Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXA CORP
Report date June 14, 2017 · Filed June 16, 2017
Section 16 reporting ended · disclosed 2017-06-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,574 |
Reported balance
After 2017-06-14 transaction · row 1
1 source rowRow 1 · 2017-06-14 · Exercise / conversion · Acquired 6,097 · Balance 16,574 F1: Upon vesting, each restricted stock unit converts into one share of Exa common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-06-14 · Exercise / conversion · Disposed 6,097 · Balance 0 F1: Upon vesting, each restricted stock unit converts into one share of Exa common stock. F2: On June 14, 2016, the reporting person was granted 6,097 restricted stock units that vested in full on June 14, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, each restricted stock unit converts into one share of Exa common stock.
F2: On June 14, 2016, the reporting person was granted 6,097 restricted stock units that vested in full on June 14, 2017.
Mimecast Ltd
Report date May 19, 2022 · Filed May 23, 2022
Section 16 reporting ended · disclosed 2022-05-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-19 transaction · row 1
1 source rowRow 1 · 2022-05-19 · Disposition to issuer · Disposed 12,214 · Balance 0 F1: Pursuant to the terms of that certain Transaction Agreement between Magnesium Bidco Limited ("Magnesium Bidco") and Mimecast Limited ("Issuer"), dated December 7, 2021 (the "Transaction Agreement"), Magnesium Bidco agreed to acquire all of the issued and to be issued ordinary shares of Issuer for $80.00 per ordinary share by means of a court-sanctioned scheme of arrangement (the "Scheme"). At the effective time of the Scheme on May 19, 2022 (the "Effective Time"), each ordinary share then outstanding was automatically transferred from Issuer's shareholders to Magnesium Bidco in accordance with the Scheme and the Transaction Agreement, and Issuer's shareholders ceased to have any rights with respect to the Issuer ordinary shares, except their rights under the Scheme, including their right to receive $80.00 per ordinary share, subject to required withholding taxes. |
| Restricted Share UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-05-19 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-05-19 · Disposition to issuer · Disposed 2,742 · Balance 0 F2: Each restricted share unit ("RSU") represents a contingent right to receive one Issuer ordinary share. F3: At the Effective Time, each RSU that was vested and outstanding as of immediately prior to the Effective Time ("Vested RSU") was canceled and converted into the right to receive an amount in cash equal to $80.00 multiplied by the aggregate number of shares subject to such Vested RSU, subject to required withholding taxes. F4: These RSUs were granted on October 6, 2021 and vest in full on the one year anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of that certain Transaction Agreement between Magnesium Bidco Limited ("Magnesium Bidco") and Mimecast Limited ("Issuer"), dated December 7, 2021 (the "Transaction Agreement"), Magnesium Bidco agreed to acquire all of the issued and to be issued ordinary shares of Issuer for $80.00 per ordinary share by means of a court-sanctioned scheme of arrangement (the "Scheme"). At the effective time of the Scheme on May 19, 2022 (the "Effective Time"), each ordinary share then outstanding was automatically transferred from Issuer's shareholders to Magnesium Bidco in accordance with the Scheme and the Transaction Agreement, and Issuer's shareholders ceased to have any rights with respect to the Issuer ordinary shares, except their rights under the Scheme, including their right to receive $80.00 per ordinary share, subject to required withholding taxes.
F2: Each restricted share unit ("RSU") represents a contingent right to receive one Issuer ordinary share.
F3: At the Effective Time, each RSU that was vested and outstanding as of immediately prior to the Effective Time ("Vested RSU") was canceled and converted into the right to receive an amount in cash equal to $80.00 multiplied by the aggregate number of shares subject to such Vested RSU, subject to required withholding taxes.
F4: These RSUs were granted on October 6, 2021 and vest in full on the one year anniversary of the date of grant.
PTC INC.
Report date February 12, 2025 · Filed February 13, 2025
Section 16 reporting ended · disclosed 2025-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,999 |
Reported balance
After 2025-02-12 transaction · row 1
1 source rowRow 1 · 2025-02-12 · Exercise / conversion · Acquired 1,383 · Balance 60,999 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-12 · Exercise / conversion · Disposed 1,383 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F2: Time-based restricted stock units granted February 14, 2024 that vested on February 12, 2025. F3: This amount represents the total number of derivative securities beneficially owned of the class shown. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.
F2: Time-based restricted stock units granted February 14, 2024 that vested on February 12, 2025.
F3: This amount represents the total number of derivative securities beneficially owned of the class shown.
Telaria, Inc.
Report date April 01, 2020 · Filed April 03, 2020
Section 16 reporting ended · disclosed 2020-04-03. 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 2020-04-01 transaction · row 1
1 source rowRow 1 · 2020-04-01 · Disposition to issuer · Acquired 144,665 · Balance 0 F1: On April 1, 2020, the effective date (the "Effective Date") of the merger between the Issuer and The Rubicon Project, Inc. ("Rubicon"), each share of Issuer common stock was exchanged for 1.082 shares of Rubicon common stock. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.15 · Expires 2023-06-05 | Direct | 0 |
Reported balance
After 2020-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-04-01 · Disposition to issuer · Disposed 41,666 · Balance 0 F2: This option was assumed by Rubicon pursuant to the merger agreement on the Effective Date with the same vesting and other terms at the rate of 1.082 Rubicon options for each Issuer option, rounded down to the nearest whole share, and with an exercise price per share of each Rubicon option equal to the exercise price herein divided by 1.082, rounded up to the nearest cent. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,330 |
Reported balance
After 2020-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-04-01 · Disposition to issuer · Disposed 10,330 · Balance 10,330 F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4: On the Effective Date, pursuant to the merger agreement, restricted stock units were assumed by Rubicon, with the same vesting and other terms, at an exchange ratio of 1.082 Rubicon restricted stock units for each Issuer restricted stock unit reported herein, rounded down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 1, 2020, the effective date (the "Effective Date") of the merger between the Issuer and The Rubicon Project, Inc. ("Rubicon"), each share of Issuer common stock was exchanged for 1.082 shares of Rubicon common stock.
F2: This option was assumed by Rubicon pursuant to the merger agreement on the Effective Date with the same vesting and other terms at the rate of 1.082 Rubicon options for each Issuer option, rounded down to the nearest whole share, and with an exercise price per share of each Rubicon option equal to the exercise price herein divided by 1.082, rounded up to the nearest cent.
F3: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F4: On the Effective Date, pursuant to the merger agreement, restricted stock units were assumed by Rubicon, with the same vesting and other terms, at an exchange ratio of 1.082 Rubicon restricted stock units for each Issuer restricted stock unit reported herein, rounded down to the nearest whole share.
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 |
|---|---|---|---|---|---|---|
| June 14, 2017 Filed Jun 16, 2017 17:57 UTC | EXA CORP EXA · Entity 169415 | Exercise / conversionRestricted Stock Units · Derivative | 6,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040631 · doc4.xml · derivative · entry 2 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,097 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. F1 · derivative.exercise_price: Upon vesting, each restricted stock unit converts into one share of Exa common stock. F2 · derivative.exercise_date: On June 14, 2016, the reporting person was granted 6,097 restricted stock units that vested in full on June 14, 2017. F2 · derivative.expiration_date: On June 14, 2016, the reporting person was granted 6,097 restricted stock units that vested in full on June 14, 2017. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 17:57 UTC | EXA CORP EXA · Entity 169415 | Exercise / conversionCommon Stock | 6,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-040631 · doc4.xml · nonDerivative · entry 1 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,574 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: Upon vesting, each restricted stock unit converts into one share of Exa common stock. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:55 UTC | Telaria, Inc. TRMR · Entity 150026 | GrantRestricted Stock Unit · Derivative | 32,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038152 · doc4.xml · derivative · entry 3 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,467 Underlying: Common Stock · 32,467 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The restricted stock unit vests in full on the date of the Issuer's 2018 Annual Meeting of Stockholders, subject to such director's continued service on the Board of Directors as of such date, and provided that if such meeting date occurs during a regular or special blackout period, the shares underlying the restricted stock unit awards will not be issued until the end of such blackout period. F3 · derivative.expiration_date: The restricted stock unit vests in full on the date of the Issuer's 2018 Annual Meeting of Stockholders, subject to such director's continued service on the Board of Directors as of such date, and provided that if such meeting date occurs during a regular or special blackout period, the shares underlying the restricted stock unit awards will not be issued until the end of such blackout period. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:55 UTC | Telaria, Inc. TRMR · Entity 150026 | Exercise / conversionRestricted Stock Unit · Derivative | 42,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038152 · doc4.xml · derivative · entry 2 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,372 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. F1 · derivative.exercise_price: The restricted stock unit granted to the reporting person on June 3, 2016 vested on June 2, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders, at which time it automatically converted into the same number of shares of common stock. While the shares of common stock are fully vested, they will not be issued until the expiration of the Issuer's current blackout period. F1 · derivative.exercise_date: The restricted stock unit granted to the reporting person on June 3, 2016 vested on June 2, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders, at which time it automatically converted into the same number of shares of common stock. While the shares of common stock are fully vested, they will not be issued until the expiration of the Issuer's current blackout period. F1 · derivative.expiration_date: The restricted stock unit granted to the reporting person on June 3, 2016 vested on June 2, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders, at which time it automatically converted into the same number of shares of common stock. While the shares of common stock are fully vested, they will not be issued until the expiration of the Issuer's current blackout period. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:55 UTC | Telaria, Inc. TRMR · Entity 150026 | Exercise / conversionCommon Stock | 42,372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-038152 · doc4.xml · nonDerivative · entry 1 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,134 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: The restricted stock unit granted to the reporting person on June 3, 2016 vested on June 2, 2017, the date of the Issuer's 2017 Annual Meeting of Stockholders, at which time it automatically converted into the same number of shares of common stock. While the shares of common stock are fully vested, they will not be issued until the expiration of the Issuer's current blackout period. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 20:12 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,420 | $52.86 | $75,061.20 |
DisclosureSEC source: 0001654954-17-003631 · section16.xml · nonDerivative · entry 1 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,954 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | GrantRestricted Stock Units · Derivative | 5,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001652 · form4.xml · derivative · entry 4 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,381 Underlying: Common Stock · 5,381 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F4 · derivative.exercise_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2018 Annual Stockholder Meeting or March 15, 2018. F4 · derivative.expiration_date: Time-based restricted stock units that vest on the earlier of the date of PTC Inc.'s 2018 Annual Stockholder Meeting or March 15, 2018. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionRestricted Stock Units · Derivative | 9,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001652 · form4.xml · derivative · entry 3 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,339 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock. F3 · derivative.exercise_date: Time-based restricted stock units that vested on March 1, 2017. F3 · derivative.expiration_date: Time-based restricted stock units that vested on March 1, 2017. F5 · balance_after: This amount represents the total number of derivative securities beneficially owned of the class shown. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | Exercise / conversionCommon Stock | 9,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001652 · form4.xml · nonDerivative · entry 2 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,374 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. Read SEC document |
| December 23, 2016 Filed Mar 3, 2017 21:01 UTC | PTC INC. PTC · Entity 3317 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-17-001652 · form4.xml · nonDerivative · entry 1 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,035 F1 · kind: Donation to the Schechter Family Foundation, a charitable foundation. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:40 UTC | PTC INC. PTC · Entity 3317 | SaleCommon Stock | 1,136 | $45.02 | $51,142.72 |
DisclosureSEC source: 0001354488-16-008355 · issuerdirect_section16.xml · nonDerivative · entry 1 SCHECHTER ROBERT · CIK 0001211069 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,035 F1 · shares: Shares sold pursuant to a pre-established 10b5-1(c ) trading plan. 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.