Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Chief Revenue Officer | May 20, 2025 | May 22, 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.
BLACKLINE, INC.
Report date May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,390 |
Ending reported balance
After 2025-05-21 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-05-20 · Tax withholding · Disposed 659 · Balance 64,755 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Row 2 · 2025-05-20 · Tax withholding · Disposed 706 · Balance 64,049 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Row 3 · 2025-05-20 · Tax withholding · Disposed 803 · Balance 63,246 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Row 4 · 2025-05-21 · Sale · Disposed 1,856 · Balance 61,390 F2: The transaction reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs").
F2: The transaction reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 13, 2024.
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 21, 2022 Filed Nov 21, 2022 23:06 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 515 | $59.75 | $30,771.25 |
DisclosureSEC source: 0001209191-22-058247 · doc4.xml · nonDerivative · entry 2 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,416 F2 · kind: The sale transaction reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 1, 2022. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 23:06 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,357 | $60.52 | $82,125.64 |
DisclosureSEC source: 0001209191-22-058247 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,931 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| November 07, 2022 Filed Nov 7, 2022 22:29 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 3,941 | $57.82 | $227,868.62 |
DisclosureSEC source: 0001209191-22-055993 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,288 F1 · kind: The sale transaction reported on this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 1, 2022. Read SEC document |
| August 19, 2022 Filed Aug 22, 2022 22:41 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 3,507 | $71.39 | $250,364.73 |
DisclosureSEC source: 0001209191-22-047077 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,229 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 20, 2022 Filed May 23, 2022 22:07 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 3,505 | $72.07 | $252,605.35 |
DisclosureSEC source: 0001209191-22-031423 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,736 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:44 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023539 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,241 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2022 (the "Annual RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the Annual RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 01:21 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 4,327 | $72.12 | $312,063.24 |
DisclosureSEC source: 0001209191-22-011987 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,671 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| November 24, 2021 Filed Nov 25, 2021 00:05 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionStock Option (Right to Buy) · Derivative | 23,334 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0001209191-21-066858 · doc4.xml · derivative · entry 5 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,093 Underlying: Common Stock · 23,334 shares Expires 2028-08-07 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 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F5 · derivative.exercise_date: 25% of the shares subject to the option will vest on the one (1) year anniversary of August 20, 2018 (the "Annual Option Vesting Commencement Date"), and 1/16th of the remaining shares subject to the option will vest every three months thereafter on the same day of the month as the Annual Option Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| November 24, 2021 Filed Nov 25, 2021 00:05 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,706 | $113.87 | $194,265.46 |
DisclosureSEC source: 0001209191-21-066858 · doc4.xml · nonDerivative · entry 4 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,998 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F4 · price: The sale price represents the weighted-average price of shares sold ranging from $113.65 to $114.19 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 24, 2021 Filed Nov 25, 2021 00:05 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 5,907 | $112.94 | $667,165.52 |
DisclosureSEC source: 0001209191-21-066858 · doc4.xml · nonDerivative · entry 3 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,704 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F3 · price: The sale price represents the weighted-average price of shares sold ranging from $112.60 to $113.53 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 24, 2021 Filed Nov 25, 2021 00:05 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 15,721 | $112.18 | $1,763,539.33 |
DisclosureSEC source: 0001209191-21-066858 · doc4.xml · nonDerivative · entry 2 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,611 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F2 · price: The sale price represents the weighted-average price of shares sold ranging from $111.59 to $112.57 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 24, 2021 Filed Nov 25, 2021 00:05 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 23,334 | $49.04 | $1,144,299.36 |
DisclosureSEC source: 0001209191-21-066858 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,332 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 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 21:27 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 3,259 | $119.51 | $389,483.09 |
DisclosureSEC source: 0001209191-21-066098 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,998 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionStock Option (right to buy) · Derivative | 23,333 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · derivative · entry 7 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,427 Underlying: Common Stock · 23,333 shares Expires 2028-08-07 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 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F7 · derivative.exercise_date: 25% of the shares subject to the option will vest on the one (1) year anniversary of August 20, 2018 (the "Annual Option Vesting Commencement Date"), and 1/16th of the remaining shares subject to the option will vest every three months thereafter on the same day of the month as the Annual Option Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 11,297 | $108.69 | $1,227,852.85 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 6 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,257 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F6 · price: The sale price represents the weighted-average price of shares sold ranging from $108.29 to $109.22 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 5,966 | $107.67 | $642,384.87 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 5 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,554 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F5 · price: The sale price represents the weighted-average price of shares sold ranging from $107.33 to $108.27 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 5,272 | $106.93 | $563,739.18 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 4 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,520 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F4 · price: The sale price represents the weighted-average price of shares sold ranging from $106.29 to $107.24 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 798 | $105.81 | $84,432.79 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 3 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,792 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. F3 · price: The sale price represents the weighted-average price of shares sold ranging from $105.28 to $106.27 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 23, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 23,333 | $49.04 | $1,144,250.32 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 2 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,590 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 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 21, 2021. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 21:48 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 3,260 | $106.41 | $346,896.60 |
DisclosureSEC source: 0001209191-21-053198 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,257 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 20, 2021 Filed May 22, 2021 00:07 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 4,989 | $104.54 | $521,550.06 |
DisclosureSEC source: 0001209191-21-035131 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,517 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 17, 2021 Filed May 19, 2021 00:04 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 6,000 | $101.77 | $610,628.40 |
DisclosureSEC source: 0001209191-21-033800 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,506 F1 · price: The sale price represents the weighted-average price of shares sold ranging from $101.62 to $102.02 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 06, 2021 Filed Mar 8, 2021 21:55 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantStock Option (Right to Buy) · Derivative | 16,320 | $0.00 Strike: $111.53 | $0.00 |
DisclosureSEC source: 0001209191-21-018588 · doc4.xml · derivative · entry 2 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,320 Underlying: Common Stock · 16,320 shares Expires 2031-03-06 F2 · derivative.exercise_date: 25% of the shares subject to the option will vest on the one (1) year anniversary of February 20, 2021 (the "Annual Option Vesting Commencement Date"), and 1/16th of the remaining shares subject to the option will vest every three months thereafter on the same day of the month as the Annual Option Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| March 06, 2021 Filed Mar 8, 2021 21:55 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 7,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018588 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,506 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2021 (the "Annual RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the Annual RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:24 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 2,690 | $132.06 | $355,241.40 |
DisclosureSEC source: 0001209191-21-013387 · doc4.xml · nonDerivative · entry 1 Woodhams Mark · CIK 0001838158 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,016 F1 · price: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. 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.