Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alarm.com Holdings, Inc.ALRM · Entity 4286 | Director | June 06, 2019 | June 10, 2019 |
| Unity Software Inc.U · Entity 3292 | Director | September 18, 2024 | September 18, 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.
Alarm.com Holdings, Inc.
Report date June 06, 2019 · Filed June 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,815 |
Reported balance
After 2019-06-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-06 · Grant · Acquired 2,711 · Balance 7,815 F1: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer.
F2: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date.
Unity Software Inc.
Report date September 18, 2024 · Filed September 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 7,215 |
Reported balance
After 2024-09-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-09-18 · Sale · Disposed 800 · Balance 7,215 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 708 |
Reported balance
Holding disclosure · report date 2024-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 708 F2: Held by a minor who shares the Reporting Person's household. |
| Common StockSEC Table I · non-derivative | Direct | 11,555 |
Reported balance
Holding disclosure · report date 2024-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,555 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024.
F2: Held by a minor who shares the Reporting Person's household.
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 |
|---|---|---|---|---|---|---|
| September 18, 2024 Filed Sep 18, 2024 20:54 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 800 | $20.58 | $16,464.00 |
DisclosureSEC source: 0001810806-24-000216 · wk-form4_1726692874.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 7,215 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024. Read SEC document |
| August 19, 2024 Filed Aug 19, 2024 21:02 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 800 | $16.67 | $13,336.00 |
DisclosureSEC source: 0001810806-24-000191 · wk-form4_1724101360.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 8,015 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024. Read SEC document |
| July 18, 2024 Filed Jul 19, 2024 23:43 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 800 | $18.02 | $14,416.00 |
DisclosureSEC source: 0001810806-24-000177 · wk-form4_1721432575.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 8,815 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024. Read SEC document |
| June 18, 2024 Filed Jun 18, 2024 22:12 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 800 | $16.32 | $13,056.00 |
DisclosureSEC source: 0001810806-24-000161 · wk-form4_1718748762.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 9,261 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 13, 2024. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 01:18 UTC | Unity Software Inc. U · Entity 3292 | GrantCommon Stock | 10,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001810806-24-000153 · wk-form4_1717723093.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,909 F1 · shares: Represents restricted stock units granted to the Reporting Person. The shares subject to this award vest in full on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through such date. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 02:24 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 178 | $28.01 | $4,985.78 |
DisclosureSEC source: 0001810806-23-000196 · wk-form4_1701311063.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 4,025 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 30, 2022. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 21:49 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 3,538 | $35.45 | $125,422.10 |
DisclosureSEC source: 0001810806-23-000147 · wf-form4_169343217331457.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 3,849 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 30, 2022. Read SEC document |
| June 07, 2023 Filed Jun 10, 2023 00:23 UTC | Unity Software Inc. U · Entity 3292 | GrantCommon Stock | 5,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001810806-23-000095 · wf-form4_168635657267019.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,841 F1 · shares: Represents restricted stock units granted to the Reporting Person. The shares subject to this award vest in full on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through such date. Read SEC document |
| May 26, 2023 Filed May 31, 2023 22:02 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 178 | $27.07 | $4,818.46 |
DisclosureSEC source: 0001810806-23-000065 · wf-form4_168557052760289.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By trust Disclosed balance after: 355 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 23:39 UTC | Unity Software Inc. U · Entity 3292 | SaleCommon Stock | 178 | $29.66 | $5,279.48 |
DisclosureSEC source: 0001810806-23-000026 · wf-form4_167771397382937.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 176 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 27, 2022 Filed Jan 25, 2023 19:16 UTC | Unity Software Inc. U · Entity 3292 | GiftCommon Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001810806-23-000006 · wf-form5_167467414983281.xml · nonDerivative · entry 2 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 708 F1 · kind: Reflects a bona fide gift by the Reporting Person to a minor who shares the Reporting Person's household. F1 · ownership.nature: Reflects a bona fide gift by the Reporting Person to a minor who shares the Reporting Person's household. Read SEC document |
| December 27, 2022 Filed Jan 25, 2023 19:16 UTC | Unity Software Inc. U · Entity 3292 | GiftCommon Stock | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001810806-23-000006 · wf-form5_167467414983281.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,221 F1 · kind: Reflects a bona fide gift by the Reporting Person to a minor who shares the Reporting Person's household. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 18:12 UTC | Unity Software Inc. U · Entity 3292 | GrantCommon Stock | 6,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001810806-22-000044 · wf-form4_165453912897350.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,929 F1 · shares: Represents restricted stock units granted to the Reporting Person. The shares subject to this award vest in full on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through such date. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 23:47 UTC | Unity Software Inc. U · Entity 3292 | GrantCommon Stock | 4,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020645 · doc4.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,248 F1 · shares: Represents restricted stock units granted to the reporting person. The shares subject to this award vest in a series of successive equal quarterly installments over a three-year period measured from the grant date, subject to the reporting person's continued service through such date. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 16:37 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 2,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-035822 · doc4.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,815 F1 · security: Represents a grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: The shares underlying this restricted stock unit award vest on the date preceding the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person's continued service with the Issuer on such date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 17:29 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantCommon Stock | 5,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007596 · doc4.xml · nonDerivative · entry 1 Lee Michelle K. · CIK 0001728889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,104 F1 · security: This security represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer. F2 · shares: These shares shall vest on the date immediately preceding the Issuer's 2019 Annual Meeting of Stockholders, subject to the Reporting Person remaining a director of the Issuer on such vesting date. 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.