Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alteryx, Inc.AYX · Entity 92794 | Chief Operating Officer | March 01, 2022 | March 03, 2022 |
| BLACKLINE, INC.BL · Entity 4556 | Director | May 07, 2026 | May 08, 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.
Alteryx, Inc.
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,013 |
Reported balance
After 2022-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-03-01 · Tax withholding · Disposed 2,280 · Balance 33,013 F1: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units ("RSUs"). The Reporting Person did not sell or otherwise dispose of any of the shares with respect to the vesting of RSUs reported on this Form 4 for any reason other than to cover required taxes. F2: Includes 22,551 unvested shares subject to awards of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units ("RSUs"). The Reporting Person did not sell or otherwise dispose of any of the shares with respect to the vesting of RSUs reported on this Form 4 for any reason other than to cover required taxes.
F2: Includes 22,551 unvested shares subject to awards of RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting.
BLACKLINE, INC.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,860 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 6,416 · Balance 10,860 F1: Reflects an automatic annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. F2: The reported securities awarded on May 7, 2026 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an automatic annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy.
F2: The reported securities awarded on May 7, 2026 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hortonworks, Inc.
Report date January 02, 2019 · Filed January 03, 2019
Section 16 reporting ended · disclosed 2019-01-03. 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 |
Ending reported balance
After 2019-01-03 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2019-01-02 · Tax withholding · Disposed 222,238 · Balance 786,504 F1: Shares withheld to satisfy tax obligations arising out of vesting of restricted stock units, which were accelerated in connection with the Merger (as defined below). Row 3 · 2019-01-03 · Other · Disposed 786,504 · Balance 0 F2: On January 3, 2019, pursuant to the Agreement and Plan of Merger and Reorganization, dated as of October 3, 2018, by and among Cloudera, Inc. ("Cloudera"), Issuer, and Surf Merger Corporation ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a direct wholly-owned subsidiary of Cloudera (the "Merger"). Pursuant to the Merger, the Issuer's stockholders received the right to receive 1.305 shares of common stock, par value $0.00005 per share, of Cloudera (the "Merger Consideration") for each share of the Issuer's stock that they own. Pursuant to the Merger, the Reporting Person disposed of all shares of Issuer common stock beneficially owned by it, including the 786,504 shares that were held directly by the Reporting Person and the 7,663 shares that were held indirectly by the Reporting Person, and received the Merger Consideration for each share of Issuer common stock. |
| Common StockSEC Table I · non-derivative | IndirectScott & Taryn Davidson Family Trust Dated 4/4/2006 | 0 |
Reported balance
After 2019-01-03 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2019-01-03 · Other · Disposed 7,663 · Balance 0 F2: On January 3, 2019, pursuant to the Agreement and Plan of Merger and Reorganization, dated as of October 3, 2018, by and among Cloudera, Inc. ("Cloudera"), Issuer, and Surf Merger Corporation ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a direct wholly-owned subsidiary of Cloudera (the "Merger"). Pursuant to the Merger, the Issuer's stockholders received the right to receive 1.305 shares of common stock, par value $0.00005 per share, of Cloudera (the "Merger Consideration") for each share of the Issuer's stock that they own. Pursuant to the Merger, the Reporting Person disposed of all shares of Issuer common stock beneficially owned by it, including the 786,504 shares that were held directly by the Reporting Person and the 7,663 shares that were held indirectly by the Reporting Person, and received the Merger Consideration for each share of Issuer common stock. |
| Common StockSEC Table I · non-derivative | IndirectScott & Taryn Davidson Family Trust Dated 4/4/2006 | 7,663 |
Reported balance
Holding disclosure · report date 2019-01-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,663 |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Expires 2024-04-20 | Direct | 0 |
Reported balance
After 2019-01-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-01-03 · Exercise / conversion · Disposed 47,280 · Balance 0 F3: Pursuant to the Merger, this incentive stock option was cancelled and converted into an option to acquire Cloudera common stock, with the number of shares and exercise price adjusted for the Exchange Ratio in accordance with the terms of the Merger Agreement. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Expires 2024-04-20 | Direct | 0 |
Reported balance
After 2019-01-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-01-03 · Exercise / conversion · Disposed 386,075 · Balance 0 F4: Pursuant to the Merger, this non-qualified stock option was cancelled and converted into an option to acquire Cloudera common stock, with the number of shares and exercise price adjusted for the Exchange Ratio in accordance with the terms of the Merger Agreement. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Expires 2024-09-11 | Direct | 0 |
Reported balance
After 2019-01-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-01-03 · Exercise / conversion · Disposed 92,967 · Balance 0 F4: Pursuant to the Merger, this non-qualified stock option was cancelled and converted into an option to acquire Cloudera common stock, with the number of shares and exercise price adjusted for the Exchange Ratio in accordance with the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax obligations arising out of vesting of restricted stock units, which were accelerated in connection with the Merger (as defined below).
F2: On January 3, 2019, pursuant to the Agreement and Plan of Merger and Reorganization, dated as of October 3, 2018, by and among Cloudera, Inc. ("Cloudera"), Issuer, and Surf Merger Corporation ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a direct wholly-owned subsidiary of Cloudera (the "Merger"). Pursuant to the Merger, the Issuer's stockholders received the right to receive 1.305 shares of common stock, par value $0.00005 per share, of Cloudera (the "Merger Consideration") for each share of the Issuer's stock that they own. Pursuant to the Merger, the Reporting Person disposed of all shares of Issuer common stock beneficially owned by it, including the 786,504 shares that were held directly by the Reporting Person and the 7,663 shares that were held indirectly by the Reporting Person, and received the Merger Consideration for each share of Issuer common stock.
F3: Pursuant to the Merger, this incentive stock option was cancelled and converted into an option to acquire Cloudera common stock, with the number of shares and exercise price adjusted for the Exchange Ratio in accordance with the terms of the Merger Agreement.
F4: Pursuant to the Merger, this non-qualified stock option was cancelled and converted into an option to acquire Cloudera common stock, with the number of shares and exercise price adjusted for the Exchange Ratio in accordance with the terms of the Merger Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 18, 2017 Filed Jul 20, 2017 21:08 UTC | Hortonworks, Inc. HDP · Entity 161313 | GrantCommon Stock | 246,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-018664 · doc4.xml · nonDerivative · entry 2 Davidson Scott · CIK 0001626707 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160,951 F2 · shares: On July 18, 2017, the Reporting Person was granted 246,150 RSUs. Each RSU represents the right to receive, at settlement, one share of common stock. One-eighth (1/8) of such RSUs shall vest and become releasable on February 14, 2018, and thereafter, the balance of the RSUs shall vest and become releasable in a series of seven (7) successive 3-month installments over the following twenty-one (21) months thereafter, all subject to grantee's continued status as a service provider. All or portion of the unvested RSUs are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 21:08 UTC | Hortonworks, Inc. HDP · Entity 161313 | GrantCommon Stock | 246,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-018664 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914,801 F1 · shares: On July 18, 2017, the Reporting Person was granted 246,150 restricted stock units ("RSUs"). Each RSU represents the right to receive, at settlement, one share of common stock. One-eighth (1/8) of such RSUs shall vest and become releasable on November 9, 2017, and thereafter, the balance of the RSUs shall vest and become releasable in a series of seven (7) successive 3-month installments over the following twenty-one (21) months thereafter, all subject to grantee's continued status as a service provider. All or portion of the unvested RSUs are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 05, 2017 Filed Jul 7, 2017 16:06 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 42,061 | $12.51 | $526,183.11 |
DisclosureSEC source: 0000899243-17-018068 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,651 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 15, 2017. F2 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $12.40 to $12.74 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person of each separate price within the range. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 19:27 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 7,670 | $12.74 | $97,715.80 |
DisclosureSEC source: 0000899243-17-015687 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710,712 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 15, 2017. F2 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $12.67 to $12.90 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person of each separate price within the range. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:42 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 56,250 | $13.09 | $736,312.50 |
DisclosureSEC source: 0000899243-17-015042 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,382 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 15, 2017. F2 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $12.85 to $13.52 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person of each separate price within the range. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 20:41 UTC | Hortonworks, Inc. HDP · Entity 161313 | Tax withholdingCommon Stock | 9,738 | $10.67 | $103,904.46 |
DisclosureSEC source: 0000899243-17-010607 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,632 F1 · kind: Shares withheld to satisfy tax obligations arising out of vesting of restricted stock units. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 20:35 UTC | Hortonworks, Inc. HDP · Entity 161313 | Tax withholdingCommon Stock | 42,453 | $10.79 | $458,067.87 |
DisclosureSEC source: 0000899243-17-009759 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 784,370 F1 · kind: Shares withheld to satisfy tax obligations arising out of vesting of restricted stock units. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 19:53 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 18,384 | $9.46 | $173,912.64 |
DisclosureSEC source: 0000899243-17-007663 · doc4.xml · nonDerivative · entry 2 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 826,823 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2016. F3 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $9.25 to $9.69 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person of each separate price within the range. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 19:53 UTC | Hortonworks, Inc. HDP · Entity 161313 | GrantCommon Stock | 31,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007663 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845,207 F1 · kind: Acquired upon the settlement of performance stock units granted on October 16, 2015 under the Issuer's Amended and Restated 2014 Stock Option and Incentive Plan. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 20:41 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 4,992 | $10.48 | $52,316.16 |
DisclosureSEC source: 0000899243-17-004292 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,954 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2016. Read SEC document |
| January 26, 2017 Filed Jan 26, 2017 19:54 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 2,841 | $9.05 | $25,711.05 |
DisclosureSEC source: 0000899243-17-002051 · doc4.xml · nonDerivative · entry 2 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818,946 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2016. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 19:54 UTC | Hortonworks, Inc. HDP · Entity 161313 | GrantCommon Stock | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-002051 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821,787 F1 · kind: Acquired upon the settlement of performance stock units granted on June 3, 2015 under the Issuer's Amended and Restated 2014 Stock Option and Incentive Plan. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 19:32 UTC | Hortonworks, Inc. HDP · Entity 161313 | GrantCommon Stock | 373,874 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-000877 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816,105 F1 · shares: On January 5, 2017 the Reporting Person was granted 373,874 restricted stock units ("RSUs"). Each RSU represents the right to receive, at settlement, one share of common stock. Such restricted stock units shall vest and become releasable in a series of four equal successive three month installments over the twelve months following the grant date, all subject to the grantee's continued status as a service provider. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 20:47 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 8,523 | $8.67 | $73,894.41 |
DisclosureSEC source: 0000899243-16-035084 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,231 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2015. F2 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $8.44 to $8.80 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 19:25 UTC | Hortonworks, Inc. HDP · Entity 161313 | SaleCommon Stock | 9,332 | $6.82 | $63,644.24 |
DisclosureSEC source: 0000899243-16-031994 · doc4.xml · nonDerivative · entry 1 Davidson Scott · CIK 0001626707 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,754 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 12, 2015. F2 · price: Represents the weighted average sale price for the entire number of shares sold. The sale prices range from $6.74 to $6.90 per share. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. 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.