Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | Director | February 25, 2022 | March 01, 2022 |
| HOULIHAN LOKEY, INC.HLI · Entity 3553 | Director | May 21, 2026 | May 21, 2026 |
| MeridianLink, Inc.MLNK · Entity 73961 | Director | June 08, 2023 | June 09, 2023 |
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.
Dynatrace, Inc.
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectsee footnote | 500 |
Reported balance
After 2022-02-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-02-25 · Sale · Disposed 2,500 · Balance 500 F1: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable Trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 3,010 |
Reported balance
Holding disclosure · report date 2022-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,010 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by DSL 2020, LLC for which the initial member is Paul Zuber, as trustee of The Concordia 2020 Irrevocable Trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
HOULIHAN LOKEY, INC.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | IndirectBY LLC | 7,005 |
Reported balance
After 2026-05-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 797 · Balance 7,005 |
MeridianLink, Inc.
Report date June 08, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 30,019 |
Reported balance
After 2023-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-08 · Grant · Acquired 9,886 · Balance 30,019 F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. |
| Common Stock, par value $0.001SEC Table I · non-derivative | IndirectSee Footnote | 258,673 |
Reported balance
Holding disclosure · report date 2023-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 258,673 F2: The shares are held directly by DSL 2020, LLC. DSL 2020, LLC's sole member is the reporting person as Trustee of The Concordia 2020 Irrevocable Trust, a trust held for the sole benefit of the reporting person's children, and the reporting person may be deemed to be the beneficial owner of the securities held by DSL 2020, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date.
F2: The shares are held directly by DSL 2020, LLC. DSL 2020, LLC's sole member is the reporting person as Trustee of The Concordia 2020 Irrevocable Trust, a trust held for the sole benefit of the reporting person's children, and the reporting person may be deemed to be the beneficial owner of the securities held by DSL 2020, LLC.
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 15, 2019 Filed May 16, 2019 22:49 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-19-000030 · wf-form4_155804698433369.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,191 Read SEC document |
| October 18, 2018 Filed Oct 30, 2018 20:07 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-027656 · doc4.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,358 F1 · shares: Represents shares of restricted stock that vest in equal installments on the first, second and third anniversaries of the grant date, subject to continued service as an eligible director through such vesting 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.