Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackSky Technology Inc.SFTW.U · Entity 5048 | Director | October 31, 2019 | October 31, 2019 |
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | September 09, 2026 | September 10, 2026 |
| PAR TECHNOLOGY CORPPAR · Entity 5133 | Director · CEO & President | May 11, 2026 | May 13, 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.
BlackSky Technology Inc.
Report date October 31, 2019 · Filed October 31, 2019
This filing explicitly reported no securities owned.
COMMUNITY FINANCIAL SYSTEM, INC.
Report date September 09, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 418 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Purchase · Acquired 400 · Balance 418 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $62.41 to $62.53, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Deferred Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 1,396.7397 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,396.7397 F2: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3: Includes 10.3606 and 9.7616 units of phantom stock acquired as dividend equivalents on April 10, 2026, and July 10, 2026, respectively, under the DCP for Directors. |
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 2,501.4755 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,501.4755 F4: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5: Includes 9.4416 and 17.4825 units of phantom stock acquired on April 10, 2026, and July 10, 2026, respectively, under the LTIP's dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $62.41 to $62.53, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
F3: Includes 10.3606 and 9.7616 units of phantom stock acquired as dividend equivalents on April 10, 2026, and July 10, 2026, respectively, under the DCP for Directors.
F4: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
F5: Includes 9.4416 and 17.4825 units of phantom stock acquired on April 10, 2026, and July 10, 2026, respectively, under the LTIP's dividend reinvestment feature.
PAR TECHNOLOGY CORP
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 444,473 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 206,246 · Balance 444,473 F1: Grant of restricted stock units that vest in 1/3 increments on March 1, 2027, 2028, and 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units that vest in 1/3 increments on March 1, 2027, 2028, and 2029.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SharpSpring, Inc.
Report date September 01, 2021 · Filed September 03, 2021
Section 16 reporting ended · disclosed 2021-09-03. 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 2021-09-01 transaction · row 1
1 source rowRow 1 · 2021-09-01 · Disposition to issuer · Disposed 2,082 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated June 21, 2021, by and among the registrant, Constant Contact, Inc. ("Parent"), a Delaware corporation, and Groove Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("MergerSub"), as of the effective time of the merger of MergerSub with and into the registrant (the "Merger"), these shares of the registrant's common stock were canceled and converted to the right to receive $17.10 in cash per share (the "Per Share Merger Consideration"). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.66 · Expires 2030-08-16 | Direct | 16,000 |
Reported balance
After 2021-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-01 · Disposition to issuer · Disposed 16,000 · Balance 16,000 F2: Each of the reporting person's unvested options vested immediately prior to the consummation of the Merger, and each outstanding vested stock option was subsequently canceled, with the reporting person entitled to receive a payment in cash, without interest, equal to the product of (i) the total number of shares subject to the cancelled stock option and (ii) the excess, if any, of (A) the Per Share Merger Consideration over (B) the exercise price per share subject to the cancelled company stock option. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated June 21, 2021, by and among the registrant, Constant Contact, Inc. ("Parent"), a Delaware corporation, and Groove Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("MergerSub"), as of the effective time of the merger of MergerSub with and into the registrant (the "Merger"), these shares of the registrant's common stock were canceled and converted to the right to receive $17.10 in cash per share (the "Per Share Merger Consideration").
F2: Each of the reporting person's unvested options vested immediately prior to the consummation of the Merger, and each outstanding vested stock option was subsequently canceled, with the reporting person entitled to receive a payment in cash, without interest, equal to the product of (i) the total number of shares subject to the cancelled stock option and (ii) the excess, if any, of (A) the Per Share Merger Consideration over (B) the exercise price per share subject to the cancelled company stock option.
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 27, 2021 Filed Mar 2, 2021 00:59 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 27,749 | $86.88 | $2,410,833.12 |
DisclosureSEC source: 0001628280-21-003682 · wf-form4_161464674106740.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,531 F1 · kind: Shares of common stock were withheld to pay tax withholding obligations for the portion of a grant of restricted stock units, which was previously reported, that vested on February 27, 2021. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 16:31 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-001037 · section16.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 18:56 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 3,339 | $62.79 | $209,655.81 |
DisclosureSEC source: 0001628280-21-000043 · wf-form4_160987297097993.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,162 Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 00:26 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 3,221 | $62.79 | $202,246.59 |
DisclosureSEC source: 0001628280-21-000221 · wf-form4a_160997915309425.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,280 F1 · kind: The number of shares of common stock that were withheld to pay tax withholding obligations was incorrectly reported. Read SEC document |
| October 20, 2020 Filed Oct 21, 2020 20:04 UTC | SharpSpring, Inc. SHSP · Entity 135727 | GrantCommon Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-20-011329 · section16.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708 F1 · kind: Acquired directly from issuer for director services. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 20:41 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | Tax withholdingCommon Stock | 22,314 | $12.85 | $286,734.90 |
DisclosureSEC source: 0000708821-20-000022 · wf-form4_158577364427082.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,501 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 21:10 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantEmployee Stock Option (right to buy) · Derivative | 575,000 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0000708821-20-000020 · wf-form4_158456578974424.xml · derivative · entry 3 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,000 Underlying: Common Stock · 575,000 shares Expires 2030-03-17 F3 · derivative.exercise_date: Option vests: 1/3rd on 3/17/2021; and, thereafter, 1/12th at the end of each completed fiscal quarter. Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 21:10 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 170,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-20-000020 · wf-form4_158456578974424.xml · nonDerivative · entry 2 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,815 F2 · shares: Time vesting restricted stock vests: 1/3rd on 3/17/2021; and, thereafter, 1/12th at the end of each completed fiscal quarter. Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 21:10 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-20-000020 · wf-form4_158456578974424.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,815 F1 · shares: Time vesting restricted stock vests: 1/3rd on 12/31/2020; 1/3rd on 12/31/2021; and 1/3rd on 12/31/2022. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:44 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantEmployee Stock Option (right to buy) · Derivative | 575,000 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0000708821-20-000021 · wf-form4a_158465425780066.xml · derivative · entry 3 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,000 Underlying: Common Stock · 575,000 shares Expires 2030-03-17 F3 · derivative.exercise_date: Option vests: 1/3rd on 3/17/2021; and, thereafter, 1/12th at the end of each completed fiscal quarter. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:44 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 170,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-20-000021 · wf-form4a_158465425780066.xml · nonDerivative · entry 2 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,815 F2 · shares: Time vesting restricted stock units vest: 1/3rd on 3/17/2021; and, thereafter, 1/12th at the end of each completed fiscal quarter. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 21:44 UTC Amendment | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-20-000021 · wf-form4a_158465425780066.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,815 F1 · shares: Time vesting restricted stock units vest: 1/3rd on 12/31/2020; 1/3rd on 12/31/2021; and 1/3rd on 12/31/2022. Read SEC document |
| February 27, 2020 Filed Mar 3, 2020 00:50 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 62,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-20-000011 · wf-form4_158319661935770.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,815 F1 · shares: Performance shares vested as of Transaction Date and distributable in equal installments on March 31, 2020, March 31, 2021 and March 31, 2022. Read SEC document |
| May 13, 2019 Filed May 17, 2019 21:55 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-19-009394 · form4.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,815 F1 · shares: Performance shares vested as of Transaction Date and distributable in equal installments on March 31, 2020, March 31, 2021 and March 31, 2022. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 20:04 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-19-000022 · wf-form4_155388988409218.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,815 F1 · shares: Restricted stock vesting on 3/31/2020 with continued employment as Chief Executive Officer. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 21:25 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 481 | $16.51 | $7,941.31 |
DisclosureSEC source: 0000708821-18-000067 · wf-form4_154214431037987.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,815 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 20:33 UTC | PAR TECHNOLOGY CORP PAR · Entity 5133 | GrantCommon Stock | 5,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000708821-18-000040 · wf-form4_152883561082144.xml · nonDerivative · entry 1 Singh Savneet · CIK 0001738659 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,334 F1 · shares: The restricted stock will vest according to the following schedule: 100% vesting on the earlier of 1) 12 months from the Grant Date and 2) the date of the Company's 2019 Annual Shareholders' Meeting. 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.