Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | November 29, 2020 | November 30, 2020 |
| E.Merge Technology Acquisition Corp.ETACU · Entity 125546 | Director | July 30, 2020 | July 30, 2020 |
| Talend S.A.TLND · Entity 136371 | Director | July 29, 2021 | July 30, 2021 |
| WAFD INCWAFD · Entity 4319 | Director | January 02, 2026 | January 05, 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.
DOCUSIGN, INC.
Report date November 29, 2020 · Filed November 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,925 |
Reported balance
After 2020-11-29 transaction · row 1
1 source rowRow 1 · 2020-11-29 · Exercise / conversion · Acquired 849 · Balance 8,925 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 716 |
Reported balance
After 2020-11-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-11-29 · Exercise / conversion · Disposed 358 · Balance 716 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of May 29, 2020, in each case subject to the Reporting Person being a service provider through each such date. F3: The RSUs do not expire; they either vest or are canceled prior to vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,474 |
Reported balance
After 2020-11-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-29 · Exercise / conversion · Disposed 491 · Balance 1,474 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of August 29, 2018, in each case subject to the Reporting Person being a service provider through each such date. F3: The RSUs do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of May 29, 2020, in each case subject to the Reporting Person being a service provider through each such date.
F3: The RSUs do not expire; they either vest or are canceled prior to vesting date.
F4: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of August 29, 2018, in each case subject to the Reporting Person being a service provider through each such date.
E.Merge Technology Acquisition Corp.
Report date July 30, 2020 · Filed July 30, 2020
This filing explicitly reported no securities owned.
Talend S.A.
Report date July 29, 2021 · Filed July 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-29 transaction · row 1
1 source rowRow 1 · 2021-07-29 · Other · Disposed 18,000 · Balance 0 F1: The Ordinary Shares may be represented by American Depository Shares, each of which represents one Ordinary Share. |
Filing footnotes · ownership attribution and instrument terms
F1: The Ordinary Shares may be represented by American Depository Shares, each of which represents one Ordinary Share.
WAFD INC
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,891 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 3,310 · Balance 22,891 |
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 |
|---|---|---|---|---|---|---|
| January 02, 2026 Filed Jan 5, 2026 18:20 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 3,310 | $32.03 | $106,019.30 |
DisclosureSEC source: 0001079180-26-000004 · wk-form4_1767637241.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,891 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 16:13 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 3,288 | $32.24 | $106,005.12 |
DisclosureSEC source: 0000936528-25-000017 · wk-form4_1736180014.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,581 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 18:40 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 3,034 | $32.96 | $100,000.64 |
DisclosureSEC source: 0000936528-24-000025 · wk-form4_1704393609.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,293 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 20:55 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 2,981 | $33.55 | $100,012.55 |
DisclosureSEC source: 0000936528-23-000020 · wf-form4_167286568535479.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,259 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 00:46 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 2,547 | $33.38 | $85,018.86 |
DisclosureSEC source: 0000936528-22-000014 · wf-form4_164125715199564.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,278 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 17:20 UTC | Talend S.A. TLND · Entity 136371 | OtherOrdinary Shares | 18,000 | $66.00 | $1,188,000.00 |
DisclosureSEC source: 0001209191-21-048869 · doc4.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The Ordinary Shares may be represented by American Depository Shares, each of which represents one Ordinary Share. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 21:03 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 3,108 | $25.74 | $79,999.92 |
DisclosureSEC source: 0000936528-21-000016 · wf-form4_160988062594073.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,731 Read SEC document |
| November 29, 2020 Filed Nov 30, 2020 20:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000248 · wf-form4_160678569634969.xml · derivative · entry 3 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474 Underlying: Common Stock · 491 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of August 29, 2018, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| November 29, 2020 Filed Nov 30, 2020 20:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000248 · wf-form4_160678569634969.xml · derivative · entry 2 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716 Underlying: Common Stock · 358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of May 29, 2020, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| November 29, 2020 Filed Nov 30, 2020 20:21 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000248 · wf-form4_160678569634969.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:52 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000175 · wf-form4_159900792447672.xml · derivative · entry 2 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,074 Underlying: Common Stock · 357 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of May 29, 2020, in each case subject to the reporting person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 20:52 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 357 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000175 · wf-form4_159900792447672.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 21:05 UTC | Talend S.A. TLND · Entity 136371 | GrantNon-employee Warrant (right to buy) · Derivative | 7,652 | $1.78 Strike: $36.50 | $13,620.56 |
DisclosureSEC source: 0001209191-20-045587 · doc4.xml · derivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,652 Underlying: Ordinary Shares · 7,652 shares Expires 2030-08-04 F1 · derivative.exercise_price: The exercise price of the non-employee warrant is 31.02 Euros. The U.S. dollar equivalent of the exercise price is $36.50 using the European Central Bank rate as of August 4, 2020 (1.00 = $1.1765). F4 · price: The subscription price of the non-employee warrant is 1.51 Euros per warrant. The U.S. dollar equivalent of the subscription price is $1.78 using the European Central Bank rate as of August 4, 2020 (1.00 = $1.1765). F2 · derivative.exercise_date: The Ordinary Shares underlying the warrant vest in four equal quarterly installments beginning on November 4, 2020. F3 · derivative.underlying: The Ordinary Shares may be represented by American Depositary Shares, each of which currently represents one Ordinary Share. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 21:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-20-000095 · wf-form4_159106014007877.xml · derivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 Underlying: Common Stock · 1,431 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer upon vesting. F2 · derivative.exercise_date: The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of May 29, 2020, in each case subject to the reporting person being a service provider through each such date. F3 · derivative.expiration_date: The restricted stock units do not expire. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 17:56 UTC | Talend S.A. TLND · Entity 136371 | PurchaseOrdinary Shares | 15,000 | $30.61 | $459,144.00 |
DisclosureSEC source: 0001209191-20-033287 · doc4.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 F1 · shares: The Ordinary Shares may be represented by American Depository Shares, each of which represents one Ordinary Share. F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $30.54 to $30.64, 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 purchased at each separate price. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 20:24 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 2,047 | $36.65 | $75,022.55 |
DisclosureSEC source: 0001200836-20-000007 · primary_doc.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,623 Read SEC document |
| June 17, 2019 Filed Jun 19, 2019 16:45 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001261333-19-000061 · wf-form4_156097711532581.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in equal quarterly installments over one year, with a vesting commencement date of June 17, 2019, in each case subject to the reporting person being a service provider through each such date. Read SEC document |
| May 16, 2019 Filed May 20, 2019 21:35 UTC | Talend S.A. TLND · Entity 136371 | GrantNon-employee Warrant (right to buy) · Derivative | 11,987 | $0.00 Strike: $47.62 | $0.00 |
DisclosureSEC source: 0001209191-19-031603 · doc4.xml · derivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,987 Underlying: Ordinary Shares · 11,987 shares Expires 2029-05-16 F1 · derivative.exercise_price: The exercise price of the non-employee warrant is 42.58 Euros. The U.S. dollar equivalent of the exercise price is $47.62 using the European Central Bank rate as of December 31, 2018 (1.00 = $1.1183). F2 · derivative.exercise_date: The Ordinary Shares underlying the warrant vest in four equal quarterly installments beginning on August 16, 2019. F3 · derivative.underlying: The Ordinary Shares may be represented by American Depositary Shares, each of which currently represents one Ordinary Share. Read SEC document |
| May 16, 2019 Filed Feb 26, 2020 19:10 UTC Amendment | Talend S.A. TLND · Entity 136371 | GrantNon-employee Warrant (right to buy) · Derivative | 10,680 | $2.42 Strike: $47.62 | $25,845.60 |
DisclosureSEC source: 0001209191-20-013221 · doc4a.xml · derivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,680 Underlying: Ordinary Shares · 10,680 shares Expires 2029-05-16 F1 · derivative.exercise_price: The exercise price of the non-employee warrant is 42.58 Euros. The U.S. dollar equivalent of the exercise price is $47.62 using the European Central Bank rate as of December 31, 2018 (1.00 = $1.1183). F4 · price: The subscription price of the non-employee warrant is 2.16 Euros per warrant. The U.S. dollar equivalent of the subscription price is $2.42 using the European Central Bank rate as of December 31, 2018 (1.00 = $1.1183). F2 · derivative.exercise_date: The Ordinary Shares underlying the warrant vest in four equal quarterly installments beginning on August 16, 2019. F3 · derivative.underlying: The Ordinary Shares may be represented by American Depositary Shares, each of which currently represents one Ordinary Share. Read SEC document |
| January 02, 2019 Filed Jan 2, 2019 21:27 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 2,546 | $26.71 | $68,003.66 |
DisclosureSEC source: 0001200836-19-000008 · primary_doc.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576 Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 23:07 UTC | WAFD INC WAFD · Entity 4319 | GrantCommon Stock | 30 | $34.15 | $1,024.50 |
DisclosureSEC source: 0001200836-18-000010 · primary_doc.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30 Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 18:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantCommon Stock | 5,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-049124 · doc4.xml · nonDerivative · entry 1 SINGH SUDHIR STEVEN · CIK 0001079180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893 F1 · shares: Represents shares issuable on settlement of restricted stock units ("RSUs") granted to the reporting person pursuant to the Issuer's Non-Employee Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Common Stock. The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of August 29, 2018, in each case subject to the reporting person being a service provider through such date. 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.