Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rigetti Computing, Inc.SNII · Entity 3912 | Director | March 01, 2021 | March 01, 2021 |
| Supernova Partners Acquisition Co III, Ltd.STRE · Entity 139575 | Director | March 22, 2014 | March 22, 2021 |
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.
Rigetti Computing, Inc.
Report date March 01, 2021 · Filed March 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 34,500 |
Reported balance
Holding disclosure · report date 2021-03-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 34,500 |
Supernova Partners Acquisition Co III, Ltd.
Report date March 22, 2014 · Filed March 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2014-03-22 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B common stock will automatically convert into shares of Class A common stock at the at the time of our initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to adjustment. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B common stock will automatically convert into shares of Class A common stock at the at the time of our initial business combination or earlier at the option of the holders thereof, on a one-for-one basis, subject to adjustment.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALARA, INC.
Report date October 19, 2022 · Filed October 19, 2022
Section 16 reporting ended · disclosed 2022-10-19. 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 2022-10-19 transaction · row 1
1 source rowRow 1 · 2022-10-19 · Disposition to issuer · Disposed 15,629 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.67 · Expires 2029-06-19 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-19 · Disposition to issuer · Disposed 2,459 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc., and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.
F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.
Accolade, Inc.
Report date April 08, 2025 · Filed April 08, 2025
Section 16 reporting ended · disclosed 2025-04-08. 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 2025-04-08 transaction · row 1
1 source rowRow 1 · 2025-04-08 · Disposition to issuer · Disposed 831,955 · Balance 0 F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy Avanti Holdings, LLC | 0 |
Reported balance
After 2025-04-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-04-08 · Disposition to issuer · Disposed 651,619 · Balance 0 F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration"). F2: The Reporting Person is a partner of Avanti Holdings, LLC and has voting and investment power with respect to the securities held by Avanti Holdings, LLC. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 136,293 |
Reported balance
After 2025-04-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-08 · Grant · Acquired 136,293 · Balance 136,293 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 175,000 |
Reported balance
After 2025-04-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-08 · Grant · Acquired 175,000 · Balance 175,000 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-08 · Disposition to issuer · Disposed 2,799 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-04-08 · Disposition to issuer · Disposed 4,951 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F7: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-04-08 · Disposition to issuer · Disposed 53,004 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F8: The Reporting Person was granted restricted stock units on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "June 2023 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2023 Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2023 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-04-08 · Disposition to issuer · Disposed 175,000 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F9: The Reporting Person was granted RSUs with a grant date of June 1, 2024 (the "June 2024 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2024 Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2024 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-04-08 · Disposition to issuer · Disposed 136,293 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-04-08 · Disposition to issuer · Disposed 175,000 · Balance 0 F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis. F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings. F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.20 · Expires 2025-10-30 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-04-08 · Disposition to issuer · Disposed 904,809 · Balance 0 F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes. F10: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.50 · Expires 2027-07-25 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-04-08 · Disposition to issuer · Disposed 18,125 · Balance 0 F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes. F12: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of July 26, 2017 (the "July 2017 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the July 2017 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the July 2017 Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.70 · Expires 2028-05-02 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-04-08 · Disposition to issuer · Disposed 12,500 · Balance 0 F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes. F13: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of April 1, 2018 (the "April 2018 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2018 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2018 Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.60 · Expires 2029-06-24 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-04-08 · Disposition to issuer · Disposed 504,469 · Balance 0 F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration. F14: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 25, 2019 (the "June 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2019 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2019 Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.50 · Expires 2030-06-16 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-04-08 · Disposition to issuer · Disposed 150,000 · Balance 0 F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration. F16: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 1, 2020 (the "2020 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the 2020 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the 2020 Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.50 · Expires 2030-06-16 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-04-08 · Disposition to issuer · Disposed 17,846 · Balance 0 F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration. F17: The shares subject to the option are fully vested. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.38 · Expires 2031-06-15 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-04-08 · Disposition to issuer · Disposed 89,552 · Balance 0 F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration. F18: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June Vesting Commencement Date. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.03 · Expires 2032-06-28 | Direct | 0 |
Reported balance
After 2025-04-08 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-04-08 · Disposition to issuer · Disposed 120,600 · Balance 0 F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration. F19: The shares subject to this option shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 Vesting Commencement Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition of the Issuer's equity securities upon the consummation of the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 8, 2025, by and among Issuer, Transcarent, Inc. ("Parent") and Acorn Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), including the consummation of the merger (the "Merger") between Issuer and Merger Sub on April 8, 2025. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each share of the Issuer's Common Stock, par value $0.0001 per share ("Shares") issued and outstanding immediately prior to the Effective Time was converted automatically into the right to receive $7.03 in cash, without interest (the "Merger Consideration").
F2: The Reporting Person is a partner of Avanti Holdings, LLC and has voting and investment power with respect to the securities held by Avanti Holdings, LLC.
F3: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. RSUs convert into the Issuer's Common Stock on a one-for-one basis.
F4: The shares subject to this RSU shall vest in full on the Effective Time, so long as the recipient of the RSU provides Continuous Service to the Issuer.
F5: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date.
F6: Pursuant to the Merger Agreement, each RSU outstanding immediately prior to the Effective Time that is vested, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, (each, a "Vested Company RSU") and restricted stock units outstanding immediately prior to the Effective Time that vest, or become eligible to vest, based on the achievement of performance conditions and that are vested or that will become vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee (each, a "Vested Company PSU") will be cancelled and converted into the right to receive the Merger Consideration, less any applicable tax withholdings.
F7: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date.
F8: The Reporting Person was granted restricted stock units on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "June 2023 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2023 Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2023 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F9: The Reporting Person was granted RSUs with a grant date of June 1, 2024 (the "June 2024 Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the June 2024 Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the June 2024 Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F10: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date.
F11: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option ("Option") to purchase Shares granted under any of the Issuer's Amended and Restated 2007 Stock Option Plan, as amended, and the 2020 Equity Incentive Plan, as amended, or portion thereof that was vested or became vested as of immediately prior to the Effective Time, after giving effect to any applicable vesting acceleration and separation right applicable to any individual other than a continuing employee, and had an exercise price per Share that is less than the Merger Consideration, was canceled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the amount by which the Merger Consideration exceeds the applicable exercise price per Share of such Option and (ii) the aggregate number of Shares issuable upon exercise of such Option or portion thereof, subject to any required withholding of taxes.
F12: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of July 26, 2017 (the "July 2017 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the July 2017 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the July 2017 Vesting Commencement Date.
F13: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of April 1, 2018 (the "April 2018 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the April 2018 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the April 2018 Vesting Commencement Date.
F14: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 25, 2019 (the "June 2019 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2019 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2019 Vesting Commencement Date.
F15: Pursuant to the Merger Agreement, at the Effective Time, each Option, whether vested or unvested, that has an exercise price per Share that is greater than the Merger Consideration was canceled without the payment of consideration.
F16: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 1, 2020 (the "2020 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the 2020 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the 2020 Vesting Commencement Date.
F17: The shares subject to the option are fully vested.
F18: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June Vesting Commencement Date.
F19: The shares subject to this option shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 Vesting Commencement Date.
Apptio Inc
Report date January 10, 2019 · Filed January 11, 2019
Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 13,337 · Balance 0 F1: Includes 4,652 RSUs that represent contingent rights to receive 4,652 shares of Issuer's Class A Common stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-10 · Disposition to issuer · Disposed 30,000 · Balance 0 F3: Includes 7,545 options, which vested solely as a result of the consummation of the merger agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4: Includes 22,455 vested options were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F5: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,652 RSUs that represent contingent rights to receive 4,652 shares of Issuer's Class A Common stock upon settlement and which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.
F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.
F3: Includes 7,545 options, which vested solely as a result of the consummation of the merger agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F4: Includes 22,455 vested options were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.
F5: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.
Offerpad Solutions Inc.
Report date September 01, 2021 · Filed September 03, 2021
Section 16 reporting ended · disclosed 2021-09-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,250 |
Reported balance
After 2021-09-01 transaction · row 1
1 source rowRow 1 · 2021-09-01 · Exercise / conversion · Acquired 40,250 · Balance 40,250 F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-01 · Exercise / conversion · Disposed 40,250 · Balance 0 F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., who changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger, each issued and outstanding share of Class B common stock was automatically converted on a one-for one basis into shares of Class A common stock of the Issuer. The Class B common stock was not subject to vesting and did not have an expiration date.
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 |
|---|---|---|---|---|---|---|
| July 10, 2024 Filed Jul 12, 2024 15:19 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-020355 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,121 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 09:32 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 1,517 | $3.54 | $5,371.70 |
DisclosureSEC source: 0001127602-24-019984 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,471 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 09:32 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 3,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-019984 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,078 Underlying: Common Stock · 3,785 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F5 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 09:32 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 3,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-019984 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 780,988 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 10:59 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 379 | $6.13 | $2,322.89 |
DisclosureSEC source: 0001127602-24-018948 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777,203 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 10:59 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018948 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,194 Underlying: Common Stock · 933 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 10:59 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018948 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 777,582 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 13:39 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 18,617 | $6.62 | $123,151.46 |
DisclosureSEC source: 0001127602-24-018535 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776,649 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 09:44 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 690 | $6.45 | $4,449.81 |
DisclosureSEC source: 0001127602-24-018425 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 749,836 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 13:39 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 45,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018535 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,863 Underlying: Common Stock · 45,430 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F5 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") on June 27, 2023 with a vesting commencement date of June 1, 2023 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2024), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 13:39 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 45,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018535 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795,266 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 09:44 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018425 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,801 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 09:44 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-018425 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,526 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 18:16 UTC | Accolade, Inc. ACCD · Entity 80959 | GrantRestricted Stock Units · Derivative | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018301 · form4.xml · derivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") with a grant date of June 1, 2024 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") with a grant date of June 1, 2024 (the "Vesting Commencement Date"), which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs will vest as follows: (a) one-third (1/3rd) of the RSUs will vest on the first anniversary of the Vesting Commencement Date (or June 1, 2025), and (b) then 1/36th of the RSUs will vest on each successive month following the first anniversary of the Vesting Commencement Date, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 18:16 UTC | Accolade, Inc. ACCD · Entity 80959 | GrantRestricted Stock Units · Derivative | 27,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018301 · form4.xml · derivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,778 Underlying: Common Stock · 27,778 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The shares subject to this RSU shall vest on December 1, 2024 so long as the Reporting Person provides continuous service to the Issuer. F2 · derivative.expiration_date: The shares subject to this RSU shall vest on December 1, 2024 so long as the Reporting Person provides continuous service to the Issuer. Read SEC document |
| May 17, 2024 Filed May 20, 2024 13:41 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 376 | $7.27 | $2,734.65 |
DisclosureSEC source: 0001127602-24-015962 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748,876 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| May 16, 2024 Filed May 20, 2024 13:41 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015962 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,127 Underlying: Common Stock · 933 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| May 16, 2024 Filed May 20, 2024 13:41 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015962 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 749,252 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| May 13, 2024 Filed May 14, 2024 09:25 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 640 | $7.44 | $4,764.16 |
DisclosureSEC source: 0001127602-24-015159 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748,319 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| May 10, 2024 Filed May 14, 2024 09:25 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015159 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,451 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. Read SEC document |
| May 10, 2024 Filed May 14, 2024 09:25 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-015159 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748,959 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 10:53 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 355 | $8.82 | $3,132.17 |
DisclosureSEC source: 0001127602-24-013169 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,309 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 10:53 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-013169 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,060 Underlying: Common Stock · 933 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 10:53 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-013169 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,664 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| April 11, 2024 Filed Apr 12, 2024 10:25 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 667 | $8.85 | $5,902.28 |
DisclosureSEC source: 0001127602-24-012810 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 746,731 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 10:25 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-012810 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,101 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 10:25 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-012810 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,398 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 10:41 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 376 | $9.48 | $3,565.98 |
DisclosureSEC source: 0001127602-24-010732 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,748 F2 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 10:41 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-010732 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Stock · 933 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 10:41 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-010732 · form4.xml · nonDerivative · entry 1 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 746,124 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: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 12:33 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 662 | $9.52 | $6,304.89 |
DisclosureSEC source: 0001127602-24-009956 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,191 F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 12:33 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-009956 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,751 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 12:33 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-009956 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,853 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 · price: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 16:26 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 386 | $11.99 | $4,626.60 |
DisclosureSEC source: 0001127602-24-006077 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744,203 F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 16:26 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-006077 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,926 Underlying: Common Stock · 933 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 16:26 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-006077 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744,589 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 · price: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 08:51 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 705 | $13.03 | $9,184.74 |
DisclosureSEC source: 0001127602-24-004878 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,656 F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 08:51 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004878 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,401 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 08:51 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-004878 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 744,361 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 · price: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| January 17, 2024 Filed Jan 18, 2024 10:50 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 383 | $12.86 | $4,926.15 |
DisclosureSEC source: 0001127602-24-001498 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742,711 F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 10:50 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-001498 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,859 Underlying: Common Stock · 932 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of June 16, 2021 (the "June 2021 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the June 2021 Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the June 2021 Vesting Commencement Date. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 10:50 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-001498 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,094 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 · price: Each Restricted Stock Unit ("RSU") converted into one share of the Issuer's common stock. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 11:29 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionStock Option (Right to Buy) · Derivative | 21,530 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001127602-24-001258 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 904,809 Underlying: Common Stock · 21,530 shares Expires 2025-10-30 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. F4 · derivative.exercise_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 11:29 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 21,530 | $15.02 | $323,425.81 |
DisclosureSEC source: 0001127602-24-001258 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 742,162 F2 · kind: These stock option exercises and related sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 20, 2023. F3 · price: This sale price represents a weighted average price. These shares were sold in multiple transactions at prices within the range of $15.00 to $15.21. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 11:29 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 21,530 | $4.20 | $90,426.00 |
DisclosureSEC source: 0001127602-24-001258 · form4.xml · nonDerivative · entry 2 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 763,692 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: These stock option exercises and related sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 20, 2023. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 11:27 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 770 | $14.75 | $11,353.65 |
DisclosureSEC source: 0001127602-24-001256 · form4.xml · nonDerivative · entry 3 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742,162 F3 · kind: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "mandatory sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| January 10, 2024 Filed Jan 11, 2024 18:14 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionStock Option (Right to Buy) · Derivative | 67,271 | $0.00 Strike: $4.20 | $0.00 |
DisclosureSEC source: 0001127602-24-001233 · form4.xml · derivative · entry 7 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 926,339 Underlying: Common Stock · 67,271 shares Expires 2025-10-30 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. F5 · derivative.exercise_date: The shares subject to this option shall vest at a rate of twenty-five percent of the total number of shares on the one-year anniversary of October 30, 2015 (the "October 2015 Vesting Commencement Date") and 1/48th of the total number of shares each monthly anniversary of the October 2015 Vesting Commencement Date thereafter for so long as the Reporting Person remains an employee or consultant of the Issuer, such that the total number of shares shall be fully vested on the four-year anniversary of the October 2015 Vesting Commencement Date. Read SEC document |
| January 10, 2024 Filed Jan 11, 2024 18:14 UTC | Accolade, Inc. ACCD · Entity 80959 | SaleCommon Stock | 67,271 | $15.03 | $1,011,352.21 |
DisclosureSEC source: 0001127602-24-001233 · form4.xml · nonDerivative · entry 5 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 741,282 F2 · kind: These stock option exercises and related sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 20, 2023. F4 · price: This sale price represents a weighted average price. These shares were sold in multiple transactions at prices within the range of $15.00 to $15.29. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| January 10, 2024 Filed Jan 11, 2024 18:14 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionCommon Stock | 67,271 | $4.20 | $282,538.20 |
DisclosureSEC source: 0001127602-24-001233 · form4.xml · nonDerivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 808,553 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: These stock option exercises and related sales were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 20, 2023. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 11:27 UTC | Accolade, Inc. ACCD · Entity 80959 | Exercise / conversionRestricted Stock Units · Derivative | 1,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-001256 · form4.xml · derivative · entry 4 SINGH RAJEEV · CIK 0001219071 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,051 Underlying: Common Stock · 1,650 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F4 · price: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement Date. F5 · derivative.expiration_date: The shares subject to this RSU shall vest at a rate of one-third of the total number of shares on the one-year anniversary of June 10, 2022 (the "June 2022 RSU Vesting Commencement Date") and 1/36th of the total number of shares each monthly anniversary of the June 2022 RSU Vesting Commencement Date thereafter for so long as the Reporting Person provides continuous service to the Issuer, such that the total number of shares shall be fully vested on the three-year anniversary of the June 2022 RSU Vesting Commencement 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.