Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carbonite IncCARB · Entity 152877 | General Counsel | June 17, 2019 | June 18, 2019 |
| MANHATTAN ASSOCIATES INCMANH · Entity 3427 | Director | May 14, 2026 | May 18, 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.
Carbonite Inc
Report date June 17, 2019 · Filed June 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,130 |
Reported balance
After 2019-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-17 · Sale · Disposed 459 · Balance 78,130 F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units. F2: Includes 49,449 shares of common stock subject to unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units.
F2: Includes 49,449 shares of common stock subject to unvested restricted stock units.
MANHATTAN ASSOCIATES 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 | 3,270 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,940 · Balance 3,270 F1: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit grant under the Company's stock incentive plan, vesting fully on the earlier to occur of the next annual meeting of shareholders and the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| February 03, 2017 Filed Feb 3, 2017 16:29 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 8,750 | $14.89 | $130,287.50 |
DisclosureSEC source: 0001340127-17-000014 · wf-form4_148615735184963.xml · nonDerivative · entry 4 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,217 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F4 · balance_after: Includes 83,437 shares of common stock subject to unvested restricted stock units. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 16:29 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 2,470 | $18.98 | $46,880.60 |
DisclosureSEC source: 0001340127-17-000014 · wf-form4_148615735184963.xml · nonDerivative · entry 3 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,467 F3 · shares: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units. F4 · balance_after: Includes 83,437 shares of common stock subject to unvested restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:29 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,000 | $12.88 Strike: $12.88 | $193,200.00 |
DisclosureSEC source: 0001340127-17-000014 · wf-form4_148615735184963.xml · derivative · entry 6 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2021-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:29 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 15,000 | $18.50 | $277,500.00 |
DisclosureSEC source: 0001340127-17-000014 · wf-form4_148615735184963.xml · nonDerivative · entry 2 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,937 F1 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · balance_after: Includes 90,937 shares of common stock subject to unvested restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:29 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 15,000 | $12.88 | $193,200.00 |
DisclosureSEC source: 0001340127-17-000014 · wf-form4_148615735184963.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,937 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · balance_after: Includes 90,937 shares of common stock subject to unvested restricted stock units. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $10.00 Strike: $10.00 | $50,000.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · derivative · entry 12 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-07-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,000 | $10.26 Strike: $10.26 | $153,900.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · derivative · entry 11 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2022-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $9.02 Strike: $9.02 | $451,000.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · derivative · entry 10 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2022-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,750 | $9.62 Strike: $9.62 | $180,375.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · derivative · entry 9 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 18,750 shares Expires 2023-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,750 | $10.17 Strike: $10.17 | $139,837.50 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · derivative · entry 8 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 Underlying: Common Stock · 13,750 shares Expires 2024-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 3,030 | $18.00 | $54,540.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 7 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,937 F1 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · balance_after: Includes 90,937 shares of common stock subject to unvested restricted stock units. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 102,500 | $17.50 | $1,793,750.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 6 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,967 F1 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. F2 · balance_after: Includes 90,937 shares of common stock subject to unvested restricted stock units. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 5 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,467 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 15,000 | $10.26 | $153,900.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 4 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,467 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 50,000 | $9.02 | $451,000.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 3 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,467 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 18,750 | $9.62 | $180,375.00 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 2 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,467 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 16:55 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 13,750 | $10.17 | $139,837.50 |
DisclosureSEC source: 0001340127-17-000002 · wf-form4_148469013649159.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,717 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 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2016. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 17:02 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 359 | $17.65 | $6,336.35 |
DisclosureSEC source: 0001340127-16-000263 · wf-form4_148175290936717.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,967 F1 · shares: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units. F2 · balance_after: Includes 90,937 shares of common stock subject to unvested restricted stock units. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 16:14 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 206 | $19.55 | $4,027.30 |
DisclosureSEC source: 0001340127-16-000259 · wf-form4_148054047698293.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,326 F1 · shares: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units. F2 · balance_after: Includes 92,031 shares of common stock subject to unvested restricted stock units. Read SEC document |
| October 18, 2016 Filed Oct 21, 2016 16:20 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock · Derivative | 20,000 | $6.63 Strike: $6.63 | $132,600.00 |
DisclosureSEC source: 0001340127-16-000235 · wf-form4_147708121454923.xml · derivative · entry 3 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2022-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2016 Filed Oct 21, 2016 16:20 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 20,000 | $15.98 | $319,600.00 |
DisclosureSEC source: 0001340127-16-000235 · wf-form4_147708121454923.xml · nonDerivative · entry 2 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,532 F1 · shares: Represents shares automatically sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $15.87 to $16.09, 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. F3 · balance_after: Includes 92,656 shares of common stock subject to unvested restricted stock units. Read SEC document |
| October 18, 2016 Filed Oct 21, 2016 16:20 UTC | Carbonite Inc CARB · Entity 152877 | Exercise / conversionCommon Stock | 20,000 | $6.63 | $132,600.00 |
DisclosureSEC source: 0001340127-16-000235 · wf-form4_147708121454923.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,532 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:05 UTC | Carbonite Inc CARB · Entity 152877 | SaleCommon Stock | 362 | $13.74 | $4,973.88 |
DisclosureSEC source: 0001340127-16-000232 · wf-form4_147388713715906.xml · nonDerivative · entry 1 SHEER DANIELLE · CIK 0001526379 · Vice President;General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,532 F1 · shares: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock units. F2 · balance_after: Includes 92,656 shares of common stock subject to unvested restricted stock units. 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.