Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCCS · Entity 4014 | See Remarks | September 17, 2025 | September 19, 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.
CCC Intelligent Solutions Holdings Inc.
Report date September 17, 2025 · Filed September 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 157,478 |
Ending reported balance
After 2025-09-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-17 · Exercise / conversion · Acquired 150,000 · Balance 307,478 Row 2 · 2025-09-17 · Sale · Disposed 150,000 · Balance 157,478 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.5550 to $9.6150. 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 range provided. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.05 · Expires 2030-09-24 | Direct | 105,413 |
Reported balance
After 2025-09-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-09-17 · Exercise / conversion · Disposed 150,000 · Balance 105,413 F2: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.5550 to $9.6150. 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 range provided.
F2: In connection with the acquisition of Cypress Holdings, Inc. by CCC Intelligent Solutions Holdings Inc. (the "Issuer") by merger on July 30, 2021 (the "Merger"), and pursuant to the business combination agreement, the Reporting Person received stock options of the Issuer ("Options") on July 30, 2021 in respect of stock options of Cypress Holdings, Inc., which were subject to performance vesting, provided that all performance vesting conditions were deemed fully satisfied in connection with the Merger and the Options were fully vested upon issuance.
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 |
|---|---|---|---|---|---|---|
| March 23, 2022 Filed Mar 25, 2022 20:14 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantPerformance Restricted Stock Unit · Derivative | 41,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010394 · form4.xml · derivative · entry 1 GOODSON JOHN PAGE · CIK 0001421872 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,351 Underlying: Common Stock · 41,351 shares Expires not disclosed F1 · security: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period January 1, 2022 through December 31, 2024 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F1 · derivative.exercise_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period January 1, 2022 through December 31, 2024 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F1 · derivative.expiration_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period January 1, 2022 through December 31, 2024 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F1 · derivative.underlying_shares: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period January 1, 2022 through December 31, 2024 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 20:38 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantPerformance Restricted Stock Unit · Derivative | 43,750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027585 · form4.xml · derivative · entry 2 GOODSON JOHN PAGE · CIK 0001421872 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,750 Underlying: Common Stock · 43,750 shares Expires not disclosed F2 · security: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.exercise_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.expiration_date: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. F2 · derivative.underlying_shares: The Reporting Person was granted Performance Restricted Stock Units ("PSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) a distribution of a number of shares of the Issuer's Common Stock equal to 0% to 200% (or such greater percentage as is determined by the Board of Directors of the Issuer) of the PSUs, (ii) an amount of cash equal to the fair market value of such number of shares of the Issuer's Common Stock on the date immediately preceding the date of settlement of the PSUs, or (iii) a combination thereof, in all cases based on the total shareholder return realized by the Issuer's stockholders over the period August 2, 2021 through December 31, 2023 and generally subject to the Reporting Person's continued service to the Issuer through the Issuer's certification of the performance results. Read SEC document |
| October 21, 2021 Filed Oct 25, 2021 20:38 UTC | CCC Intelligent Solutions Holdings Inc. CCCS · Entity 4014 | GrantRestricted Stock Unit · Derivative | 87,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027585 · form4.xml · derivative · entry 1 GOODSON JOHN PAGE · CIK 0001421872 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 87,500 shares Expires not disclosed F1 · security: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement date. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. Twenty-five (25%) of the RSUs vest upon each of the first four anniversaries of July 30, 2021, generally subject to the Reporting Person's continued service to the Issuer through each such vesting and settlement 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.