Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Consensus Cloud Solutions, Inc.CCSI · Entity 5267 | Chief Financial Officer | March 13, 2026 | March 17, 2026 |
| NEXTGEN HEALTHCARE, INC.NXGN · Entity 108396 | Director | August 18, 2020 | August 19, 2020 |
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.
Consensus Cloud Solutions, Inc.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 163,834 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Exercise / conversion · Acquired 5,053 · Balance 163,834 |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,106 |
Reported balance
After 2026-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Exercise / conversion · Disposed 5,053 · Balance 10,106 F1: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $27.61 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $27.61 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock.
NEXTGEN HEALTHCARE, INC.
Report date August 18, 2020 · Filed August 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,490 |
Reported balance
After 2020-08-18 transaction · row 1
1 source rowRow 1 · 2020-08-18 · Grant · Acquired 11,837 · Balance 70,490 |
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 13, 2026 Filed Mar 17, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 5,053 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-003396 · marketforms-72552.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,106 Underlying: Common Stock $0.01 Pare Value · 5,053 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_date: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $27.61 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F1 · derivative.expiration_date: This vesting event signifies the achievement of the second of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $27.61 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 5,053 | $30.05 | $151,842.65 |
DisclosureSEC source: 0001214659-26-003396 · marketforms-72552.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,834 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 09, 2026 Filed Feb 11, 2026 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 16,534 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-001498 · marketforms-72083.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,534 Underlying: Common Stock $0.01 Par Value · 16,534 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. F2 · shares: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F3 · derivative.exercise_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. F3 · derivative.expiration_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 33,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-001498 · marketforms-72083.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,781 F1 · shares: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan. Read SEC document |
| December 06, 2025 Filed Dec 9, 2025 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 5,053 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-017791 · marketforms-71478.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,159 Underlying: Common Stock $0.01 Par Value · 5,053 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. F2 · derivative.exercise_date: This vesting event signifies the achievement of the first of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $26.29 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. F2 · derivative.expiration_date: This vesting event signifies the achievement of the first of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 6, 2024. The condition was met when the Company's common stock closed at or above $26.29 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days and the grant reached its first anniversary. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| December 06, 2025 Filed Dec 9, 2025 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 5,053 | $22.41 | $113,237.73 |
DisclosureSEC source: 0001214659-25-017791 · marketforms-71478.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,712 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 · balance_after: Includes 392 shares acquired under the ESPP Purchase on November 15, 2025. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 3,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-014736 · marketforms-70953.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,375 Underlying: Common Stock $0.01 Par Value · 3,125 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_date: This vesting event signifies the achievement of the first of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $26.88 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days. Each PSU represents a contingent right to receive one share of the Company's common stock. F1 · derivative.expiration_date: This vesting event signifies the achievement of the first of four stock price performance conditions associated with a grant of performance share units ("PSUs") made on December 7, 2023. The condition was met when the Company's common stock closed at or above $26.88 for at least twenty (20) trading days within a period of thirty (30) consecutive trading days. Each PSU represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-014736 · marketforms-70953.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,267 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 · balance_after: Includes 629 shares acquired under the ESPP Purchase on May 15, 2025. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 20,212 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020185 · marketforms-67543.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,212 Underlying: Common Stock $0.01 Par Value · 20,212 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. F4 · shares: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F5 · derivative.exercise_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. F5 · derivative.expiration_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 60,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-020185 · marketforms-67543.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,513 F1 · shares: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan. F2 · balance_after: Includes 759 shares acquired under the ESPP Purchase on May 15, 2024. F3 · balance_after: Includes 451 shares acquired under the ESPP Purchase on November 15, 2024. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 334 | $19.11 | $6,382.74 |
DisclosureSEC source: 0001214659-24-009061 · marketforms-65834.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,666 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Units. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Unit · Derivative | 12,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-016236 · marketforms-63759.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock $0.01 Par Value · 12,500 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. F3 · shares: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F4 · derivative.exercise_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. F4 · derivative.expiration_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-016236 · marketforms-63759.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 F1 · shares: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan. F2 · balance_after: Includes 409 shares acquired under the ESPP Purchase on May 15, 2023. Read SEC document |
| May 11, 2023 Filed May 12, 2023 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | PurchaseCommon Stock | 4,500 | $33.98 | $152,910.00 |
DisclosureSEC source: 0001214659-23-006961 · marketforms-61506.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,091 F1 · shares: Shares were acquired through an open market purchase. F2 · price: The sale price reported in column 4 of Table I represents the weighted average sale price of the shares ranging from $33.91 to $34.00 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 10, 2022 Filed Nov 16, 2022 01:25 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantPerformance Stock Unit · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-013810 · marketforms-57572.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock $0.01 Par Value · 7,500 shares Expires not disclosed F3 · kind: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F4 · derivative.exercise_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. F4 · derivative.expiration_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. Read SEC document |
| November 10, 2022 Filed Nov 16, 2022 01:25 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-013810 · marketforms-57572.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,591 F1 · shares: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan on November 10, 2022. Shares will vest 25% on the one year anniversary from the grant date and every six months thereafter over 3 years. F2 · balance_after: The Reporting Person has reported prior awards of restricted stock units in Table II of Form 4. This total reported in Column 5 includes 5,091 unvested restricted stock units granted 1/10/2022 to reflect in Table I Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 22:31 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantPerformance Stock Unit · Derivative | 5,091 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-000616 · marketforms-55041.xml · derivative · entry 2 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,091 Underlying: Common Stock $0.01 Par Value · 5,091 shares Expires not disclosed F3 · kind: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F4 · derivative.exercise_date: Shares become eligible to vest after the grant has been held for at least one year and if certain Market Values are achieved, as predetermined by the Comp Committee. F4 · derivative.expiration_date: Shares become eligible to vest after the grant has been held for at least one year and if certain Market Values are achieved, as predetermined by the Comp Committee. Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 22:31 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantRestricted Stock Unit · Derivative | 5,091 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-000616 · marketforms-55041.xml · derivative · entry 1 MALONE JAMES C · CIK 0001279136 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,091 Underlying: Common Stock $0.01 Par Value · 5,091 shares Expires not disclosed F1 · kind: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan. F2 · derivative.exercise_date: 25% of shares vest one year from grant date (1/10/2022) and every six months thereafter over 3 years. F2 · derivative.expiration_date: 25% of shares vest one year from grant date (1/10/2022) and every six months thereafter over 3 years. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 16:35 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047505 · doc4.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,490 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 17:55 UTC | NEXTGEN HEALTHCARE, INC. NXGN · Entity 108396 | GrantCommon Stock | 11,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046389 · doc4.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 58,653 F1 · ownership.nature: The James C. Malone, Jr. Revocable Trust established October 18, 2002 Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 17:04 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 6,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046847 · doc4.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 47,234 F1 · ownership.nature: The James C. Malone, Jr. Revocable Trust established October 18, 2002 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:28 UTC | NEXTGEN HEALTHCARE, INC. QSII · Entity 108396 | GrantCommon Stock | 9,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000708818-17-000029 · wf-form4_150353446682890.xml · nonDerivative · entry 1 MALONE JAMES C · CIK 0001279136 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 40,603 F1 · ownership.nature: The James C. Malone, Jr. Revocable Trust established October 18, 2002. 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.