Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CalAmp Corp.CAMP · Entity 90227 | Director · President & CEO | January 13, 2020 | January 15, 2020 |
| DocGo Inc.DCGO · Entity 7359 | Director | December 12, 2025 | December 16, 2025 |
| Five9, Inc.FIVN · Entity 4346 | Director | May 20, 2026 | May 22, 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.
CalAmp Corp.
Report date January 13, 2020 · Filed January 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 615,020 |
Ending reported balance
After 2020-01-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-13 · Exercise / conversion · Acquired 30,000 · Balance 645,020 F1: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on August 1, 2019. Row 2 · 2020-01-13 · Sale · Disposed 30,000 · Balance 615,020 F1: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on August 1, 2019. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.34 · Expires 2020-07-29 | Direct | 0 |
Reported balance
After 2020-01-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-01-13 · Exercise / conversion · Disposed 30,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on August 1, 2019.
DocGo Inc.
Report date December 12, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 791,560 |
Reported balance
After 2025-12-12 transaction · row 1
1 source rowRow 1 · 2025-12-12 · Grant · Acquired 150,000 · Balance 791,560 F1: Represents restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2026, subject to the terms of the Plan. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Stock Incentive Plan (the "Plan") that will vest on December 12, 2026, subject to the terms of the Plan. Each RSU represents the right to receive, upon vesting, one share of Common Stock, subject to the terms of the Plan.
Five9, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,832 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 8,972 · Balance 40,832 |
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 29, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | Tax withholdingCommon Stock | 5,596 | $19.32 | $108,114.72 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · nonDerivative · entry 5 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,434 F5 · kind: On 7/29/17, in connection with the vesting of 10,725 shares of restricted stock held by the reporting person, CalAmp withhled 5,596 shares to pay minimum withholding taxes of $108,114.72. Read SEC document |
| July 29, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | Tax withholdingCommon Stock | 1,673 | $19.32 | $32,322.36 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · nonDerivative · entry 4 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,030 F4 · kind: On 7/29/17, in connection with the vesting of 3,208 shares of Performance Stock Units held by the reporting person, CalAmp withhled 1,673 shares to pay minimum withholding taxes of $32,322.36. Read SEC document |
| July 29, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | Exercise / conversionCommon Stock | 3,208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · nonDerivative · entry 3 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,703 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 · price: Performance stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantStock Options · Derivative | 39,200 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · derivative · entry 7 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,200 Underlying: Common Stock · 39,200 shares Expires 2027-07-28 F7 · derivative.exercise_date: These stock options vest at the rate of 25% annually beginning 7/28/18 and become exercisable after the stock price has traded at or above 130% of the exercise price for 30 consecutive trading days. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantStock Options · Derivative | 51,920 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · derivative · entry 6 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,920 Underlying: Common Stock · 51,920 shares Expires 2027-07-28 F6 · derivative.exercise_date: These stock options become exercisable at the rate of 25% annually beginning 7/28/18. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantCommon Stock | 48,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · nonDerivative · entry 2 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,495 F2 · security: Securities acquired are 48,200 shares of restricted stock that vest 25% annually beginning 7/28/18. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 19:30 UTC | CalAmp Corp. CAMP · Entity 90227 | Tax withholdingCommon Stock | 6,822 | $19.32 | $131,801.04 |
DisclosureSEC source: 0000730255-17-000022 · edgar.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,295 F1 · kind: On 7/28/17, in connection with the vesting of 13,075 shares of restricted stock held by the reporting person, CalAmp withhled 6,822 shares to pay minimum withholding taxes of $131,801.04. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 18:56 UTC | CalAmp Corp. CAMP · Entity 90227 | Tax withholdingCommon Stock | 9,078 | $19.50 | $177,021.00 |
DisclosureSEC source: 0000730255-17-000014 · edgar.xml · nonDerivative · entry 2 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,117 F2 · kind: On 7/26/17, in connection with the vesting of 17,450 shares of restricted stock held by the reporting person, CalAmp withheld 9,078 shares to pay minimum statutory withholding taxes of $177,021.00. Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 18:56 UTC | CalAmp Corp. CAMP · Entity 90227 | Tax withholdingCommon Stock | 3,898 | $19.44 | $75,777.12 |
DisclosureSEC source: 0000730255-17-000014 · edgar.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,195 F1 · kind: On 7/25/17, in connection with the vesting of 10,375 shares of restricted stock held by the reporting person, CalAmp withheld 3,898 shares to pay minimum statutory withholding taxes of $75,777.12. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 20:01 UTC | CalAmp Corp. CAMP · Entity 90227 | SaleCommon Stock | 10,000 | $20.00 | $200,000.00 |
DisclosureSEC source: 0000730255-17-000011 · edgar.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,093 F1 · kind: This sale of stock was made pursuant to a 10b5-1 trading plan adopted on July 1, 2016. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 17:01 UTC | CalAmp Corp. CAMP · Entity 90227 | Exercise / conversionStock Option · Derivative | 15,000 | $0.00 Strike: $2.13 | $0.00 |
DisclosureSEC source: 0000730255-17-000010 · edgar.xml · derivative · entry 3 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 15,000 shares Expires 2018-07-24 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 |
| June 01, 2017 Filed Jun 5, 2017 17:01 UTC | CalAmp Corp. CAMP · Entity 90227 | SaleCommon Stock | 15,000 | $19.00 | $285,000.00 |
DisclosureSEC source: 0000730255-17-000010 · edgar.xml · nonDerivative · entry 2 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,093 F1 · kind: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on July 1, 2016. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 17:01 UTC | CalAmp Corp. CAMP · Entity 90227 | Exercise / conversionCommon Stock | 15,000 | $2.13 | $31,950.00 |
DisclosureSEC source: 0000730255-17-000010 · edgar.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,093 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 · kind: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on July 1, 2016. Read SEC document |
| May 16, 2017 Filed May 17, 2017 17:10 UTC | CalAmp Corp. CAMP · Entity 90227 | Exercise / conversionStock Option · Derivative | 15,000 | $0.00 Strike: $2.13 | $0.00 |
DisclosureSEC source: 0000730255-17-000009 · edgar.xml · derivative · entry 3 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 15,000 shares Expires 2018-07-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2017 Filed May 17, 2017 17:10 UTC | CalAmp Corp. CAMP · Entity 90227 | SaleCommon Stock | 15,000 | $19.00 | $285,000.00 |
DisclosureSEC source: 0000730255-17-000009 · edgar.xml · nonDerivative · entry 2 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,093 F1 · kind: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on July 1, 2016. Read SEC document |
| May 16, 2017 Filed May 17, 2017 17:10 UTC | CalAmp Corp. CAMP · Entity 90227 | Exercise / conversionCommon Stock | 15,000 | $2.13 | $31,950.00 |
DisclosureSEC source: 0000730255-17-000009 · edgar.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,093 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 · kind: The option exercise and concurrent open market sale of stock were made pursuant to a 10b5-1 trading plan adopted on July 1, 2016. Read SEC document |
| May 15, 2017 Filed May 16, 2017 23:07 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 7,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000076 · wf-form4_149497600691776.xml · nonDerivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,964 Read SEC document |
| September 26, 2016 Filed Sep 26, 2016 17:12 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantPerformance Stock Units · Derivative | 2,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000730255-16-000080 · edgar.xml · derivative · entry 1 Burdiek Michael J · CIK 0001324293 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,213 Underlying: Common Stock · 2,005 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable to this transaction. Performance Stock Units have no value until all restrictions lapse on the vesting date. F2 · derivative.exercise_date: These Performance Stock Units will vest on July 28, 2018 provided that Mr. Burdiek remains employed by the Company through that date. F2 · derivative.expiration_date: These Performance Stock Units will vest on July 28, 2018 provided that Mr. Burdiek remains employed by the Company through that 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.