Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEGG, INCCHGG · Entity 6853 | Director | June 05, 2024 | June 07, 2024 |
| TYSON FOODS, INC.TSN · Entity 3273 | Director | February 06, 2026 | February 09, 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.
CHEGG, INC
Report date June 05, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,383 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 54,347 · Balance 89,383 F1: Represents an annual grant of restricted stock units ("RSUs") for board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date, subject to the Reporting Person's continued service on our board through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual grant of restricted stock units ("RSUs") for board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date, subject to the Reporting Person's continued service on our board through the vesting date.
TYSON FOODS, INC.
Report date February 06, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,606.008 |
Reported balance
After 2026-02-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-06 · Grant · Acquired 2,911.431 · Balance 4,606.008 F1: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $190,000 granted in connection with the Reporting Person's election as a director at the Annual Meeting of Shareholders held on February 5, 2026. Pursuant to the Deferred Fee Plan for Directors, these shares shall distribute 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. F2: Includes 14.351 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $190,000 granted in connection with the Reporting Person's election as a director at the Annual Meeting of Shareholders held on February 5, 2026. Pursuant to the Deferred Fee Plan for Directors, these shares shall distribute 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors.
F2: Includes 14.351 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. 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 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 88,055 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Surviving Corporation"), and at the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Surviving Corporation"), and at the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration").
F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
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 06, 2026 Filed Feb 9, 2026 21:25 UTC | TYSON FOODS, INC. TSN · Entity 3273 | GrantClass A Common Stock | 2,911.431 | $65.26 | $189,999.99 |
DisclosureSEC source: 0001628280-26-006481 · wk-form4_1770672328.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,606.008 F1 · kind: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $190,000 granted in connection with the Reporting Person's election as a director at the Annual Meeting of Shareholders held on February 5, 2026. Pursuant to the Deferred Fee Plan for Directors, these shares shall distribute 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. F2 · balance_after: Includes 14.351 shares of the Issuer's Class A Common Stock received by the Reporting Person pursuant to the Issuer's dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership was filed by the Reporting Person. Such acquisitions are exempt from Section 16 concurrent reporting requirements pursuant to Rule 16a-11. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 19:47 UTC | TYSON FOODS, INC. TSN · Entity 3273 | GrantClass A Common Stock | 1,680.226 | $56.54 | $94,999.98 |
DisclosureSEC source: 0000100493-25-000084 · wk-form4_1756928821.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,680.226 F1 · kind: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $94,999.98 granted upon the Reporting Person's election as a director. Pursuant to the Deferred Fee Plan for Directors, these shares shall vest 180 days after termination of the Reporting Person's service as a member of the Issuer's board of directors. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerClass A Common Stock | 88,055 | $10.00 | $880,550.00 |
DisclosureSEC source: 0001140361-25-004775 · form4.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Surviving Corporation"), and at the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F2 · shares: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F1 · price: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Surviving Corporation"), and at the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). Read SEC document |
| June 27, 2024 Filed Jul 1, 2024 16:16 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 19,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000176 · wk-form4_1719865007.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,055 F1 · shares: Represents restricted stock units (RSUs) automatically granted at Zuora's Annual Meeting of Stockholders on June 27, 2024. The RSUs will fully vest and convert into shares of Zuora's Class A Common Stock on the earlier of (a) the date of Zuora's 2025 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, subject to continuous service through the vesting date. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 15:50 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 54,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-24-000055 · wk-form4_1717789839.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,383 F1 · shares: Represents an annual grant of restricted stock units ("RSUs") for board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date, subject to the Reporting Person's continued service on our board through the vesting date. Read SEC document |
| June 27, 2023 Filed Jun 27, 2023 21:02 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 16,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000100 · wk-form4_1687914170.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,825 F1 · shares: Represents restricted stock units (RSUs) automatically granted at Zuora's Annual Meeting of Stockholders on June 27, 2023. The RSUs will fully vest and convert into shares of Zuora's Class A Common Stock on the earlier of (a) the date of Zuora's 2024 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, subject to continuous service through the vesting date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 18:12 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 19,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-23-000104 · wk-form4_1686607913.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,036 F1 · shares: Represents an annual grant of restricted stock units ("RSUs") for board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date, subject to the Reporting Person's continued service on our board through the vesting date. Read SEC document |
| June 21, 2022 Filed Jun 24, 2022 19:32 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 19,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-22-000111 · wf-form4_165611347830154.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,607 F1 · shares: Represents restricted stock units (RSUs) automatically granted at Zuora's Annual Meeting of Stockholders on June 21, 2022. The RSUs will fully vest and convert on a one-for-one basis into shares of Zuora's Class A Common Stock on the earlier of (a) the date of Zuora's 2023 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, subject to continuous service through the vesting date. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 18:22 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 10,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001364954-22-000069 · wf-form4_165429495191071.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,731 F1 · shares: Represents an annual grant of restricted stock units ("RSUs") for board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date, subject to the Reporting Person's continued service on our board through the vesting date. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 16:13 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 10,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-21-000055 · wf-form4_162456560413459.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,185 F1 · shares: Reflects Restricted Stock Units (RSUs) automatically granted at the Issuer's Annual Meeting of Stockholders on June 22, 2021. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will fully vest and convert into shares of the Issuer's Class A Common Stock on the earlier of (a) the date of the Issuer's 2022 Annual Meeting of Stockholders and (b) the date that is one year following the RSU grant date, in each case, so long as the Reporting Person continues to provide services to the Issuer through such date. The vesting of the RSUs shall accelerate in full upon the consummation of a Corporate Transaction, as defined in the Issuer's 2018 Equity Incentive Plan. Read SEC document |
| June 02, 2021 Filed Sep 9, 2021 16:53 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 2,619 | $76.34 | $199,934.46 |
DisclosureSEC source: 0001364954-21-000095 · wf-form4_163122078476786.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059 F1 · shares: Represents an annual grant of restricted stock units ("RSUs") for Board service. Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. The shares underlying the RSUs will vest on the one-year anniversary of the grant date. Read SEC document |
| December 12, 2020 Filed Dec 14, 2020 17:24 UTC | CHEGG, INC CHGG · Entity 6853 | GrantCommon Stock | 2,440 | $81.95 | $199,958.00 |
DisclosureSEC source: 0001364954-20-000240 · wf-form4_160798463576091.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440 F1 · shares: Represents an award of restricted stock units ("RSU", and each a "RSU"). Each RSU represents a contingent right to receive one share of common stock of the Issuer upon vesting. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 17:17 UTC | ZUORA INC ZUO · Entity 16054 | GrantClass A Common Stock | 23,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001816807-20-000004 · wf-form4_159553902512838.xml · nonDerivative · entry 1 Bond Sarah · CIK 0001816807 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,070 F1 · shares: Reflects Restricted Stock Units (RSUs) granted on July 21, 2020, upon the appointment of the Reporting Person to the Issuer's Board of Directors. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will vest and convert into shares of the Issuer's Class A Common Stock as to 1/3rd of the total number of RSUs subject to the award on each of July 21, 2021, July 21, 2022, and July 21, 2023, in each case, so long as the Reporting Person continues to provide services to the Issuer through such date. The vesting of the RSUs shall accelerate in full upon the consummation of a Corporate Transaction, as defined in the Issuer's 2018 Equity Incentive Plan. 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.