Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dynatrace, Inc.DT · Entity 697 | Director | August 23, 2023 | August 25, 2023 |
| SailPoint, Inc.SAIL · Entity 3487 | Director | February 13, 2025 | February 14, 2025 |
| Sailpoint Technologies Holdings, Inc.SAIL · Entity 124531 | Director | September 11, 2018 | September 13, 2018 |
| SolarWinds CorpSWI · Entity 80691 | Director | May 26, 2022 | May 31, 2022 |
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.
Dynatrace, Inc.
Report date August 23, 2023 · Filed August 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 29,990 |
Reported balance
After 2023-08-23 transaction · row 1
1 source rowRow 1 · 2023-08-23 · Grant · Acquired 4,290 · Balance 29,990 F1: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2024 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2024 Annual Meeting of Stockholders.
SailPoint, Inc.
Report date February 13, 2025 · Filed February 14, 2025
This filing explicitly reported no securities owned.
Sailpoint Technologies Holdings, Inc.
Report date September 11, 2018 · Filed September 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,273,474 |
Reported balance
After 2018-09-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-09-11 · Other · Acquired 1,259,270 · Balance 1,273,474 F1: Represents a distribution of shares by Thoma Bravo Partners XI, L.P. ("TB Partners XI") to its limited partners. 620,073 of the shares received by Mr. Boro are subject to customary lock-up restrictions until 60 days from August 15, 2018. The remaining 639,197 shares are subject to customary lock-up restrictions until 75 days from August 15, 2018. F2: Consists of 14,204 shares held directly by Mr. Boro and 1,259,270 shares held by Great White North Trust, a trust controlled by Mr. Boro. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a distribution of shares by Thoma Bravo Partners XI, L.P. ("TB Partners XI") to its limited partners. 620,073 of the shares received by Mr. Boro are subject to customary lock-up restrictions until 60 days from August 15, 2018. The remaining 639,197 shares are subject to customary lock-up restrictions until 75 days from August 15, 2018.
F2: Consists of 14,204 shares held directly by Mr. Boro and 1,259,270 shares held by Great White North Trust, a trust controlled by Mr. Boro.
SolarWinds Corp
Report date May 26, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,979 |
Reported balance
After 2022-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-26 · Grant · Acquired 17,964 · Balance 60,979 F1: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. F2: On July 19, 2021, the Issuer announced the completion of the spin-off of its N-able business. In connection with the spin-off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.5744 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin-off. F3: The number of securities beneficially owned has been adjusted to reflect the 1-for-2 reverse stock split effected by the Issuer on July 30, 2021. F4: On July 30, 2021, the Issuer's Board of Directors declared a special cash dividend, payable on August 9, 2021. As a result, pursuant to the anti-dilution provisions of the Issuer's 2018 Equity Incentive Plan, outstanding restricted stock units were adjusted such that each restricted stock unit awarded to the reporting person was converted into 1.0862 restricted stock units. The number of securities beneficially owned has been adjusted to reflect the inclusion of such restricted stock units, as adjusted in connection with the special cash dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date.
F2: On July 19, 2021, the Issuer announced the completion of the spin-off of its N-able business. In connection with the spin-off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.5744 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin-off.
F3: The number of securities beneficially owned has been adjusted to reflect the 1-for-2 reverse stock split effected by the Issuer on July 30, 2021.
F4: On July 30, 2021, the Issuer's Board of Directors declared a special cash dividend, payable on August 9, 2021. As a result, pursuant to the anti-dilution provisions of the Issuer's 2018 Equity Incentive Plan, outstanding restricted stock units were adjusted such that each restricted stock unit awarded to the reporting person was converted into 1.0862 restricted stock units. The number of securities beneficially owned has been adjusted to reflect the inclusion of such restricted stock units, as adjusted in connection with the special cash dividend.
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 |
|---|---|---|---|---|---|---|
| August 23, 2023 Filed Aug 25, 2023 16:05 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 4,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018447 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,990 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2024 Annual Meeting of Stockholders. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 16:16 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 5,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-029859 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,700 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2023 Annual Meeting of Stockholders. Read SEC document |
| May 26, 2022 Filed May 31, 2022 17:09 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 17,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-020210 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,979 F1 · kind: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. F2 · balance_after: On July 19, 2021, the Issuer announced the completion of the spin-off of its N-able business. In connection with the spin-off, outstanding Issuer restricted stock units were adjusted such that each restricted stock unit award was converted into 1.5744 restricted stock units. The table above reflects the number of restricted stock units, as adjusted for the spin-off. F3 · balance_after: The number of securities beneficially owned has been adjusted to reflect the 1-for-2 reverse stock split effected by the Issuer on July 30, 2021. F4 · balance_after: On July 30, 2021, the Issuer's Board of Directors declared a special cash dividend, payable on August 9, 2021. As a result, pursuant to the anti-dilution provisions of the Issuer's 2018 Equity Incentive Plan, outstanding restricted stock units were adjusted such that each restricted stock unit awarded to the reporting person was converted into 1.0862 restricted stock units. The number of securities beneficially owned has been adjusted to reflect the inclusion of such restricted stock units, as adjusted in connection with the special cash dividend. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 16:33 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 3,010 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-034522 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,510 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2022 Annual Meeting of Stockholders. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 16:30 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 12,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-021322 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,137 F1 · kind: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 18:07 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-023468 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 F1 · shares: Consists of Restricted Stock Units ("RSUs") granted on August 25, 2020 under the Dynatrace, Inc. 2019 Equity Incentive Plan and the Non-Employee Director Compensation Policy. Each RSU represents the right to receive one share of Common Stock on the earlier of the one-year anniversary of the date of grant or on the date of the 2021 Annual Meeting of Stockholders. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:00 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 11,931 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-014241 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,449 F1 · kind: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. Read SEC document |
| July 31, 2019 Filed Aug 2, 2019 14:35 UTC | Dynatrace, Inc. DT · Entity 697 | GrantCommon Stock, par value $0.001 per share | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020906 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| May 16, 2019 Filed May 20, 2019 17:00 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 10,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-014186 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,518 F1 · kind: Represents restricted stock units awarded pursuant to the annual equity grant under the issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest 100% on the one-year anniversary of the grant date, subject to continued service through such date. Read SEC document |
| October 23, 2018 Filed Oct 25, 2018 16:15 UTC | SolarWinds Corp SWI · Entity 80691 | GrantCommon Stock | 30,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-027455 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,666 F1 · kind: Represents restricted stock units awarded pursuant to the initial equity grant under the Issuer's non-employee director compensation policy that entitle the reporting person to receive one share of the Issuer's common stock per restricted stock unit upon vesting. The restricted stock units vest annually over four years with 25% of the restricted stock units vesting on each anniversary of the grant date, subject to continued service through each applicable date. Read SEC document |
| September 11, 2018 Filed Sep 13, 2018 18:04 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | OtherCommon Stock | 1,259,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-024457 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,273,474 F1 · kind: Represents a distribution of shares by Thoma Bravo Partners XI, L.P. ("TB Partners XI") to its limited partners. 620,073 of the shares received by Mr. Boro are subject to customary lock-up restrictions until 60 days from August 15, 2018. The remaining 639,197 shares are subject to customary lock-up restrictions until 75 days from August 15, 2018. F1 · shares: Represents a distribution of shares by Thoma Bravo Partners XI, L.P. ("TB Partners XI") to its limited partners. 620,073 of the shares received by Mr. Boro are subject to customary lock-up restrictions until 60 days from August 15, 2018. The remaining 639,197 shares are subject to customary lock-up restrictions until 75 days from August 15, 2018. F1 · price: Represents a distribution of shares by Thoma Bravo Partners XI, L.P. ("TB Partners XI") to its limited partners. 620,073 of the shares received by Mr. Boro are subject to customary lock-up restrictions until 60 days from August 15, 2018. The remaining 639,197 shares are subject to customary lock-up restrictions until 75 days from August 15, 2018. F2 · balance_after: Consists of 14,204 shares held directly by Mr. Boro and 1,259,270 shares held by Great White North Trust, a trust controlled by Mr. Boro. F2 · ownership.direct: Consists of 14,204 shares held directly by Mr. Boro and 1,259,270 shares held by Great White North Trust, a trust controlled by Mr. Boro. F2 · ownership.nature: Consists of 14,204 shares held directly by Mr. Boro and 1,259,270 shares held by Great White North Trust, a trust controlled by Mr. Boro. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 18:55 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 5,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-021986 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,204 F1 · shares: Granted as an annual award of restricted stock units for our non-employee directors. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 18:53 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 8,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-027369 · doc4.xml · nonDerivative · entry 1 BORO SETH · CIK 0001720752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,263 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.