Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| XPO, Inc.XPO · Entity 3242 | Chief Legal Officer | March 15, 2026 | March 17, 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.
XPO, Inc.
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,953 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Exercise / conversion · Acquired 10,734 · Balance 35,145 Row 2 · 2026-03-15 · Tax withholding · Disposed 5,192 · Balance 29,953 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-15 · Exercise / conversion · Disposed 8,791 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2: These RSUs vested in full on March 15, 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 967 |
Reported balance
After 2026-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-15 · Exercise / conversion · Disposed 968 · Balance 967 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3: These RSUs vest in two equal annual installments on March 15, 2026 and March 15, 2027, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,951 |
Reported balance
After 2026-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-15 · Exercise / conversion · Disposed 975 · Balance 1,951 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F4: These RSUs vest in three equal annual installments on March 15, 2026, March 15, 2027 and March 15, 2028, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.
F2: These RSUs vested in full on March 15, 2026.
F3: These RSUs vest in two equal annual installments on March 15, 2026 and March 15, 2027, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.
F4: These RSUs vest in three equal annual installments on March 15, 2026, March 15, 2027 and March 15, 2028, generally subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Nuance Communications, Inc.
Report date March 04, 2022 · Filed March 04, 2022
Section 16 reporting ended · disclosed 2022-03-04. 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 2022-03-04 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-03-04 · Disposition to issuer · Disposed 48,292 · Balance 85,548 F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying time-based restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of April 11, 2021, by and among the Company, Microsoft Corporation (Parent) and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was converted into a time-based restricted stock unit award in respect of a number of shares of common stock (each, a Parent Share), par value $0.00000625 per share, of Parent equal to the product of (i) the Company Shares underlying the Company RSU award, multiplied by (ii) 0.1886 (the Exchange Ratio), which vests in accordance with the original vesting schedule. Row 2 · 2022-03-04 · Disposition to issuer · Disposed 85,548 · Balance 0 F2: On March 4, 2022, pursuant to the Merger Agreement, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the Merger), and each Company Share issued and outstanding at the effective time of the Merger was converted into the right to receive $56.00 in cash without interest. Row 3 · 2022-03-04 · Grant · Acquired 105,489 · Balance 105,489 F3: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period. Row 4 · 2022-03-04 · Disposition to issuer · Disposed 105,489 · Balance 0 F3: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying time-based restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of April 11, 2021, by and among the Company, Microsoft Corporation (Parent) and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was converted into a time-based restricted stock unit award in respect of a number of shares of common stock (each, a Parent Share), par value $0.00000625 per share, of Parent equal to the product of (i) the Company Shares underlying the Company RSU award, multiplied by (ii) 0.1886 (the Exchange Ratio), which vests in accordance with the original vesting schedule.
F2: On March 4, 2022, pursuant to the Merger Agreement, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the Merger), and each Company Share issued and outstanding at the effective time of the Merger was converted into the right to receive $56.00 in cash without interest.
F3: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period.
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 |
|---|---|---|---|---|---|---|
| December 11, 2019 Filed Dec 12, 2019 16:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 4,000 | $17.85 | $71,380.00 |
DisclosureSEC source: 0001501094-19-000005 · edgardoc.xml · nonDerivative · entry 5 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,937 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 16:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 1,100 | $17.85 | $19,635.00 |
DisclosureSEC source: 0001501094-19-000005 · edgardoc.xml · nonDerivative · entry 4 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,937 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 16:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 700 | $17.86 | $12,498.50 |
DisclosureSEC source: 0001501094-19-000005 · edgardoc.xml · nonDerivative · entry 3 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,037 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 16:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 1,600 | $17.86 | $28,576.00 |
DisclosureSEC source: 0001501094-19-000005 · edgardoc.xml · nonDerivative · entry 2 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,737 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 16:03 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 300 | $17.87 | $5,361.00 |
DisclosureSEC source: 0001501094-19-000005 · edgardoc.xml · nonDerivative · entry 1 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,337 Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 16:33 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | Tax withholdingCommon Stock | 5,268 | $17.89 | $94,244.52 |
DisclosureSEC source: 0001501094-19-000004 · edgardoc.xml · nonDerivative · entry 1 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,637 F1 · shares: These shares were withheld by the Company to cover the tax liability due upon the vesting of the restricted stock award. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:45 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 17,921 | $0.00 | $17.92 |
DisclosureSEC source: 0001501094-19-000003 · edgardoc.xml · nonDerivative · entry 5 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,905 F1 · shares: Grant of Restricted Stock Units that will vest 100% on December 6, 2019, issued pursuant to the Company's FY2019 Short-Term Incentive program. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:45 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 8,553 | $17.50 | $149,677.50 |
DisclosureSEC source: 0001501094-19-000003 · edgardoc.xml · nonDerivative · entry 4 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,984 Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:45 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 200 | $17.51 | $3,501.00 |
DisclosureSEC source: 0001501094-19-000003 · edgardoc.xml · nonDerivative · entry 3 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,537 Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:45 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 3,903 | $17.52 | $68,380.56 |
DisclosureSEC source: 0001501094-19-000003 · edgardoc.xml · nonDerivative · entry 2 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,737 Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 16:45 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | SaleCommon Stock | 1,000 | $17.53 | $17,525.00 |
DisclosureSEC source: 0001501094-19-000003 · edgardoc.xml · nonDerivative · entry 1 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,640 Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 17:04 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | Tax withholdingCommon Stock | 8,027 | $16.24 | $130,358.48 |
DisclosureSEC source: 0001501094-19-000002 · edgardoc.xml · nonDerivative · entry 3 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,640 F3 · kind: These shares were withheld by the Company to cover the tax liability due upon the vesting of the restricted stock award. Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 17:04 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | Tax withholdingCommon Stock | 3,344 | $16.24 | $54,306.56 |
DisclosureSEC source: 0001501094-19-000002 · edgardoc.xml · nonDerivative · entry 2 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,667 F3 · kind: These shares were withheld by the Company to cover the tax liability due upon the vesting of the restricted stock award. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 17:04 UTC | Nuance Communications, Inc. NUAN · Entity 12406 | GrantCommon Stock | 35,269 | $0.00 | $35.27 |
DisclosureSEC source: 0001501094-19-000002 · edgardoc.xml · nonDerivative · entry 1 Cassity Wendy · CIK 0001501094 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,011 F1 · kind: Shares are subject to a Restricted Stock Unit Agreement. Shares vest one-third on each grant anniversary date for three years. F2 · balance_after: On October 1, 2019, Nuance Communications, Inc., the Issuer, announced the completion of the spin off of its Auto division. In connection with the spin off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.16667 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin off. 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.