Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIVEPERSON INCLPSN · Entity 7365 | Director | October 05, 2023 | October 10, 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.
LIVEPERSON INC
Report date October 05, 2023 · Filed October 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,944 |
Reported balance
After 2023-10-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-10-05 · Grant · Acquired 59,881 · Balance 84,944 F1: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 59,881 restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of common stock. These RSUs will vest on October 5, 2024. F2: Number reported includes 84,944 unvested restricted stock units granted to and held by the reporting person following the reported transaction. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,000 |
Reported balance
Holding disclosure · report date 2023-10-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 F3: Shares are held by the Winthrop Alan White and Yael Zhang Revocable Trust, of which the reporting person is a co-trustee with her spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 59,881 restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of common stock. These RSUs will vest on October 5, 2024.
F2: Number reported includes 84,944 unvested restricted stock units granted to and held by the reporting person following the reported transaction.
F3: Shares are held by the Winthrop Alan White and Yael Zhang Revocable Trust, of which the reporting person is a co-trustee with her spouse.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MeridianLink, Inc.
Report date October 24, 2025 · Filed October 24, 2025
Section 16 reporting ended · disclosed 2025-10-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-24 transaction · row 1
1 source rowRow 1 · 2025-10-24 · Disposition to issuer · Disposed 54,607 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated August 11, 2025, by and among the Issuer, ML Holdco, Inc. (as successor in interest to ML Holdco, LLC), a Delaware corporation ("Parent"), and ML Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of ML Holdco ("Merger Sub"). On October 24, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2: Includes 11,862 unvested and outstanding restricted stock units subject to time-based vesting conditions (the "RSUs"). Each RSU represents the contingent right to receive one share of Issuer's Common Stock, par value $0.001 per share (the "Issuer Common Stock") upon vesting and settlement. Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and held by the Reporting Person as of the Effective Time was automatically cancelled and extinguished and converted into the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration (as defined below) payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time. F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was automatically cancelled and converted into the right to receive $20.00 in cash, without interest (the "Merger Consideration"), less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated August 11, 2025, by and among the Issuer, ML Holdco, Inc. (as successor in interest to ML Holdco, LLC), a Delaware corporation ("Parent"), and ML Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of ML Holdco ("Merger Sub"). On October 24, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent.
F2: Includes 11,862 unvested and outstanding restricted stock units subject to time-based vesting conditions (the "RSUs"). Each RSU represents the contingent right to receive one share of Issuer's Common Stock, par value $0.001 per share (the "Issuer Common Stock") upon vesting and settlement. Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and held by the Reporting Person as of the Effective Time was automatically cancelled and extinguished and converted into the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration (as defined below) payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time.
F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was automatically cancelled and converted into the right to receive $20.00 in cash, without interest (the "Merger Consideration"), less any applicable withholding taxes.
PLANTRONICS INC /CA/
Report date August 29, 2022 · Filed August 31, 2022
Section 16 reporting ended · disclosed 2022-08-31. 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 2022-08-29 transaction · row 1
1 source rowRow 1 · 2022-08-29 · Disposition to issuer · Disposed 13,107 · Balance 0 F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash.
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 |
|---|---|---|---|---|---|---|
| October 24, 2025 Filed Oct 24, 2025 21:22 UTC | MeridianLink, Inc. MLNK · Entity 73961 | Disposition to issuerCommon Stock, par value $0.001 | 54,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-039346 · form4.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated August 11, 2025, by and among the Issuer, ML Holdco, Inc. (as successor in interest to ML Holdco, LLC), a Delaware corporation ("Parent"), and ML Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of ML Holdco ("Merger Sub"). On October 24, 2025 (the "Effective Time"), Merger Sub merged with and into the Issuer, with the Issuer surviving the merger as a wholly-owned subsidiary of Parent. F2 · shares: Includes 11,862 unvested and outstanding restricted stock units subject to time-based vesting conditions (the "RSUs"). Each RSU represents the contingent right to receive one share of Issuer's Common Stock, par value $0.001 per share (the "Issuer Common Stock") upon vesting and settlement. Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and held by the Reporting Person as of the Effective Time was automatically cancelled and extinguished and converted into the right to receive an amount in cash (without interest and subject to any applicable withholding or other taxes) equal to the product of (i) the Merger Consideration (as defined below) payable with respect to such RSU multiplied by (ii) the aggregate number of shares of Issuer Common Stock subject to such RSU immediately prior to the Effective Time. F3 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of Issuer Common Stock was automatically cancelled and converted into the right to receive $20.00 in cash, without interest (the "Merger Consideration"), less any applicable withholding taxes. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 16:42 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 11,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-25-000070 · wk-form4_1749242525.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,607 F1 · kind: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 16:24 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 10,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-24-000109 · wk-form4_1717791888.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,745 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 22:28 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 59,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001102993-23-000113 · wk-form4_1696976907.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,944 F1 · shares: The reporting person was granted an award of restricted stock units under the terms of the LivePerson, Inc. 2019 Stock Incentive Plan consisting of a grant of 59,881 restricted stock units (the "RSUs"), each of which represents a contingent right to receive one share of common stock. These RSUs will vest on October 5, 2024. F2 · balance_after: Number reported includes 84,944 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| June 08, 2023 Filed Jun 9, 2023 16:33 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 9,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-23-000081 · wk-form4_1686342807.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,578 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| April 10, 2023 Filed Apr 13, 2023 01:15 UTC | LIVEPERSON INC LPSN · Entity 7365 | GrantCommon Stock | 25,063 | $0.00 | $0.00 |
DisclosureSEC source: 0000895345-23-000228 · form4.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,063 F1 · shares: Represents an initial service grant of restricted stock units, each of which represents a contingent right to receive one share of common stock, and which will vest on February 8, 2024. F2 · balance_after: Number reported includes 25,063 unvested restricted stock units granted to and held by the reporting person following the reported transaction. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 21:41 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Disposition to issuerCOMMON STOCK | 13,107 | $40.00 | $524,280.00 |
DisclosureSEC source: 0001832606-22-000001 · wf-form4_166199645053513.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 17:27 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 8,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-22-000057 · wf-form4_165489642078048.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,692 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in full upon the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the reporting person's continued service relationship with the Issuer through such vesting date. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 16:08 UTC | MeridianLink, Inc. MLNK · Entity 73961 | GrantCommon Stock, par value $0.001 | 14,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001834494-22-000003 · wf-form4_164124410106693.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,097 F1 · security: These shares were granted pursuant to a restricted stock unit award that vests in substantially equal annual installments over the 3 years following December 30, 2021, subject to the reporting person's continued service relationship with the Issuer through each such vesting date. Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 17:33 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | GrantCommon Stock | 5,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-014037 · doc1.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,107 F1 · shares: Restricted stock unit award ("RSU") granted as an annual equity grant to non-employee directors pursuant to the Company's Outside Director Compensation Policy under the Amended and Restated 2003 Stock Plan. The RSU will fully vest on the one-year anniversary of the date of grant, subject to the director's continuous service as a member of the Board immediately prior to such date. If the director ceases service prior to such date, the unvested RSU will be forfeited to the Company. Read SEC document |
| November 12, 2020 Filed Nov 17, 2020 16:38 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 7,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-20-000041 · edgardoc.xml · nonDerivative · entry 1 ZHENG YAEL · CIK 0001832606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,392 F1 · shares: Restricted Stock Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director 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.