Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Concentrix CorpCNXC · Entity 4519 | Director | November 06, 2020 | November 06, 2020 |
| TD SYNNEX CORPSNX · Entity 8882 | Chief Business Officer | October 11, 2023 | June 21, 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.
Concentrix Corp
Report date November 06, 2020 · Filed November 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-11-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
TD SYNNEX CORP
Report date October 11, 2023 · Filed June 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,794 |
Reported balance
After 2023-10-11 transaction · row 1
1 source rowRow 1 · 2023-10-11 · Tax withholding · Disposed 237 · Balance 23,794 F1: This transaction is being reported late due to an administrative error. F2: Shares withheld to cover tax withholding obligations in connection with vesting of restricted stock award on October 11, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is being reported late due to an administrative error.
F2: Shares withheld to cover tax withholding obligations in connection with vesting of restricted stock award on October 11, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 27, 2017 Filed Jan 30, 2017 21:54 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 744 | $120.12 | $89,369.28 |
DisclosureSEC source: 0001127602-17-002910 · form4.xml · nonDerivative · entry 2 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,491 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:54 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002910 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,235 F1 · kind: Represents shares issued upon vesting of restricted stock units awarded on February 26, 2014 subject to satisfaction of performance metrics measured over a three-year period ending November 30, 2016. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 19:58 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 299 | $110.71 | $33,102.29 |
DisclosureSEC source: 0001127602-16-064618 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,413 Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 14:50 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 211 | $112.68 | $23,775.48 |
DisclosureSEC source: 0001127602-16-064574 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,712 Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 19:01 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 418 | $112.01 | $46,820.18 |
DisclosureSEC source: 0001127602-16-064527 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,923 Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 19:00 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantEmployee Stock Option (Right to Buy) · Derivative | 3,827 | $0.00 Strike: $112.08 | $0.00 |
DisclosureSEC source: 0001127602-16-064443 · form4.xml · derivative · entry 2 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,827 Underlying: Common Stock · 3,827 shares Expires 2016-10-04 F2 · derivative.exercise_date: This stock option vests as to 20% of the shares on the first anniversary of the date of grant and vests as to 1/60th of the shares monthly thereafter. Read SEC document |
| October 04, 2016 Filed Oct 6, 2016 19:00 UTC | TD SYNNEX CORP SNX · Entity 8882 | GrantCommon Stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064443 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,341 F1 · kind: Represents shares of restricted stock awarded under the 2013 Stock Incentive Plan. The restricted stock vests as to 20% of the shares on each of the first five anniversaries of the date of grant. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 15:17 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 244 | $111.64 | $27,240.16 |
DisclosureSEC source: 0001127602-16-064239 · form4.xml · nonDerivative · entry 2 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,111 Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 15:17 UTC | TD SYNNEX CORP SNX · Entity 8882 | Tax withholdingCommon Stock | 464 | $111.64 | $51,800.96 |
DisclosureSEC source: 0001127602-16-064239 · form4.xml · nonDerivative · entry 1 LEUNG SIMON · CIK 0001270709 · SVP, GC & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,355 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.