Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MOODYS CORP /DE/MCO · Entity 386 | Director | February 25, 2026 | February 26, 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.
MOODYS CORP /DE/
Report date February 25, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,195 |
Reported balance
After 2026-02-25 transaction · row 1
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 500 · Balance 3,195 F1: Exempt grant of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt grant of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Qualtrics International Inc.
Report date June 28, 2023 · Filed June 28, 2023
Section 16 reporting ended · disclosed 2023-06-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-28 transaction · row 1
1 source rowRow 1 · 2023-06-28 · Disposition to issuer · Disposed 11,104,966 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated March 12, 2023 (the "Merger Agreement"), by and among Qualtrics International Inc., a Delaware corporation ("Issuer"), Quartz Holdco, LLC, a Delaware limited liability company ("Parent") and Quartz MergerCo, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on June 28, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). F2: At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer Class A common stock, par value $0.0001 per share ("Class A Common Stock") and Issuer Class B common stock, par value $0.0001 per share ("Class B Common Stock" and together with Class A Common Stock, "Common Stock"), other than the Excluded Shares (as defined in the Merger Agreement) was cancelled, ceased to exist and automatically converted into the right to receive $18.15 in cash, without interest and after giving effect to any applicable withholding taxes. F3: These shares include restricted stock units of Issuer (each, an "RSU") and performance stock units of Issuer (each, a "PSU"). Each RSU and PSU that, as of immediately prior to the Effective Time, was vested in accordance with its terms after giving effect to any vesting that occurred as a result of the transactions in connection with the Merger but had not yet been settled (each, a "Vested RSU" and "Vested PSU," respectively), was cancelled as of the Effective Time and converted into the right to receive an amount in cash, without interest, equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Vested RSU or Vested PSU, as applicable, less applicable taxes and authorized deductions. F4: Each RSU that, as of immediately prior to the Effective Time, was not a Vested RSU (each, an "Unvested RSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested RSU (the "Unvested RSU Consideration"). Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable vesting dates, such Unvested RSU Consideration will vest and become payable at the same time as the underlying Unvested RSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested RSU immediately prior to the Effective Time. F5: Each PSU that, as of immediately prior to the Effective Time, was not a Vested PSU (each, an "Unvested PSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested PSU based on the attainment of the applicable performance metrics at the target level of performance (the "Unvested PSU Consideration"). F6: (Continued from Footnote 5) Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable time-based vesting dates, such Unvested PSU Consideration will vest and become payable at the same time as the underlying Unvested PSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested PSU immediately prior to the Effective Time, except that no performance-based vesting metrics or criteria will apply from and after the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated March 12, 2023 (the "Merger Agreement"), by and among Qualtrics International Inc., a Delaware corporation ("Issuer"), Quartz Holdco, LLC, a Delaware limited liability company ("Parent") and Quartz MergerCo, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on June 28, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger").
F2: At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer Class A common stock, par value $0.0001 per share ("Class A Common Stock") and Issuer Class B common stock, par value $0.0001 per share ("Class B Common Stock" and together with Class A Common Stock, "Common Stock"), other than the Excluded Shares (as defined in the Merger Agreement) was cancelled, ceased to exist and automatically converted into the right to receive $18.15 in cash, without interest and after giving effect to any applicable withholding taxes.
F3: These shares include restricted stock units of Issuer (each, an "RSU") and performance stock units of Issuer (each, a "PSU"). Each RSU and PSU that, as of immediately prior to the Effective Time, was vested in accordance with its terms after giving effect to any vesting that occurred as a result of the transactions in connection with the Merger but had not yet been settled (each, a "Vested RSU" and "Vested PSU," respectively), was cancelled as of the Effective Time and converted into the right to receive an amount in cash, without interest, equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Vested RSU or Vested PSU, as applicable, less applicable taxes and authorized deductions.
F4: Each RSU that, as of immediately prior to the Effective Time, was not a Vested RSU (each, an "Unvested RSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested RSU (the "Unvested RSU Consideration"). Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable vesting dates, such Unvested RSU Consideration will vest and become payable at the same time as the underlying Unvested RSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested RSU immediately prior to the Effective Time.
F5: Each PSU that, as of immediately prior to the Effective Time, was not a Vested PSU (each, an "Unvested PSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested PSU based on the attainment of the applicable performance metrics at the target level of performance (the "Unvested PSU Consideration").
F6: (Continued from Footnote 5) Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable time-based vesting dates, such Unvested PSU Consideration will vest and become payable at the same time as the underlying Unvested PSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested PSU immediately prior to the Effective Time, except that no performance-based vesting metrics or criteria will apply from and after the Effective Time.
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 25, 2026 Filed Feb 26, 2026 21:11 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001758334-26-000003 · wk-form4_1772140303.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,195 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:18 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 435 | $505.31 | $219,809.85 |
DisclosureSEC source: 0001059556-25-000055 · wk-form4_1740431875.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,695 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| February 21, 2024 Filed Feb 22, 2024 23:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 561 | $374.40 | $210,038.40 |
DisclosureSEC source: 0001059556-24-000037 · wk-form4_1708642822.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,260 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| June 28, 2023 Filed Jun 28, 2023 21:13 UTC | Qualtrics International Inc. XM · Entity 111837 | Disposition to issuerClass A Common Stock | 11,104,966 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-005548 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated March 12, 2023 (the "Merger Agreement"), by and among Qualtrics International Inc., a Delaware corporation ("Issuer"), Quartz Holdco, LLC, a Delaware limited liability company ("Parent") and Quartz MergerCo, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on June 28, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). F2 · kind: At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer Class A common stock, par value $0.0001 per share ("Class A Common Stock") and Issuer Class B common stock, par value $0.0001 per share ("Class B Common Stock" and together with Class A Common Stock, "Common Stock"), other than the Excluded Shares (as defined in the Merger Agreement) was cancelled, ceased to exist and automatically converted into the right to receive $18.15 in cash, without interest and after giving effect to any applicable withholding taxes. F3 · shares: These shares include restricted stock units of Issuer (each, an "RSU") and performance stock units of Issuer (each, a "PSU"). Each RSU and PSU that, as of immediately prior to the Effective Time, was vested in accordance with its terms after giving effect to any vesting that occurred as a result of the transactions in connection with the Merger but had not yet been settled (each, a "Vested RSU" and "Vested PSU," respectively), was cancelled as of the Effective Time and converted into the right to receive an amount in cash, without interest, equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Vested RSU or Vested PSU, as applicable, less applicable taxes and authorized deductions. F4 · shares: Each RSU that, as of immediately prior to the Effective Time, was not a Vested RSU (each, an "Unvested RSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested RSU (the "Unvested RSU Consideration"). Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable vesting dates, such Unvested RSU Consideration will vest and become payable at the same time as the underlying Unvested RSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested RSU immediately prior to the Effective Time. F5 · shares: Each PSU that, as of immediately prior to the Effective Time, was not a Vested PSU (each, an "Unvested PSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested PSU based on the attainment of the applicable performance metrics at the target level of performance (the "Unvested PSU Consideration"). F6 · shares: (Continued from Footnote 5) Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable time-based vesting dates, such Unvested PSU Consideration will vest and become payable at the same time as the underlying Unvested PSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested PSU immediately prior to the Effective Time, except that no performance-based vesting metrics or criteria will apply from and after the Effective Time. F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 12, 2023 (the "Merger Agreement"), by and among Qualtrics International Inc., a Delaware corporation ("Issuer"), Quartz Holdco, LLC, a Delaware limited liability company ("Parent") and Quartz MergerCo, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), on June 28, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). F2 · price: At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer Class A common stock, par value $0.0001 per share ("Class A Common Stock") and Issuer Class B common stock, par value $0.0001 per share ("Class B Common Stock" and together with Class A Common Stock, "Common Stock"), other than the Excluded Shares (as defined in the Merger Agreement) was cancelled, ceased to exist and automatically converted into the right to receive $18.15 in cash, without interest and after giving effect to any applicable withholding taxes. F3 · price: These shares include restricted stock units of Issuer (each, an "RSU") and performance stock units of Issuer (each, a "PSU"). Each RSU and PSU that, as of immediately prior to the Effective Time, was vested in accordance with its terms after giving effect to any vesting that occurred as a result of the transactions in connection with the Merger but had not yet been settled (each, a "Vested RSU" and "Vested PSU," respectively), was cancelled as of the Effective Time and converted into the right to receive an amount in cash, without interest, equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Vested RSU or Vested PSU, as applicable, less applicable taxes and authorized deductions. F4 · price: Each RSU that, as of immediately prior to the Effective Time, was not a Vested RSU (each, an "Unvested RSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested RSU (the "Unvested RSU Consideration"). Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable vesting dates, such Unvested RSU Consideration will vest and become payable at the same time as the underlying Unvested RSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested RSU immediately prior to the Effective Time. F5 · price: Each PSU that, as of immediately prior to the Effective Time, was not a Vested PSU (each, an "Unvested PSU") was converted into the contingent right to receive an amount in cash equal to the product of $18.15 and the aggregate number of shares of Common Stock subject to such Unvested PSU based on the attainment of the applicable performance metrics at the target level of performance (the "Unvested PSU Consideration"). F6 · price: (Continued from Footnote 5) Subject to the Reporting Person's continued service with Issuer and its subsidiaries through the applicable time-based vesting dates, such Unvested PSU Consideration will vest and become payable at the same time as the underlying Unvested PSU would have vested and become payable pursuant to its terms and will otherwise generally remain subject to the same terms and conditions as applied to the underlying Unvested PSU immediately prior to the Effective Time, except that no performance-based vesting metrics or criteria will apply from and after the Effective Time. Read SEC document |
| May 03, 2023 Filed May 5, 2023 13:31 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 338,836 | $17.90 | $6,063,639.64 |
DisclosureSEC source: 0001562180-23-003950 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,104,966 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.88 to $17.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:28 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 43,918 | $15.97 | $701,247.49 |
DisclosureSEC source: 0001562180-23-001402 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,443,802 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.66 to $16.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · balance_after: This amount has been updated to reflect transactions that were inadvertently recorded erroneously and have been subsequently corrected on Forms 4/A. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:28 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 86,710 | $15.97 | $1,384,515.91 |
DisclosureSEC source: 0001562180-23-001402 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,487,720 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.66 to $16.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 21:55 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 122,565 | $16.21 | $1,986,901.22 |
DisclosureSEC source: 0001562180-23-001362 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,574,430 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.98 to $16.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 21:55 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 62,078 | $16.21 | $1,006,346.46 |
DisclosureSEC source: 0001562180-23-001362 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,696,995 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.98 to $16.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 20:37 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 56,367 | $16.52 | $931,306.85 |
DisclosureSEC source: 0001562180-23-001202 · primarydocument.xml · nonDerivative · entry 4 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,758,799 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.24 to $16.7650, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 20:37 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 111,288 | $16.52 | $1,838,722.59 |
DisclosureSEC source: 0001562180-23-001202 · primarydocument.xml · nonDerivative · entry 3 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,815,166 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.24 to $16.7650, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:26 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 56,346 | $16.52 | $930,959.88 |
DisclosureSEC source: 0001562180-23-001392 · primarydocument.xml · nonDerivative · entry 4 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,759,073 F4 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F8 · shares: On February 9, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 56,367, instead of 56,346, shares of Class A common stock. F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.24 to $16.7650, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F9 · balance_after: The Form 4 filed on February 9, 2023 is amended to correct the number of shares beneficially owned following the transaction. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:26 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 111,247 | $16.52 | $1,838,045.18 |
DisclosureSEC source: 0001562180-23-001392 · primarydocument.xml · nonDerivative · entry 3 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,815,419 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F6 · shares: On February 9, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 111,288, instead of 111,247, shares of Class A common stock. F7 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.24 to $16.7650, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 21:00 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 621 | $314.22 | $195,130.62 |
DisclosureSEC source: 0001209191-23-007751 · doc4.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 20:37 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 110,330 | $16.44 | $1,813,858.30 |
DisclosureSEC source: 0001562180-23-001202 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,926,454 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 20:37 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 217,833 | $16.44 | $3,581,239.87 |
DisclosureSEC source: 0001562180-23-001202 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,036,784 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 07, 2023 Filed Feb 14, 2023 19:26 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 110,290 | $16.44 | $1,813,200.69 |
DisclosureSEC source: 0001562180-23-001392 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,926,666 F4 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F5 · shares: On February 9, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 110,330, instead of 110,290, shares of Class A common stock. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 07, 2023 Filed Feb 14, 2023 19:26 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 217,751 | $16.44 | $3,579,891.77 |
DisclosureSEC source: 0001562180-23-001392 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,036,956 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · shares: On February 9, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 217,833 instead of 217,751, shares of Class A common stock. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 18:33 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 46,148 | $16.52 | $762,388.03 |
DisclosureSEC source: 0001562180-23-001144 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,254,617 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.23 to $16.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 18:33 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 91,114 | $16.52 | $1,505,248.84 |
DisclosureSEC source: 0001562180-23-001144 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300,765 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.23 to $16.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 06, 2023 Filed Feb 13, 2023 20:52 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 46,131 | $16.52 | $762,107.19 |
DisclosureSEC source: 0001562180-23-001356 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,254,707 F4 · shares: On February 8, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 46,148, instead of 46,131, shares of Class A common stock. F5 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.23 to $16.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · balance_after: The Form 4 filed on February 8, 2023 is amended to correct the number of shares beneficially owned following the transaction. Read SEC document |
| February 06, 2023 Filed Feb 13, 2023 20:52 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 91,080 | $16.52 | $1,504,687.14 |
DisclosureSEC source: 0001562180-23-001356 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300,838 F1 · shares: On February 8, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 91,114, instead of 91,080, shares of Class A common stock. F2 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.23 to $16.81, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:25 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 69,745 | $16.56 | $1,155,186.44 |
DisclosureSEC source: 0001562180-23-001099 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,391,879 F3 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.47 to $16.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:25 UTC | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 35,325 | $16.56 | $585,087.98 |
DisclosureSEC source: 0001562180-23-001099 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,461,624 F1 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.47 to $16.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 03, 2023 Filed Feb 13, 2023 19:47 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 69,719 | $16.56 | $1,154,755.80 |
DisclosureSEC source: 0001562180-23-001350 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,391,918 F4 · shares: On February 7, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 69,745, instead of 69,719, shares of Class A common stock. F5 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of performance stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.47 to $16.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · balance_after: The Form 4 filed on February 7, 2023 is amended to correct the number of shares beneficially owned following the transaction. Read SEC document |
| February 03, 2023 Filed Feb 13, 2023 19:47 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | SaleClass A Common Stock | 35,312 | $16.56 | $584,872.66 |
DisclosureSEC source: 0001562180-23-001350 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,461,637 F1 · shares: On February 7, 2023, the Reporting Person filed a Form 4 erroneously reporting a sale of 35,325, instead of 35,312, shares of Class A common stock. F2 · shares: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. These sales were automatic and intended to qualify under Rule 10b5-1. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.47 to $16.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 20:01 UTC | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 1,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-001002 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,496,949 F1 · shares: Represents the number of performance stock units ("PSUs") granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan which vested on February 1, 2023. The extent to which these PSUs vest is conditional upon the achievement of objectives set and approved by the Board. To the extent these objectives are met on an annual basis, these PSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 3 equal annual installments. F1 · price: Represents the number of performance stock units ("PSUs") granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan which vested on February 1, 2023. The extent to which these PSUs vest is conditional upon the achievement of objectives set and approved by the Board. To the extent these objectives are met on an annual basis, these PSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 3 equal annual installments. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 17:28 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 331,500 | $12.33 | $4,087,395.00 |
DisclosureSEC source: 0001562180-22-007482 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,996,949 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| October 18, 2022 Filed Oct 20, 2022 18:04 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 62,842 | $10.60 | $666,125.20 |
DisclosureSEC source: 0001562180-22-007298 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,328,449 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 14:18 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 331,500 | $12.51 | $4,147,065.00 |
DisclosureSEC source: 0001562180-22-005848 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,391,291 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 18, 2022 Filed Jul 20, 2022 17:51 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 62,842 | $12.65 | $794,951.30 |
DisclosureSEC source: 0001562180-22-005732 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,722,791 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 01, 2022 Filed May 3, 2022 20:03 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 332,250 | $18.54 | $6,159,915.00 |
DisclosureSEC source: 0001562180-22-003726 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,785,633 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| April 18, 2022 Filed Apr 19, 2022 17:23 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 62,984 | $26.07 | $1,641,992.88 |
DisclosureSEC source: 0001562180-22-003473 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,117,883 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 21:01 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 598 | $325.99 | $194,942.02 |
DisclosureSEC source: 0001209191-22-011201 · doc4.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:19 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 664,500 | $30.05 | $19,968,225.00 |
DisclosureSEC source: 0001562180-22-001096 · primarydocument.xml · nonDerivative · entry 3 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,180,867 F3 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of performance stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:19 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 1,324,179 | $30.05 | $39,791,578.95 |
DisclosureSEC source: 0001562180-22-001096 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,845,367 F2 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:19 UTC | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 1,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-001096 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,169,546 F1 · shares: Represents the number of performance stock units ("PSUs") granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan which vested on February 1, 2022. The extent to which these PSUs vest is conditional upon the achievement of objectives set and approved by the Board. To the extent these objectives are met on an annual basis, these PSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 3 equal annual installments. F1 · price: Represents the number of performance stock units ("PSUs") granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan which vested on February 1, 2022. The extent to which these PSUs vest is conditional upon the achievement of objectives set and approved by the Board. To the extent these objectives are met on an annual basis, these PSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 3 equal annual installments. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 16:36 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 57,533 | $26.38 | $1,517,720.54 |
DisclosureSEC source: 0001562180-22-000548 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,669,546 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| October 18, 2021 Filed Oct 20, 2021 13:33 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 62,984 | $43.84 | $2,761,218.56 |
DisclosureSEC source: 0001562180-21-006586 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,727,079 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:39 UTC | Qualtrics International Inc. XM · Entity 111837 | Tax withholdingClass A Common Stock | 62,984 | $40.59 | $2,556,520.56 |
DisclosureSEC source: 0001562180-21-005169 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,790,064 F1 · shares: Represents shares of Class A common stock withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of restricted stock units previously granted to the Reporting Person. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 14, 2021 Filed Jul 15, 2021 20:06 UTC | MOODYS CORP /DE/ MCO · Entity 386 | GrantCommon Stock | 480 | $374.61 | $179,812.80 |
DisclosureSEC source: 0001209191-21-046775 · doc4.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 F1 · shares: Exempt grant of restricted stock units. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:39 UTC | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 12,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-001332 · wf-form4_161231638305339.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,853,048 F2 · shares: Represents RSUs granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan. These RSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 12 equal quarterly installments. F2 · price: Represents RSUs granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan. These RSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 12 equal quarterly installments. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:39 UTC | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 853,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-21-001332 · wf-form4_161231638305339.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853,048 F1 · shares: Represents restricted stock units ("RSUs") with respect to Class A common stock granted to the Reporting Person in exchange for cash-settled fixed value rights tendered in the exchange offer in connection with the initial public offering of the Registrant's Class A common stock (the "Exchange Offer"). These RSUs continue to vest in equal monthly installments, in accordance with the vesting terms of the original awards that were tendered in the Exchange Offer. F1 · price: Represents restricted stock units ("RSUs") with respect to Class A common stock granted to the Reporting Person in exchange for cash-settled fixed value rights tendered in the exchange offer in connection with the initial public offering of the Registrant's Class A common stock (the "Exchange Offer"). These RSUs continue to vest in equal monthly installments, in accordance with the vesting terms of the original awards that were tendered in the Exchange Offer. Read SEC document |
| February 01, 2021 Filed Oct 20, 2021 13:25 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 12,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-006585 · primarydocument.xml · nonDerivative · entry 2 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,853,047 F2 · shares: Represents RSUs granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan. These RSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 12 equal quarterly installments. F2 · price: Represents RSUs granted under the 2021 Qualtrics International Inc. Employee Omnibus Equity Plan. These RSUs vest 25% on the first anniversary of the grant date and ratably thereafter in 12 equal quarterly installments. F3 · balance_after: The Form 4 filed on February 2, 2021 is amended to correct the number of shares beneficially owned following the transaction. Read SEC document |
| February 01, 2021 Filed Oct 20, 2021 13:25 UTC Amendment | Qualtrics International Inc. XM · Entity 111837 | GrantClass A Common Stock | 853,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-006585 · primarydocument.xml · nonDerivative · entry 1 Serafin Zig · CIK 0001758334 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853,047 F1 · shares: On February 2, 2021, the Reporting Person filed a Form 4 erroneously reporting an acquisition of 853,048, instead of 853,047, restricted stock units ("RSUs") with respect to Class A common stock granted to the Reporting Person in exchange for cash-settled fixed value rights tendered in the exchange offer in connection with the initial public offering of the Registrant's Class A common stock (the "Exchange Offer"). These RSUs continue to vest in equal monthly installments, in accordance with the vesting terms of the original awards that were tendered in the Exchange Offer. F1 · price: On February 2, 2021, the Reporting Person filed a Form 4 erroneously reporting an acquisition of 853,048, instead of 853,047, restricted stock units ("RSUs") with respect to Class A common stock granted to the Reporting Person in exchange for cash-settled fixed value rights tendered in the exchange offer in connection with the initial public offering of the Registrant's Class A common stock (the "Exchange Offer"). These RSUs continue to vest in equal monthly installments, in accordance with the vesting terms of the original awards that were tendered in the Exchange Offer. 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.