Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKBAUD INCBLKB · Entity 476 | Director | August 01, 2025 | August 05, 2025 |
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | Director · Chief Executive Officer | October 01, 2026 | October 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.
BLACKBAUD INC
Report date August 01, 2025 · Filed August 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,266 |
Reported balance
After 2025-08-01 transaction · row 1
1 source rowRow 1 · 2025-08-01 · Grant · Acquired 3,670 · Balance 12,266 F1: Represents a restricted stock award, all of which shall vest on August 1, 2026 or, if earlier, immediately prior to the 2026 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award, all of which shall vest on August 1, 2026 or, if earlier, immediately prior to the 2026 annual election of directors of the Company, provided that the reporting person is then serving as a director of the Company.
PROGRESS SOFTWARE CORP /MA
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 294,126 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 7,349 · Balance 294,126 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Includes 579 shares of common stock acquired by the Reporting Person on March 31, 2026, through Progress Software Corporation's (the "Company") Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 290,572 |
Reported balance
After 2026-10-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-01 · Tax withholding · Disposed 3,554 · Balance 290,572 F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 298,887 |
Reported balance
After 2026-10-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Acquired 8,315 · Balance 298,887 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 294,866 |
Reported balance
After 2026-10-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-10-01 · Tax withholding · Disposed 4,021 · Balance 294,866 F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 306,445 |
Reported balance
After 2026-10-01 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Acquired 11,579 · Balance 306,445 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 300,846 |
Reported balance
After 2026-10-01 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-10-01 · Tax withholding · Disposed 5,599 · Balance 300,846 F5: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,350 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 7,349 · Balance 7,350 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: On January 18, 2024, the Reporting Person was granted 44,095 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,945 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 8,315 · Balance 24,945 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: On January 23, 2025, the Reporting Person was granted 49,890 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 57,895 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 11,579 · Balance 57,895 F1: Restricted stock units convert into common stock on a one-for-one basis. F8: On January 22, 2026, the Reporting Person was granted 69,474 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Includes 579 shares of common stock acquired by the Reporting Person on March 31, 2026, through Progress Software Corporation's (the "Company") Employee Stock Purchase Plan.
F3: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 18, 2024.
F4: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 23, 2025.
F5: Represents shares of common stock withheld by the Company to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 22, 2026.
F6: On January 18, 2024, the Reporting Person was granted 44,095 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan (as amended and restated, the "Plan"). The restricted stock units vest in six equal semiannual installments beginning October 1, 2024, subject to the continued employment of the Reporting Person with the Company.
F7: On January 23, 2025, the Reporting Person was granted 49,890 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2025, subject to the continued employment of the Reporting Person with the Company.
F8: On January 22, 2026, the Reporting Person was granted 69,474 restricted stock units pursuant to the Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2026, subject to the continued employment of the Reporting Person with the Company.
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 23, 2017 Filed Feb 27, 2017 17:45 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options · Derivative | 149,573 | $0.00 Strike: $28.98 | $0.00 |
DisclosureSEC source: 0001301277-17-000002 · wf-form4_148821753121066.xml · derivative · entry 1 Gupta Yogesh K · CIK 0001301277 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,573 Underlying: Common Stock · 149,573 shares Expires 2024-02-23 F1 · derivative.exercise_date: Stock Options vest in eight equal semiannual installments beginning on October 1, 2017, subject to the continued employment of the Reporting Person with Progress Software Corporation. Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 20:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 42,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001301277-16-000005 · edgar.xml · derivative · entry 3 Gupta Yogesh K · CIK 0001301277 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,079 Underlying: Common Stock · 42,079 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents performance-based restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The performance-based restricted stock units vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. F4 · derivative.expiration_date: Represents performance-based restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The performance-based restricted stock units vest based on Issuer's total shareholder return over a three-year period, as will be determined at the first meeting of the Issuer's compensation committee following November 30, 2018. Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 20:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 91,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001301277-16-000005 · edgar.xml · derivative · entry 2 Gupta Yogesh K · CIK 0001301277 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,475 Underlying: Common Stock · 91,475 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest in three installments, with one-fourth vesting on October 10, 2017, one-fourth vesting on October 10, 2018, and the remaining restricted stock units vesting on October 10, 2019, subject to the continued employment of the Reporting Person with Issuer on each vesting date. F3 · derivative.expiration_date: Represents restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest in three installments, with one-fourth vesting on October 10, 2017, one-fourth vesting on October 10, 2018, and the remaining restricted stock units vesting on October 10, 2019, subject to the continued employment of the Reporting Person with Issuer on each vesting date. Read SEC document |
| October 19, 2016 Filed Oct 20, 2016 20:21 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 13,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001301277-16-000005 · edgar.xml · derivative · entry 1 Gupta Yogesh K · CIK 0001301277 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,722 Underlying: Common Stock · 13,722 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest in six equal semi-annual installments beginning on October 1, 2017, subject to the continued employment of the Reporting Person with Issuer. F2 · derivative.expiration_date: Represents restricted stock units acquired by the Reporting Person as part of New Hire Grant pursuant to the Company's 2008 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vest in six equal semi-annual installments beginning on October 1, 2017, subject to the continued employment of the Reporting Person with Issuer. 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.