Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlackRock TCP Capital Corp.TCPC · Entity 5806 | Director | August 27, 2020 | August 27, 2020 |
| Clearwater Analytics Holdings, Inc.CWAN · Entity 35410 | Director | June 23, 2025 | June 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.
BlackRock TCP Capital Corp.
Report date August 27, 2020 · Filed August 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2020-08-27 transaction · row 1
1 source rowRow 1 · 2020-08-27 · Purchase · Acquired 1,000 · Balance 10,000 |
Clearwater Analytics Holdings, Inc.
Report date June 23, 2025 · Filed June 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,351 |
Ending reported balance
After 2025-06-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-23 · Exercise / conversion · Acquired 10,334 · Balance 24,832 F1: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on June 11, 2024. Row 2 · 2025-06-23 · Tax withholding · Disposed 2,481 · Balance 22,351 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2034-06-11 | Direct | 0 |
Reported balance
After 2025-06-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-23 · Exercise / conversion · Disposed 10,334 · Balance 0 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2035-06-23 | Direct | 8,765 |
Reported balance
After 2025-06-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-23 · Grant · Acquired 8,765 · Balance 8,765 F2: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the one-year anniversary of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on June 11, 2024.
F2: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the one-year anniversary of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CEB Inc.
Report date April 05, 2017 · Filed April 06, 2017
Section 16 reporting ended · disclosed 2017-04-06. 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 |
Ending reported balance
After 2017-04-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-04-05 · Exercise / conversion · Acquired 4,006 · Balance 4,006 F1: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB ("RSUs") beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB. F2: Each RSU represented a right upon vesting to receive one share of CEB's common stock. Row 2 · 2017-04-05 · Disposition to issuer · Disposed 4,006 · Balance 0 F3: Represents the disposition pursuant to the Merger Agreement of the shares underlying the RSUs beneficially owned by the reporting person on the effective date of the Merger. F4: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-04-05 | Direct | 0 |
Reported balance
After 2017-04-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-04-05 · Exercise / conversion · Disposed 4,006 · Balance 0 F2: Each RSU represented a right upon vesting to receive one share of CEB's common stock. F5: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, each outstanding and unvested RSU held by any non-employee director of CEB vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB ("RSUs") beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB.
F2: Each RSU represented a right upon vesting to receive one share of CEB's common stock.
F3: Represents the disposition pursuant to the Merger Agreement of the shares underlying the RSUs beneficially owned by the reporting person on the effective date of the Merger.
F4: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017).
F5: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, each outstanding and unvested RSU held by any non-employee director of CEB vested.
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 |
|---|---|---|---|---|---|---|
| June 23, 2025 Filed Jun 25, 2025 20:50 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantRestricted Stock Unit · Derivative | 8,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005071 · primarydocument.xml · derivative · entry 4 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,765 Underlying: Class A Common Stock · 8,765 shares Expires 2035-06-23 F2 · derivative.exercise_date: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the one-year anniversary of grant. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:50 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionRestricted Stock Unit · Derivative | 10,334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005071 · primarydocument.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,334 shares Expires 2034-06-11 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 |
| June 23, 2025 Filed Jun 25, 2025 20:50 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Tax withholdingClass A Common Stock | 2,481 | $21.65 | $53,713.65 |
DisclosureSEC source: 0001562180-25-005071 · primarydocument.xml · nonDerivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,351 Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 20:50 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionClass A Common Stock | 10,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005071 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,832 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 · shares: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on June 11, 2024. Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:43 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | SaleClass A Common Stock | 12,634 | $23.66 | $298,948.23 |
DisclosureSEC source: 0001562180-25-004071 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,498 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | SaleClass A Common Stock | 7,527 | $26.47 | $199,264.53 |
DisclosureSEC source: 0001562180-25-002547 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,132 Read SEC document |
| June 11, 2024 Filed Jun 20, 2024 16:01 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantRestricted Stock Unit · Derivative | 10,334 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005182 · primarydocument.xml · derivative · entry 4 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,334 Underlying: Class A Common Stock · 10,334 shares Expires 2034-06-11 F2 · derivative.exercise_date: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the date of the next annual shareholder meeting, to be determined in the future. Read SEC document |
| June 11, 2024 Filed Jun 20, 2024 16:01 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionRestricted Stock Unit · Derivative | 12,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005182 · primarydocument.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,248 shares Expires 2033-06-21 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 |
| June 11, 2024 Filed Jun 20, 2024 16:01 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Tax withholdingClass A Common Stock | 2,940 | $20.10 | $59,094.00 |
DisclosureSEC source: 0001562180-24-005182 · primarydocument.xml · nonDerivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,659 Read SEC document |
| June 11, 2024 Filed Jun 20, 2024 16:01 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionClass A Common Stock | 12,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005182 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,599 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 · shares: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on June 21, 2023. Read SEC document |
| December 15, 2023 Filed Apr 22, 2024 20:43 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | ConversionCWAN Holdings LLC · Derivative | 20,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003485 · primarydocument.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,161 shares Expires not disclosed 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 · derivative.exercise_price: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. F1 · price: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. F1 · derivative.exercise_date: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. F1 · derivative.expiration_date: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. Read SEC document |
| December 15, 2023 Filed Apr 22, 2024 20:43 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | ConversionClass A Common Stock | 20,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003485 · primarydocument.xml · nonDerivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,351 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 · price: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. Read SEC document |
| December 15, 2023 Filed Apr 22, 2024 20:43 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | ConversionClass B Common Stock | 20,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003485 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 · security: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. F1 · price: Shares of Class B Common Stock do not represent economic interests in the Issuer. Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 1 vote per share on all matters to be voted on by the Issuer's stockholders generally. The Reporting Person may exchange all or a portion of such person's CWAN Holdings LLC Interests ("LLC Interests") (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 19:53 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantRestricted Stock Unit · Derivative | 12,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005483 · primarydocument.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,248 Underlying: Class A Common Stock · 12,248 shares Expires 2033-06-21 F2 · derivative.exercise_date: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the date of the next annual shareholder meeting, to be determined in the future. F3 · balance_after: This represents the unvested portion of the RSUs granted on June 21, 2023 and does not include other RSUs with different grant dates or vesting terms. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 19:53 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionRestricted Stock Unit · Derivative | 3,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005483 · primarydocument.xml · derivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,405 shares Expires 2033-03-29 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 |
| June 21, 2023 Filed Jun 23, 2023 19:53 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionClass A Common Stock | 3,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005483 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,405 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 · shares: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on March 29, 2023. Read SEC document |
| June 21, 2023 Filed Jun 26, 2023 12:59 UTC Amendment | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantRestricted Stock Unit · Derivative | 12,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005494 · primarydocument.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,248 Underlying: Class A Common Stock · 12,248 shares Expires 2033-06-21 F3 · derivative.exercise_date: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the date of the next annual shareholder meeting, to be determined in the future. F4 · balance_after: This represents the unvested portion of the RSUs granted on June 21, 2023 and does not include other RSUs with different grant dates or vesting terms. Read SEC document |
| June 21, 2023 Filed Jun 26, 2023 12:59 UTC Amendment | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionRestricted Stock Unit · Derivative | 3,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005494 · primarydocument.xml · derivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,405 shares Expires 2033-03-29 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 |
| June 21, 2023 Filed Jun 26, 2023 12:59 UTC Amendment | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | Exercise / conversionClass A Common Stock | 3,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005494 · primarydocument.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,190 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 · shares: The Class A Common Stock represents shares acquired by the Reporting Person from the vesting of Restricted Stock Units ("RSUs") issued to the Reporting Person on March 29, 2023. F2 · balance_after: This amendment is being filed to correct the amount of Class A Common Stock beneficially owned by the Reporting Person following the vesting of the RSUs. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 17:16 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantRestricted Stock Unit · Derivative | 3,405 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-003202 · primarydocument.xml · derivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,405 Underlying: Class A Common Stock · 3,405 shares Expires 2033-03-29 F1 · derivative.exercise_date: The reporting person was granted Restricted Stock Units representing contingent right to receive one share of Clearwater Analytics Holdings Inc. common stock for each RSU. The award will vest fully on the date of the next annual shareholder meeting currently scheduled for June 21, 2023. Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 23:57 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | GrantEmployee Stock Option (right to buy) · Derivative | 22,573 | $0.00 Strike: $17.72 | $0.00 |
DisclosureSEC source: 0000899243-22-010941 · doc4.xml · derivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,573 Underlying: Class A Common Stock · 22,573 shares Expires 2032-03-11 F1 · derivative.exercise_date: The reported securities are options which vest in full on March 11, 2023. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 22:42 UTC | Clearwater Analytics Holdings, Inc. CWAN · Entity 35410 | PurchaseClass A Common Stock | 1,785 | $18.00 | $32,130.00 |
DisclosureSEC source: 0000899243-21-038427 · doc4.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 Read SEC document |
| August 27, 2020 Filed Aug 27, 2020 16:51 UTC | BlackRock TCP Capital Corp. TCPC · Entity 5806 | PurchaseCommon Stock | 1,000 | $9.82 | $9,822.60 |
DisclosureSEC source: 0001370755-20-000038 · primary_doc.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 16:11 UTC | BlackRock TCP Capital Corp. TCPC · Entity 5806 | PurchaseCommon Stock | 3,000 | $14.36 | $43,080.00 |
DisclosureSEC source: 0001370755-18-000045 · primary_doc.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| January 30, 2018 Filed Jan 30, 2018 17:14 UTC | BlackRock TCP Capital Corp. TCPC · Entity 5806 | PurchaseCommon Stock | 2,500 | $15.22 | $38,041.50 |
DisclosureSEC source: 0001370755-18-000001 · primary_doc.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · ownership.direct: Kathleen A. Corbet and John R. Corbet, joint tenants in common. Read SEC document |
| April 20, 2017 Filed Apr 20, 2017 16:09 UTC | BlackRock TCP Capital Corp. TCPC · Entity 5806 | PurchaseCommon Stock | 3,500 | $16.54 | $57,890.00 |
DisclosureSEC source: 0001370755-17-000003 · primary_doc.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 F1 · ownership.direct: Kathleen A. Corbet and John R. Corbet, joint tenants in common Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 21:13 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionRestricted Stock Units · Derivative | 4,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026169 · doc4.xml · derivative · entry 3 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,006 shares Expires 2017-04-05 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 · derivative.exercise_price: Each RSU represented a right upon vesting to receive one share of CEB's common stock. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, immediately prior to the consummation of the Merger, each outstanding and unvested RSU held by any non-employee director of CEB vested. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 21:13 UTC | CEB Inc. CEB · Entity 177136 | Disposition to issuerCommon Stock | 4,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-026169 · doc4.xml · nonDerivative · entry 2 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: Represents the disposition pursuant to the Merger Agreement of the shares underlying the RSUs beneficially owned by the reporting person on the effective date of the Merger. F4 · price: Disposed of pursuant to the Merger Agreement in exchange for per share consideration of (a) $54.00 in cash and (b) 0.2284 of a share of common stock of Gartner. Gartner common stock had a market value of $108.70 per share based on the closing price on the NYSE on the last trading day immediately preceding the Merger (April 4, 2017). Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 21:13 UTC | CEB Inc. CEB · Entity 177136 | Exercise / conversionCommon Stock | 4,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-026169 · doc4.xml · nonDerivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,006 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 · shares: Represents the shares of common stock of CEB Inc. ("CEB") acquired upon vesting of the restricted stock units of CEB ("RSUs") beneficially owned by the reporting person on the effective date of the merger ("Merger") described in the Agreement and Plan of Merger ("Merger Agreement") dated as of January 5, 2017, among Gartner, Inc. ("Gartner"), Cobra Acquisition Corp. and CEB. F2 · price: Each RSU represented a right upon vesting to receive one share of CEB's common stock. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 16:22 UTC | CEB Inc. CEB · Entity 177136 | GrantRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021377 · doc4.xml · derivative · entry 1 CORBET KATHLEEN A · CIK 0001234341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 Underlying: Common Stock · 1,701 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's common stock. F2 · derivative.exercise_date: Restricted Stock Units vest equally in four increments in the following months: April 2018, March 2019, March 2020 and March 2021. F3 · derivative.expiration_date: N/A 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.