Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PTC INC.PTC · Entity 3317 | Director | March 15, 2026 | March 16, 2026 |
| SYNOPSYS INCSNPS · Entity 210 | CFO | August 31, 2022 | September 02, 2022 |
| Sprinklr, Inc.CXM · Entity 4581 | Director · Co-Chief Executive Officer | July 15, 2024 | July 16, 2024 |
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.
PTC INC.
Report date March 15, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,612 |
Reported balance
After 2026-03-15 transaction · row 1
1 source rowRow 1 · 2026-03-15 · Exercise / conversion · Acquired 1,181 · Balance 2,612 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,180 |
Reported balance
After 2026-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-15 · Exercise / conversion · Disposed 1,181 · Balance 1,180 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted on March 17, 2025 that vest in two substantially equal installments on March 15, 2026 and 2027. F3: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted on March 17, 2025 that vest in two substantially equal installments on March 15, 2026 and 2027.
F3: This amount represents the total number of derivative securities beneficially owned of the class shown.
SYNOPSYS INC
Report date August 31, 2022 · Filed September 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,849 |
Reported balance
After 2022-08-31 transaction · row 1
1 source rowRow 1 · 2022-08-31 · Other · Acquired 38 · Balance 39,849 F1: Acquisition of stock under Synopsys, Inc Employee Stock Purchase Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of stock under Synopsys, Inc Employee Stock Purchase Plan
Sprinklr, Inc.
Report date July 15, 2024 · Filed July 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,706,164 |
Reported balance
After 2024-07-15 transaction · row 1
1 source rowRow 1 · 2024-07-15 · Grant · Acquired 1,621,621 · Balance 1,706,164 F1: Represents a restricted stock unit ("RSU") award. One-third (1/3rd) of the RSUs shall vest on September 15, 2025, and one-eighth (1/8th) of the remaining RSUs shall vest on each subsequent December 15, March 15, June 15, and September 15 thereafter, subject to the Reporting Person's continuous service to the Issuer on each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. One-third (1/3rd) of the RSUs shall vest on September 15, 2025, and one-eighth (1/8th) of the remaining RSUs shall vest on each subsequent December 15, March 15, June 15, and September 15 thereafter, subject to the Reporting Person's continuous service to the Issuer on each such vesting date.
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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 1,094 | $23.39 | $25,588.66 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 10 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,252 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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | SaleCommon Stock | 2,900 | $71.24 | $206,599.77 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 9 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,158 F2 · price: Represents a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $71.185 to 71.28. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 2,900 | $29.89 | $86,681.00 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 8 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,058 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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | SaleCommon Stock | 4,375 | $71.24 | $311,680.69 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 7 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,158 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 4,375 | $35.71 | $156,231.25 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 6 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,533 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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | SaleCommon Stock | 3,590 | $71.24 | $255,756.27 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 5 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,158 F2 · price: Represents a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $71.185 to 71.28. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 3,590 | $39.09 | $140,333.10 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 4 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,748 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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | SaleCommon Stock | 23,649 | $71.24 | $1,684,785.50 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 3 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,158 F2 · price: Represents a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $71.185 to 71.28. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 23,649 | $42.43 | $1,003,427.07 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 2 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,807 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 22, 2017 Filed Feb 24, 2017 01:12 UTC | SYNOPSYS INC SNPS · Entity 210 | SaleCommon Stock | 1,134 | $71.24 | $80,789.79 |
DisclosureSEC source: 0001199719-17-000019 · edgardoc.xml · nonDerivative · entry 1 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,158 F1 · price: Represents a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $71.19 to 71.28. The Reporting Person has provided to the Issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:47 UTC | SYNOPSYS INC SNPS · Entity 210 | Disposition to issuerRestricted Stock Units · Derivative | 2,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000188 · edgardoc.xml · derivative · entry 5 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 Underlying: Common Stock · 2,667 shares Expires 2019-12-08 F5 · derivative.exercise_date: 25% of the units vest on the date shown followed by three equal annual installments. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:47 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantRestricted Stock Units · Derivative | 10,668 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000188 · edgardoc.xml · derivative · entry 4 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,668 Underlying: Common Stock · 10,668 shares Expires 2019-12-08 F4 · kind: On 12/15/15 the Compensation Committee of the Board of Directors approved a Restricted Stock Unit grant value of $482,500, with the number of granted Restricted Stock Units to be determined by dividing that amount by the closing price of Synopsys common stock on the grant date. The vesting of such Restricted Stock Units was based on satisfaction of certain performance criteria for the fiscal year ending 10/29/16. The performance criteria were met. F5 · derivative.exercise_date: 25% of the units vest on the date shown followed by three equal annual installments. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:47 UTC | SYNOPSYS INC SNPS · Entity 210 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 47,835 | $0.00 Strike: $60.37 | $0.00 |
DisclosureSEC source: 0001199719-16-000188 · edgardoc.xml · derivative · entry 3 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,835 Underlying: Common Stock · 47,835 shares Expires 2023-12-15 F2 · kind: Grant to reporting person to buy shares of common stock under the Synopsys, Inc 2006 Employee Equity Incentive Plan. The Compensation Committee of the Board of Directors approved an option grant value of $550,000, with the number of shares subject to the option to be determined by dividing that amount by the fair value of an option to acquire a share of Synopsys common stock on the grant date using the Black-Scholes option pricing model. F3 · derivative.exercise_date: Option vests in 16 equal quarterly installments beginning on the date shown. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:47 UTC | SYNOPSYS INC SNPS · Entity 210 | Tax withholdingCommon Stock | 1,003 | $60.37 | $60,551.11 |
DisclosureSEC source: 0001199719-16-000188 · edgardoc.xml · nonDerivative · entry 2 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,292 F1 · shares: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the performance restricted stock unit award. The Compensation Committee approved the disposition of shares by the award holder and the amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:47 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000188 · edgardoc.xml · nonDerivative · entry 1 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,295 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 |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Disposition to issuerRestricted Stock Units · Derivative | 2,062 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · derivative · entry 6 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,124 Underlying: Common Stock · 2,062 shares Expires 2018-12-08 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Disposition to issuerRestricted Stock Units · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · derivative · entry 5 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 625 shares Expires 2016-12-08 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Tax withholdingCommon Stock | 775 | $59.31 | $45,965.25 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · nonDerivative · entry 4 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,628 F1 · shares: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The Compensation Committee approved the disposition of shares by the award holder and the amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Tax withholdingCommon Stock | 235 | $59.31 | $13,937.85 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · nonDerivative · entry 3 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,403 F1 · shares: These shares were retained by the Company in order to meet the tax withholding obligations of the award holder in connection with the vesting of an installment of the restricted stock unit award. The Compensation Committee approved the disposition of shares by the award holder and the amount retained by the Company was not in excess of the amount of the tax liability. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · nonDerivative · entry 2 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,638 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 |
| December 08, 2016 Filed Dec 12, 2016 19:08 UTC | SYNOPSYS INC SNPS · Entity 210 | Exercise / conversionCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001199719-16-000171 · edgardoc.xml · nonDerivative · entry 1 Pham Trac · CIK 0001627340 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.