Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | May 14, 2026 | May 18, 2026 |
| TD SYNNEX CORPSNX · Entity 8882 | Director | April 15, 2026 | April 16, 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.
CALIX, INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,361 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,967 · Balance 64,361 F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2: Amount of securities beneficially owned includes 4,967 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.
F2: Amount of securities beneficially owned includes 4,967 unvested RSUs.
TD SYNNEX CORP
Report date April 15, 2026 · Filed April 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,547 |
Reported balance
After 2026-04-15 transaction · row 1
1 source rowRow 1 · 2026-04-15 · Grant · Acquired 1,022 · Balance 5,547 F1: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of the grant.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUCK CREEK TECHNOLOGIES, INC.
Report date March 30, 2023 · Filed March 31, 2023
Section 16 reporting ended · disclosed 2023-03-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2023-03-30 · Disposition to issuer · Disposed 45,607 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2023-03-30 · Disposition to issuer · Disposed 23,056 · Balance 0 F2: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes. |
| OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.00 · Expires 2030-08-14 | Direct | 0 |
Reported balance
After 2023-03-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-30 · Disposition to issuer · Disposed 39,008 · Balance 0 F3: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration. F4: These options were fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest.
F2: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes.
F3: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration.
F4: These options were fully vested.
PLANTRONICS INC /CA/
Report date August 29, 2022 · Filed August 31, 2022
Section 16 reporting ended · disclosed 2022-08-31. 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 2022-08-29 transaction · row 1
1 source rowRow 1 · 2022-08-29 · Disposition to issuer · Disposed 24,328 · Balance 0 F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash.
QAD INC
Report date November 05, 2021 · Filed November 05, 2021
Section 16 reporting ended · disclosed 2021-11-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-11-05 transaction · row 1
1 source rowRow 1 · 2021-11-05 · Disposition to issuer · Disposed 9,534 · Balance 0 F1: Disposition pursuant to Agreement and Plan of Merger, dated as of June 27, 2021 (the "Merger Agreement") by and among Issuer, Project Quick Parent, LLC, a Delaware limited liability company ("Parent"), and Project Quick Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into Issuer (the "Merger"), with Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2: In the Merger, each share of Issuer's Class A Common Stock and Class B Common Stock (together, the "Shares") (other than Shares issued and held by Issuer or any of its direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Shares owned by Parent, Merger Sub or any of their respective direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Rollover Shares and Dissenting Shares (each as defined in Issuer's proxy statement)), issued and outstanding immediately prior to the Merger effective time was cancelled and converted into the right to receive from Parent $87.50 per share in cash, without interest and less any applicable withholding taxes, subject to and in accordance with the terms and conditions of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to Agreement and Plan of Merger, dated as of June 27, 2021 (the "Merger Agreement") by and among Issuer, Project Quick Parent, LLC, a Delaware limited liability company ("Parent"), and Project Quick Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into Issuer (the "Merger"), with Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F2: In the Merger, each share of Issuer's Class A Common Stock and Class B Common Stock (together, the "Shares") (other than Shares issued and held by Issuer or any of its direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Shares owned by Parent, Merger Sub or any of their respective direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Rollover Shares and Dissenting Shares (each as defined in Issuer's proxy statement)), issued and outstanding immediately prior to the Merger effective time was cancelled and converted into the right to receive from Parent $87.50 per share in cash, without interest and less any applicable withholding taxes, subject to and in accordance with the terms and conditions of the Merger Agreement.
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 14, 2026 Filed May 18, 2026 21:57 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001237508-26-000002 · wk-form4_1779141434.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,361 F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 21:26 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 1,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001177394-26-000035 · wk-form4_1776374809.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,547 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of the grant. Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:12 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-25-000026 · wk-form4_1747080720.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,394 F1 · shares: Represents an award of restricted stock pursuant to the Issuer non-employee director equity compensation policy, which will vest on the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| April 15, 2025 Filed Apr 16, 2025 20:18 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012123 · form4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,525 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of grant. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:59 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 12,262 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001406666-24-000023 · wk-form4_1715637568.xml · derivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,262 Underlying: Common Stock · 12,262 shares Expires 2034-05-09 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 9, 2024) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| April 03, 2024 Filed Apr 4, 2024 22:36 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012491 · form4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,490 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of grant. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 18:55 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025075 · form4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926 F1 · kind: Represents shares of restricted stock awarded under the 2020 Stock Incentive Plan prorated for the period of time between the director's appointment and the 2024 annual meeting of shareholders. The restricted stock vests as to 25% of the shares on the last day of each of the four fiscal quarters following the date of the grant. Read SEC document |
| May 11, 2023 Filed May 12, 2023 20:28 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 7,160 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-017919 · wf-form4_168392329910707.xml · derivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,160 Underlying: Common Stock · 7,160 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 11, 2023) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| May 11, 2023 Filed May 19, 2023 21:25 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 8,183 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-019132 · wf-form4a_168453154528916.xml · derivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,183 Underlying: Common Stock · 8,183 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 11, 2023) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 08:30 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | Disposition to issuerOption · Derivative | 39,008 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-021745 · doc4.xml · derivative · entry 3 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 39,008 shares Expires 2030-08-14 F3 · kind: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration. F3 · price: Pursuant to the Merger Agreement, each option, whether vested or unvested, that was unexpired, unexercised, and outstanding as of immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such option, multiplied by (b) the excess, if any, of $19.00 over the applicable per share exercise price under such option, subject to any required withholding of taxes. As the per share exercise price of each option exceeds $19.00, each option will be cancelled immediately upon the Effective Time without payment or consideration. F4 · derivative.exercise_date: These options were fully vested. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 08:30 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | Disposition to issuerCommon Stock, par value $0.01 per share | 23,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021745 · doc4.xml · nonDerivative · entry 2 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes. F2 · price: Reflects unvested awards of stock ("RSAs") held by the Reporting Person. Pursuant to the Merger Agreement, each unvested RSA that was outstanding immediately prior to the Effective Time was fully vested, cancelled and automatically converted into the right to receive an amount in cash equal to the product of (a) the aggregate number of shares subject to such unvested RSAs, multiplied by (b) $19.00, subject to any required withholding of taxes. Read SEC document |
| March 30, 2023 Filed Mar 31, 2023 08:30 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | Disposition to issuerCommon Stock, par value $0.01 per share | 45,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021745 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest. F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2023, by and among the Issuer, Disco Parent, LLC, a Delaware limited liability company, and Disco Merger Sub, Inc., a Delaware corporation, whereby, at the effective time of the merger contemplated therein (the "Effective Time"), all shares of Issuer common stock issued and outstanding immediately prior to the Effective time (other than certain excluded shares) were cancelled, extinguished and automatically converted into the right to receive $19.00 per share in cash, without interest. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 19:05 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 14,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055398 · doc4.xml · nonDerivative · entry 2 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,663 F2 · kind: Shares of common stock, par value $0.01 per share, of the Company granted pursuant to the Company's 2020 Omnibus Incentive Plan that vest in one year. Read SEC document |
| October 27, 2022 Filed Nov 1, 2022 00:04 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 24,176 | $73.21 | $1,769,924.96 |
DisclosureSEC source: 0001406666-22-000054 · wf-form4_166726105427648.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,705 F1 · price: Shares sold between $73.00 and $73.99 per share at a weighted average price of $73.21. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 19:40 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Disposition to issuerCOMMON STOCK | 24,328 | $40.00 | $973,120.00 |
DisclosureSEC source: 0000914025-22-000076 · wf-form4_166198918445845.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:03 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,960 | $0.00 Strike: $33.46 | $0.00 |
DisclosureSEC source: 0001406666-22-000020 · wf-form4_165273137072790.xml · derivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,960 Underlying: Common Stock · 9,960 shares Expires 2032-05-12 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 12, 2022) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| February 18, 2022 Filed Nov 2, 2022 19:05 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 3,901 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-22-055398 · doc4.xml · derivative · entry 3 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,008 Underlying: Common Stock, par value $0.01 per share · 3,901 shares Expires 2030-08-14 F3 · kind: Represents options to acquire shares of common stock of the Company that were granted in connection with the reporting person's contribution of previously awarded partnership interests in the Operating Partnership at the time of the initial public offering and later became vested upon the satisfaction of certain performance conditions. F3 · price: Represents options to acquire shares of common stock of the Company that were granted in connection with the reporting person's contribution of previously awarded partnership interests in the Operating Partnership at the time of the initial public offering and later became vested upon the satisfaction of certain performance conditions. F3 · derivative.exercise_date: Represents options to acquire shares of common stock of the Company that were granted in connection with the reporting person's contribution of previously awarded partnership interests in the Operating Partnership at the time of the initial public offering and later became vested upon the satisfaction of certain performance conditions. Read SEC document |
| February 18, 2022 Filed Nov 2, 2022 19:05 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 3,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-055398 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,283 F1 · kind: Represents vested restricted shares of Duck Creek Technologies, Inc. (the "Company") the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded partnership units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") that converted into unvested restricted shares in connection with the initial public offering, as described in the Registration Statement on Form S-1 (File No. 333-240050) of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. F1 · price: Represents vested restricted shares of Duck Creek Technologies, Inc. (the "Company") the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded partnership units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") that converted into unvested restricted shares in connection with the initial public offering, as described in the Registration Statement on Form S-1 (File No. 333-240050) of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| November 05, 2021 Filed Nov 5, 2021 14:56 UTC | QAD INC QADA, QADB · Entity 133711 | Disposition to issuerClass A Common Stock | 9,534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-063096 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposition pursuant to Agreement and Plan of Merger, dated as of June 27, 2021 (the "Merger Agreement") by and among Issuer, Project Quick Parent, LLC, a Delaware limited liability company ("Parent"), and Project Quick Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub merged with and into Issuer (the "Merger"), with Issuer surviving the Merger as a wholly owned subsidiary of Parent. F2 · price: In the Merger, each share of Issuer's Class A Common Stock and Class B Common Stock (together, the "Shares") (other than Shares issued and held by Issuer or any of its direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Shares owned by Parent, Merger Sub or any of their respective direct or indirect wholly owned subsidiaries immediately prior to the Merger effective time, Rollover Shares and Dissenting Shares (each as defined in Issuer's proxy statement)), issued and outstanding immediately prior to the Merger effective time was cancelled and converted into the right to receive from Parent $87.50 per share in cash, without interest and less any applicable withholding taxes, subject to and in accordance with the terms and conditions of the Merger Agreement. Read SEC document |
| October 27, 2021 Filed Nov 12, 2021 16:06 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 4,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064141 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,814 F1 · kind: Shares of common stock par value $0.01 per share of Duck Creek Technologies, Inc. (the "Company") granted pursuant to the Company's 2020 Omnibus Incentive Plan that vest in one year. Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 17:31 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | GrantCommon Stock | 5,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-014035 · doc1.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,328 F1 · shares: Restricted stock unit award ("RSU") granted as an annual equity grant to non-employee directors pursuant to the Company's Outside Director Compensation Policy under the Amended and Restated 2003 Stock Plan. The RSU will fully vest on the one-year anniversary of the date of grant, subject to the director's continuous service as a member of the Board immediately prior to such date. If the director ceases service prior to such date, the unvested RSU will be forfeited to the Company. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 14:38 UTC | QAD INC QADA_QADB · Entity 133711 | GrantClass A Common Stock | 3,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015456 · rdgdoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,534 Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:17 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-21-000052 · wf-form4_162128262945038.xml · derivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,073 Underlying: Common Stock · 9,073 shares Expires 2031-05-13 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 13, 2021) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| February 02, 2021 Filed Feb 25, 2021 20:11 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 3,901 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-21-014506 · doc4.xml · derivative · entry 2 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,107 Underlying: Common Stock, par value $0.01 per share · 3,901 shares Expires 2030-08-14 F2 · price: Represents vested options of the Company the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded options to acquire restricted share units in the Operating Partnership that converted into unvested options to acquire shares of common stock of the Company in connection with the initial public offering, as described in the Registration Statement of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| February 02, 2021 Filed Feb 25, 2021 20:11 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 3,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-014506 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,032 F1 · price: Represents vested restricted shares of Duck Creek Technologies, Inc. (the "Company") the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded restricted share units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") that converted into unvested restricted shares in connection with the initial public offering, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| August 18, 2020 Filed Aug 18, 2020 21:35 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 27,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-047390 · doc4.xml · nonDerivative · entry 2 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,313 F1 · price: Pursuant to the reorganization transactions, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of Duck Creek Technologies, Inc. (the "Company"), in connection with the initial public offering, the reporting person contracted to contribute Class D Units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") to the Company partially in exchange for shares of common stock of the Company. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:35 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 31,207 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-20-047390 · doc4.xml · derivative · entry 3 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,207 Underlying: Common Stock, par value $0.01 per share · 31,207 shares Expires 2030-08-14 F2 · price: Pursuant to the reorganization transactions, as described in the Registration Statement of the Company, in connection with the initial public offering, the reporting person contracted to contribute Class D Units of the Operating Partnership to the Company partially in exchange for vested options to acquire shares of common stock of the Company. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:35 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 5,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047390 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,555 Read SEC document |
| August 14, 2020 Filed Nov 24, 2020 19:58 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | PurchaseCommon Stock, par value $0.01 per share | 9,250 | $27.00 | $249,750.00 |
DisclosureSEC source: 0001209191-20-060389 · doc4.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,563 Read SEC document |
| July 27, 2020 Filed Jul 29, 2020 16:56 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 10,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-20-000025 · edgardoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,613 F1 · shares: Restricted Stock Unit Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director through such date. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 18:18 UTC | QAD INC QADA_QADB · Entity 133711 | GrantClass A Common Stock | 2,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-013180 · rdgdoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120 Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:30 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-20-000031 · wf-form4_158940538635722.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,881 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 12,477 unvested RSUs. Read SEC document |
| December 01, 2019 Filed Dec 5, 2019 13:55 UTC | QAD INC QADA_QADB · Entity 133711 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-023908 · rdgdoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 17:35 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 5,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-19-000021 · edgardoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,389 F1 · shares: Restricted Stock Unit Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director through such date. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:23 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 21,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-19-000079 · wf-form4_155864301867854.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,404 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 21,148 unvested RSUs. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 17:20 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 2,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-18-000052 · edgardoc.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,990 F1 · shares: Restricted Stock Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director through such date. Read SEC document |
| May 16, 2018 Filed May 18, 2018 19:50 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 18,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-18-000047 · wf-form4_152667302308710.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,256 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 18,320 unvested RSUs. Read SEC document |
| September 15, 2017 Filed Sep 20, 2017 00:44 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 26,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000106 · wf-form4_150586827593667.xml · nonDerivative · entry 1 CRUSCO KATHLEEN M · CIK 0001237508 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,936 F1 · shares: Represents an automatic initial grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 26,936 unvested RSUs. 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.