Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Autodesk, Inc.ADSK · Entity 3027 | EVP, Chief Financial Officer | April 10, 2024 | April 12, 2024 |
| HARMONIC INC.HLIT · Entity 4789 | Director | March 16, 2026 | March 19, 2026 |
| MOMENTIVE GLOBAL INC.SVMK · Entity 112784 | Chief Financial Officer | February 16, 2021 | February 19, 2021 |
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.
Autodesk, Inc.
Report date April 10, 2024 · Filed April 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,828 |
Reported balance
After 2024-04-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-10 · Grant · Acquired 10,470 · Balance 42,828 F1: These Restricted Stock Units vest as to approximately 1/3 of the total shares on an approximate annual basis over a 3-year period from the date of grant on April 10, 2024. F2: Includes shares acquired in March 2024 pursuant to the Issuer's Employee Stock Purchase Plan. F3: The total securities beneficially owned includes 21,634 shares of unvested Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: These Restricted Stock Units vest as to approximately 1/3 of the total shares on an approximate annual basis over a 3-year period from the date of grant on April 10, 2024.
F2: Includes shares acquired in March 2024 pursuant to the Issuer's Employee Stock Purchase Plan.
F3: The total securities beneficially owned includes 21,634 shares of unvested Restricted Stock Units.
HARMONIC INC.
Report date March 16, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-02-15 | Direct | 18,756 |
Reported balance
After 2026-03-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-16 · Grant · Acquired 18,756 · Balance 18,756 F1: Each restricted stock unit represents a contingent right to receive one share of HLIT common stock. F2: The shares subject to the restricted stock units are scheduled to vest in full on February 15, 2027. Vested shares will be delivered to the reporting person on or immediately following February 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of HLIT common stock.
F2: The shares subject to the restricted stock units are scheduled to vest in full on February 15, 2027. Vested shares will be delivered to the reporting person on or immediately following February 15, 2027.
MOMENTIVE GLOBAL INC.
Report date February 16, 2021 · Filed February 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 263,404 |
Last balance in matching sequence
After 2021-02-18 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2021-02-16 · Grant · Acquired 64,823 · Balance 275,708 F1: Grant of Restricted Stock Awards ("RSAs") 1/12th of the total number of RSAs will vest on 5/15/2021 and 1/12th of the total number of RSAs will vest quarterly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. F2: Certain of these securities are restricted stock units and restricted stock awards. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Each restricted stock award is subject to the applicable vesting schedule and conditions. Row 2 · 2021-02-17 · Sale · Disposed 7,316 · Balance 268,392 F3: These shares were automatically sold to cover tax withholding obligations in connection with the vesting of restricted stock units. F2: Certain of these securities are restricted stock units and restricted stock awards. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Each restricted stock award is subject to the applicable vesting schedule and conditions. Row 3 · 2021-02-18 · Sale · Disposed 2,297 · Balance 266,095 F4: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F5: This transaction was executed in multiple trades at prices ranging from $20.66 to $21.65. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2: Certain of these securities are restricted stock units and restricted stock awards. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Each restricted stock award is subject to the applicable vesting schedule and conditions. Row 4 · 2021-02-18 · Sale · Disposed 2,691 · Balance 263,404 F4: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy F6: This transaction was executed in multiple trades at prices ranging from $21.70 to $22.32. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2: Certain of these securities are restricted stock units and restricted stock awards. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Each restricted stock award is subject to the applicable vesting schedule and conditions. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.99 · Expires 2031-02-16 | Direct | 129,646 |
Reported balance
After 2021-02-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-02-16 · Grant · Acquired 129,646 · Balance 129,646 F7: Grant of Stock Options ("NSOs"). 1/12th of the total number of NSOs will vest on 05/15/2021 and 1/12th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Awards ("RSAs") 1/12th of the total number of RSAs will vest on 5/15/2021 and 1/12th of the total number of RSAs will vest quarterly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested.
F2: Certain of these securities are restricted stock units and restricted stock awards. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Each restricted stock award is subject to the applicable vesting schedule and conditions.
F3: These shares were automatically sold to cover tax withholding obligations in connection with the vesting of restricted stock units.
F4: Shares were sold pursuant to a duly adopted 10b5-1 trading plan, which was entered into in accordance with the Issuer's insider trading policy and provides for periodic sales as part of a liquidity and diversification strategy
F5: This transaction was executed in multiple trades at prices ranging from $20.66 to $21.65. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F6: This transaction was executed in multiple trades at prices ranging from $21.70 to $22.32. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F7: Grant of Stock Options ("NSOs"). 1/12th of the total number of NSOs will vest on 05/15/2021 and 1/12th of the total number of NSOs will vest quarterly thereafter, subject to the Reporting Person's continued service to the Company until fully vested.
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 18, 2020 Filed Feb 20, 2020 07:00 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantCommon Stock | 70,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010895 · doc4.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,545 F1 · shares: Grant of Restricted Stock Units ("RSUs") 1/12th of the total number of RSUs will vest on 05/15/2020 and 1/12th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:40 UTC | HARMONIC INC. HLIT · Entity 4789 | Exercise / conversionRestricted Stock Units · Derivative | 21,238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010561 · doc4.xml · derivative · entry 2 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,238 shares Expires 2020-02-15 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 |
| February 15, 2020 Filed Feb 19, 2020 21:40 UTC | HARMONIC INC. HLIT · Entity 4789 | Exercise / conversionCommon Stock | 21,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010561 · doc4.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,169 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 · shares: These shares of common stock were acquired upon the vesting of restricted stock units on 2/15/2020. These restricted stock units were initially granted to the Reporting Person on 4/3/2019, and were identified on a Form 4 filed by the Reporting Person on 4/4/2019. Read SEC document |
| October 18, 2019 Filed Oct 22, 2019 20:56 UTC | HARMONIC INC. HLIT · Entity 4789 | Exercise / conversionRestricted Stock Units · Derivative | 9,931 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053796 · doc4.xml · derivative · entry 2 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,864 Underlying: Common Stock · 9,931 shares Expires 2021-10-18 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 · security: Each restricted stock unit represents a contingent right to receive one share of HLIT common stock. Read SEC document |
| October 18, 2019 Filed Oct 22, 2019 20:56 UTC | HARMONIC INC. HLIT · Entity 4789 | Exercise / conversionCommon Stock | 9,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053796 · doc4.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,931 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 · shares: These shares of common stock were acquired upon the vesting of restricted stock units on 10/18/2019. These restricted stock units were initially granted to the Reporting Person on 10/18/2018, and were identified on a Form 4 filed by the Reporting Person on 10/19/2018. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 18:30 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantStock Option (Right to Buy) · Derivative | 382,166 | $0.00 Strike: $18.41 | $0.00 |
DisclosureSEC source: 0001209191-19-047369 · doc4.xml · derivative · entry 2 Clifford Deborah · CIK 0001756365 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,166 Underlying: Common Stock · 382,166 shares Expires 2029-08-22 F3 · derivative.exercise_date: 1/4th of the total number of shares subject to the option will vest on 08/15/2020 and 1/16th of the total number of options will vest quarterly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 18:30 UTC | MOMENTIVE GLOBAL INC. SVMK · Entity 112784 | GrantCommon Stock | 191,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047369 · doc4.xml · nonDerivative · entry 1 Clifford Deborah · CIK 0001756365 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,083 F1 · shares: Grant of Restricted Stock Units ("RSUs") 1/4th of the total number of RSUs will vest on 08/15/2020 and 1/16th of the total number of RSUs will vest quarterly thereafter, subject to the Reporting Person's continued employment or service to the Company until fully vested. F2 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock, subject to the applicable vesting schedule and conditions. Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 19:59 UTC | HARMONIC INC. HLIT · Entity 4789 | GrantRestricted Stock Units · Derivative | 21,238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023603 · doc4.xml · derivative · entry 1 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,238 Underlying: Common Stock · 21,238 shares Expires 2020-02-15 F1 · security: Each restricted stock unit represents a contingent right to receive one share of HLIT common stock. F2 · derivative.exercise_date: The shares subject to the restricted stock units are scheduled to vest in full on February 15, 2020. Vested shares will be delivered to the reporting person on or immediately following February 15, 2020. Read SEC document |
| October 18, 2018 Filed Oct 19, 2018 22:24 UTC | HARMONIC INC. HLIT · Entity 4789 | GrantRestricted Stock Units · Derivative | 29,795 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-055761 · doc4.xml · derivative · entry 1 Clifford Deborah · CIK 0001756365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,795 Underlying: Common Stock · 29,795 shares Expires 2021-10-18 F1 · security: Each restricted stock unit represents a contingent right to receive one share of HLIT common stock. F2 · derivative.exercise_date: The shares subject to the restricted stock units are scheduled to vest in three equal parts on October 18, 2019, October 18, 2020, and October 18, 2021. Vested shares will be delivered to the reporting person on or immediately following each vest date. 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.