Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Healthwell Acquisition Corp. IHWEL · Entity 111156 | Director | August 02, 2021 | August 02, 2021 |
| Walker & Dunlop, Inc.WD · Entity 4737 | Director | May 19, 2026 | May 21, 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.
Healthwell Acquisition Corp. I
Report date August 02, 2021 · Filed August 02, 2021
This filing explicitly reported no securities owned.
Walker & Dunlop, Inc.
Report date May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,096 |
Reported balance
After 2026-05-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 3,096 · Balance 3,096 F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non- Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of common stock of the Issuer.
F2: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non- Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INSTRUCTURE INC
Report date March 24, 2020 · Filed March 26, 2020
Section 16 reporting ended · disclosed 2020-03-26. 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 2020-03-24 transaction · row 1
1 source rowRow 1 · 2020-03-24 · Other · Disposed 21,439 · Balance 0 F1: On February 17, 2020, the Issuer entered into the Amended and Restated Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 17, 2020, by and among the Issuer, Instructure Holdings, LLC (f/k/a PIV Purchaser, LLC), a Delaware limited liability company ("Parent") and PIV Merger Sub, Inc., a Delaware corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), Shares accepted for payment in the tender offer commenced by Merger Sub in exchange for the right to receive $49.00 in cash per share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-03-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-24 · Disposition to issuer · Disposed 8,115 · Balance 0 F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 17, 2020, the Issuer entered into the Amended and Restated Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 17, 2020, by and among the Issuer, Instructure Holdings, LLC (f/k/a PIV Purchaser, LLC), a Delaware limited liability company ("Parent") and PIV Merger Sub, Inc., a Delaware corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), Shares accepted for payment in the tender offer commenced by Merger Sub in exchange for the right to receive $49.00 in cash per share.
F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F3: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions.
Learn CW Investment Corp
Report date October 02, 2024 · Filed October 05, 2024
Section 16 reporting ended · disclosed 2024-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-02 · Disposition to issuer · Acquired 30,000 · Balance 0 F1: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis.
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 19, 2026 Filed May 21, 2026 21:22 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 3,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-065258 · tm2615341-3_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Underlying: Common Stock · 3,096 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non- Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on the one year anniversary of the date of grant and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non- Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:16 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044587 · tm2514022-3_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025 Underlying: Common Stock · 2,025 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| October 02, 2024 Filed Oct 5, 2024 01:39 UTC | Learn CW Investment Corp LCW · Entity 86938 | Disposition to issuerClass B Ordinary Shares · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-002654 · form4.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis. F1 · kind: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis. F1 · derivative.exercise_date: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis. F1 · derivative.expiration_date: Pursuant to the Business Combination Agreement dated October 24, 2023, on October 2, 2024, the Issuer consummated its initial business combination with Innventure, Inc., f/k/a Learn SPAC HoldCo, Inc. ("Holdco"), with the Issuer surviving as a subsidiary of Holdco (the "Closing"). At the Closing, these securities were automatically surrendered and cancelled and converted into the right to receive shares of Holdco's common stock on a one-for-one basis. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:37 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-057482 · tm2413610-7_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,591 Underlying: Common Stock · 1,591 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 04, 2023 Filed May 8, 2023 21:33 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-057275 · tm2315011-1_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 Underlying: Common Stock · 2,303 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on May 4, 2024 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on May 4, 2024 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:31 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-057570 · tm2214883-2_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,381 Underlying: Common Stock · 1,381 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 06, 2021 Filed May 10, 2021 21:01 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-063963 · tm2115746-3_4seq1.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 992 Underlying: Common Stock · 992 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:30 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-063207 · a4.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 Underlying: Common Stock · 2,770 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 17:35 UTC | INSTRUCTURE INC INST · Entity 150326 | Disposition to issuerRestricted Stock Units · Derivative | 8,115 | $49.00 | $397,635.00 |
DisclosureSEC source: 0000899243-20-009565 · doc4.xml · derivative · entry 2 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,115 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · kind: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions. F3 · price: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions. F3 · derivative.exercise_date: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions. F3 · derivative.expiration_date: Disposed of pursuant to the Merger Agreement, whereby each Issuer RSU that was unexpired, unsettled, outstanding, and unvested as of immediately prior to the effective time of the merger (other than certain forfeited RSUs) was cancelled and replaced with the right to receive to receive $49.00 in cash per share underlying the RSU, subject to any required tax withholdings, which consideration will be subject to generally the same terms as the corresponding cancelled RSU, including vesting conditions. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 17:35 UTC | INSTRUCTURE INC INST · Entity 150326 | OtherCommon Stock | 21,439 | $49.00 | $1,050,511.00 |
DisclosureSEC source: 0000899243-20-009565 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On February 17, 2020, the Issuer entered into the Amended and Restated Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 17, 2020, by and among the Issuer, Instructure Holdings, LLC (f/k/a PIV Purchaser, LLC), a Delaware limited liability company ("Parent") and PIV Merger Sub, Inc., a Delaware corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), Shares accepted for payment in the tender offer commenced by Merger Sub in exchange for the right to receive $49.00 in cash per share. F1 · price: On February 17, 2020, the Issuer entered into the Amended and Restated Agreement and Plan of Merger (the "Merger Agreement"), dated as of February 17, 2020, by and among the Issuer, Instructure Holdings, LLC (f/k/a PIV Purchaser, LLC), a Delaware limited liability company ("Parent") and PIV Merger Sub, Inc., a Delaware corporation and a direct and wholly owned subsidiary of Parent ("Merger Sub"), Shares accepted for payment in the tender offer commenced by Merger Sub in exchange for the right to receive $49.00 in cash per share. Read SEC document |
| May 24, 2019 Filed May 28, 2019 17:21 UTC | INSTRUCTURE INC INST · Entity 150326 | GrantRestricted Stock Units · Derivative | 8,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033034 · doc4.xml · derivative · entry 3 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,115 Underlying: Common Stock · 8,115 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: On May 24, 2019, the Reporting Person was granted an RSU for 8,115 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 24, 2019, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 24, 2019. F4 · derivative.expiration_date: On May 24, 2019, the Reporting Person was granted an RSU for 8,115 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 24, 2019, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 24, 2019. Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:21 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionRestricted Stock Units · Derivative | 6,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033034 · doc4.xml · derivative · entry 2 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,718 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2018, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2019 F3 · derivative.expiration_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2018, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2019 Read SEC document |
| May 23, 2019 Filed May 28, 2019 17:21 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionCommon Stock | 6,718 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033034 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,439 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 · price: The restricted stock units (the "RSU") convert into Issuer's Common Stock on a one-for-one basis. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:32 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-030573 · a4.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 Underlying: Common Stock · 1,860 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units vest on the one-year anniversary of the grant date and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 02, 2019 Filed May 3, 2019 18:16 UTC | INSTRUCTURE INC INST · Entity 150326 | SaleCommon Stock | 3,558 | $42.23 | $150,263.24 |
DisclosureSEC source: 0001209191-19-027533 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,721 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.8216 to $42.8310, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote 1 to this Form 4. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 22:02 UTC | Walker & Dunlop, Inc. WD · Entity 4737 | GrantDeferred Stock Units · Derivative | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-013650 · a4.xml · derivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392 Underlying: Common Stock · 392 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of common stock of the Issuer. F2 · derivative.exercise_date: The deferred stock units will vest on May 10, 2019 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. F2 · derivative.expiration_date: The deferred stock units will vest on May 10, 2019 and will be settled in shares of the Issuer's common stock either (i) on a date selected by the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors (the "Plan"), or (ii) as otherwise provided by the Plan. Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:07 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionRestricted Stock Units · Derivative | 6,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033493 · doc4.xml · derivative · entry 2 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,718 Underlying: Common Stock · 6,717 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2018, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017. F3 · derivative.expiration_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, which vesting date was May 23, 2018, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017. Read SEC document |
| May 23, 2018 Filed May 25, 2018 16:07 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionCommon Stock | 6,717 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-033493 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,279 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 · price: The restricted stock units (the "RSU") convert into Issuer's Common Stock on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 16:26 UTC | INSTRUCTURE INC INST · Entity 150326 | SaleCommon Stock | 6,000 | $43.03 | $258,176.40 |
DisclosureSEC source: 0001209191-18-012977 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,562 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.65 to $43.65, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote 1 to this Form 4. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 17:03 UTC | INSTRUCTURE INC INST · Entity 150326 | SaleCommon Stock | 9,000 | $34.55 | $310,985.10 |
DisclosureSEC source: 0001209191-17-063241 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,562 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.30 to $34.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote 1 to this Form 4. Read SEC document |
| May 25, 2017 Filed May 26, 2017 17:01 UTC | INSTRUCTURE INC INST · Entity 150326 | GrantRestricted Stock Units · Derivative | 13,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035906 · doc4.xml · derivative · entry 3 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,435 Underlying: Common Stock · 13,435 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017. F4 · derivative.expiration_date: On May 25, 2017, the Reporting Person was granted an RSU for 13,435 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2017, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2017. Read SEC document |
| May 24, 2017 Filed May 26, 2017 17:01 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionRestricted Stock Units · Derivative | 10,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035906 · doc4.xml · derivative · entry 2 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,938 shares Expires not disclosed 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_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: On November 12, 2015, the Reporting Person was granted an RSU for 21,875 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after November 12, 2015, which vesting date is May 24, 2016, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after November 12, 2015, which vesting date is May 24, 2017. F3 · derivative.expiration_date: On November 12, 2015, the Reporting Person was granted an RSU for 21,875 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 50% vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after November 12, 2015, which vesting date is May 24, 2016, and (ii) 50% on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after November 12, 2015, which vesting date is May 24, 2017. Read SEC document |
| May 24, 2017 Filed May 26, 2017 17:01 UTC | INSTRUCTURE INC INST · Entity 150326 | Exercise / conversionCommon Stock | 10,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-035906 · doc4.xml · nonDerivative · entry 1 Levy Ellen · CIK 0001657271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,562 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 · price: The restricted stock units (the "RSU") convert into Issuer's Common Stock on a one-for-one basis. 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.