Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Director | May 13, 2026 | May 15, 2026 |
| MIMEDX GROUP, INC.MDXG · Entity 5271 | Director | December 31, 2018 | February 08, 2019 |
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.
Donnelley Financial Solutions, Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,608 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 4,265 · Balance 57,608 F1: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2: Includes 38,878 shares held directly and 18,730 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director.
F2: Includes 38,878 shares held directly and 18,730 restricted stock units.
MIMEDX GROUP, INC.
Report date December 31, 2018 · Filed February 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,333 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,333 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENVESTNET, INC.
Report date November 25, 2024 · Filed November 25, 2024
Section 16 reporting ended · disclosed 2024-11-25. 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 2024-11-25 transaction · row 1
1 source rowRow 1 · 2024-11-25 · Disposition to issuer · Disposed 23,161 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-11-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-25 · Disposition to issuer · Disposed 1,745 · Balance 0 F3: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").
F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time.
F3: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time.
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 13, 2026 Filed May 15, 2026 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001671674-26-000002 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,608 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 38,878 shares held directly and 18,730 restricted stock units. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 7,421 | $56.71 | $420,879.79 |
DisclosureSEC source: 0000950170-25-111977 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,343 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $56.22 to $57.00 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 38,878 shares held directly and 14,465 restricted stock units. Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-073724 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,764 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 43,509 shares held directly and 17,255 restricted stock units. Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 21:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Disposition to issuerStock Option (right to buy) · Derivative | 1,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-24-102154 · ownership.xml · derivative · entry 2 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,745 shares Expires not disclosed F3 · derivative.exercise_price: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. F3 · kind: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. F3 · price: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. F3 · derivative.exercise_date: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. F3 · derivative.expiration_date: This stock option was cancelled in the Merger and converted into the right to receive an amount in cash equal to the product of (x) the excess, if any, of the Per Share Price over the exercise price per share Common Stock subject to such stock option as of the Effective Time, multiplied by (y) the total number of shares of Common Stock subject to such stock option immediately prior to the Effective Time. Read SEC document |
| November 25, 2024 Filed Nov 25, 2024 21:05 UTC | ENVESTNET, INC. ENV · Entity 85670 | Disposition to issuerCommon Stock | 23,161 | $63.15 | $1,462,617.15 |
DisclosureSEC source: 0001213900-24-102154 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2 · shares: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. F1 · acquired: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:21 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,871 | $62.75 | $305,655.74 |
DisclosureSEC source: 0000950170-24-097593 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,513 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $62.75 to $62.755 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 43,509 shares held directly and 13,004 restricted stock units. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,790 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-061887 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,384 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 48,380 shares held directly and 13,004 restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:39 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 3,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008540 · wk-form4_1709587853.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,161 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:45 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 3,047 | $63.84 | $194,533.28 |
DisclosureSEC source: 0000950170-24-021286 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,594 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $63.70 to $64.38 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 48,380 shares held directly and 10,214 restricted stock units. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:09 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-023244 · ownership.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,641 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 51,427 shares held directly and 10,214 restricted stock units. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 00:00 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 3,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006135 · wf-form4_167780159975062.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,336 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 18, 2022 Filed May 19, 2022 22:18 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 6,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030722 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,605 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 51,427 shares held directly and 6,178 restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 3, 2022 01:52 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 2,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004783 · wf-form4_164627233733373.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,235 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-033211 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,427 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 24,847 shares held directly and 26,580 restricted stock units. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 21:03 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-004753 · wf-form4_161584219965371.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,983 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 20,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-030949 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,537 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 15,339 shares held directly and 30,198 restricted stock units. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 23:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-002831 · wf-form4_158327903381232.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,532 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 20:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 9,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033902 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,847 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 15,339 shares held directly and 9,508 restricted stock units. Read SEC document |
| March 04, 2019 Filed Mar 7, 2019 00:44 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-002567 · wf-form4_155191943700438.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,359 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:10 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 7,421 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-033777 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,339 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 7,918 shares held directly and 7,421 restricted stock units. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:04 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantCommon Stock | 2,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-014459 · a4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,075 F1 · kind: Represents restricted stock units that vest on the first anniversary of the date of the grant. These restricted stock units convert into common stock on a one-for-one basis. F2 · balance_after: The issuer's method of reporting restricted stock units has been revised to report such grants in Table I rather than as previously reported in Table II. Accordingly, amount includes unvested restricted stock units previously reported in Table II. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:12 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,871 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034271 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,917 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 7,917 restricted stock units. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:11 UTC | MIMEDX GROUP, INC. MDXG · Entity 5271 | GrantCommon Stock | 3,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001376339-17-000093 · wf-form4_149522466975249.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,333 F1 · shares: Grant of restricted stock which vests in full on the first anniversary date of the grant. Read SEC document |
| April 26, 2017 Filed Apr 29, 2017 00:13 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionRestricted Stock Units · Derivative | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-028068 · a4.xml · derivative · entry 3 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 Underlying: Common Stock · 801 shares Expires 2019-04-26 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 restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F3 · derivative.exercise_date: The reporting person was granted 3,204 restricted stock units on April 26, 2016, of which 25% (801 shares) is subject to the restricted stock units of the grant vested on April 26, 2017. The common stock into which such vested restricted stock units converted on April 26, 2017 is reported in Table I on this Form 4. This restricted stock unit vests over a 3 year period; 25% of the total amount vested on the date of the grant of restricted stock, and then 25% on each of the first three anniversaries of the Grant Date (April 26, 2016). F5 · derivative.underlying_shares: Each restricted stock award represents the contingent right to receive one share of common stock upon vesting of the unit. Read SEC document |
| April 26, 2017 Filed Apr 29, 2017 00:13 UTC | ENVESTNET, INC. ENV · Entity 85670 | Exercise / conversionCommon Stock | 801 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-028068 · a4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,602 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. F6 · kind: Represents the conversion upon vesting of restricted stock units into common stock. The reporting person was granted 3,204 restricted stock units on April 26, 2016, of which 25% (801 shares) is subject to the restricted stock units of the grant vested on April 26, 2017. Read SEC document |
| March 28, 2017 Filed Mar 31, 2017 00:30 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantRestricted Stock Units · Derivative | 1,595 | $31.70 | $50,561.50 |
DisclosureSEC source: 0001104659-17-020464 · a4.xml · derivative · entry 4 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,595 Underlying: Common Stock · 1,595 shares Expires 2020-03-28 F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Envestnet, Inc. Common Stock. F4 · derivative.exercise_date: These restricted stock units vest over a 3 year period, one-third of the total amount vest on the first anniversary of the date of the grant of restricted stock; and then one-twelfth of the total amount vests on each three-month anniversary. F5 · derivative.underlying_shares: Each restricted stock award represents the contingent right to receive one share of common stock upon vesting of the unit. Read SEC document |
| March 28, 2017 Filed Mar 31, 2017 00:30 UTC | ENVESTNET, INC. ENV · Entity 85670 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,745 | $31.70 Strike: $31.70 | $55,316.50 |
DisclosureSEC source: 0001104659-17-020464 · a4.xml · derivative · entry 2 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,745 Underlying: Common Stock · 1,745 shares Expires 2027-03-28 F1 · derivative.exercise_date: This option grant vests over a 3-year period, one third of the total amount vests on the first applicable date of grant and one-twelfth of the total amount vests each three-month anniversary of the date of grant thereafter. Read SEC document |
| March 23, 2017 Filed Mar 24, 2017 20:06 UTC | MIMEDX GROUP, INC. MDXG · Entity 5271 | GrantCommon Stock | 21,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001376339-17-000056 · wf-form4_149038595535476.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,861 F1 · kind: Grant of restricted stock which vests in equal parts over three years from the date of the grant. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 21:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030916 · doc4.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Luis A. Aguilar has been awarded director restricted stock units ("RSUs") with a value of $68,970, pursuant to the Donnelley Financial Non-Employee Director Compensation Plan, for his service on the Donnelley Financial Solutions, Inc. ("DFS") board of directors for the remainder of 2016. The number of shares of common stock owned does not reflect ownership of RSUs because the number of RSUs will be determined based on a ten trading day value weighted average price of DFS common stock following the date of grant. Mr. Aguilar's RSUs will vest one year from the date of grant. The RSUs are payable in shares of common stock one year from the date of grant or when the Reporting Person ceases to be a director, if earlier. The Reporting Person will amend this Form 4 when such information is available. F1 · balance_after: Luis A. Aguilar has been awarded director restricted stock units ("RSUs") with a value of $68,970, pursuant to the Donnelley Financial Non-Employee Director Compensation Plan, for his service on the Donnelley Financial Solutions, Inc. ("DFS") board of directors for the remainder of 2016. The number of shares of common stock owned does not reflect ownership of RSUs because the number of RSUs will be determined based on a ten trading day value weighted average price of DFS common stock following the date of grant. Mr. Aguilar's RSUs will vest one year from the date of grant. The RSUs are payable in shares of common stock one year from the date of grant or when the Reporting Person ceases to be a director, if earlier. The Reporting Person will amend this Form 4 when such information is available. Read SEC document |
| October 01, 2016 Filed Oct 18, 2016 23:39 UTC Amendment | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 3,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-031894 · doc4a.xml · nonDerivative · entry 1 Aguilar Luis A · CIK 0001671674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,046 F1 · shares: Reporting Person is filing an amendment to his Form 4, which was filed on October 4, 2016, in order to update the number of securities acquired and the amount of securities beneficially owned following the Reported Transaction. On October 1, 2016, Luis A. Aguilar was awarded restricted stock units ("RSUs") with a value of $68,970, pursuant to the Donnelley Financial Non-Employee Director Compensation Plan, for his service on the Donnelley Financial Solutions, Inc. ("DFS") board of directors for the remainder of 2016. Such grant represents 3,046 RSUs calculated based on the ten trading day volume weighted average price of DFS common stock following the date of grant. Mr. Aguilar's RSUs will vest one year from the date of grant. The RSUs are payable in shares of common stock one year from the date of grant or when the Reporting Person ceases to be a director, if earlier. F1 · balance_after: Reporting Person is filing an amendment to his Form 4, which was filed on October 4, 2016, in order to update the number of securities acquired and the amount of securities beneficially owned following the Reported Transaction. On October 1, 2016, Luis A. Aguilar was awarded restricted stock units ("RSUs") with a value of $68,970, pursuant to the Donnelley Financial Non-Employee Director Compensation Plan, for his service on the Donnelley Financial Solutions, Inc. ("DFS") board of directors for the remainder of 2016. Such grant represents 3,046 RSUs calculated based on the ten trading day volume weighted average price of DFS common stock following the date of grant. Mr. Aguilar's RSUs will vest one year from the date of grant. The RSUs are payable in shares of common stock one year from the date of grant or when the Reporting Person ceases to be a director, if earlier. 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.