person · Reporting owner
DiRico Jennifer Leigh
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Chief Financial Officer | November 18, 2025 | November 20, 2025 |
| PTC INC.PTC · Entity 3317 | EVP, Chief Financial Officer | January 01, 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.
COMMVAULT SYSTEMS INC
Report date November 18, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,313 |
Reported balance
After 2025-11-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-18 · Sale · Disposed 830 · Balance 44,313 F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted and performance stock. Proceeds from the sale were submitted to the Internal Revenue Service. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.58 to $124.29, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted and performance stock. Proceeds from the sale were submitted to the Internal Revenue Service.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.58 to $124.29, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer.
PTC INC.
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,892 |
Reported balance
After 2026-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 7,892 · Balance 7,892 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2026, 2027 and 2028. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,892 |
Reported balance
After 2026-01-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-01 · Grant · Acquired 7,892 · Balance 7,892 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2028. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,785 |
Reported balance
After 2026-01-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-01 · Grant · Acquired 15,785 · Balance 15,785 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4: RSUs granted on January 1, 2026 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F6: This amount represents the total number of derivative securities beneficially owned of the class shown. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,136 |
Reported balance
After 2026-01-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-01 · Grant · Acquired 30,136 · Balance 30,136 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5: RSUs granted on January 1, 2026 that vest in two equal installments on January 15, 2027 and 2028. F6: 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: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2026, 2027 and 2028.
F3: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2028.
F4: RSUs granted on January 1, 2026 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028.
F5: RSUs granted on January 1, 2026 that vest in two equal installments on January 15, 2027 and 2028.
F6: This amount represents the total number of derivative securities beneficially owned of the class shown.
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 01, 2026 Filed Jan 5, 2026 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 30,136 | $0.00 | $0.00 |
DisclosureSEC source: 0002035847-26-000005 · section16.xml · derivative · entry 4 DiRico Jennifer Leigh · CIK 0002035847 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,136 Underlying: Common Stock · 30,136 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F5 · derivative.exercise_date: RSUs granted on January 1, 2026 that vest in two equal installments on January 15, 2027 and 2028. F5 · derivative.expiration_date: RSUs granted on January 1, 2026 that vest in two equal installments on January 15, 2027 and 2028. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 15,785 | $0.00 | $0.00 |
DisclosureSEC source: 0002035847-26-000005 · section16.xml · derivative · entry 3 DiRico Jennifer Leigh · CIK 0002035847 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,785 Underlying: Common Stock · 15,785 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: RSUs granted on January 1, 2026 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F4 · derivative.expiration_date: RSUs granted on January 1, 2026 that vest in three substantially equal installments on November 15, 2026, 2027 and 2028. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0002035847-26-000005 · section16.xml · derivative · entry 2 DiRico Jennifer Leigh · CIK 0002035847 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,892 Underlying: Common Stock · 7,892 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2028. F3 · derivative.expiration_date: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2028. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:07 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 7,892 | $0.00 | $0.00 |
DisclosureSEC source: 0002035847-26-000005 · section16.xml · derivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,892 Underlying: Common Stock · 7,892 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2 · derivative.exercise_date: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2026, 2027 and 2028. F2 · derivative.expiration_date: Performance-based RSUs granted on January 1, 2026 that vest to the extent earned on November 15, 2026, 2027 and 2028. F6 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:27 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 830 | $123.58 | $102,571.40 |
DisclosureSEC source: 0002035847-25-000012 · wk-form4_1763674033.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,313 F1 · security: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted and performance stock. Proceeds from the sale were submitted to the Internal Revenue Service. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.58 to $124.29, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 450 | $184.63 | $83,083.50 |
DisclosureSEC source: 0002035847-25-000008 · wk-form4_1757622225.xml · nonDerivative · entry 4 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,143 F1 · security: The sale reported in this Form 4 was effected pursuant to an existing Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2025. The reporting person is subject to a lock-up agreement that expires on November 1, 2025. The sale of shares is a permissible exemption under the terms of the lock-up agreement. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 1,351 | $183.41 | $247,786.91 |
DisclosureSEC source: 0002035847-25-000008 · wk-form4_1757622225.xml · nonDerivative · entry 3 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,593 F1 · security: The sale reported in this Form 4 was effected pursuant to an existing Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2025. The reporting person is subject to a lock-up agreement that expires on November 1, 2025. The sale of shares is a permissible exemption under the terms of the lock-up agreement. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $183.09 and $183.91, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 7,606 | $182.35 | $1,386,954.10 |
DisclosureSEC source: 0002035847-25-000008 · wk-form4_1757622225.xml · nonDerivative · entry 2 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,944 F1 · security: The sale reported in this Form 4 was effected pursuant to an existing Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2025. The reporting person is subject to a lock-up agreement that expires on November 1, 2025. The sale of shares is a permissible exemption under the terms of the lock-up agreement. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.02 and $182.80, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:23 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 5,502 | $181.55 | $998,888.10 |
DisclosureSEC source: 0002035847-25-000008 · wk-form4_1757622225.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,550 F1 · security: The sale reported in this Form 4 was effected pursuant to an existing Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2025. The reporting person is subject to a lock-up agreement that expires on November 1, 2025. The sale of shares is a permissible exemption under the terms of the lock-up agreement. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.04 and $182.01, inclusive. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 21:33 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | SaleCommon Stock | 11,151 | $178.03 | $1,985,212.53 |
DisclosureSEC source: 0002035847-25-000006 · wk-form4_1755725586.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,052 F1 · security: Represents shares automatically sold solely to satisfy tax withholding obligations of reporting person on vesting of restricted stock. Proceeds from the sale were submitted to the Internal Revenue Service. Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 4,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-25-000044 · wk-form4_1747701403.xml · nonDerivative · entry 4 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,203 F4 · security: Represents additional shares issued in connection with the Company's total shareholder return for fiscal year 2025 satisfying specified benchmarks relative to the Russell 3000 index pursuant to the terms of an award granted on August 15, 2024. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 8,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-25-000044 · wk-form4_1747701403.xml · nonDerivative · entry 3 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,059 F3 · security: The common stock is being granted as performance share units (PSUs) which will vest over a three year period based on the Company's achievement of certain financial performance metrics. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 8,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-25-000044 · wk-form4_1747701403.xml · nonDerivative · entry 2 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,815 F2 · security: The common stock is being granted as performance share units (PSUs), 1/3 of which will vest, on each of the first, second and third anniversaries of the grant date of the award, if on such dates the Company's total shareholder return satisfies specified benchmarks relative to Russell 3000 index. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 10,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-25-000044 · wk-form4_1747701403.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,571 F1 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on the first anniversary of the grant with the remaining portion vesting in equal quarterly installments thereafter. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:06 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-25-000024 · wk-form4_1743800759.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,579 F1 · security: Represents additional shares issued in connection with the Company's achievement of certain financial performance metrics pursuant to the terms of an award granted on August 15, 2024. Read SEC document |
| August 15, 2024 Filed Sep 4, 2024 23:52 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 6,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000121 · wk-form4_1725488063.xml · nonDerivative · entry 4 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,252 F4 · security: The common stock is being granted as performance share units (PSUs), 1/3 of which will vest, on each of the first, second and third anniversaries of the grant date of the award, if on such dates the Company's total shareholder return satisfies specified benchmarks relative to Russell 3000 index. Read SEC document |
| August 15, 2024 Filed Sep 4, 2024 23:52 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 6,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000121 · wk-form4_1725488063.xml · nonDerivative · entry 3 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,710 F3 · security: The common stock is being granted as performance share units (PSUs) which will vest over a three year period based on the Company's achievement of certain financial performance metrics tied to revenue measures. Read SEC document |
| August 15, 2024 Filed Sep 4, 2024 23:52 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 13,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000121 · wk-form4_1725488063.xml · nonDerivative · entry 2 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,168 F2 · security: The common stock is being granted as restricted stock units and is subject to a 3-year vesting schedule, as follows: 1/3 on the first anniversary of the grant with the remaining portion vesting in equal quarterly installments thereafter. Read SEC document |
| August 15, 2024 Filed Sep 4, 2024 23:52 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 13,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000121 · wk-form4_1725488063.xml · nonDerivative · entry 1 DiRico Jennifer Leigh · CIK 0002035847 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,084 F1 · security: The common stock is being granted as restricted stock units, 100% of which will vest on the one-year anniversary of the date of grant. 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.