Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| F5, INC.FFIV · Entity 839 | Director | March 13, 2024 | March 15, 2024 |
| PayPal Holdings, Inc.PYPL · Entity 2530 | EVP, Chief Technology Officer | March 01, 2023 | March 03, 2023 |
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.
F5, INC.
Report date March 13, 2024 · Filed March 15, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,172 |
Reported balance
After 2024-03-13 transaction · row 1
1 source rowRow 1 · 2024-03-13 · Exercise / conversion · Acquired 1,770 · Balance 6,172 F1: Shares received upon vesting of the March 9, 2023 award of Restricted Stock Units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-13 · Exercise / conversion · Disposed 1,770 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F3: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2023 (to be held in 2024) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,309 |
Reported balance
After 2024-03-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-14 · Grant · Acquired 1,309 · Balance 1,309 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date. F5: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2024 (to be held in 2025) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received upon vesting of the March 9, 2023 award of Restricted Stock Units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5, Inc. Common Stock on the vest date.
F3: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2023 (to be held in 2024) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
F4: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
F5: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2024 (to be held in 2025) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5, Inc. will be issued to the reporting person on the vest date.
PayPal Holdings, Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,468 |
Ending reported balance
After 2023-03-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-03-01 · Grant · Acquired 24,769 · Balance 90,887 F1: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2020-2022 performance period, which were vested as shares of common stock on 3/1/2023. Row 2 · 2023-03-01 · Tax withholding · Disposed 12,320 · Balance 78,567 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 3/1/2023. Row 3 · 2023-03-01 · Exercise / conversion · Acquired 5,693 · Balance 84,260 Row 4 · 2023-03-01 · Exercise / conversion · Acquired 4,125 · Balance 88,385 Row 5 · 2023-03-01 · Exercise / conversion · Acquired 9,823 · Balance 98,208 Row 6 · 2023-03-01 · Tax withholding · Disposed 9,740 · Balance 88,468 F3: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. |
| Restricted Stock Units -4SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-01 · Exercise / conversion · Disposed 5,693 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6: Not applicable. |
| Restricted Stock Units -5SEC Table II · derivative / convertible security | Direct | 4,124 |
Reported balance
After 2023-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-01 · Exercise / conversion · Disposed 4,125 · Balance 4,124 F4: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6: Not applicable. |
| Restricted Stock Units -6SEC Table II · derivative / convertible security | Direct | 19,643 |
Reported balance
After 2023-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-01 · Exercise / conversion · Disposed 9,823 · Balance 19,643 F4: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F7: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6: Not applicable. |
| Restricted Stock Units -7SEC Table II · derivative / convertible security | Direct | 31,673 |
Reported balance
After 2023-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-03-01 · Grant · Acquired 31,673 · Balance 31,673 F4: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F7: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2020-2022 performance period, which were vested as shares of common stock on 3/1/2023.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 3/1/2023.
F3: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person.
F4: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock.
F5: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
F6: Not applicable.
F7: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 1/3 on the one year anniversary of the grant date of the restricted stock unit award (the 'Grant Date'), and 1/12 on each quarterly anniversary of the Grant Date thereafter until the third anniversary of the Grant Date, on which date the grant shall be fully vested. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -2 · Derivative | 5,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · derivative · entry 8 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,370 Underlying: Common Stock · 5,371 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionRestricted Stock Units -1 · Derivative | 5,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · derivative · entry 7 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,239 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PayPal's common stock. F5 · derivative.exercise_date: The reporting person received a restricted stock unit grant subject to a three-year vesting schedule, vesting 33.34% on the one year anniversary date of the restricted stock unit, 33.33% on the second year anniversary, and 33.33% on the third year anniversary. Upon vesting, the reporting person will receive a number of shares of common stock equal to the number of restricted stock units that have vested. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 8,085 | $273.63 | $2,212,298.55 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 6 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,241 F3 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of restricted stock units granted to the Reporting Person. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 5,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 5 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,326 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 |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 5,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 4 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,631 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 |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Exercise / conversionCommon Stock | 5,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 3 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,260 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 |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 15,587 | $273.63 | $4,265,070.81 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 2 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,021 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 3/1/2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:00 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 31,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000072 · edgardoc.xml · nonDerivative · entry 1 Shivanada Sripada · CIK 0001671005 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,608 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2018-2020 performance period, which were vested as shares of common stock on 3/1/2021. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 21:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | Tax withholdingCommon Stock | 2,010 | $298.37 | $599,723.70 |
DisclosureSEC source: 0001633917-21-000024 · edgardoc.xml · nonDerivative · entry 2 Shivanada Sripada · CIK 0001671005 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,170 F2 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of shares of common stock underlying PBRSUs on 2/15/2021. Read SEC document |
| February 15, 2021 Filed Feb 16, 2021 21:08 UTC | PayPal Holdings, Inc. PYPL · Entity 2530 | GrantCommon Stock | 5,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001633917-21-000024 · edgardoc.xml · nonDerivative · entry 1 Shivanada Sripada · CIK 0001671005 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,180 F1 · shares: Represents shares earned in respect to performance-based restricted stock units (PBRSUs) based on the achievement by PayPal of certain performance targets for the 2020 performance period, which were vested as shares of common stock on 2/15/2021. Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:37 UTC | F5, INC. FFIV · Entity 839 | GrantRestricted Stock Unit · Derivative | 1,848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026728 · doc4.xml · derivative · entry 1 Shivananda Sripada · CIK 0001671005 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Underlying: Common Stock · 1,848 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F2 · derivative.exercise_date: Restricted Stock Units will fully vest on the first business day prior to the date of the annual shareholder meeting for fiscal 2020 (to be held in 2021) if the reporting person continues to serve as a director on the vest date, and the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest date. F3 · derivative.expiration_date: If the reporting person continues to provide services to the Company through the vest date, the corresponding number of shares of Common Stock of F5 Networks, Inc. will be issued to the reporting person on the vest 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.