Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROGRESS SOFTWARE CORP /MAPRGS · Entity 4559 | Chief People Officer | July 01, 2024 | July 03, 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.
PROGRESS SOFTWARE CORP /MA
Report date July 01, 2024 · Filed July 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,142 |
Ending reported balance
After 2024-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-01 · Exercise / conversion · Acquired 2,120 · Balance 7,060 Row 2 · 2024-07-01 · Sale · Disposed 2,918 · Balance 4,142 F1: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 14, 2024. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $47.16 · Expires 2027-01-21 | Direct | 1,060 |
Reported balance
After 2024-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-01 · Exercise / conversion · Disposed 2,120 · Balance 1,060 F2: Options were granted to the Reporting Person on January 21, 2020 under Progress Software Corporation's 2008 Stock Option and Incentive Plan. As of April 1, 2024, 8,483 options were vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The trading activity reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 14, 2024.
F2: Options were granted to the Reporting Person on January 21, 2020 under Progress Software Corporation's 2008 Stock Option and Incentive Plan. As of April 1, 2024, 8,483 options were vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| October 01, 2020 Filed Oct 5, 2020 20:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionRestricted Stock Units · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000142 · wf-form4_160192862040653.xml · derivative · entry 3 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,386 Underlying: Common Stock · 477 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On January 21, 2020, the Reporting Person was granted 2,863 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. F3 · derivative.expiration_date: On January 21, 2020, the Reporting Person was granted 2,863 restricted stock units pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Tax withholdingCommon Stock | 169 | $37.53 | $6,342.57 |
DisclosureSEC source: 0000876167-20-000142 · wf-form4_160192862040653.xml · nonDerivative · entry 2 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308 F2 · shares: Represents shares of common stock withheld by Progress Software Corporation (the "Company") to pay the tax withholding obligations of the Reporting Person upon the vesting of restricted stock units granted to the Reporting Person on January 21, 2020. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | Exercise / conversionCommon Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000142 · wf-form4_160192862040653.xml · nonDerivative · entry 1 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 4,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000020 · wf-form4_157981383987642.xml · derivative · entry 3 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,771 Underlying: Common Stock · 4,771 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F4 · derivative.exercise_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2023, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2022, and the continued employment of the Reporting Person with the Company. F4 · derivative.expiration_date: Represents performance-based restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest on February 1, 2023, subject to the Company meeting total shareholder return and operating income criteria over the three-year period ending November 30, 2022, and the continued employment of the Reporting Person with the Company. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantEmployee Stock Options · Derivative | 8,483 | $0.00 Strike: $47.16 | $0.00 |
DisclosureSEC source: 0000876167-20-000020 · wf-form4_157981383987642.xml · derivative · entry 2 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,483 Underlying: Common Stock · 8,483 shares Expires 2027-01-21 F3 · derivative.exercise_date: The stock options vest in eight equal semiannual installments beginning on October 1, 2020, subject to the continued employment of the Reporting Person with the Company. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 21:10 UTC | PROGRESS SOFTWARE CORP /MA PRGS · Entity 4559 | GrantRestricted Stock Units · Derivative | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000876167-20-000020 · wf-form4_157981383987642.xml · derivative · entry 1 Kulikoski Kathryn · CIK 0001794348 · CHIEF PEOPLE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 Underlying: Common Stock · 2,863 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Progress Software Corporation's (the "Company's") common stock. F2 · derivative.exercise_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. F2 · derivative.expiration_date: Represents restricted stock units granted to the Reporting Person pursuant to the Company's 2008 Stock Option and Incentive Plan. The restricted stock units vest in six equal semiannual installments beginning October 1, 2020, subject to the continued employment of the Reporting Person with the Company. 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.