Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Chief Technology Officer | May 19, 2023 | May 22, 2023 |
| ELLIE MAE INCELLI · Entity 158303 | EVP, Technology & Operations | August 15, 2018 | August 17, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BLACKLINE, INC.
Report date May 19, 2023 · Filed May 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,055 |
Ending reported balance
After 2023-05-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-05-19 · Tax withholding · Disposed 1,379 · Balance 57,452 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2023-05-22 · Sale · Disposed 1,397 · Balance 56,055 F2: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units.
F2: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022.
ELLIE MAE INC
Report date August 15, 2018 · Filed August 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,843 |
Ending reported balance
After 2018-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-15 · Tax withholding · Disposed 653 · Balance 27,007 F1: Represents shares of common stock withheld by the Issuer in payment of the withholding tax liability incurred upon the vesting of restricted stock. The amount of shares withheld is based on the closing price of ELLI on August 15, 2018. Row 2 · 2018-08-16 · Sale · Disposed 1,164 · Balance 25,843 F2: The sales reported on this Form 4 were effected pursuant to the reporting person's Rule 10b5-1 trading plan. F3: The price reported is a weighted average price. The shares were sold in multiple transactions ranging from $102.6400 to $103.4100, inclusive. The reporting person undertakes to provide to Ellie Mae, Inc., any security holder of Ellie Mae, Inc., 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 ranges set forth in this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer in payment of the withholding tax liability incurred upon the vesting of restricted stock. The amount of shares withheld is based on the closing price of ELLI on August 15, 2018.
F2: The sales reported on this Form 4 were effected pursuant to the reporting person's Rule 10b5-1 trading plan.
F3: The price reported is a weighted average price. The shares were sold in multiple transactions ranging from $102.6400 to $103.4100, inclusive. The reporting person undertakes to provide to Ellie Mae, Inc., any security holder of Ellie Mae, Inc., 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 ranges set forth in this Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. 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 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 24,146 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 150,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 225,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-14 · Disposition to issuer · Disposed 300,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
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 |
|---|---|---|---|---|---|---|
| February 16, 2017 Filed Feb 17, 2017 17:02 UTC | ELLIE MAE INC ELLI · Entity 158303 | SaleCommon Stock | 1,096 | $93.19 | $102,133.61 |
DisclosureSEC source: 0001646765-17-000002 · edgardoc.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · EVP, Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,068 F2 · date: The sales reported on this Form 4 were effected pursuant to the reporting person's Rule 10b5-1 trading plan. F3 · shares: The reported shares represent 25% of RSU grants which vested on 2/15/17; the remaining RSUs granted will vest in equal annual installments thereafter, until such time as the RSUs are 100% vested. F4 · price: The price reported is a weighted average price. The shares were sold in multiple transactions ranging from $92.7700 to $93.7400, inclusive. The reporting person undertakes to provide to Ellie Mae, Inc., any security holder of Ellie Mae, Inc., 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 ranges set forth in this Form 4. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:02 UTC | ELLIE MAE INC ELLI · Entity 158303 | GrantCommon Stock | 5,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001646765-17-000002 · edgardoc.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · EVP, Technology & Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,164 F1 · shares: The reported shares are represented by restricted stock units which vest in four equal annual installments beginning on 2/15/2018. 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.