Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Concentrix CorpCNXC · Entity 4519 | Chief Financial Officer | April 09, 2026 | April 09, 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.
Concentrix Corp
Report date April 09, 2026 · Filed April 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,066 |
Reported balance
After 2026-04-09 transaction · row 1
1 source rowRow 1 · 2026-04-09 · Purchase · Acquired 2,500 · Balance 89,066 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CONVERGYS CORP
Report date October 05, 2018 · Filed October 10, 2018
Section 16 reporting ended · disclosed 2018-10-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectBy 401(k) Plan | 0 |
Reported balance
After 2018-10-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-10-05 · Disposition to issuer · Disposed 2,545.669 · Balance 0 F1: At the Effective Time (as defined in the Agreement and Plan of Merger, dated June 28, 2018 (as amended, the "Merger Agreement"), by and among the Company, SYNNEX Corporation, Delta Merger Sub I, Inc. and Concentrix CVG Corporation), these shares were cancelled pursuant to the Merger Agreement in exchange for the right to receive $33,730.11 in cash and 321.52 shares of SYNNEX Corporation common stock having a market value of $89.14 per share, based on the closing price of SYNNEX common stock on October 5, 2018. |
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-10-05 transaction · row 4
3 source rows · reconciled sequenceRow 2 · 2018-10-05 · Disposition to issuer · Disposed 1,215.129 · Balance 235,797 F2: At the Effective Time, these phantom shares held under the Company's Executive Deferred Compensation Plan were converted into $29,661.30 in cash based on the closing price of Convergys common stock on October 4, 2018. Row 3 · 2018-10-05 · Disposition to issuer · Disposed 159,854 · Balance 75,943 F3: At the Effective Time, these time-based restricted stock units were converted into the right to receive $3,957,985.04 in cash, which amount will vest and be paid in accordance with the Merger Agreement and the applicable award agreements. Row 4 · 2018-10-05 · Disposition to issuer · Disposed 75,943 · Balance 0 F4: At the Effective Time, these shares were cancelled pursuant to the Merger Agreement in exchange for the right to receive $1,006,244.75 in cash and 9,591.60 shares of SYNNEX Corporation common stock having a market value of $89.14 per share, based on the closing price of SYNNEX common stock on October 5, 2018. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.76 · Expires 2021-02-04 | Direct | 0 |
Reported balance
After 2018-10-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-10-05 · Disposition to issuer · Disposed 15,000 · Balance 0 F6: At the Effective Time, these stock options were cancelled pursuant to the Merger Agreement in exchange for the right to receive $165,000 in cash. F5: The stock options were part of a previously reported grant that vested 50% on February 4, 2013 and 50% on February 4, 2014. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.79 · Expires 2012-02-10 | Direct | 0 |
Reported balance
After 2018-10-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-10-05 · Disposition to issuer · Disposed 15,990 · Balance 0 F8: At the Effective Time, these stock options were cancelled pursuant to the Merger Agreement in exchange for the right to receive $191,400.30 in cash. F7: The stock options were part of a previously reported grant that vested 50% on February 10, 2014 and 50% on February 10, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: At the Effective Time (as defined in the Agreement and Plan of Merger, dated June 28, 2018 (as amended, the "Merger Agreement"), by and among the Company, SYNNEX Corporation, Delta Merger Sub I, Inc. and Concentrix CVG Corporation), these shares were cancelled pursuant to the Merger Agreement in exchange for the right to receive $33,730.11 in cash and 321.52 shares of SYNNEX Corporation common stock having a market value of $89.14 per share, based on the closing price of SYNNEX common stock on October 5, 2018.
F2: At the Effective Time, these phantom shares held under the Company's Executive Deferred Compensation Plan were converted into $29,661.30 in cash based on the closing price of Convergys common stock on October 4, 2018.
F3: At the Effective Time, these time-based restricted stock units were converted into the right to receive $3,957,985.04 in cash, which amount will vest and be paid in accordance with the Merger Agreement and the applicable award agreements.
F4: At the Effective Time, these shares were cancelled pursuant to the Merger Agreement in exchange for the right to receive $1,006,244.75 in cash and 9,591.60 shares of SYNNEX Corporation common stock having a market value of $89.14 per share, based on the closing price of SYNNEX common stock on October 5, 2018.
F5: The stock options were part of a previously reported grant that vested 50% on February 4, 2013 and 50% on February 4, 2014.
F6: At the Effective Time, these stock options were cancelled pursuant to the Merger Agreement in exchange for the right to receive $165,000 in cash.
F7: The stock options were part of a previously reported grant that vested 50% on February 10, 2014 and 50% on February 10, 2015.
F8: At the Effective Time, these stock options were cancelled pursuant to the Merger Agreement in exchange for the right to receive $191,400.30 in cash.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 16:52 UTC | CONVERGYS CORP CVG · Entity 163096 | Tax withholdingCommon Shares | 1,757 | $22.25 | $39,093.25 |
DisclosureSEC source: 0001209191-17-017677 · doc4.xml · nonDerivative · entry 2 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,433.668 Read SEC document |
| February 27, 2017 Filed Feb 27, 2017 17:23 UTC | CONVERGYS CORP CVG · Entity 163096 | GrantCommon Shares | 23,530 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-014897 · doc4.xml · nonDerivative · entry 3 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,190.668 F2 · price: Award of time-based restricted stock units that vest 25% on February 27, 2018, 25% on February 27, 2019, and 50% on February 27, 2020. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:23 UTC | CONVERGYS CORP CVG · Entity 163096 | Tax withholdingCommon Shares | 1,842 | $22.63 | $41,684.46 |
DisclosureSEC source: 0001209191-17-014897 · doc4.xml · nonDerivative · entry 2 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,660.668 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 16:07 UTC | CONVERGYS CORP CVG · Entity 163096 | GrantCommon Shares | 19,031 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-011038 · doc4.xml · nonDerivative · entry 3 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,774.668 F2 · price: Represents common shares to be issued in settlement of Reporting Person's 2014 performance-based restricted stock units as a result of certification of performance by the Compensation and Benefits Committee of the Company's Board of Directors on the reported transaction date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 16:07 UTC | CONVERGYS CORP CVG · Entity 163096 | Tax withholdingCommon Shares | 2,393 | $25.14 | $60,160.02 |
DisclosureSEC source: 0001209191-17-011038 · doc4.xml · nonDerivative · entry 2 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,743.668 Read SEC document |
| February 13, 2017 Filed Feb 27, 2017 17:11 UTC Amendment | CONVERGYS CORP CVG · Entity 163096 | Tax withholdingCommon Shares | 6,271 | $25.14 | $157,652.94 |
DisclosureSEC source: 0001209191-17-014878 · doc4a.xml · nonDerivative · entry 1 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,502.668 F1 · price: Amended to report shares withheld to pay taxes in connection with the settlement of Reporting Person's 2014 performance-based restricted stock units. The exact number of shares withheld was not determined at the time of the initial filing due to the timing of payroll processes. F2 · balance_after: The amount of shares beneficially owned reflects the correction of a rounding error that over reported the Reporting Person's beneficial ownership by 1 share on the initial filing. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 16:46 UTC | CONVERGYS CORP CVG · Entity 163096 | SaleCommon Shares | 9,000 | $29.56 | $266,049.00 |
DisclosureSEC source: 0001209191-16-141176 · doc4.xml · nonDerivative · entry 2 Valentine Andre S · CIK 0001477299 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,136.668 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.02 to $29.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, 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 the footnote to this Form 4. 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.