Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Corp. VP | September 01, 2016 | September 06, 2016 |
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Director | June 12, 2025 | June 16, 2025 |
| NCR Voyix CorpNCR · Entity 293 | President, COO | February 27, 2018 | March 01, 2018 |
| PTC INC.PTC · Entity 3317 | Director | February 11, 2026 | February 12, 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.
AUTOMATIC DATA PROCESSING INC
Report date September 01, 2016 · Filed September 06, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,604.133 |
Ending reported balance
After 2016-09-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-03 · Tax withholding · Disposed 3,019 · Balance 52,372.133 Row 2 · 2016-09-06 · Sale · Disposed 5,768 · Balance 46,604.133 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2015. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $90.63 · Expires 2026-08-31 | Direct | 32,903 |
Reported balance
After 2016-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-01 · Grant · Acquired 32,903 · Balance 32,903 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2015.
Fidelity National Information Services, Inc.
Report date June 12, 2025 · Filed June 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,347 |
Reported balance
After 2025-06-12 transaction · row 1
1 source rowRow 1 · 2025-06-12 · Grant · Acquired 2,652 · Balance 10,347 F1: These restricted stock units vest and distribute in full on June 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest and distribute in full on June 12, 2026.
NCR Voyix Corp
Report date February 27, 2018 · Filed March 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,842 |
Ending reported balance
After 2018-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-27 · Exercise / conversion · Acquired 5,935 · Balance 38,859 F1: Represents the conversion of restricted stock units that vested on February 27, 2018. The performance related conditions of these restricted stock units were satisfied on February 23, 2018. Row 2 · 2018-02-27 · Tax withholding · Disposed 2,017 · Balance 36,842 F2: These shares were withheld to cover tax withholding obligations when 5,935 restricted stock units vested on February 27, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 11,871 |
Reported balance
After 2018-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-27 · Exercise / conversion · Disposed 5,935 · Balance 11,871 F1: Represents the conversion of restricted stock units that vested on February 27, 2018. The performance related conditions of these restricted stock units were satisfied on February 23, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of restricted stock units that vested on February 27, 2018. The performance related conditions of these restricted stock units were satisfied on February 23, 2018.
F2: These shares were withheld to cover tax withholding obligations when 5,935 restricted stock units vested on February 27, 2018.
PTC INC.
Report date February 11, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,183 |
Reported balance
After 2026-02-11 transaction · row 1
1 source rowRow 1 · 2026-02-11 · Exercise / conversion · Acquired 1,500 · Balance 11,183 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-11 · Exercise / conversion · Disposed 1,500 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted on February 12, 2025 that vested on February 11, 2026. F4: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,024 |
Reported balance
After 2026-02-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-11 · Grant · Acquired 2,024 · Balance 2,024 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: Time-based restricted stock units granted on February 11, 2026 that vest on the earlier of the date of PTC's 2027 Annual Meeting of Shareholders or March 15, 2027. F4: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted on February 12, 2025 that vested on February 11, 2026.
F3: Time-based restricted stock units granted on February 11, 2026 that vest on the earlier of the date of PTC's 2027 Annual Meeting of Shareholders or March 15, 2027.
F4: This amount represents the total number of derivative securities beneficially owned of the class shown.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Nuance Communications, Inc.
Report date March 04, 2022 · Filed March 04, 2022
Section 16 reporting ended · disclosed 2022-03-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-03-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-03-04 · Disposition to issuer · Disposed 303,427 · Balance 0 F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying time-based restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of April 11, 2021, by and among the Company, Microsoft Corporation (Parent) and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was converted into a time-based restricted stock unit award in respect of a number of shares of common stock (each, a Parent Share), par value $0.00000625 per share, of Parent equal to the product of (i) the Company Shares underlying the Company RSU award, multiplied by (ii) 0.1886 (the Exchange Ratio), which vests in accordance with the original vesting schedule. Row 2 · 2022-03-04 · Grant · Acquired 906,000 · Balance 906,000 F2: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period. Row 3 · 2022-03-04 · Disposition to issuer · Disposed 906,000 · Balance 0 F2: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock (each, a Company Share), par value $0.001 per share, of Nuance Communications, Inc. (the Company) underlying time-based restricted stock units (Company RSUs). Pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of April 11, 2021, by and among the Company, Microsoft Corporation (Parent) and Big Sky Merger Sub Inc. (Merger Sub), each outstanding Company RSU award was converted into a time-based restricted stock unit award in respect of a number of shares of common stock (each, a Parent Share), par value $0.00000625 per share, of Parent equal to the product of (i) the Company Shares underlying the Company RSU award, multiplied by (ii) 0.1886 (the Exchange Ratio), which vests in accordance with the original vesting schedule.
F2: Represents Company Shares underlying performance-based restricted stock units (Company PSUs). Pursuant to the Merger Agreement, each outstanding Company PSU award was converted into a time-based restricted stock unit award (determined based on (A) maximum performance with respect to Company PSUs subject to relative total shareholder return performance goals and (B) target performance with respect to Company PSUs subject to financial and/or operational performance goals) (a Converted RSU Award) and was assumed by Parent as a stock-based award of Parent, with the number of Parent Shares subject to such Converted RSU Award equal to the product of (i) the number of Company Shares underlying the corresponding Company PSU award, multiplied by (ii) the Exchange Ratio, which vests upon the conclusion of the original performance period.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2018 Filed Feb 28, 2018 00:40 UTC | NCR Voyix Corp NCR · Entity 293 | GrantRestricted Stock Units · Derivative | 183,137 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014261 · doc4.xml · derivative · entry 3 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,137 Underlying: Common Stock · 183,137 shares Expires not disclosed F3 · derivative.exercise_price: These are performance-based restricted stock units as to which the performance-related conditions to vesting have been satisfied. Of these, 85,464 units will vest on November 1, 2018, and 97,673 units will vest on November 1, 2019, in each case subject to the reporting person's continued employment with the issuer on the applicable performance-based restricted stock unit vesting date and in accordance with the terms and conditions of the applicable award agreement. F3 · derivative.exercise_date: These are performance-based restricted stock units as to which the performance-related conditions to vesting have been satisfied. Of these, 85,464 units will vest on November 1, 2018, and 97,673 units will vest on November 1, 2019, in each case subject to the reporting person's continued employment with the issuer on the applicable performance-based restricted stock unit vesting date and in accordance with the terms and conditions of the applicable award agreement. F3 · derivative.expiration_date: These are performance-based restricted stock units as to which the performance-related conditions to vesting have been satisfied. Of these, 85,464 units will vest on November 1, 2018, and 97,673 units will vest on November 1, 2019, in each case subject to the reporting person's continued employment with the issuer on the applicable performance-based restricted stock unit vesting date and in accordance with the terms and conditions of the applicable award agreement. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:40 UTC | NCR Voyix Corp NCR · Entity 293 | GrantRestricted Stock Units · Derivative | 17,806 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014261 · doc4.xml · derivative · entry 2 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,806 Underlying: Common Stock · 17,806 shares Expires not disclosed F2 · derivative.exercise_price: These are performance-vesting restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest ratably with one-third of such units vesting on each of the first, second and third anniversaries of the February 27, 2017 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Date in accordance with the terms of the applicable award agreement. F2 · derivative.exercise_date: These are performance-vesting restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest ratably with one-third of such units vesting on each of the first, second and third anniversaries of the February 27, 2017 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Date in accordance with the terms of the applicable award agreement. F2 · derivative.expiration_date: These are performance-vesting restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest ratably with one-third of such units vesting on each of the first, second and third anniversaries of the February 27, 2017 grant date (each an "RSU Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable RSU Vesting Date in accordance with the terms of the applicable award agreement. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:40 UTC | NCR Voyix Corp NCR · Entity 293 | GrantEmployee Stock Option (Right to Buy) · Derivative | 153,061 | $0.00 Strike: $32.57 | $0.00 |
DisclosureSEC source: 0001209191-18-014261 · doc4.xml · derivative · entry 1 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,061 Underlying: Common Stock · 153,061 shares Expires 2025-02-23 F1 · derivative.exercise_date: This is an option granted on February 23, 2018 that will vest ratably with one-quarter vesting on each of the first, second, third and fourth anniversaries of the grant date (each an "Option Vesting Date") subject to the reporting person's continued employment with the issuer on the applicable Option Vesting Date in accordance with the terms of the applicable award agreement. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:16 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionRestricted Stock Units · Derivative | 61,046 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059165 · doc4.xml · derivative · entry 3 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 61,046 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: Represents the conversion of restricted stock units that vested on November 1, 2017. The performance related conditions of these restricted stock units were satisfied on July 25, 2017. F1 · shares: Represents the conversion of restricted stock units that vested on November 1, 2017. The performance related conditions of these restricted stock units were satisfied on July 25, 2017. F1 · derivative.exercise_date: Represents the conversion of restricted stock units that vested on November 1, 2017. The performance related conditions of these restricted stock units were satisfied on July 25, 2017. F1 · derivative.expiration_date: Represents the conversion of restricted stock units that vested on November 1, 2017. The performance related conditions of these restricted stock units were satisfied on July 25, 2017. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:16 UTC | NCR Voyix Corp NCR · Entity 293 | Tax withholdingCommon Stock | 28,122 | $31.65 | $890,061.30 |
DisclosureSEC source: 0001209191-17-059165 · doc4.xml · nonDerivative · entry 2 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,924 F2 · shares: These shares were withheld to cover tax withholding obligations when 61,046 restricted stock units vested on November 1, 2017. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:16 UTC | NCR Voyix Corp NCR · Entity 293 | Exercise / conversionCommon Stock | 61,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059165 · doc4.xml · nonDerivative · entry 1 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,046 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 · shares: Represents the conversion of restricted stock units that vested on November 1, 2017. The performance related conditions of these restricted stock units were satisfied on July 25, 2017. Read SEC document |
| July 25, 2017 Filed Jul 27, 2017 18:13 UTC | NCR Voyix Corp NCR · Entity 293 | GrantRestricted Stock Units · Derivative | 61,046 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046408 · doc4.xml · derivative · entry 1 Benjamin Mark D · CIK 0001525550 · President, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,046 Underlying: Common Stock · 61,046 shares Expires not disclosed F1 · derivative.exercise_price: These are restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest on November 1, 2017, subject to the reporting person's continued employment with the issuer on that date and in accordance with the terms and conditions of the applicable award agreement. F1 · derivative.exercise_date: These are restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest on November 1, 2017, subject to the reporting person's continued employment with the issuer on that date and in accordance with the terms and conditions of the applicable award agreement. F1 · derivative.expiration_date: These are restricted stock units as to which certain performance-related conditions to vesting have been satisfied. The units will vest on November 1, 2017, subject to the reporting person's continued employment with the issuer on that date and in accordance with the terms and conditions of the applicable award agreement. Read SEC document |
| September 06, 2016 Filed Sep 6, 2016 23:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | SaleCommon Stock | 5,768 | $89.72 | $517,504.96 |
DisclosureSEC source: 0001225208-16-038879 · doc4.xml · nonDerivative · entry 2 Benjamin Mark D · CIK 0001525550 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,604.133 F1 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in September 2015. Read SEC document |
| September 03, 2016 Filed Sep 6, 2016 23:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | Tax withholdingCommon Stock | 3,019 | $90.39 | $272,887.41 |
DisclosureSEC source: 0001225208-16-038879 · doc4.xml · nonDerivative · entry 1 Benjamin Mark D · CIK 0001525550 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,372.133 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 23:23 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantStock Option (Right to Buy) · Derivative | 32,903 | $0.00 Strike: $90.63 | $0.00 |
DisclosureSEC source: 0001225208-16-038879 · doc4.xml · derivative · entry 3 Benjamin Mark D · CIK 0001525550 · Corp. VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,903 Underlying: Common Stock · 32,903 shares Expires 2026-08-31 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.