Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PIPER SANDLER COMPANIESPIPR · Entity 3863 | Chief Financial Officer | February 24, 2023 | February 28, 2023 |
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.
PIPER SANDLER COMPANIES
Report date February 24, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,688 |
Ending reported balance
After 2023-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-24 · Grant · Acquired 5,189 · Balance 21,055 F1: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Row 2 · 2023-02-24 · Tax withholding · Disposed 2,367 · Balance 18,688 |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEIDRICK & STRUGGLES INTERNATIONAL INC
Report date December 10, 2025 · Filed December 10, 2025
Section 16 reporting ended · disclosed 2025-12-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Unit)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-10 transaction · row 1
1 source rowRow 1 · 2025-12-10 · Disposition to issuer · Disposed 6,152 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of October 5, 2025 (the "Merger Agreement"), by and among the Company, Heron BidCo, LLC ("Parent"), and Heron Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), on December 10, 2025, Merger Sub merged with and into the Company (the "Merger"), and each outstanding restricted stock unit award issued and outstanding immediately prior to the effective time of the Merger was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive $59.00 in cash, without interest (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of October 5, 2025 (the "Merger Agreement"), by and among the Company, Heron BidCo, LLC ("Parent"), and Heron Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), on December 10, 2025, Merger Sub merged with and into the Company (the "Merger"), and each outstanding restricted stock unit award issued and outstanding immediately prior to the effective time of the Merger was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive $59.00 in cash, without interest (the "Merger Consideration").
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 |
|---|---|---|---|---|---|---|
| December 10, 2025 Filed Dec 10, 2025 14:00 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | Disposition to issuerCommon Stock (Restricted Stock Unit) | 6,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-313960 · ownership.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of October 5, 2025 (the "Merger Agreement"), by and among the Company, Heron BidCo, LLC ("Parent"), and Heron Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), on December 10, 2025, Merger Sub merged with and into the Company (the "Merger"), and each outstanding restricted stock unit award issued and outstanding immediately prior to the effective time of the Merger was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive $59.00 in cash, without interest (the "Merger Consideration"). F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of October 5, 2025 (the "Merger Agreement"), by and among the Company, Heron BidCo, LLC ("Parent"), and Heron Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), on December 10, 2025, Merger Sub merged with and into the Company (the "Merger"), and each outstanding restricted stock unit award issued and outstanding immediately prior to the effective time of the Merger was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive $59.00 in cash, without interest (the "Merger Consideration"). Read SEC document |
| May 22, 2025 Filed May 27, 2025 16:18 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | GrantCommon Stock | 3,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001066605-25-000049 · wk-form4_1748377101.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,152 F1 · shares: Represents Restricted Stock Units, each representing a contingent right to receive one share of the Issuer's Common Stock, granted as director compensation under the Fifth Amended and Restated 2012 Heidrick & Struggles GlobalShare Program. The Restricted Stock Units fully vest upon the Reporting Person's termination of service to the Company's Board of Directors. F1 · price: Represents Restricted Stock Units, each representing a contingent right to receive one share of the Issuer's Common Stock, granted as director compensation under the Fifth Amended and Restated 2012 Heidrick & Struggles GlobalShare Program. The Restricted Stock Units fully vest upon the Reporting Person's termination of service to the Company's Board of Directors. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 17:06 UTC | HEIDRICK & STRUGGLES INTERNATIONAL INC HSII · Entity 71926 | GrantCommon Stock | 2,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001066605-24-000029 · wk-form4_1727816758.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,687 F1 · shares: Represents Restricted Stock Units, each representing a contingent right to receive one share of the Issuer's Common Stock, granted as director compensation under the Fifth Amended and Restated 2012 Heidrick & Struggles GlobalShare Program. The Restricted Stock Units fully vest upon the Reporting Person's termination of service to the Company's Board of Directors. F1 · price: Represents Restricted Stock Units, each representing a contingent right to receive one share of the Issuer's Common Stock, granted as director compensation under the Fifth Amended and Restated 2012 Heidrick & Struggles GlobalShare Program. The Restricted Stock Units fully vest upon the Reporting Person's termination of service to the Company's Board of Directors. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:37 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000039 · wf-form4_167762019047838.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,688 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:37 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 5,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000039 · wf-form4_167762019047838.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,055 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 140% overall, with 150% vesting based on attaining certain levels of adjusted return on equity and 130% vesting based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2020 through December 31, 2022. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 4 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,866 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,091 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 21:27 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,261 Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:27 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-23-000021 · wf-form4_167666918932776.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,450 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 1,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000043 · wf-form4_164617021702338.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,899 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:30 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 3,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000043 · wf-form4_164617021702338.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,570 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 150% based on attaining certain levels of adjusted return on equity and 150% based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2019 through December 31, 2021. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 170 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000028 · wf-form4_164521904302829.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,907 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000028 · wf-form4_164521904302829.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,077 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:18 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000028 · wf-form4_164521904302829.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,265 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:03 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 2,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-22-000022 · wf-form4_164513900371730.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,392 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000036 · edgar.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,185 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:17 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000036 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,745 F1 · price: Each performance share unit represented a contingent right to receive one share of PIPR common stock. The performance share units vested 50% based on attaining certain levels of adjusted return on equity and 50% based on relative total shareholder return within a group of peer companies, both as measured from January 1, 2018 through December 31, 2020. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:21 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000018 · edgar.xml · nonDerivative · entry 4 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,518 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:21 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000018 · edgar.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,857 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:21 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000018 · edgar.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,045 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:21 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-21-000018 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172 Read SEC document |
| March 20, 2020 Filed Mar 20, 2020 22:08 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | PurchaseCommon Stock | 2,000 | $37.67 | $75,340.00 |
DisclosureSEC source: 0001230245-20-000060 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,222 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $37.65 to $37.69 inclusive. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote upon request by the SEC staff, the issuer or any shareholder of the issuer. Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 23:59 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-20-000025 · edgar.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,379 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 23:59 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-20-000025 · edgar.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,502 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 23:59 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | Tax withholdingCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-20-000025 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,556 Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 23:59 UTC | PIPER SANDLER COMPANIES PIPR · Entity 3863 | GrantCommon Stock | 1,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-20-000025 · edgar.xml · nonDerivative · entry 4 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,222 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:03 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | GrantCommon Stock | 1,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-19-000019 · edgar.xml · nonDerivative · entry 4 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,580 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:03 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-19-000019 · edgar.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,336 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:03 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-19-000019 · edgar.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,395 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:03 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-19-000019 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,418 Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:31 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | GrantCommon Stock | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-18-000019 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,644 Read SEC document |
| February 17, 2016 Filed Feb 21, 2018 21:30 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-18-000025 · edgar.xml · nonDerivative · entry 3 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,492 Read SEC document |
| February 16, 2016 Filed Feb 21, 2018 21:30 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-18-000025 · edgar.xml · nonDerivative · entry 2 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,547 Read SEC document |
| February 16, 2016 Filed Feb 21, 2018 21:30 UTC | PIPER SANDLER COMPANIES PJC · Entity 3863 | Tax withholdingCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001230245-18-000025 · edgar.xml · nonDerivative · entry 1 Carter Timothy L · CIK 0001372024 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,570 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.