Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Director | April 01, 2026 | April 02, 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.
APPIAN CORP
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 14,243 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 1,296 · Balance 14,243 F1: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INFOBLOX INC
Report date November 07, 2016 · Filed November 09, 2016
Section 16 reporting ended · disclosed 2016-11-09. 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 2016-11-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-07 · Disposition to issuer · Disposed 11,873 · Balance 83,111 F1: Represents 11,873 shares subject to the issuance upon settlement of vested restricted stock units ("RSUs"), which, upon the Effective Time, were cancelled and converted into the right to receive an amount equal to (i) the number of shares of Issuer common stock subject to such RSUs multiplied by (ii) the Merger Consideration (as defined below). F2: Pursuant to the terms of the Agreement and Plan of Merger, dated September 16, 2016, (the "Merger Agreement"), by and among Delta Holdco, LLC, India Merger Sub, Inc., and Issuer, as of the Effective Time (as defined in the Merger Agreement), each of the Reporting Person's shares of the Issuer common stock was cancelled and converted into the right to receive $26.50 per share, net to the seller in cash, without interest (the "Merger Consideration"). Row 2 · 2016-11-07 · Disposition to issuer · Disposed 83,111 · Balance 0 F3: Represents 83,111 shares subject to the issuance upon settlement of unvested RSUs, which, upon the Effective Time, were cancelled and converted into the right to receive an amount in cash equal to the product of the (i) Merger Consideration and (ii) the number of shares of Issuer common stock subject to such unvested RSUs, which shall remain subject to the Reporting Person's continued employment with the Issuer through each applicable vesting date, vest and be payable at the same time and on the same vesting schedule as applied to the cancelled unvested RSUs. F2: Pursuant to the terms of the Agreement and Plan of Merger, dated September 16, 2016, (the "Merger Agreement"), by and among Delta Holdco, LLC, India Merger Sub, Inc., and Issuer, as of the Effective Time (as defined in the Merger Agreement), each of the Reporting Person's shares of the Issuer common stock was cancelled and converted into the right to receive $26.50 per share, net to the seller in cash, without interest (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 11,873 shares subject to the issuance upon settlement of vested restricted stock units ("RSUs"), which, upon the Effective Time, were cancelled and converted into the right to receive an amount equal to (i) the number of shares of Issuer common stock subject to such RSUs multiplied by (ii) the Merger Consideration (as defined below).
F2: Pursuant to the terms of the Agreement and Plan of Merger, dated September 16, 2016, (the "Merger Agreement"), by and among Delta Holdco, LLC, India Merger Sub, Inc., and Issuer, as of the Effective Time (as defined in the Merger Agreement), each of the Reporting Person's shares of the Issuer common stock was cancelled and converted into the right to receive $26.50 per share, net to the seller in cash, without interest (the "Merger Consideration").
F3: Represents 83,111 shares subject to the issuance upon settlement of unvested RSUs, which, upon the Effective Time, were cancelled and converted into the right to receive an amount in cash equal to the product of the (i) Merger Consideration and (ii) the number of shares of Issuer common stock subject to such unvested RSUs, which shall remain subject to the Reporting Person's continued employment with the Issuer through each applicable vesting date, vest and be payable at the same time and on the same vesting schedule as applied to the cancelled unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 16:12 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001686587-26-000003 · wk-form4_1775160719.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,243 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 16:10 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001686587-26-000001 · wk-form4_1767647425.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,947 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 08:38 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043911 · wk-form4_1759495100.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,065 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 10:01 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001686587-25-000003 · wk-form4_1751378458.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,043 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 16:01 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-25-000021 · wk-form4_1743624086.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,997 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:03 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-25-000002 · wk-form4_1735938201.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,913 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| December 03, 2024 Filed Dec 3, 2024 16:01 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 700 | $38.78 | $27,146.00 |
DisclosureSEC source: 0001441683-24-000119 · wk-form4_1733259675.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,966 Read SEC document |
| October 01, 2024 Filed Oct 1, 2024 16:07 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-24-000078 · wk-form4_1727813271.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,666 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 17:45 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-24-000060 · wk-form4_1719870335.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,751 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 16:17 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-24-000025 · wk-form4_1712089051.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,739 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 16:34 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-24-000003 · wk-form4_1704317682.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,957 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 16:09 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000085 · wf-form4_169636374382146.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,128 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| July 03, 2023 Filed Jul 3, 2023 16:34 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000064 · wf-form4_168841647261319.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,443 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 16:09 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000034 · wf-form4_168063894182659.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,787 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:07 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000008 · wf-form4_167286640096703.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,083 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 16:34 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 765 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000089 · wf-form4_166491562750020.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 16:24 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 659 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000070 · wf-form4_165670703635364.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,359 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 21:57 UTC | INFOBLOX INC BLOX · Entity 181192 | Disposition to issuerCommon Stock | 83,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-149209 · doc4.xml · nonDerivative · entry 2 McCarthy William D. · CIK 0001686587 · EVP Worldwide Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: Represents 83,111 shares subject to the issuance upon settlement of unvested RSUs, which, upon the Effective Time, were cancelled and converted into the right to receive an amount in cash equal to the product of the (i) Merger Consideration and (ii) the number of shares of Issuer common stock subject to such unvested RSUs, which shall remain subject to the Reporting Person's continued employment with the Issuer through each applicable vesting date, vest and be payable at the same time and on the same vesting schedule as applied to the cancelled unvested RSUs. F2 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated September 16, 2016, (the "Merger Agreement"), by and among Delta Holdco, LLC, India Merger Sub, Inc., and Issuer, as of the Effective Time (as defined in the Merger Agreement), each of the Reporting Person's shares of the Issuer common stock was cancelled and converted into the right to receive $26.50 per share, net to the seller in cash, without interest (the "Merger Consideration"). Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 21:57 UTC | INFOBLOX INC BLOX · Entity 181192 | Disposition to issuerCommon Stock | 11,873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-149209 · doc4.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · EVP Worldwide Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,111 F1 · shares: Represents 11,873 shares subject to the issuance upon settlement of vested restricted stock units ("RSUs"), which, upon the Effective Time, were cancelled and converted into the right to receive an amount equal to (i) the number of shares of Issuer common stock subject to such RSUs multiplied by (ii) the Merger Consideration (as defined below). F2 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated September 16, 2016, (the "Merger Agreement"), by and among Delta Holdco, LLC, India Merger Sub, Inc., and Issuer, as of the Effective Time (as defined in the Merger Agreement), each of the Reporting Person's shares of the Issuer common stock was cancelled and converted into the right to receive $26.50 per share, net to the seller in cash, without interest (the "Merger Consideration"). Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 19:09 UTC | INFOBLOX INC BLOX · Entity 181192 | GrantCommon Stock | 94,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145843 · doc4.xml · nonDerivative · entry 1 McCarthy William D. · CIK 0001686587 · EVP Worldwide Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,984 F1 · balance_after: Includes 94,984 restricted stock units that vest 25% on October 15, 2017 and 12.5% semi-annually 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.