Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CoreCivic, Inc.CXW · Entity 4194 | Director | February 18, 2026 | February 19, 2026 |
| Health Catalyst, Inc.HCAT · Entity 1565 | Director | July 09, 2025 | July 11, 2025 |
| VMWARE LLCVMW · Entity 11690 | Senior VP, Chief Legal Officer | May 01, 2017 | May 03, 2017 |
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.
CoreCivic, Inc.
Report date February 18, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,833 |
Reported balance
After 2026-02-18 transaction · row 1
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 8,351 · Balance 14,833 F1: Represents restricted stock units ("RSUs") granted to the Reporting Person on February 18, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSU's vest in full on the first anniversary of the Grant Date, subject to continued service with the Issuer through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the Reporting Person on February 18, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSU's vest in full on the first anniversary of the Grant Date, subject to continued service with the Issuer through such vesting date.
Health Catalyst, Inc.
Report date July 09, 2025 · Filed July 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,692 |
Reported balance
After 2025-07-09 transaction · row 1
1 source rowRow 1 · 2025-07-09 · Grant · Acquired 36,231 · Balance 101,692 F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders.
VMWARE LLC
Report date May 01, 2017 · Filed May 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,848 |
Reported balance
After 2017-05-01 transaction · row 1
1 source rowRow 1 · 2017-05-01 · Tax withholding · Disposed 362 · Balance 40,848 F1: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units.
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 18, 2026 Filed Feb 19, 2026 21:31 UTC | CoreCivic, Inc. CXW · Entity 4194 | GrantCommon Stock | 8,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059516 · ownership.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,833 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person on February 18, 2026 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSU's vest in full on the first anniversary of the Grant Date, subject to continued service with the Issuer through such vesting date. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 16:01 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 36,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005386 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,692 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| May 15, 2025 Filed May 19, 2025 21:41 UTC | CoreCivic, Inc. CXW · Entity 4194 | GrantCommon Stock | 6,482 | $21.92 | $142,085.44 |
DisclosureSEC source: 0000950170-25-074608 · ownership.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,482 F1 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person on May 15, 2025 (the "Grant Date"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. The RSU's vest in full on February 19, 2026, subject to continued service with the Issuer through such vesting date. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:05 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 20,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005132 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,461 F1 · shares: Represents an award of RSUs granted pursuant to the 2019 Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 12,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005298 · primarydocument.xml · nonDerivative · entry 2 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,654 F2 · shares: Represents an award of RSUs granted pursuant to the 2019 Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 17:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005298 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,149 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 25% of the RSUs will vest on each of September 1, 2023, December 1, 2023, March 1, 2024 and June 1, 2024. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 16:58 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 11,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005149 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,790 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 16:57 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 3,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004249 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,113 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the earlier of (i) June 10, 2022 and (ii) the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| June 12, 2020 Filed Jun 17, 2020 19:20 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 5,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004567 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,828 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, the RSUs will fully vest on the date of the next Annual Meeting of the Issuer's Stockholders. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:31 UTC | Health Catalyst, Inc. HCAT · Entity 1565 | GrantCommon Stock | 6,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-001083 · primarydocument.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F1 · shares: Represents an award of restricted stock units ("RSUs") granted pursuant to the Issuer's 2019 Stock Option and Incentive Plan (the "2019 Plan"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Subject to the terms of the 2019 Plan, 33.33% of the RSUs will vest on January 1, 2021 and, thereafter, the remaining 66.67% of the RSUs will vest in 2 equal annual installments. Read SEC document |
| May 01, 2017 Filed May 3, 2017 18:30 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 362 | $94.58 | $34,237.96 |
DisclosureSEC source: 0001209191-17-029780 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,848 F1 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 20:16 UTC | VMWARE LLC VMW · Entity 11690 | SaleClass A Common Stock | 11,167 | $89.48 | $999,223.16 |
DisclosureSEC source: 0001209191-17-019732 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,210 F1 · price: The reporting person will provide upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. F2 · price: Price represents weighted average for sales reported. The range of prices for the sales reported is $89.43 through $89.61. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:26 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 5,903 | $90.76 | $535,756.28 |
DisclosureSEC source: 0001209191-17-017021 · doc4.xml · nonDerivative · entry 2 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,377 F2 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:26 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 2,966 | $89.89 | $266,613.74 |
DisclosureSEC source: 0001209191-17-017021 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,280 F1 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded performance stock units. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:21 UTC | VMWARE LLC VMW · Entity 11690 | SaleClass A Common Stock | 772 | $90.81 | $70,105.32 |
DisclosureSEC source: 0001209191-17-012938 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,246 F1 · price: Price represents weighted average for sales reported. The range of prices for the sales reported is $90.80 through $90.84. F2 · price: The reporting person will provide upon request by the Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 19:21 UTC | VMWARE LLC VMW · Entity 11690 | GrantClass A Common Stock | 7,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010845 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,018 F1 · shares: Amount determined upon satisfaction of performance criteria of previously awarded performance stock unit awards. F2 · balance_after: 193 shares were acquired under the VMware, Inc. Employee Stock Purchase Plan on January 31, 2017. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:55 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 272 | $78.04 | $21,226.88 |
DisclosureSEC source: 0001209191-16-153496 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,019 F1 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:17 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 362 | $77.97 | $28,225.14 |
DisclosureSEC source: 0001209191-16-148295 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,291 F1 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 19:01 UTC | VMWARE LLC VMW · Entity 11690 | SaleClass A Common Stock | 977 | $73.59 | $71,897.43 |
DisclosureSEC source: 0001209191-16-140839 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,653 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 19:17 UTC | VMWARE LLC VMW · Entity 11690 | Tax withholdingClass A Common Stock | 944 | $73.78 | $69,648.32 |
DisclosureSEC source: 0001209191-16-140272 · doc4.xml · nonDerivative · entry 1 Smith S. Dawn · CIK 0001473973 · Senior VP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,630 F1 · shares: Shares withheld by VMware, Inc. to satisfy taxes payable in connection with the vesting of previously awarded restricted stock units. 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.