Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aterian, Inc.ATER · Entity 8078 | Director | September 30, 2021 | October 04, 2021 |
| CERENOME, INC.PSTV · Entity 7637 | Director | February 18, 2025 | February 20, 2025 |
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.
Aterian, Inc.
Report date September 30, 2021 · Filed October 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,355 |
Ending reported balance
After 2021-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-09-30 · Grant · Acquired 1,281 · Balance 49,906 F1: Comprised of 1,281 shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that vested on the date of grant. The amount reflects a grant of common stock to the reporting person in lieu of cash for non-employee director compensation. Row 2 · 2021-09-30 · Grant · Acquired 8,449 · Balance 58,355 F2: Comprised of 8,449 shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that are subject to vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprised of 1,281 shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that vested on the date of grant. The amount reflects a grant of common stock to the reporting person in lieu of cash for non-employee director compensation.
F2: Comprised of 8,449 shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that are subject to vesting.
CERENOME, INC.
Report date February 18, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.18 · Expires 2035-02-17 | Direct | 40,122 |
Reported balance
After 2025-02-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-18 · Grant · Acquired 40,122 · Balance 40,122 F1: 1. The options vest monthly over 12 months from the Grant Date in substantially equal monthly installments, provided that the options vest in full on the Issuer's 2026 Annual Stockholder Meeting, subject to the Reporting Person's continued service to the Issuer through each applicable vesting date or, if earlier, such annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. The options vest monthly over 12 months from the Grant Date in substantially equal monthly installments, provided that the options vest in full on the Issuer's 2026 Annual Stockholder Meeting, subject to the Reporting Person's continued service to the Issuer through each applicable vesting date or, if earlier, such annual meeting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PROS Holdings, Inc.
Report date December 09, 2025 · Filed December 11, 2025
Section 16 reporting ended · disclosed 2025-12-11. 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 |
Reported balance
After 2025-12-09 transaction · row 1
1 source rowRow 1 · 2025-12-09 · Disposition to issuer · Disposed 125,170 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger between PROS Holdings, Inc., Project Portofino Parent LLC and Project Portofino Merger Sub, Inc. (the "Merger Agreement") in exchange for a cash payment of $23.25 per share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-09 · Disposition to issuer · Disposed 11,262 · Balance 0 F2: Prior to cancellation, each restricted stock unit ("RSU") represented the contingent right to receive one share of Issuer common stock. F3: These RSUs, which provided for full vesting on the earlier of the date of the Issuer's 2026 annual meeting and May 8, 2026, were automatically accelerated effective as of the closing of the merger contemplated by the Merger Agreement and were cancelled in exchange for a cash payment of $23.25 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger between PROS Holdings, Inc., Project Portofino Parent LLC and Project Portofino Merger Sub, Inc. (the "Merger Agreement") in exchange for a cash payment of $23.25 per share.
F2: Prior to cancellation, each restricted stock unit ("RSU") represented the contingent right to receive one share of Issuer common stock.
F3: These RSUs, which provided for full vesting on the earlier of the date of the Issuer's 2026 annual meeting and May 8, 2026, were automatically accelerated effective as of the closing of the merger contemplated by the Merger Agreement and were cancelled in exchange for a cash payment of $23.25 per share.
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 |
|---|---|---|---|---|---|---|
| August 19, 2019 Filed Aug 21, 2019 19:26 UTC | Aterian, Inc. MWK · Entity 8078 | GrantCommon Stock | 28,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-022255 · doc4.xml · nonDerivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,325 F1 · kind: Pursuant to an agreement by and between the Company and the Reporting Person, the Reporting Person's option to purchase shares of common stock was cancelled on August 19, 2019 in exchange for an award of 28,325 shares of restricted common stock under the Issuer's 2018 Equity Incentive Plan, subject to vesting. F2 · shares: Comprised of 28,325 shares of restricted common stock granted pursuant to the Issuer's 2018 Equity Incentive Plan that are subject to vesting. 1/3rd of the number of shares of restricted common stock shall vest on June 12, 2020 and 1/24th of the number of shares of restricted common stock shall vest following each one month period thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. F1 · price: Pursuant to an agreement by and between the Company and the Reporting Person, the Reporting Person's option to purchase shares of common stock was cancelled on August 19, 2019 in exchange for an award of 28,325 shares of restricted common stock under the Issuer's 2018 Equity Incentive Plan, subject to vesting. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:13 UTC | PROS Holdings, Inc. PRO · Entity 71777 | GrantRestricted Stock Units · Derivative | 6,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-19-000047 · wf-form4_154777040881228.xml · derivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,640 Underlying: Common Stock · 6,640 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F2 · derivative.exercise_date: Includes 6,640 restricted stock units awarded on January 15, 2019, with 75% (4,980 restricted stock units) vesting on January 15, 2020, and the remaining 25% (1,660 restricted stock units) vesting on the earlier of May 1, 2020 or the 2020 annual shareholder meeting date. F2 · derivative.expiration_date: Includes 6,640 restricted stock units awarded on January 15, 2019, with 75% (4,980 restricted stock units) vesting on January 15, 2020, and the remaining 25% (1,660 restricted stock units) vesting on the earlier of May 1, 2020 or the 2020 annual shareholder meeting date. Read SEC document |
| January 10, 2019 Filed Jan 14, 2019 15:12 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionRestricted Stock Units · Derivative | 5,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-19-000010 · wf-form4_154749674094562.xml · derivative · entry 2 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,594 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 represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F2 · derivative.exercise_date: Includes 5,594 restricted stock units awarded on January 8, 2018, which fully vested on January 10, 2019. F2 · derivative.expiration_date: Includes 5,594 restricted stock units awarded on January 8, 2018, which fully vested on January 10, 2019. Read SEC document |
| January 10, 2019 Filed Jan 14, 2019 15:12 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionCommon Stock | 5,594 | $32.48 | $181,693.12 |
DisclosureSEC source: 0001392972-19-000010 · wf-form4_154749674094562.xml · nonDerivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,119 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 |
| January 08, 2018 Filed Jan 10, 2018 16:27 UTC | PROS Holdings, Inc. PRO · Entity 71777 | GrantRestricted Stock Units · Derivative | 5,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-18-000031 · wf-form4_151561965936313.xml · derivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,594 Underlying: Common Stock · 5,594 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F2 · derivative.exercise_date: Includes 5,594 restricted stock units awarded on January 8, 2018 which fully vest on January 10, 2019. F2 · derivative.expiration_date: Includes 5,594 restricted stock units awarded on January 8, 2018 which fully vest on January 10, 2019. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 13:33 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionRestricted Stock Units · Derivative | 6,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-18-000004 · wf-form4_151500440899178.xml · derivative · entry 2 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,310 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. F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F3 · derivative.exercise_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vested on January 1, 2018. F3 · derivative.expiration_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vested on January 1, 2018. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 13:33 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionCommon Stock | 6,310 | $26.45 | $166,899.50 |
DisclosureSEC source: 0001392972-18-000004 · wf-form4_151500440899178.xml · nonDerivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,543 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 · price: The price represents the price of PROS Holdings, Inc. common stock at the close of market on December 29, 2017, the previous business day before the vest date of January 1, 2018. Read SEC document |
| January 12, 2017 Filed Jan 17, 2017 10:03 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionNQ Stock Option · Derivative | 30,000 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001392972-17-000019 · wf-form4_148466538150133.xml · derivative · entry 2 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2017-06-27 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. F2 · price: Column 8 has been intentionally left blank due to the fact the transactions are strictly exercise and hold of Issuer granted stock options. F1 · derivative.exercise_date: The original grant of 30,000 shares was granted on 6/27/2007 as reported on Mr. Petersen's Form 3. Each option granted represents the contingent right to buy one share of PROS Holdings, Inc. common stock at the price granted. Read SEC document |
| January 12, 2017 Filed Jan 17, 2017 10:03 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionCommon Stock | 30,000 | $11.00 | $330,000.00 |
DisclosureSEC source: 0001392972-17-000019 · wf-form4_148466538150133.xml · nonDerivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,233 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: The original grant of 30,000 shares was granted on 6/27/2007 as reported on Mr. Petersen's Form 3. Each option granted represents the contingent right to buy one share of PROS Holdings, Inc. common stock at the price granted. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 09:43 UTC | PROS Holdings, Inc. PRO · Entity 71777 | GrantRestricted Stock Units · Derivative | 6,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-17-000017 · wf-form4_148354101799421.xml · derivative · entry 3 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,310 Underlying: Common Stock · 6,310 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F5 · derivative.exercise_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vest on January 1, 2018. F5 · derivative.expiration_date: Includes 6,310 restricted stock units awarded on January 3, 2017 which fully vest on January 1, 2018. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 09:43 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionRestricted Stock Units · Derivative | 6,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001392972-17-000017 · wf-form4_148354101799421.xml · derivative · entry 2 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,274 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. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of PROS Holdings, Inc. common stock. F4 · derivative.exercise_date: Includes 6,274 restricted stock units awarded on January 20, 2016 which fully vested on January 1, 2017. F4 · derivative.expiration_date: Includes 6,274 restricted stock units awarded on January 20, 2016 which fully vested on January 1, 2017. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 09:43 UTC | PROS Holdings, Inc. PRO · Entity 71777 | Exercise / conversionCommon Stock | 6,274 | $21.52 | $135,016.48 |
DisclosureSEC source: 0001392972-17-000017 · wf-form4_148354101799421.xml · nonDerivative · entry 1 Petersen Greg · CIK 0001406815 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,233 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 · price: The price represents the price of PROS Holdings, Inc. common stock at the close of Market on December 30, 2016, the previous business day before the vest date of January 1, 2017. F2 · balance_after: The total amount shown includes a corrected number of beneficial holdings. The previous Form 4, filed on January 1, 2016, reported an estimated 2,144 shares disposed of to cover taxes; the actual number of shares disposed of to cover taxes was 2,126 shares. 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.