Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 11, 2025 | December 16, 2025 |
| Gen Digital Inc.GEN · Entity 2098 | CFO | May 08, 2026 | May 12, 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.
BILL Holdings, Inc.
Report date December 11, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,278 |
Reported balance
After 2025-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 7,278 · Balance 7,278 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.
Gen Digital Inc.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 661,591 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 135,118 · Balance 661,591 F1: The RSUs will vest in increments of 33%, 33%, and 34% over the course of three years on May 1, 2027, May 1, 2028, and May 1, 2029, subject to service through the respective vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs will vest in increments of 33%, 33%, and 34% over the course of three years on May 1, 2027, May 1, 2028, and May 1, 2029, subject to service through the respective vesting 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 |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 12, 2026 21:56 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 135,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-034249 · wk-form4_1778623014.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 661,591 F1 · shares: The RSUs will vest in increments of 33%, 33%, and 34% over the course of three years on May 1, 2027, May 1, 2028, and May 1, 2029, subject to service through the respective vesting date. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:52 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionPerformance-based Restricted Stock Units (PRUs) · Derivative | 243,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030812 · wk-form4_1778021517.xml · derivative · entry 5 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 243,878 shares Expires not disclosed 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. F3 · derivative.exercise_price: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. F3 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. F3 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:52 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantPerformance-based Restricted Stock Units (PRUs) · Derivative | 243,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-030812 · wk-form4_1778021517.xml · derivative · entry 4 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,878 Underlying: Common Stock · 243,878 shares Expires not disclosed F3 · derivative.exercise_price: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. F3 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. F3 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 137,010 shares of PRUs was granted on May 10, 2023, the performance period ended on April 3, 2026 and the performance criteria was subsequently determined to have been met at 178% of the target, resulting in the vesting of 243,878 PRU shares. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:52 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 131,646 | $19.63 | $2,584,210.98 |
DisclosureSEC source: 0001628280-26-030812 · wk-form4_1778021517.xml · nonDerivative · entry 3 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526,473 F2 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Performance-based Restricted Stock Units ("PRUs") and does not represent a sale. Read SEC document |
| May 04, 2026 Filed May 5, 2026 22:52 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionCommon Stock | 243,878 | $19.63 | $4,787,325.14 |
DisclosureSEC source: 0001628280-26-030812 · wk-form4_1778021517.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658,119 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 |
| May 01, 2026 Filed May 5, 2026 22:52 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 42,437 | $19.37 | $822,004.69 |
DisclosureSEC source: 0001628280-26-030812 · wk-form4_1778021517.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414,241 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Restricted Stock Units ("RSUs") and does not represent a sale. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:24 UTC | Gen Digital Inc. GEN · Entity 2098 | SaleCommon Stock | 794 | $23.62 | $18,754.28 |
DisclosureSEC source: 0000849399-26-000005 · wk-form4_1771539883.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,678 F4 · security: Represents shares acquired through Gen Digital Inc. 2008 Employee Stock Purchase Plan and sold through a predetermined quick-sale program. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 22:24 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 794 | $20.16 | $16,008.63 |
DisclosureSEC source: 0000849399-26-000005 · wk-form4_1771539883.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457,472 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to Gen Digital Inc. 2008 Employee Stock Purchase Plan ("ESPP"), for the ESPP Purchase Period (as defined in the ESPP) of August 16, 2025 through February 15, 2026. This transaction is also exempt under Rule 16b-3(c). F2 · date: The Purchase Period ended February 15, 2026 and is the Purchase Period comprising the Offering Period (as defined in the ESPP) that began August 16, 2025. F3 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price on Feb 15, 2026. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 7,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001817767-25-000004 · form4-12162025_121235.xml · derivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,278 Underlying: Common Stock · 7,278 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:50 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 92,738 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000042 · wk-form4_1747687806.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 456,678 F1 · shares: The RSUs will vest in increments of 33%, 33%, and 34% over the course of three years on May 1, 2026, May 1, 2027, and May 1, 2028, subject to service through the respective vesting date. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:15 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionPerformance-based Restricted Stock Units (PRUs) · Derivative | 138,491 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000029 · wk-form4_1746566113.xml · derivative · entry 4 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 138,491 shares Expires not disclosed 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: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. F2 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. F2 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:15 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantPerformance-based Restricted Stock Units (PRUs) · Derivative | 138,491 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-25-000029 · wk-form4_1746566113.xml · derivative · entry 3 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,491 Underlying: Common Stock · 138,491 shares Expires not disclosed F2 · derivative.exercise_price: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. F2 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. F2 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target bookings growth and non-GAAP operating margin performance (BGOM), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 147,724 shares of PRUs was granted on May 10, 2022, the performance period ended on March 28, 2025, and the performance criteria was subsequently determined to have been met at 187.5% of the target, resulting in the vesting of 138,491 PRU shares. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:15 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 72,917 | $25.93 | $1,890,737.81 |
DisclosureSEC source: 0000849399-25-000029 · wk-form4_1746566113.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,940 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Performance-based Restricted Stock Units ("PRUs") and does not represent a sale. Read SEC document |
| May 02, 2025 Filed May 6, 2025 21:15 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionCommon Stock | 138,491 | $25.93 | $3,591,071.63 |
DisclosureSEC source: 0000849399-25-000029 · wk-form4_1746566113.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436,857 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 |
| May 01, 2025 Filed May 2, 2025 20:49 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 35,302 | $25.60 | $903,731.20 |
DisclosureSEC source: 0000849399-25-000021 · wk-form4_1746218972.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,366 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Restricted Stock Units ("RSUs") and does not represent a sale. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:22 UTC | Gen Digital Inc. GEN · Entity 2098 | SaleCommon Stock | 989 | $27.74 | $27,434.86 |
DisclosureSEC source: 0000849399-25-000011 · wk-form4_1740000147.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,668 F4 · security: Represents shares acquired through Gen Digital Inc. 2008 Employee Stock Purchase Plan and sold through a predetermined quick-sale program. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 21:22 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 989 | $21.48 | $21,243.23 |
DisclosureSEC source: 0000849399-25-000011 · wk-form4_1740000147.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,657 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to Gen Digital Inc. 2008 Employee Stock Purchase Plan ("ESPP"), for the ESPP Purchase Period (as defined in the ESPP) of August 16, 2024 through February 15, 2025. This transaction is also exempt under Rule 16b-3(c). F2 · date: The Purchase Period ended February 15, 2025 and is the Purchase Period comprising the Offering Period (as defined in the ESPP) that began August 16, 2024. F3 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price on August 16, 2024. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:09 UTC | Gen Digital Inc. GEN · Entity 2098 | SaleCommon Stock | 169,535 | $24.31 | $4,121,395.85 |
DisclosureSEC source: 0000849399-24-000038 · wk-form4_1715890161.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,668 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.18 to $24.50, inclusive. The reporting person undertakes to provide to Gen Digital Inc., any security holder of Gen Digital Inc., 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 ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:03 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 94,832 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000032 · wk-form4_1715716979.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,203 F1 · shares: The RSUs will vest in increments of 33%, 33%, and 34% over the course of three years on May 1, 2025, May 1, 2026, and May 1, 2027, subject to service through the respective vesting date. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:05 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionPerformance-based Restricted Stock Units (PRUs) · Derivative | 143,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000026 · wk-form4_1715371480.xml · derivative · entry 4 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 143,478 shares Expires not disclosed 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: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. F2 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. F2 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:05 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantPerformance-based Restricted Stock Units (PRUs) · Derivative | 143,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000849399-24-000026 · wk-form4_1715371480.xml · derivative · entry 3 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,478 Underlying: Common Stock · 143,478 shares Expires not disclosed F2 · derivative.exercise_price: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. F2 · derivative.exercise_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. F2 · derivative.expiration_date: The Participant received a grant of PRUs which vested based on the Issuer's achievement of two equally weighted metrices: target total shareholder return (TSR) and target compound annual growth rate (CAGR), over a performance period of three years. The potential payout ranged from 0% to 200% and the final determination was certified by the Issuer's Compensation and Leadership Development Committee. The initial award of 82,100 shares of PRUs was granted on May 10, 2021, the performance period ended on March 29, 2024, and the performance criteria was subsequently determined to have been met at 174.76% of the target, resulting in the vesting of 143,478 PRU shares. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:05 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 71,137 | $20.02 | $1,424,162.74 |
DisclosureSEC source: 0000849399-24-000026 · wk-form4_1715371480.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,371 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Performance-based Restricted Stock Units ("PRUs") and does not represent a sale. Read SEC document |
| May 08, 2024 Filed May 10, 2024 20:05 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionCommon Stock | 143,478 | $20.02 | $2,872,429.56 |
DisclosureSEC source: 0000849399-24-000026 · wk-form4_1715371480.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,508 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 |
| May 01, 2024 Filed May 3, 2024 20:09 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 24,710 | $19.95 | $492,964.50 |
DisclosureSEC source: 0000849399-24-000020 · wk-form4_1714766930.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,030 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Restricted Stock Units ("RSUs") and does not represent a sale. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:02 UTC | Gen Digital Inc. GEN · Entity 2098 | SaleCommon Stock | 1,221 | $21.32 | $26,031.72 |
DisclosureSEC source: 0000849399-24-000012 · wk-form4_1708549319.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,740 F1 · security: Represents shares acquired through Gen Digital Inc. 2008 Employee Stock Purchase Plan and sold through a predetermined quick-sale program. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:00 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 34,583 | $22.34 | $772,584.22 |
DisclosureSEC source: 0001209191-23-057459 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,740 F1 · shares: Represents shares withheld by the issuer to satisfy the reporting person's income tax withholding and remittance obligations in connection with the net settlement of the Restricted Stock Units ("RSUs") and does not represent a sale. Read SEC document |
| June 01, 2023 Filed Jun 6, 2023 01:14 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 12,880 | $17.55 | $226,044.00 |
DisclosureSEC source: 0001209191-23-034689 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,323 F1 · shares: Shares withheld by Gen Digital Inc. to satisfy tax withholding requirements on vesting of restricted stock units (RSUs). No shares were sold Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:06 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 177,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030358 · doc4.xml · derivative · entry 4 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 177,778 shares Expires not disclosed 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: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. F2 · derivative.exercise_date: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. F2 · derivative.expiration_date: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:06 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantPerformance-Based Restricted Stock Units · Derivative | 177,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030358 · doc4.xml · derivative · entry 3 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,778 Underlying: Common Stock · 177,778 shares Expires not disclosed F2 · derivative.exercise_price: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. F2 · derivative.exercise_date: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. F2 · derivative.expiration_date: On August 10, 2020, Ms. Derse was granted 103,912 shares of performance-based restricted stock units (PRUs). The PRUs vest based on Gen Digital's performance in achieveing target total shares return (TSR) and target compound annual growth rate (CAGR) over a three-year fiscal period ending March 31, 2023, as determined by the Compensation and Leadership Development Committee, up to 200%. The performance criteria was determined to have been met at 171.085% of the target, resulting in the vesting of 177,778 PRUs. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:06 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 84,928 | $16.41 | $1,393,668.48 |
DisclosureSEC source: 0001209191-23-030358 · doc4.xml · nonDerivative · entry 2 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,203 F1 · shares: Shares withheld by Gen Digital Inc. to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| May 15, 2023 Filed May 17, 2023 22:06 UTC | Gen Digital Inc. GEN · Entity 2098 | Exercise / conversionCommon Stock | 177,778 | $16.41 | $2,917,336.98 |
DisclosureSEC source: 0001209191-23-030358 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,131 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 |
| May 10, 2023 Filed May 12, 2023 21:33 UTC | Gen Digital Inc. GEN · Entity 2098 | GrantCommon Stock | 91,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029161 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,353 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 33% vests on May 1, 2024, 33% vests on May 1, 2025, and 34% vests on May 1, 2026. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:30 UTC | Gen Digital Inc. GEN · Entity 2098 | Tax withholdingCommon Stock | 11,850 | $17.66 | $209,271.00 |
DisclosureSEC source: 0001209191-23-026961 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,013 F1 · shares: Shares withheld by Gen Digital Inc. to satisfy tax withholding requirements on vesting of restricted stock units (RSUs). No shares were sold Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 23:24 UTC | Gen Digital Inc. GEN · Entity 2098 | SaleCommon Stock | 1,033 | $21.10 | $21,796.30 |
DisclosureSEC source: 0001209191-23-011360 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,863 F1 · shares: Reflects the sale of shares acquired through Gen Digital's 2008 Employee Stock Purchase Plan and sold through the quick-sale program. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 23:56 UTC | Gen Digital Inc. NLOK · Entity 2098 | Tax withholdingCommon Stock | 12,097 | $24.36 | $294,682.92 |
DisclosureSEC source: 0001209191-22-034377 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,863 F1 · shares: Shares withheld by NortonLifeLock to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| May 10, 2022 Filed May 13, 2022 01:12 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 49,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-028717 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,960 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 33% vests on May 1, 2023, 33% vests on May 1, 2024, and 34% vests on May 1, 2025. Read SEC document |
| May 01, 2022 Filed May 4, 2022 00:04 UTC | Gen Digital Inc. NLOK · Entity 2098 | Tax withholdingCommon Stock | 6,299 | $25.04 | $157,726.96 |
DisclosureSEC source: 0001209191-22-026927 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,719 F1 · shares: Shares withheld by Nortonlifelock to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:32 UTC | Gen Digital Inc. NLOK · Entity 2098 | SaleCommon Stock | 966 | $28.94 | $27,956.04 |
DisclosureSEC source: 0001209191-22-011291 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,948 F1 · shares: Reflects the sale of shares acquired through NortonLifeLock's 2008 Employee Stock Purchase Plan and sold through quick sale program. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 69,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069441 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,948 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 100% vests on December 1, 2023. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 20:31 UTC | Gen Digital Inc. NLOK · Entity 2098 | SaleCommon Stock | 895 | $26.23 | $23,475.85 |
DisclosureSEC source: 0001209191-21-051867 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,198 F1 · shares: Reflects the sale of shares acquired through NortonLifeLock's 2008 Employee Stock Purchase Plan and sold through quick sale program. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:31 UTC | Gen Digital Inc. NLOK · Entity 2098 | Tax withholdingCommon Stock | 23,448 | $27.89 | $653,964.72 |
DisclosureSEC source: 0001209191-21-037192 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,198 F1 · shares: Shares withheld by NortonLifeLock to satisfy tax withholding requirements on vesting of restricted stock units. No shares were sold. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 54,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031684 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,646 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 33% vests on May 1, 2022, 33% vests on May 1, 2023, and 34% vests on May 1, 2024. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | SaleCommon Stock | 1,286 | $21.48 | $27,623.28 |
DisclosureSEC source: 0001209191-21-011269 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,912 F1 · shares: Reflects the sale of shares acquired through NortonLifeLock's 2008 Employee Stock Purchase Plan and sold through quick sale program. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:30 UTC | Gen Digital Inc. NLOK · Entity 2098 | GrantCommon Stock | 103,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046129 · doc4.xml · nonDerivative · entry 1 DERSE NATALIE MARIE · CIK 0001817767 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,912 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 50% vests on June 1, 2021, 25% vests on June 1, 2022, and 25% vests on June 1, 2023. 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.