Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Director | May 09, 2024 | May 10, 2024 |
| Tenable Holdings, Inc.TENB · Entity 4063 | Director · President, CEO and Chairman | November 22, 2024 | November 26, 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.
BLACKLINE, INC.
Report date May 09, 2024 · Filed May 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,923 |
Reported balance
After 2024-05-09 transaction · row 1
1 source rowRow 1 · 2024-05-09 · Grant · Acquired 3,390 · Balance 7,923 F1: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy. F2: The reported securities awarded on May 9, 2024, (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy.
F2: The reported securities awarded on May 9, 2024, (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date.
Tenable Holdings, Inc.
Report date November 22, 2024 · Filed November 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,633 |
Ending reported balance
After 2024-11-26 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-11-22 · Exercise / conversion · Acquired 2,816 · Balance 47,987 Row 2 · 2024-11-22 · Exercise / conversion · Acquired 8,997 · Balance 56,984 Row 3 · 2024-11-25 · Sale · Disposed 5,293 · Balance 51,691 F1: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Row 4 · 2024-11-25 · Exercise / conversion · Acquired 3,314 · Balance 55,005 Row 5 · 2024-11-25 · Exercise / conversion · Acquired 9,381 · Balance 64,386 Row 6 · 2024-11-26 · Sale · Disposed 5,753 · Balance 58,633 F1: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,347 |
Reported balance
After 2024-11-22 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-11-22 · Exercise / conversion · Disposed 2,816 · Balance 25,347 F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F8: On February 21, 2024, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the Performance Restricted Stock Units (PRSUs) granted on February 22, 2023 and determined a 93.9% payout for the measurement period based on the Issuer's fiscal year 2023 criteria. 25% of the shares underlying the PRSUs vested on February 22, 2024, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,578 |
Reported balance
After 2024-11-25 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-11-25 · Exercise / conversion · Disposed 3,314 · Balance 16,578 F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F10: On February 22, 2023, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the Performance Restricted Stock Units (PRSUs) granted on February 23, 2022 and determined a 106% payout for the measurement period based on the Issuer's fiscal year 2022 criteria. 25% of the shares underlying the PRSUs vested on February 23, 2023, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 80,982 |
Reported balance
After 2024-11-22 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-11-22 · Exercise / conversion · Disposed 8,997 · Balance 80,982 F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F9: 25% of the shares underlying the RSUs vested on February 22, 2024, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,908 |
Reported balance
After 2024-11-25 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-11-25 · Exercise / conversion · Disposed 9,381 · Balance 46,908 F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F11: 25% of the shares underlying the RSUs vested on February 23, 2023, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 240,947 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 240,947 F2: The Trustees of the Amit Yoran 2020 Family Trust are Dov Yoran and David Redling. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 5,000 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 5,000 F3: Rebel Real Estate LLC is owned by the Amit Yoran 2020 Family Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 318,043 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 318,043 F4: The Trustee of the Amit Yoran GRAT A is Amit Yoran. |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 157,331 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 157,331 F5: The Trustee of the Amit Yoran GRAT B is Amit Yoran. |
| Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 367,384 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 367,384 F6: The Trustee of the Amit Yoran GRAT C is Amit Yoran. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. The sale occurred automatically to satisfy the tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person.
F2: The Trustees of the Amit Yoran 2020 Family Trust are Dov Yoran and David Redling.
F3: Rebel Real Estate LLC is owned by the Amit Yoran 2020 Family Trust.
F4: The Trustee of the Amit Yoran GRAT A is Amit Yoran.
F5: The Trustee of the Amit Yoran GRAT B is Amit Yoran.
F6: The Trustee of the Amit Yoran GRAT C is Amit Yoran.
F7: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock.
F8: On February 21, 2024, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the Performance Restricted Stock Units (PRSUs) granted on February 22, 2023 and determined a 93.9% payout for the measurement period based on the Issuer's fiscal year 2023 criteria. 25% of the shares underlying the PRSUs vested on February 22, 2024, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances.
F9: 25% of the shares underlying the RSUs vested on February 22, 2024, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances.
F10: On February 22, 2023, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the Performance Restricted Stock Units (PRSUs) granted on February 23, 2022 and determined a 106% payout for the measurement period based on the Issuer's fiscal year 2022 criteria. 25% of the shares underlying the PRSUs vested on February 23, 2023, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances.
F11: 25% of the shares underlying the RSUs vested on February 23, 2023, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances.
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 |
|---|---|---|---|---|---|---|
| November 20, 2019 Filed Nov 22, 2019 16:18 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 2,116 | $27.88 | $58,994.08 |
DisclosureSEC source: 0001209191-19-057782 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432,742 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.83 - $27.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 16:44 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 10,000 | $30.50 | $305,000.00 |
DisclosureSEC source: 0001209191-19-042398 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.16 - $30.75, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 16:49 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 10,000 | $27.90 | $279,000.00 |
DisclosureSEC source: 0001209191-19-038793 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.83 - $28.05, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| May 14, 2019 Filed May 16, 2019 18:17 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 10,000 | $27.93 | $279,300.00 |
DisclosureSEC source: 0001209191-19-030592 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.83 - $28.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| April 29, 2019 Filed May 1, 2019 16:35 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 30,000 | $34.90 | $1,047,000.00 |
DisclosureSEC source: 0001209191-19-026776 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,464,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.90 - $34.91, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 16:31 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 30,000 | $32.38 | $971,400.00 |
DisclosureSEC source: 0001209191-19-024992 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,494,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.99 - $32.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 16:39 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 35,290 | $32.18 | $1,135,632.20 |
DisclosureSEC source: 0001209191-19-020766 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,524,858 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.17 - $32.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 21:16 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 10,000 | $30.97 | $309,700.00 |
DisclosureSEC source: 0001209191-19-019878 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560,148 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.66 - $31.21, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote to this Form 4. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 18:26 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 700 | $32.17 | $22,519.00 |
DisclosureSEC source: 0001209191-19-016964 · doc4.xml · nonDerivative · entry 3 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570,148 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:26 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | GrantCommon Stock | 2,173 | $19.55 | $42,482.15 |
DisclosureSEC source: 0001209191-19-016964 · doc4.xml · nonDerivative · entry 2 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,570,848 F2 · kind: These shares were acquired under the Issuer's Employee Stock Purchase Plan in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:26 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 4,010 | $32.17 | $129,001.70 |
DisclosureSEC source: 0001209191-19-016964 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,568,675 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 16:34 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | GrantRestricted Stock Units · Derivative | 211,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012601 · doc4.xml · derivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,893 Underlying: Common Stock · 211,893 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: 25% of the shares underlying the RSUs vest on February 20, 2020, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. F2 · derivative.expiration_date: 25% of the shares underlying the RSUs vest on February 20, 2020, with the remainder vesting in equal quarterly installments over 3 years, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date, and subject to accelerated vesting in specified circumstances. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 16:46 UTC | Tenable Holdings, Inc. TENB · Entity 4063 | SaleCommon Stock | 10,000 | $28.90 | $289,000.00 |
DisclosureSEC source: 0001209191-19-010226 · doc4.xml · nonDerivative · entry 1 Yoran Amit · CIK 0001383318 · Director · President, CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,572,685 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.56 to $29.05 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of 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 set forth in this footnote (2) to this Form 4. 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.