Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FAIR ISAAC CORPFICO · Entity 3206 | Director | March 04, 2026 | March 06, 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.
FAIR ISAAC CORP
Report date March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 319 |
Reported balance
After 2026-03-04 transaction · row 1
1 source rowRow 1 · 2026-03-04 · Exercise / conversion · Acquired 77 · Balance 319 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-04 · Exercise / conversion · Disposed 77 · Balance 0 F1: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board. F2: No expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 99 |
Reported balance
After 2026-03-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-04 · Grant · Acquired 99 · Balance 99 F1: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board. F4: The grant will vest on the date of the Corporation's 2027 Annual Shareholder Meeting ("ASM"). F2: No expiration date. |
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1,464.01 · Expires 2033-03-03 | Direct | 136 |
Reported balance
After 2026-03-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-04 · Grant · Acquired 136 · Balance 136 F3: The reporting person has elected to take his annual cash retainer in the form of stock options pursuant to the Corporation's Compensation Program for Non-Employee Directors. |
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1,464.01 · Expires 2033-03-03 | Direct | 254 |
Reported balance
After 2026-03-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-04 · Grant · Acquired 254 · Balance 254 F4: The grant will vest on the date of the Corporation's 2027 Annual Shareholder Meeting ("ASM"). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board.
F2: No expiration date.
F3: The reporting person has elected to take his annual cash retainer in the form of stock options pursuant to the Corporation's Compensation Program for Non-Employee Directors.
F4: The grant will vest on the date of the Corporation's 2027 Annual Shareholder Meeting ("ASM").
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Accolade, Inc.
Report date July 07, 2020 · Filed July 08, 2020
Jointly reported with Carrick Capital Partners II Co-Investment Fund II, L.P.
Section 16 reporting ended · disclosed 2020-07-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 3,508,278 |
Reported balance
After 2020-07-07 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-07-07 · Conversion · Acquired 3,508,278 · Balance 3,508,278 F1: The shares of the Issuer's Common Stock ("Common Stock") are held of record as follows: (i) 341,153 shares held of record by Carrick Capital Associates Fund, L.P. ("CCAF"), (ii) 116,560 shares held of record by Carrick Capital Founders Fund, L.P. ("CCFF"), (iii) 2,075,349 shares held of record by Carrick Capital Partners, L.P. ("CCP"), (iv) 487,608 shares held of record by Carrick Capital Partners II Co-Investment Fund, L.P. ("CIF") and (v) 487,608 shares held of record by Carrick Capital Partners II Co-Investment Fund II, L.P. ("CIFII"). F4: Effective upon the closing of the Issuer's initial public offering (the "IPO"), each share of the Issuer's Series D Preferred Stock (the "Series D Preferred") held by the CMP Group automatically converted into approximately 1.7784 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series D Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Issuer's Seventh Amended and Restated Certificate of Incorporation, as amended to date (the "Charter") and had no expiration date. F5: Effective upon the closing of the IPO, each share of the Issuer's Series E Preferred Stock (the "Series E Preferred") held by the CMPII Group automatically converted into approximately 2.0846 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series E Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Charter and had no expiration date. F6: Prior to the IPO, CIF and CIFII each held fully-vested warrants, which would have expired on March 16, 2028, for the purchase of up to 50,800 shares of Common Stock. Upon the closing of the IPO, the warrants were automatically net exercised and surrendered such that the holder of each warrant received 50,798 shares of Common Stock based on the IPO Price and after deduction of the exercise price, which was $0.0005 per share. No fractional shares were issued as a result of this warrant exercise. F2: Carrick Management Partners, LLC ("CMP" and, together with CCAF, CCFF and CCP, the "CMP Group") is the general partner of each of CCAF, CCFF and CCP. Carrick Management Partners II, LLC ("CMPII" and, together with CIF and CIFII, the "CMPII Group") is the general partner of each of CIF and CIFII. CMP and CMPII may be deemed to have voting, investment and dispositive power with respect to the securities held by the CMP Group and the CMPII Group, respectively. F3: Each of James C. Madden, V. ("Madden") and Marc F. McMorris ("McMorris" and, together with Madden, the "Managing Members") is a managing member of CMP and CMPII. The Managing Members may be deemed to share voting, investment and dispositive power with respect to the shares of Common Stock held by the CMP Group and the CMPII Group. Each of the Managing Members, CMP and CMPII disclaim beneficial ownership of these securities and this report shall not be deemed an admission that any of them is the beneficial owner of such securities for purposes of Section 16 or for any other purpose, except to the extent of their respective pecuniary interests therein. |
| Series D Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2020-07-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-07-07 · Conversion · Disposed 1,424,360 · Balance 0 F4: Effective upon the closing of the Issuer's initial public offering (the "IPO"), each share of the Issuer's Series D Preferred Stock (the "Series D Preferred") held by the CMP Group automatically converted into approximately 1.7784 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series D Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Issuer's Seventh Amended and Restated Certificate of Incorporation, as amended to date (the "Charter") and had no expiration date. |
| Series E Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2020-07-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-07-07 · Conversion · Disposed 419,076 · Balance 0 F5: Effective upon the closing of the IPO, each share of the Issuer's Series E Preferred Stock (the "Series E Preferred") held by the CMPII Group automatically converted into approximately 2.0846 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series E Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Charter and had no expiration date. |
| WarrantsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2020-07-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-07 · Conversion · Disposed 101,600 · Balance 0 F6: Prior to the IPO, CIF and CIFII each held fully-vested warrants, which would have expired on March 16, 2028, for the purchase of up to 50,800 shares of Common Stock. Upon the closing of the IPO, the warrants were automatically net exercised and surrendered such that the holder of each warrant received 50,798 shares of Common Stock based on the IPO Price and after deduction of the exercise price, which was $0.0005 per share. No fractional shares were issued as a result of this warrant exercise. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of the Issuer's Common Stock ("Common Stock") are held of record as follows: (i) 341,153 shares held of record by Carrick Capital Associates Fund, L.P. ("CCAF"), (ii) 116,560 shares held of record by Carrick Capital Founders Fund, L.P. ("CCFF"), (iii) 2,075,349 shares held of record by Carrick Capital Partners, L.P. ("CCP"), (iv) 487,608 shares held of record by Carrick Capital Partners II Co-Investment Fund, L.P. ("CIF") and (v) 487,608 shares held of record by Carrick Capital Partners II Co-Investment Fund II, L.P. ("CIFII").
F2: Carrick Management Partners, LLC ("CMP" and, together with CCAF, CCFF and CCP, the "CMP Group") is the general partner of each of CCAF, CCFF and CCP. Carrick Management Partners II, LLC ("CMPII" and, together with CIF and CIFII, the "CMPII Group") is the general partner of each of CIF and CIFII. CMP and CMPII may be deemed to have voting, investment and dispositive power with respect to the securities held by the CMP Group and the CMPII Group, respectively.
F3: Each of James C. Madden, V. ("Madden") and Marc F. McMorris ("McMorris" and, together with Madden, the "Managing Members") is a managing member of CMP and CMPII. The Managing Members may be deemed to share voting, investment and dispositive power with respect to the shares of Common Stock held by the CMP Group and the CMPII Group. Each of the Managing Members, CMP and CMPII disclaim beneficial ownership of these securities and this report shall not be deemed an admission that any of them is the beneficial owner of such securities for purposes of Section 16 or for any other purpose, except to the extent of their respective pecuniary interests therein.
F4: Effective upon the closing of the Issuer's initial public offering (the "IPO"), each share of the Issuer's Series D Preferred Stock (the "Series D Preferred") held by the CMP Group automatically converted into approximately 1.7784 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series D Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Issuer's Seventh Amended and Restated Certificate of Incorporation, as amended to date (the "Charter") and had no expiration date.
F5: Effective upon the closing of the IPO, each share of the Issuer's Series E Preferred Stock (the "Series E Preferred") held by the CMPII Group automatically converted into approximately 2.0846 shares of Common Stock. No fractional shares were issued as a result of this conversion. Prior to the IPO, the Series E Preferred was convertible at any time into shares of Common Stock at the then-effective conversion rate for no additional consideration in accordance with the Charter and had no expiration date.
F6: Prior to the IPO, CIF and CIFII each held fully-vested warrants, which would have expired on March 16, 2028, for the purchase of up to 50,800 shares of Common Stock. Upon the closing of the IPO, the warrants were automatically net exercised and surrendered such that the holder of each warrant received 50,798 shares of Common Stock based on the IPO Price and after deduction of the exercise price, which was $0.0005 per share. No fractional shares were issued as a result of this warrant exercise.
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 28, 2018 Filed Mar 1, 2018 00:36 UTC | FAIR ISAAC CORP FICO · Entity 3206 | Exercise / conversionCommon Stock | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001660 · marketforms-40965.xml · nonDerivative · entry 1 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729 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 |
| October 28, 2017 Filed Oct 30, 2017 19:07 UTC | FAIR ISAAC CORP FICO · Entity 3206 | Exercise / conversionRestricted Stock Units · Derivative | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-006241 · marketforms-39800.xml · derivative · entry 2 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898 Underlying: Common Stock · 898 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_price: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments commencing on this date and vested shares will be delivered to the reporting person as soon as practicable thereafter. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| October 28, 2017 Filed Oct 30, 2017 19:07 UTC | FAIR ISAAC CORP FICO · Entity 3206 | Exercise / conversionCommon Stock | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-006241 · marketforms-39800.xml · nonDerivative · entry 1 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796 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, 2017 Filed Feb 17, 2017 01:00 UTC | FAIR ISAAC CORP FICO · Entity 3206 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 3,378 | $0.00 Strike: $128.80 | $0.00 |
DisclosureSEC source: 0001214659-17-001210 · marketforms-37974.xml · derivative · entry 2 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,378 Underlying: Common Stock · 3,378 shares Expires 2024-02-14 F2 · derivative.exercise_date: This award will fully vest on the date of the Corporation's 2018 Annual Meeting of Stockholders. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 01:00 UTC | FAIR ISAAC CORP FICO · Entity 3206 | GrantRestricted Stock Units · Derivative | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001210 · marketforms-37974.xml · derivative · entry 1 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 Underlying: Common Stock · 933 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board. F2 · derivative.exercise_date: This award will fully vest on the date of the Corporation's 2018 Annual Meeting of Stockholders. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 18:44 UTC | FAIR ISAAC CORP FICO · Entity 3206 | Exercise / conversionRestricted Stock Units · Derivative | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-16-014312 · marketforms-36452.xml · derivative · entry 2 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,796 Underlying: Common Stock · 898 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_price: Each restricted stock unit represents a right to receive one share of Fair Isaac common stock contingent upon continued service on the board. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments commencing on this date and vested shares will be delivered to the reporting person as soon as practicable thereafter. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 18:44 UTC | FAIR ISAAC CORP FICO · Entity 3206 | Exercise / conversionCommon Stock | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-16-014312 · marketforms-36452.xml · nonDerivative · entry 1 MCMORRIS MARC F · CIK 0001274127 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898 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.