Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guidewire Software, Inc.GWRE · Entity 3313 | Director | December 22, 2024 | December 23, 2024 |
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.
Guidewire Software, Inc.
Report date December 22, 2024 · Filed December 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,211 |
Reported balance
After 2024-12-22 transaction · row 1
1 source rowRow 1 · 2024-12-22 · Gift · Disposed 2,280 · Balance 1,211 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 12,585 |
Reported balance
After 2024-12-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-12-22 · Gift · Acquired 2,280 · Balance 12,585 F1: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries.
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 |
|---|---|---|---|---|---|---|
| December 22, 2024 Filed Dec 23, 2024 22:21 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GiftCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-24-000205 · wk-form4_1734992476.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 12,585 F1 · ownership.nature: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries. Read SEC document |
| December 22, 2024 Filed Dec 23, 2024 22:21 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GiftCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-24-000205 · wk-form4_1734992476.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,211 Read SEC document |
| December 17, 2024 Filed Dec 18, 2024 00:20 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-24-000173 · wk-form4_1734481231.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,491 F2 · shares: These restricted stock units were granted on December 17, 2024, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| December 21, 2023 Filed Sep 13, 2024 20:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GiftCommon Stock | 3,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-24-000094 · wk-form5_1726258242.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 10,305 F1 · balance_after: The numbers of shares owned directly and indirectly have been adjusted to reflect: (i) 9,297 of these shares were previously reported as indirectly beneficially owned by the Trust but were subsequently contributed to the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 (the "Trust"), of which the Reporting Person and his spouse are co-trustees and co-beneficiaries; and (ii) 3,539 of these shares were previously reported as directly held but were subsequently contributed to the Trust. F2 · ownership.nature: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries. Read SEC document |
| December 21, 2023 Filed Sep 13, 2024 20:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GiftCommon Stock | 3,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-24-000094 · wk-form5_1726258242.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280 F1 · balance_after: The numbers of shares owned directly and indirectly have been adjusted to reflect: (i) 9,297 of these shares were previously reported as indirectly beneficially owned by the Trust but were subsequently contributed to the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 (the "Trust"), of which the Reporting Person and his spouse are co-trustees and co-beneficiaries; and (ii) 3,539 of these shares were previously reported as directly held but were subsequently contributed to the Trust. Read SEC document |
| December 19, 2023 Filed Dec 19, 2023 21:52 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-23-000159 · wk-form4_1703022742.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,555 F2 · shares: These restricted stock units were granted on December 19, 2023, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| December 20, 2022 Filed Dec 20, 2022 21:06 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 3,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-22-000151 · wf-form4_167157036453908.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,275 F2 · shares: These restricted stock units were granted on December 20, 2022, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:08 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001528396-21-000129 · wf-form4_163960610025255.xml · nonDerivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,539 F2 · shares: These restricted stock units were granted on December 14, 2021, and are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| January 11, 2021 Filed Jan 12, 2021 01:49 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,000 | $130.62 | $130,616.00 |
DisclosureSEC source: 0001602485-21-000002 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 3,030 F1 · ownership.nature: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 01:38 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001602485-20-000005 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 F1 · kind: Exempt grant of restricted stock units (RSUs) that represent the contingent right to receive one share of the Issuer's common stock for each RSU granted. The RSUs shall vest fully on December 15, 2021 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 15, 2021. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:31 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 5,267 | $106.71 | $562,061.06 |
DisclosureSEC source: 0001602485-20-000003 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 4,030 F1 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $106.45 to 107.17 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · ownership.nature: These shares are held in the Paul E. and Luann K. Lavin Trust U/A DTD 5-9-07 of which the Reporting Person and his spouse are co-trustees and co-beneficiaries. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 22:58 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 1,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001602485-19-000006 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,297 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 17, 2020 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 17, 2020. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 20:28 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 2,947 | $104.63 | $308,329.88 |
DisclosureSEC source: 0001602485-19-000004 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 F1 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $104.59 to $104.68 per share. The reporting person will provide, upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 22:14 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,621 | $0.00 Strike: $53.15 | $0.00 |
DisclosureSEC source: 0001602485-19-000002 · edgardoc.xml · derivative · entry 2 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,621 shares Expires 2024-03-10 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_date: These stock options fully vested and are fully exercisable. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 22:14 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 2,621 | $53.15 | $139,306.15 |
DisclosureSEC source: 0001602485-19-000002 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,305 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 06, 2018 Filed Dec 10, 2018 22:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 2,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001602485-18-000004 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,684 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 6, 2019 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 6, 2019. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:43 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 6,000 | $77.19 | $463,128.60 |
DisclosureSEC source: 0001602485-18-000002 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,593 Read SEC document |
| December 07, 2017 Filed Dec 9, 2017 01:49 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 2,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001602485-17-000002 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,593 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 7, 2018 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 7, 2018. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:57 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001585821-16-000016 · edgardoc.xml · nonDerivative · entry 1 Lavin Paul · CIK 0001602485 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,947 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 1, 2017 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 1, 2017. 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.