Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DUCK CREEK TECHNOLOGIES, INC.DCT · Entity 114932 | Chief Marketing Officer | April 19, 2021 | April 21, 2021 |
| Intapp, Inc.INTA · Entity 352 | Chief Marketing Officer | August 21, 2025 | August 25, 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.
DUCK CREEK TECHNOLOGIES, INC.
Report date April 19, 2021 · Filed April 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 231,948 |
Reported balance
After 2021-04-19 transaction · row 1
1 source rowRow 1 · 2021-04-19 · Sale · Disposed 5,000 · Balance 231,948 F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F2: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $44.04 to $44.86, inclusive. 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 set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020.
F2: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $44.04 to $44.86, inclusive. 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 set forth in this footnote.
Intapp, Inc.
Report date August 21, 2025 · Filed August 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,991 |
Ending reported balance
After 2025-08-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-08-21 · Sale · Disposed 8 · Balance 48,362 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 set forth in this footnote (2). Row 2 · 2025-08-21 · Sale · Disposed 1,300 · Balance 47,062 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 set forth in this footnote (2). Row 3 · 2025-08-21 · Sale · Disposed 71 · Balance 46,991 F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 set forth in this footnote (2). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on May 14, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $40.975: $40.97 to $40.99, inclusive, (b) with respect to the weighted average price of $41.7969: $41.10 to $41.991, inclusive, and (c) with respect to the weighted average price of $42.0239: $42.00 to $42.115, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 set forth in this footnote (2).
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 |
|---|---|---|---|---|---|---|
| November 30, 2022 Filed Feb 22, 2023 22:20 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 123 | $19.32 | $2,376.42 |
DisclosureSEC source: 0001062993-23-004432 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,467 F1 · price: Shares purchased pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of June 1, 2022, through November 30, 2022. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Intapp, Inc. (the "Issuer") common stock on December 16, 2021. Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 22:32 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 3,447 | $21.96 | $75,704.74 |
DisclosureSEC source: 0001062993-22-022829 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,344 Read SEC document |
| November 20, 2022 Filed Nov 22, 2022 22:57 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 2,037 | $21.96 | $44,732.52 |
DisclosureSEC source: 0001062993-22-022665 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,791 F2 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 22:57 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022665 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,828 F1 · price: The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on November 18, 2022, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on November 20, 2022. Read SEC document |
| August 20, 2022 Filed Aug 23, 2022 21:35 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 1,423 | $14.75 | $20,989.25 |
DisclosureSEC source: 0001062993-22-018672 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,953 F1 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 01:04 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018594 · form4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,376 F2 · price: The shares of the Issuer's common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on August 18, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on August 20, 2022. Read SEC document |
| May 31, 2022 Filed Aug 23, 2022 01:04 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 113 | $16.90 | $1,909.47 |
DisclosureSEC source: 0001062993-22-018594 · form4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,376 F1 · price: Shares purchased pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 1, 2021 through May 31, 2022. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Intapp, Inc. (the "Issuer") common stock on May 31, 2022. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:04 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 141 | $20.85 | $2,939.85 |
DisclosureSEC source: 0000947871-22-000676 · ownership.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,263 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.52 to a high of $21.06 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:04 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 112 | $20.80 | $2,329.60 |
DisclosureSEC source: 0000947871-22-000676 · ownership.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,404 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.71 to a high of $21.21 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:04 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 119 | $20.55 | $2,445.45 |
DisclosureSEC source: 0000947871-22-000676 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,516 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.20 to a high of $20.70 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 25, 2022 Filed May 26, 2022 23:01 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 254 | $20.48 | $5,201.92 |
DisclosureSEC source: 0000947871-22-000654 · ownership.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,635 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F4 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.06 to a high of $20.75 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 23:01 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 119 | $20.68 | $2,460.92 |
DisclosureSEC source: 0000947871-22-000654 · ownership.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,889 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.45 to a high of $21.18 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 24, 2022 Filed May 26, 2022 23:01 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 213 | $20.30 | $4,323.90 |
DisclosureSEC source: 0000947871-22-000654 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,008 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $20.10 to a high of $20.44 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 23, 2022 Filed May 24, 2022 23:50 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 361 | $22.09 | $7,974.49 |
DisclosureSEC source: 0000947871-22-000645 · ownership.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,221 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F3 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.58 to a high of $22.38 per share. The Reporting Person undertakes, upon request by the Staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 20, 2022 Filed May 24, 2022 23:50 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 234 | $22.08 | $5,166.72 |
DisclosureSEC source: 0000947871-22-000645 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,582 F1 · kind: Shares of Intapp, Inc. (the "Issuer") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. F2 · price: Represents the weighted average sales price of the shares sold ranging from a low of $21.91 to a high of $22.21 per share. The Reporting Person undertakes, upon request by the staff of the Division of Corporate Finance of the Securities and Exchange Commission (the "Staff"), the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each price. Read SEC document |
| May 12, 2022 Filed May 16, 2022 21:39 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000603 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,816 F1 · price: The shares of Intapp, Inc (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on May 12, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that will lapse on May 20, 2022. Read SEC document |
| February 20, 2022 Filed Feb 23, 2022 22:48 UTC | Intapp, Inc. INTA · Entity 352 | Tax withholdingCommon Stock | 3,184 | $21.43 | $68,233.12 |
DisclosureSEC source: 0000947871-22-000272 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,816 F1 · kind: Shares of Intapp, Inc. common stock withheld for taxes upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 00:46 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000171 · ownership.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · price: The shares of Intapp, Inc (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on February 9, 2022 based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that will lapse on February 20, 2022. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 17:37 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 5,000 | $44.53 | $222,650.00 |
DisclosureSEC source: 0001209191-21-027836 · doc4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,948 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F2 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $44.04 to $44.86, inclusive. 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 set forth in this footnote. Read SEC document |
| March 19, 2021 Filed Mar 22, 2021 16:02 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 5,000 | $42.56 | $212,800.00 |
DisclosureSEC source: 0001209191-21-022311 · doc4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,948 F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 2,478 | $57.18 | $141,692.04 |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 6 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,948 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F7 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $57.15 to $57.26, inclusive. 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 set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 3,575 | $56.12 | $200,629.00 |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 5 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,426 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F6 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $55.95 to $56.60, inclusive. 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 set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 9,103 | $55.46 | $504,852.38 |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 4 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,001 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F5 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $55.00 to $55.94, inclusive. 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 set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 2,290 | $54.25 | $124,232.50 |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,104 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F4 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $53.95 to $54.91, inclusive. 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 set forth in this footnote. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | SaleCommon Stock, par value $0.01 per share | 9,554 | $53.41 | $510,279.14 |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,394 F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 plan adopted on 11/13/2020. F3 · price: The reported price is a weighted average price (rounded to the nearest cent). These shares were sold in multiple transactions at prices ranging from $52.95 to $53.94, inclusive. 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 set forth in this footnote. Read SEC document |
| February 02, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 6,899 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · derivative · entry 7 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,095 Underlying: Common Stock, par value $0.01 per share · 6,899 shares Expires 2030-08-14 F8 · price: Represents vested options of the Company the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded options to acquire Class D Units in the Operating Partnership that converted into unvested options to acquire shares of common stock of the Company in connection with the initial public offering, as described in the Registration Statement of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| February 02, 2021 Filed Feb 23, 2021 21:10 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 27,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-013576 · doc4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,948 F1 · price: Represents vested restricted shares of Duck Creek Technologies, Inc. (the "Company") the reporting person acquired upon the satisfaction of a performance condition associated with previously awarded restricted share units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") that converted into unvested restricted shares in connection with the initial public offering, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of the Company pursuant to the Company's 2020 Omnibus Incentive Plan. Read SEC document |
| August 18, 2020 Filed Aug 18, 2020 21:36 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 219,971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-047393 · doc4.xml · nonDerivative · entry 2 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,452 F1 · price: Pursuant to the reorganization transactions, as described in the Registration Statement on Form S-1 (File No. 333-240050) (the "Registration Statement") of Duck Creek Technologies, Inc. (the "Company"), in connection with the initial public offering, the reporting person contracted to contribute Class D Units in Disco Topco Holdings (Cayman) L.P. (the "Operating Partnership") to the Company partially in exchange for shares of common stock of the Company. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:36 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantOption · Derivative | 55,195 | Not disclosed Strike: $27.00 | Not disclosed |
DisclosureSEC source: 0001209191-20-047393 · doc4.xml · derivative · entry 3 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,195 Underlying: Common Stock, par value $0.01 per share · 55,195 shares Expires 2030-08-14 F2 · price: Pursuant to the reorganization transactions, as described in the Registration Statement of the Company, in connection with the initial public offering, the reporting person contracted to contribute Class D Units of the Operating Partnership to the Company partially in exchange for vested options to acquire shares of common stock of the Company. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 21:36 UTC | DUCK CREEK TECHNOLOGIES, INC. DCT · Entity 114932 | GrantCommon Stock, par value $0.01 per share | 21,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-047393 · doc4.xml · nonDerivative · entry 1 Fitzgerald Scott · CIK 0001821111 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,481 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.