Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYNCHRONOSS TECHNOLOGIES INCSNCR · Entity 66538 | Chief Financial Officer | March 24, 2017 | March 28, 2017 |
| Skillsoft Corp.SKIL · Entity 2275 | Chief Financial Officer | May 01, 2026 | May 05, 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.
SYNCHRONOSS TECHNOLOGIES INC
Report date March 24, 2017 · Filed March 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,971 |
Ending reported balance
After 2017-03-24 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2017-03-24 · Grant · Acquired 17,348 · Balance 17,348 F1: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-fourth of the shares shall vest when the Reporting Person completes 11 months of continuous service after March 24, 2017. The shares of restricted stock shall vest with respect to an additional 1/48th of the shares of restricted stock when the Reporting Person completes each month of continuous service thereafter. Row 3 · 2017-03-24 · Grant · Acquired 36,623 · Balance 53,971 F3: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-third of the shares shall vest on each of February 24, 2018, 2019 and 2020 provided the Reporting Person is continuously employed by the Company. |
| Performance SharesSEC Table I · non-derivative | Direct | 36,623 |
Reported balance
After 2017-03-24 transaction · row 2
1 source rowRow 2 · 2017-03-24 · Grant · Acquired 36,623 · Balance 36,623 F2: Represents target number of performance shares. The actual number of the shares subject to be issued, which could range from 0 to two times the initial target amount, will depend upon the issuer's Non-GAAP revenue, EBITDA and recurring revenue during 2017. The shares, if any, will be issued on or about February 2018. The Reporting Person will be entitled to sell the shares on or after February 24, 2020 provided the Reporting Person is continuously employed by the Company through February 24, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-fourth of the shares shall vest when the Reporting Person completes 11 months of continuous service after March 24, 2017. The shares of restricted stock shall vest with respect to an additional 1/48th of the shares of restricted stock when the Reporting Person completes each month of continuous service thereafter.
F2: Represents target number of performance shares. The actual number of the shares subject to be issued, which could range from 0 to two times the initial target amount, will depend upon the issuer's Non-GAAP revenue, EBITDA and recurring revenue during 2017. The shares, if any, will be issued on or about February 2018. The Reporting Person will be entitled to sell the shares on or after February 24, 2020 provided the Reporting Person is continuously employed by the Company through February 24, 2020.
F3: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-third of the shares shall vest on each of February 24, 2018, 2019 and 2020 provided the Reporting Person is continuously employed by the Company.
Skillsoft Corp.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,645 |
Ending reported balance
After 2026-05-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 5,000 · Balance 19,103 Row 2 · 2026-05-01 · Tax withholding · Disposed 1,467 · Balance 17,636 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Row 3 · 2026-05-01 · Exercise / conversion · Acquired 9,000 · Balance 26,636 Row 4 · 2026-05-01 · Tax withholding · Disposed 2,641 · Balance 23,995 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Row 5 · 2026-05-01 · Exercise / conversion · Acquired 3,750 · Balance 27,745 Row 6 · 2026-05-01 · Tax withholding · Disposed 1,100 · Balance 26,645 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-01 · Exercise / conversion · Disposed 5,000 · Balance 0 F2: Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3: The performance-based restricted stock units vested May 1, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,000 |
Reported balance
After 2026-05-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-01 · Exercise / conversion · Disposed 9,000 · Balance 9,000 F2: Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F4: The performance-based restricted stock units vest in two equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,250 |
Reported balance
After 2026-05-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-05-01 · Exercise / conversion · Disposed 3,750 · Balance 11,250 F5: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F6: The restricted stock units vest in four equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting.
F2: Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F3: The performance-based restricted stock units vested May 1, 2026.
F4: The performance-based restricted stock units vest in two equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date.
F5: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F6: The restricted stock units vest in four equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each 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 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · derivative · entry 9 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,250 Underlying: Class A Common Stock · 3,750 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. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · derivative · entry 8 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Class A Common Stock · 9,000 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: Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F4 · derivative.exercise_date: The performance-based restricted stock units vest in two equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. F4 · derivative.expiration_date: The performance-based restricted stock units vest in two equal annual installments beginning May 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · derivative · entry 7 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 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: Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3 · derivative.exercise_date: The performance-based restricted stock units vested May 1, 2026. F3 · derivative.expiration_date: The performance-based restricted stock units vested May 1, 2026. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Tax withholdingClass A Common Stock | 1,100 | $8.28 | $9,108.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 6 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,645 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 5 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,745 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 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Tax withholdingClass A Common Stock | 2,641 | $8.28 | $21,867.48 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 4 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,995 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 3 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,636 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 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Tax withholdingClass A Common Stock | 1,467 | $8.28 | $12,146.76 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 2 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,636 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| May 01, 2026 Filed May 5, 2026 23:18 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000007 · form4-05052026_110530.xml · nonDerivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,103 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 |
| April 07, 2026 Filed Apr 9, 2026 22:41 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000005 · form4-04092026_100425.xml · derivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 Underlying: Class A Common Stock · 37,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning May 1, 2027, subject to the Reporting Person remaining continuously employed through each vesting date. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning May 1, 2027, subject to the Reporting Person remaining continuously employed through each vesting date. Read SEC document |
| March 24, 2026 Filed Mar 26, 2026 22:11 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378848-26-000003 · form4-03262026_100343.xml · derivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Class A Common Stock · 18,000 shares Expires not disclosed F1 · derivative.exercise_price: These performance-based restricted stock units were granted on December 4, 2024, and earned based on the level of performance achieved. Each performance-based restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: These performance-based restricted stock units will vest in two equal annual installments beginning May 1, 2026. F2 · derivative.expiration_date: These performance-based restricted stock units will vest in two equal annual installments beginning May 1, 2026. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 22:10 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023594 · form4-09032025_100937.xml · derivative · entry 3 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 10,000 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: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning September 1, 2025, subject to the Reporting Person remaining continuously employed through each vest date. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning September 1, 2025, subject to the Reporting Person remaining continuously employed through each vest date. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 22:10 UTC | Skillsoft Corp. SKIL · Entity 2275 | Tax withholdingClass A Common Stock | 2,935 | $15.37 | $45,110.95 |
DisclosureSEC source: 0001415889-25-023594 · form4-09032025_100937.xml · nonDerivative · entry 2 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,103 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon vesting. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 22:10 UTC | Skillsoft Corp. SKIL · Entity 2275 | Exercise / conversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023594 · form4-09032025_100937.xml · nonDerivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,038 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 16, 2025 Filed May 23, 2025 21:09 UTC | Skillsoft Corp. SKIL · Entity 2275 | GrantRestricted Stock Units · Derivative | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014516 · form4-05232025_090545.xml · derivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 Underlying: Class A Common Stock · 17,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning June 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning June 1, 2026, subject to the Reporting Person remaining continuously employed through each vesting date. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:33 UTC | SYNCHRONOSS TECHNOLOGIES INC SNCR · Entity 66538 | GrantCommon Stock | 36,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001131554-17-000052 · wf-form4_149074762007051.xml · nonDerivative · entry 3 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,971 F3 · shares: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-third of the shares shall vest on each of February 24, 2018, 2019 and 2020 provided the Reporting Person is continuously employed by the Company. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:33 UTC | SYNCHRONOSS TECHNOLOGIES INC SNCR · Entity 66538 | GrantPerformance Shares | 36,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001131554-17-000052 · wf-form4_149074762007051.xml · nonDerivative · entry 2 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,623 F2 · shares: Represents target number of performance shares. The actual number of the shares subject to be issued, which could range from 0 to two times the initial target amount, will depend upon the issuer's Non-GAAP revenue, EBITDA and recurring revenue during 2017. The shares, if any, will be issued on or about February 2018. The Reporting Person will be entitled to sell the shares on or after February 24, 2020 provided the Reporting Person is continuously employed by the Company through February 24, 2020. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 20:33 UTC | SYNCHRONOSS TECHNOLOGIES INC SNCR · Entity 66538 | GrantCommon Stock | 17,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001131554-17-000052 · wf-form4_149074762007051.xml · nonDerivative · entry 1 Frederick John W. · CIK 0001378848 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,348 F1 · shares: Shares of restricted stock granted pursuant to the Company's 2015 Equity Incentive Plan. One-fourth of the shares shall vest when the Reporting Person completes 11 months of continuous service after March 24, 2017. The shares of restricted stock shall vest with respect to an additional 1/48th of the shares of restricted stock when the Reporting Person completes each month of continuous service thereafter. 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.