Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPAM Systems, Inc.EPAM · Entity 1525 | Director | May 21, 2026 | May 22, 2026 |
| Hercules Capital, Inc.HTGC · Entity 4164 | Director | March 26, 2026 | March 30, 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.
EPAM Systems, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| EPAM Common StockSEC Table I · non-derivative | Direct | 5,769 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 2,132 · Balance 5,769 F1: Represents restricted stock units awarded pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These restricted stock units will vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These restricted stock units will vest on the first anniversary of the grant date.
Hercules Capital, Inc.
Report date March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,749 |
Reported balance
After 2026-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-26 · Purchase · Acquired 7,317 · Balance 10,749 F1: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer. F2: Average purchase price. Shares purchased at prices between $14.31 and $14.39. F3: The number of shares includes shares acquired pursuant to the Hercules Capital, Inc. dividend reinvestment plan, exempt under Rule 16a-11. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 20,086 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,086 F3: The number of shares includes shares acquired pursuant to the Hercules Capital, Inc. dividend reinvestment plan, exempt under Rule 16a-11. F4: Held by the Aguirre Family 2004 Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer.
F2: Average purchase price. Shares purchased at prices between $14.31 and $14.39.
F3: The number of shares includes shares acquired pursuant to the Hercules Capital, Inc. dividend reinvestment plan, exempt under Rule 16a-11.
F4: Held by the Aguirre Family 2004 Trust.
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 21, 2026 Filed May 22, 2026 13:14 UTC | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-26-000003 · wk-form4_1779455650.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,769 F1 · shares: Represents restricted stock units awarded pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These restricted stock units will vest on the first anniversary of the grant date. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 19:56 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | PurchaseCommon Stock | 7,317 | $14.35 | $104,998.95 |
DisclosureSEC source: 0001934428-26-000001 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,749 F1 · shares: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer. F2 · price: Average purchase price. Shares purchased at prices between $14.31 and $14.39. F3 · balance_after: The number of shares includes shares acquired pursuant to the Hercules Capital, Inc. dividend reinvestment plan, exempt under Rule 16a-11. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:30 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 5,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004976 · primarydocument.xml · nonDerivative · entry 3 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,180 F2 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F4 · ownership.nature: Held by the Aguirre Family 2004 Trust. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:30 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | Disposition to issuerCommon Stock | 5,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-004976 · primarydocument.xml · nonDerivative · entry 2 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,067 F2 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F3 · balance_after: Includes 45 dividend reinvestment shares acquired on May 20, 2025. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:30 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 3,329 | $18.02 | $59,988.58 |
DisclosureSEC source: 0001562180-25-004976 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,021 F1 · shares: Restricted Stock issued as an automatic grant upon re-election to the board of directors pursuant to the 2018 Non-Employee Director Plan and subject to forfeiture restrictions. One-third vests on the anniversary of the grant over three years. Read SEC document |
| May 22, 2025 Filed May 22, 2025 20:23 UTC | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 1,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-25-000002 · wk-form4_1747945417.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,637 F1 · shares: Represents an award of restricted stock units granted pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. This award is scheduled to vest on the first anniversary of grant. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:21 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | Disposition to issuerCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003690 · primarydocument.xml · nonDerivative · entry 3 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 12,181 F3 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F4 · balance_after: Includes 50,42 and 38 dividend reinvestment shares acquired on August 20, 2024, November 20, 2024 and March 5, 2025, respectively. F5 · ownership.nature: Held by the Aguirre Family 2004 Trust Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:21 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | Disposition to issuerCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003690 · primarydocument.xml · nonDerivative · entry 2 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,692 F3 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:21 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | PurchaseCommon Stock | 5,999 | $17.49 | $104,922.51 |
DisclosureSEC source: 0001562180-25-003690 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,529 F1 · shares: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer. F2 · price: Average purchase price. Shares purchased at prices between $17.38 and $17.58. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 22:49 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 4,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006119 · primarydocument.xml · nonDerivative · entry 3 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 6,214 F3 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F5 · ownership.nature: Held by the Aguirre Family 2004 Trust Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 22:49 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | Disposition to issuerCommon Stock | 4,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006119 · primarydocument.xml · nonDerivative · entry 2 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,530 F3 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F4 · balance_after: Includes 91 and 86 dividend reinvestment shares acquired on March 6, 2024 May 21, 2024, respectively. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 22:49 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | PurchaseCommon Stock | 5,660 | $18.49 | $104,661.32 |
DisclosureSEC source: 0001562180-24-006119 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,874 F1 · shares: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer. F2 · price: Average purchase price. Shares purchased at prices between $18.4250 and $18.5500. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:16 UTC | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-24-000003 · wk-form4_1717445753.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,265 F1 · shares: Represents restricted stock units granted pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These restricted stock units will vest on the first anniversary of grant. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:14 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006814 · primarydocument.xml · nonDerivative · entry 3 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,693 F2 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. F3 · ownership.nature: Held by the Aguirre Family 2004 Trust Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:14 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | Disposition to issuerCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006814 · primarydocument.xml · nonDerivative · entry 2 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,214 F2 · shares: Shares previously reported as directly owned are now being reported as indirectly owned. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 21:14 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 2,828 | $15.90 | $44,965.20 |
DisclosureSEC source: 0001562180-23-006814 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,907 F1 · shares: Shares purchased based on reporting person's election to receive stock in lieu of cash compensation fee otherwise due to reporting person as a director of the Issuer. Read SEC document |
| June 02, 2023 Filed Jun 6, 2023 20:20 UTC | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-23-000003 · wf-form4_168608279466913.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,210 F1 · shares: Represents shares of restricted stock granted pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These shares will vest on the first anniversary of grant. Read SEC document |
| June 02, 2023 Filed Jun 9, 2023 20:09 UTC Amendment | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 876 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-23-000004 · wf-form4a_168634135190407.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214 F1 · shares: This amendment corrects the number of restricted stock units granted from 872 (as erroneously reported in the Form 4 filed on June 6, 2023) to 876. F2 · shares: Represents restricted stock units awarded pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy. These restricted stock units will vest on the first anniversary of the grant date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:05 UTC | EPAM Systems, Inc. EPAM · Entity 1525 | GrantEPAM Common Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001934428-23-000002 · wf-form4_167882431686796.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338 F1 · shares: Represents an award of restricted stock units awarded pursuant to the EPAM Systems, Inc. Non-Employee Director Compensation Policy that are scheduled to vest as to 25% of the shares on each of March 10, 2024, 2025, 2026, and 2027. Read SEC document |
| June 23, 2022 Filed Jun 28, 2022 00:50 UTC | Hercules Capital, Inc. HTGC · Entity 4164 | GrantCommon Stock | 5,079 | $13.29 | $67,499.91 |
DisclosureSEC source: 0001562180-22-005374 · primarydocument.xml · nonDerivative · entry 1 Aguirre DeAnne · CIK 0001934428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,079 F1 · shares: Restricted Stock issued as an automatic grant upon election to the board of directors pursuant to the 2018 Non-Employee Director Plan and subject to forfeiture restrictions. One-third vests on the anniversary of the grant over three years. 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.