Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Penguin Solutions, Inc.PENG · Entity 4377 | EVP, COO, Pres, Integrated Mem | October 20, 2025 | October 22, 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.
Penguin Solutions, Inc.
Report date October 20, 2025 · Filed October 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 239,364 |
Reported balance
After 2025-10-20 transaction · row 1
1 source rowRow 1 · 2025-10-20 · Tax withholding · Disposed 11,778 · Balance 239,364 F1: Reflects shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold.
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 22, 2018 Filed Jan 24, 2018 16:48 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Exercise / conversionOrdinary Shares | 7,500 | $11.55 | $86,625.00 |
DisclosureSEC source: 0000950103-18-000804 · dp85574_4-pacheco.xml · nonDerivative · entry 1 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,243 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 · balance_after: Includes restricted stock units. Read SEC document |
| December 21, 2017 Filed Dec 21, 2017 18:27 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 7,500 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0000950103-17-012677 · dp84389_4-pacheco.xml · derivative · entry 5 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,753 Underlying: Ordinary Shares · 7,500 shares Expires 2026-05-23 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. F5 · derivative.exercise_date: The original option vested 50% in May 2017 with the remainder vesting quarterly through May 2018. Read SEC document |
| December 21, 2017 Filed Dec 21, 2017 18:27 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 1,500 | $31.57 | $47,355.00 |
DisclosureSEC source: 0000950103-17-012677 · dp84389_4-pacheco.xml · nonDerivative · entry 4 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,743 F3 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F4 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $30.31 to $31.29; and from $31.32 to $31.90. 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 sold at each separate price within the foregoing ranges. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 21, 2017 Filed Dec 21, 2017 18:27 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 6,000 | $30.93 | $185,580.00 |
DisclosureSEC source: 0000950103-17-012677 · dp84389_4-pacheco.xml · nonDerivative · entry 3 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,243 F3 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F4 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $30.31 to $31.29; and from $31.32 to $31.90. 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 sold at each separate price within the foregoing ranges. F2 · balance_after: Includes restricted stock units. Read SEC document |
| December 21, 2017 Filed Dec 21, 2017 18:27 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Exercise / conversionOrdinary Shares | 7,500 | $11.55 | $86,625.00 |
DisclosureSEC source: 0000950103-17-012677 · dp84389_4-pacheco.xml · nonDerivative · entry 2 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,243 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 · balance_after: Includes restricted stock units. Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 18:27 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | GrantOrdinary Shares | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-17-012677 · dp84389_4-pacheco.xml · nonDerivative · entry 1 Pacheco Jack A · CIK 0001344018 · Executive VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,743 F1 · shares: Award of restricted stock units vests 25% in January 2019, with the remainder vesting in quarterly installments over the subsequent three-year period. F2 · balance_after: Includes restricted stock units. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Exercise / conversionEmployee Stock Options (right to buy) · Derivative | 7,500 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · derivative · entry 6 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,253 Underlying: Ordinary Shares · 7,500 shares Expires 2026-05-23 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. F4 · derivative.exercise_date: These options vested 50% in May 2017 with the remainder vesting quarterly through May 2018. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 300 | $36.69 | $11,007.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · nonDerivative · entry 5 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,743 F1 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F2 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $33.475 to $34.35; from $34.45 to $35.52; from $35.56 to $36.51; and from $36.61 to $36.76. 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 sold at each separate price within the foregoing ranges. F3 · balance_after: Includes Restricted Stock Units. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 2,800 | $36.11 | $101,108.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · nonDerivative · entry 4 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,043 F1 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F2 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $33.475 to $34.35; from $34.45 to $35.52; from $35.56 to $36.51; and from $36.61 to $36.76. 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 sold at each separate price within the foregoing ranges. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 3,700 | $35.19 | $130,203.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · nonDerivative · entry 3 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,843 F1 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F2 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $33.475 to $34.35; from $34.45 to $35.52; from $35.56 to $36.51; and from $36.61 to $36.76. 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 sold at each separate price within the foregoing ranges. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | SaleOrdinary Shares | 700 | $34.03 | $23,821.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · nonDerivative · entry 2 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,543 F1 · shares: Shares sold pursuant to a previously established Rule 10b5-1 Plan. F2 · price: This is a weighted average sale price. Shares reported in each line item were sold in multiple transactions at prices in the following ranges, respectively: from $33.475 to $34.35; from $34.45 to $35.52; from $35.56 to $36.51; and from $36.61 to $36.76. 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 sold at each separate price within the foregoing ranges. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:03 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Exercise / conversionOrdinary Shares | 7,500 | $11.55 | $86,625.00 |
DisclosureSEC source: 0000950103-17-011503 · dp83181_4-pacheco.xml · nonDerivative · entry 1 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,243 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 |
| July 30, 2017 Filed Aug 11, 2017 16:22 UTC | Penguin Solutions, Inc. SGH · Entity 4377 | Tax withholdingCommon Stock | 6,923 | $18.40 | $127,383.20 |
DisclosureSEC source: 0000950103-17-007825 · dp79439_4-pacheco.xml · nonDerivative · entry 1 Pacheco Jack A · CIK 0001344018 · Senior VP, CFO, COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,743 F1 · shares: This amount reflects a net share withholding by the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock units. No shares were sold. F2 · balance_after: Includes restricted stock units. 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.