Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITRIX SYSTEMS INCCTXS · Entity 123414 | EVP & CFO | December 21, 2021 | December 22, 2021 |
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director | August 07, 2025 | August 11, 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.
CITRIX SYSTEMS INC
Report date December 21, 2021 · Filed December 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,195.458 |
Reported balance
After 2021-12-21 transaction · row 1
1 source rowRow 1 · 2021-12-21 · Grant · Acquired 163.365 · Balance 59,195.458 F1: On December 21, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 7, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 21, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 7, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting.
COMMVAULT SYSTEMS INC
Report date August 07, 2025 · Filed August 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,809 |
Reported balance
After 2025-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-07 · Grant · Acquired 1,189 · Balance 16,809 F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant, or the date of the 2026 Annual Meeting of Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant, or the date of the 2026 Annual Meeting of Shareholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Aspen Technology, Inc.
Report date March 12, 2025 · Filed March 13, 2025
Section 16 reporting ended · disclosed 2025-03-13. 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 2025-03-12 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-03-12 · Disposition to issuer · Disposed 3,209 · Balance 0 F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-03-12 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-03-12 · Disposition to issuer · Disposed 1,251 · Balance 0 F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU"). F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding.
F2: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU").
F3: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU.
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 |
|---|---|---|---|---|---|---|
| August 07, 2025 Filed Aug 11, 2025 20:12 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001543512-25-000004 · wk-form4_1754943147.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,809 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant, or the date of the 2026 Annual Meeting of Shareholders. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 16:24 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerCommon Stock | 1,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009348 · form4.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Represents restricted stock units ("RSUs") granted to the Reporting Person. Each RSU represented a contingent right to receive one Share upon vesting of the RSU (a "Company RSU"). F3 · price: Pursuant to the Merger Agreement, at the Effective Time, each Company RSU held by a non-employee director of the Issuer (whether vested or unvested) was cancelled and converted into the right to receive a cash payment (without interest and subject to any applicable tax withholding) equal to the product of (1) the Merger Consideration and (2) the number of Shares subject to such Company RSU. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 16:24 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | Disposition to issuerCommon Stock | 3,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-009348 · form4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · 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 terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. F1 · price: This Form 4 reports securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 26, 2025, among Aspen Technology, Inc. (the "Issuer"), Emerson Electric Co. ("Parent"), and Emersub CXV, Inc., a wholly owned subsidiary of Parent ("Purchaser"), pursuant to which Purchaser completed a cash tender offer for shares of common stock of the Issuer (each, a "Share") not already owned by Parent and thereafter merged with and into the Issuer, effective as of March 12, 2025 (the "Effective Time"). At the Effective Time, each issued and outstanding Share was cancelled and converted into the right to receive $265.00 in cash (the "Merger Consideration"), without interest and less any applicable tax withholding. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:07 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-24-000093 · wk-form4_1723493255.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,620 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant, or the date of the 2025 Annual Meeting of Shareholders. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:27 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020075 · form4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,460 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:43 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023792 · form4.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,264 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:43 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023792 · form4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,012 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 16:32 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025236 · form4a.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,264 F3 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units will fully vest on the last day of the fiscal year in which they were granted. The original Form 4 filing for this transaction incorrectly stated that the Restricted Stock Units would vest on the first anniversary of the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| September 01, 2023 Filed Oct 3, 2023 16:32 UTC Amendment | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025236 · form4a.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,012 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:25 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 3,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-23-000131 · wk-form4_1693517104.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,090 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest on the later of the one-year anniversary of the date of grant, or the date of the 2024 Annual Meeting of Shareholders. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 16:26 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022099 · form4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. The Restricted Stock Units were fully vested on the date of grant. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| August 24, 2022 Filed Aug 24, 2022 20:08 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 3,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001169561-22-000068 · wf-form4_166137166884259.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,953 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2023 Annual Meeting. Read SEC document |
| May 23, 2022 Filed May 25, 2022 16:29 UTC | Aspen Technology, Inc. AZPN · Entity 82028 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015628 · form4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of Aspen Technology, Inc. common stock. Subject to rounding to whole shares, one-third of the Restricted Stock Units will vest on the first anniversary of the grant date and the remainder will vest in eight equal consecutive quarterly installments beginning on the last business day of the quarter of the first anniversary. F2 · price: The Restricted Stock Units were received as a grant for no consideration. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 15:28 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 163.365 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000389 · wf-form4_164020492265856.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,195.458 F1 · shares: On December 21, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 7, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 11:29 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 9,040 | $108.43 | $980,207.20 |
DisclosureSEC source: 0000877890-21-000337 · wf-form4_163336137220752.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,258.093 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 13:59 UTC Amendment | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 9,266 | $108.43 | $1,004,712.38 |
DisclosureSEC source: 0000877890-21-000342 · wf-form4a_163354313839358.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,032.093 F1 · shares: This Form 4/A corrects the Form 4 filed on October 4, 2021, which incorrectly reported the number of shares disposed. Shares disposed represent the withholding of shares received upon vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 09:00 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 211.764 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000323 · wf-form4_163274759889539.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,298.093 F1 · shares: On September 24, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 10, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 10:31 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $103.22 | $69,467.06 |
DisclosureSEC source: 0000877890-21-000287 · wf-form4_163059309645631.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,086.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 10:31 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 262 | $103.22 | $27,043.64 |
DisclosureSEC source: 0000877890-21-000287 · wf-form4_163059309645631.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,759.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 20:10 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 2,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-053110 · doc4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,258 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2022 Annual Meeting. F2 · price: Not applicable. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 09:31 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 262 | $100.28 | $26,273.36 |
DisclosureSEC source: 0000877890-21-000281 · wf-form4_162808386190389.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,021.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. F2 · balance_after: Includes 184 shares acquired under the Citrix Systems, Inc. employee stock purchase plan on July 30, 2021. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 09:31 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $100.28 | $67,488.44 |
DisclosureSEC source: 0000877890-21-000281 · wf-form4_162808386190389.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,099.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 12:38 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 262 | $117.15 | $30,693.30 |
DisclosureSEC source: 0000877890-21-000251 · wf-form4_162524389178331.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,772.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 12:38 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $117.15 | $78,841.95 |
DisclosureSEC source: 0000877890-21-000251 · wf-form4_162524389178331.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,034.329 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 09:14 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 200.586 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000243 · wf-form4_162497247277701.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,707.329 F1 · shares: On June 25, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 11, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 09:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 262 | $115.16 | $30,171.92 |
DisclosureSEC source: 0000877890-21-000195 · wf-form4_162264138043883.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,506.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 09:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $115.16 | $77,502.68 |
DisclosureSEC source: 0000877890-21-000195 · wf-form4_162264138043883.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,768.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| May 03, 2021 Filed May 4, 2021 10:41 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $123.26 | $82,953.98 |
DisclosureSEC source: 0000877890-21-000186 · wf-form4_162013928035193.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,441.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| May 03, 2021 Filed May 4, 2021 10:41 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 262 | $123.26 | $32,294.12 |
DisclosureSEC source: 0000877890-21-000186 · wf-form4_162013928035193.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,114.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 15:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 262 | $138.55 | $36,300.10 |
DisclosureSEC source: 0000877890-21-000176 · wf-form4_161773627931189.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,376.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 15:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $138.55 | $93,244.15 |
DisclosureSEC source: 0000877890-21-000176 · wf-form4_161773627931189.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,638.743 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 08:56 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 1,814 | $140.32 | $254,540.48 |
DisclosureSEC source: 0000877890-21-000163 · wf-form4_161762732878634.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,311.743 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 09:14 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 181.033 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000115 · wf-form4_161702363311872.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,125.743 F1 · shares: On March 26, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 12, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| March 03, 2021 Filed Mar 3, 2021 10:45 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 12,145 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000059 · wf-form4_161478634134728.xml · nonDerivative · entry 2 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,944.71 F2 · shares: These shares of common stock are issuable pursuant to awards of restricted stock units that vest in three annual installments, with 33.4% vesting on the first anniversary of the grant date and 33.3% vesting on each of the second and third anniversaries of the grant date. Read SEC document |
| March 03, 2021 Filed Mar 3, 2021 10:45 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $134.77 | $90,700.21 |
DisclosureSEC source: 0000877890-21-000059 · wf-form4_161478634134728.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,799.71 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 16:53 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $133.47 | $89,825.31 |
DisclosureSEC source: 0000877890-21-000046 · wf-form4_161230279756515.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,472.71 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 08:54 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $130.75 | $87,994.75 |
DisclosureSEC source: 0000877890-21-000008 · wf-form4_160985484815533.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,145.71 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person 0n June 10, 2020. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 16:56 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 143.897 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000387 · wf-form4_160876059994087.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,818.71 F1 · shares: On December 22, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 8, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 16:37 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $124.31 | $83,660.63 |
DisclosureSEC source: 0000877890-20-000330 · wf-form4_160694504961736.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,674.813 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 15:36 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $113.62 | $76,466.26 |
DisclosureSEC source: 0000877890-20-000320 · wf-form4_160443578228653.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,347.813 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 12:30 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | SaleCommon Stock | 673 | $137.42 | $92,483.66 |
DisclosureSEC source: 0000877890-20-000309 · wf-form4_160191539809677.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,020.813 F1 · shares: The sales reported in this Form 4 were made pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on June 10, 2020. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 09:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Tax withholdingCommon Stock | 8,930 | $139.20 | $1,243,056.00 |
DisclosureSEC source: 0000877890-20-000303 · wf-form4_160164432966324.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,693.813 F1 · shares: Represents the withholding of shares received upon the vesting of restricted stock units to cover the associated tax obligations. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 13:07 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 193.935 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000293 · wf-form4_160131284191989.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,623.813 F1 · shares: On September 25, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 11, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 20:36 UTC | COMMVAULT SYSTEMS INC CVLT · Entity 422 | GrantCommon Stock | 4,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-049156 · doc4.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,618 F1 · security: The common stock is being granted as restricted stock units, 100% of which shall vest at the 2021 Annual Meeting. F2 · price: Not applicable. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 09:12 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 182.135 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000205 · wf-form4_159291792136920.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,429.878 F1 · shares: On June 19, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, June 5, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 10:00 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 12,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000131 · wf-form4_158592242764160.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,247.743 F1 · shares: These shares of common stock are issuable pursuant to awards of restricted stock units that vest in three annual installments, with 33.4% vesting on the first anniversary of the grant date and 33.3% vesting on each of the second and third anniversaries of the grant date. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 08:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 183.837 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000095 · wf-form4_158496738696256.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,861.743 F1 · shares: On March 20, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 6, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 15:55 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 196.906 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000339 · wf-form4_157713453412306.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,677.906 F1 · shares: On December 20, 2019, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 6, 2019. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 12:04 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 62,481 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-19-000264 · wf-form4_157003224743776.xml · nonDerivative · entry 1 Shenkman Arlen · CIK 0001543512 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,481 F1 · shares: These shares of common stock are issuable pursuant to awards of restricted stock units that vest in three annual installments, with 33.4% vesting on the first anniversary of the grant date and 33.3% vesting on each of the second and third anniversaries of the grant 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.