Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVANTAX, INC.BCOR · Entity 107910 | Director | May 23, 2022 | January 20, 2023 |
| GoDaddy Inc.GDDY · Entity 2569 | Chief Product Officer | February 25, 2019 | February 28, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AVANTAX, INC.
Report date May 23, 2022 · Filed January 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,680 |
Reported balance
After 2022-05-23 transaction · row 1
1 source rowRow 1 · 2022-05-23 · Grant · Acquired 1,213 · Balance 46,680 F1: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Reporting person has deferred 100% of the RSU award. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that will vest on the earlier of the one-year anniversary of the date of grant or the first annual stockholders meeting after the grant date. Reporting person has deferred 100% of the RSU award.
GoDaddy Inc.
Report date February 25, 2019 · Filed February 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 38,786 |
Ending reported balance
After 2019-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-25 · Grant · Acquired 19,425 · Balance 47,021 F1: Represents RSUs, which vested on February 25, 2019. Upon vesting of these RSUs, the Reporting Person received shares of Class A Common Stock of the Company. Row 2 · 2019-02-26 · Sale · Disposed 8,235 · Balance 38,786 F2: Represents shares of Class A Common Stock of the Company sold to satisfy the Reporting Person's tax withholding obligations. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.50 · Expires 2025-02-23 | Direct | 4,500 |
Reported balance
After 2019-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-25 · Grant · Acquired 4,500 · Balance 4,500 F3: 100% of the shares underlying the option vested on February 25, 2019. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.00 · Expires 2024-09-17 | Direct | 3,000 |
Reported balance
After 2019-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-25 · Grant · Acquired 3,000 · Balance 3,000 F3: 100% of the shares underlying the option vested on February 25, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents RSUs, which vested on February 25, 2019. Upon vesting of these RSUs, the Reporting Person received shares of Class A Common Stock of the Company.
F2: Represents shares of Class A Common Stock of the Company sold to satisfy the Reporting Person's tax withholding obligations.
F3: 100% of the shares underlying the option vested on February 25, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SEMrush Holdings, Inc.
Report date April 28, 2026 · Filed April 29, 2026
Section 16 reporting ended · disclosed 2026-04-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Disposition to issuer · Disposed 56,886 · Balance 0 F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Common Stock upon vesting. F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration"). F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing date. |
Filing footnotes · ownership attribution and instrument terms
F1: A portion of these shares represent restricted stock units ("RSUs"). Each RSU represents a right to receive one share of Common Stock upon vesting.
F2: On April 28, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of November 18, 2025, by and among Semrush Holdings, Inc., a Delaware corporation (the "Issuer"), Adobe Inc., a Delaware corporation ("Parent"), and Fenway Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent.
F3: At the effective time of the Merger (the "Effective Time"), each share of Common Stock held by the reporting person was converted into the right to receive $12.00 in cash (the "Merger Consideration").
F4: At the Effective Time, each RSU award that was subject solely to service-based vesting requirements ("RSU Award") held by a non-employee director, contractors or other certain service providers (each, a "Specified Individual") was cancelled and cashed out for a payment equal to the Merger Consideration in respect of each underlying share and each other RSU award was converted into a restricted stock unit award relating to Parent common stock (an "Adobe RSU Award") in respect of a number of shares of Parent common stock obtained by multiplying the number of shares of Common Stock underlying the RSU Award by the quotient of (a) the Merger Consideration divided by (b) the closing price per share of Adobe common stock over the 30 consecutive calendar days ending on (and including) the second to last calendar day preceding the closing 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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 00:40 UTC | GoDaddy Inc. GDDY · Entity 2569 | GrantClass A Common Stock, par value $0.001 per share | 8,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001609711-17-000056 · wf-form4_148841519513117.xml · nonDerivative · entry 1 Aldrich Steven · CIK 0001676146 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,796 F1 · shares: Represents RSUs, which vested on February 28, 2017. Upon vesting of these RSUs, the Reporting Person received shares of Class A Common Stock of the Company. Read SEC document |
| February 27, 2017 Filed Mar 2, 2017 00:40 UTC | GoDaddy Inc. GDDY · Entity 2569 | GrantEmployee Stock Option (right to buy) · Derivative | 67,659 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001609711-17-000056 · wf-form4_148841519513117.xml · derivative · entry 3 Aldrich Steven · CIK 0001676146 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,659 Underlying: Class A Common Stock, par value $0.001 per share · 67,659 shares Expires 2027-02-27 F3 · derivative.exercise_date: 25% of the shares underlying the option shall vest on the one-year anniversary of the grant date and the remaining shares shall vest in 12 equal quarterly installments thereafter. Read SEC document |
| September 09, 2016 Filed Sep 9, 2016 22:06 UTC | GoDaddy Inc. GDDY · Entity 2569 | SaleClass A Common Stock, par value $0.001 per share | 154 | $32.44 | $4,995.76 |
DisclosureSEC source: 0001609711-16-000251 · wf-form4_147345879526147.xml · nonDerivative · entry 2 Aldrich Steven · CIK 0001676146 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 F2 · shares: Represents shares of Class A Common Stock of the Company sold to satisfy the Reporting Person's tax withholding obligations. Read SEC document |
| September 07, 2016 Filed Sep 9, 2016 22:06 UTC | GoDaddy Inc. GDDY · Entity 2569 | GrantClass A Common Stock, par value $0.001 per share | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001609711-16-000251 · wf-form4_147345879526147.xml · nonDerivative · entry 1 Aldrich Steven · CIK 0001676146 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,658 F1 · shares: Represents RSUs, which vested on September 7, 2016. Upon vesting of these RSUs, the Reporting Person received shares of Class A Common Stock of the Company. 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.