8, 2018 21:08 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 7,000 | $38.37 | $268,577.40 |
DisclosureSEC source: 0001209191-18-036731 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,690 F1 · price: The range of prices for the shares of Common Stock is from $38.361 to $38.385. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:40 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 3,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033854 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,832 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2019 annual stockholders meeting. Read SEC document |
| May 04, 2018 Filed May 8, 2018 23:13 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028702 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,690 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| March 05, 2018 Filed May 18, 2018 20:52 UTC | NetApp, Inc. NTAP · Entity 3101 | GiftCommon Stock | 4,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001614094-18-000038 · edgardoc.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 22:18 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063247 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,360 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2018 annual stockholders meeting. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,416 | $53.10 Strike: $43.77 | $606,178.18 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · derivative · entry 8 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,416 shares Expires 2020-09-12 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_date: The option is immediately exercisable, but any shares purchased under the option will be subject to repurchase by the Company at the option exercise price paid per share, upon the reporting person's cessation of Board service prior to vesting in those shares. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the next Annual Stockholders Meeting following the grant date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,500 | $53.10 Strike: $37.62 | $451,341.50 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · derivative · entry 7 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2018-08-30 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_date: The option is immediately exercisable, but any shares purchased under the option will be subject to repurchase by the Company at the option exercise price paid per share, upon the reporting person's cessation of Board service prior to vesting in those shares. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the next Annual Stockholders Meeting following the grant date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 17,000 | $53.10 Strike: $34.52 | $902,683.00 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · derivative · entry 6 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 shares Expires 2019-08-30 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_date: The option is immediately exercisable, but any shares purchased under the option will be subject to repurchase by the Company at the option exercise price paid per share, upon the reporting person's cessation of Board service prior to vesting in those shares. The shares will vest upon the reporting person's continuation in Board service through the day immediately preceding the next Annual Stockholders Meeting following the grant date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | SaleCommon Stock | 36,916 | $53.10 | $1,960,202.68 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · nonDerivative · entry 4 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $52.85 to $53.24. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionCommon Stock | 17,000 | $34.52 | $586,840.00 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · nonDerivative · entry 3 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,916 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 |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionCommon Stock | 11,416 | $43.77 | $499,678.32 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · nonDerivative · entry 2 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,916 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 |
| November 17, 2017 Filed Nov 20, 2017 21:30 UTC | NetApp, Inc. NTAP · Entity 3101 | Exercise / conversionCommon Stock | 8,500 | $37.62 | $319,770.00 |
DisclosureSEC source: 0001614094-17-000125 · edgardoc.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 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 |
| September 27, 2017 Filed Sep 29, 2017 22:02 UTC | KORN FERRY KFY · Entity 4000 | GrantCommon Stock, par value $0.01 per share | 3,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022993 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,670 F1 · security: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of September 27, 2017. F2 · price: Granted as compensation for services as a director. Read SEC document |
| September 14, 2017 Filed Sep 15, 2017 20:42 UTC | NetApp, Inc. NTAP · Entity 3101 | GrantRestricted Stock Unit · Derivative | 6,150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001614094-17-000086 · edgardoc.xml · derivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,976 Underlying: Common Stock · 6,150 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 14, 2017, the reporting person was granted 6,150 restricted stock units which vest on the day immediately preceding the date of the next Annual Stockholders Meeting of the Company following the Grant Date, subject to the subject to the Participant's continuous service on the Board through such date. F2 · derivative.expiration_date: On September 14, 2017, the reporting person was granted 6,150 restricted stock units which vest on the day immediately preceding the date of the next Annual Stockholders Meeting of the Company following the Grant Date, subject to the subject to the Participant's continuous service on the Board through such date. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 21:17 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050332 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,847 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2018 annual stockholders meeting. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 23:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047996 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,548 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 25, 2017 Filed May 30, 2017 22:44 UTC | GREEN DOT CORP GDOT · Entity 5163 | GrantClass A Common Stock | 2,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036258 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,426 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the date of the 2018 annual stockholders meeting. Read SEC document |
| May 04, 2017 Filed May 9, 2017 00:35 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030733 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,956 F1 · shares: The shares shall vest 33-1/3rd per year on the first, second and third anniversary of the date of grant. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 23:46 UTC | KORN FERRY KFY · Entity 4000 | GrantCommon Stock, par value $0.01 per share | 5,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-031584 · doc4.xml · nonDerivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,640 F1 · security: The restricted stock units vest in full on the day before the next annual meeting of the Issuer's stockholders that follows the grant date of October 6, 2016. F2 · price: Granted as compensation for services as a director. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:47 UTC | NetApp, Inc. NTAP · Entity 3101 | GrantRestricted Stock Unit · Derivative | 7,132 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001614094-16-000173 · edgardoc.xml · derivative · entry 1 SHAHEEN GEORGE T · CIK 0001242465 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,826 Underlying: Common Stock · 7,132 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 15, 2016, the reporting person was granted 7,132 restricted stock units ("RSUs") which vest on the day immediately preceding the date of the next Annual Stockholders Meeting of the Company following the Grant Date, subject to the Participant's continuous service on the Board through such date. The RSUs have been deferred and the payout shall be within 30 days of the earlier of: January 19, 2017, the date his service on the Board ceases for any reason or the date on which a Change of Control occurs. F2 · derivative.expiration_date: On September 15, 2016, the reporting person was granted 7,132 restricted stock units ("RSUs") which vest on the day immediately preceding the date of the next Annual Stockholders Meeting of the Company following the Grant Date, subject to the Participant's continuous service on the Board through such date. The RSUs have been deferred and the payout shall be within 30 days of the earlier of: January 19, 2017, the date his service on the Board ceases for any reason or the date on which a Change of Control occurs. 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.