Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vistance Networks, Inc.COMM · Entity 4717 | SVP & CAO | March 01, 2024 | March 05, 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.
Vistance Networks, Inc.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,645 |
Reported balance
After 2024-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 19,800 · Balance 66,645 F1: Reflects restricted stock units that will vest ratably on 06/01/2025, 06/01/2026 and 06/01/2027, subject to the reporting person's continued employment with the issuer. F2: As previously reported, includes (a) 1,221 restricted stock units that were granted on 06/01/2021 and will vest on 06/01/2024; (b) 6,250 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2024 and 06/01/2025; (c) 12,700 restricted stock units that were granted on 03/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026; and (d) 14,300 restricted stock units that were granted on 06/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026, each subject to the reporting person's continued employment with the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that will vest ratably on 06/01/2025, 06/01/2026 and 06/01/2027, subject to the reporting person's continued employment with the issuer.
F2: As previously reported, includes (a) 1,221 restricted stock units that were granted on 06/01/2021 and will vest on 06/01/2024; (b) 6,250 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2024 and 06/01/2025; (c) 12,700 restricted stock units that were granted on 03/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026; and (d) 14,300 restricted stock units that were granted on 06/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026, each subject to the reporting person's continued employment with the issuer.
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, 2024 Filed Mar 5, 2024 23:09 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 19,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026458 · ownership.xml · nonDerivative · entry 1 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,645 F1 · shares: Reflects restricted stock units that will vest ratably on 06/01/2025, 06/01/2026 and 06/01/2027, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 1,221 restricted stock units that were granted on 06/01/2021 and will vest on 06/01/2024; (b) 6,250 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2024 and 06/01/2025; (c) 12,700 restricted stock units that were granted on 03/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026; and (d) 14,300 restricted stock units that were granted on 06/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:28 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 1,270 | $4.20 | $5,334.00 |
DisclosureSEC source: 0001209191-23-034515 · doc4.xml · nonDerivative · entry 2 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,845 F3 · shares: Reflects shares withheld to cover taxes incurred upon the vesting of restricted stock units. F2 · balance_after: As previously reported, includes (a) 1,221 restricted stock units that were granted on 06/01/2021 and will vest on 06/01/2024; (b) 6,250 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2024 and 06/01/2025; and (c) 12,700 restricted stock units that were granted on 03/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:28 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommom Stock | 14,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034515 · doc4.xml · nonDerivative · entry 1 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,115 F1 · shares: Reflects restricted stock units that will vest ratably on 06/01/2024, 06/01/2025 and 06/01/2026, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 1,221 restricted stock units that were granted on 06/01/2021 and will vest on 06/01/2024; (b) 6,250 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2024 and 06/01/2025; and (c) 12,700 restricted stock units that were granted on 03/01/2023 and will vest ratably on 06/01/2024, 06/01/2025, and 06/01/2026, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:14 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015449 · doc4.xml · nonDerivative · entry 2 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,815 F3 · shares: Reflects restricted stock units that will vest ratably on 06/01/2024, 06/01/2025 and 06/01/2026, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 2,442 restricted stock units that were granted on 06/01/2021 and will vest in equal installments on 06/01/2023 and 06/01/2024, and (b) 9,375 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2023, 06/01/2024 and 06/01/2025, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:14 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 889 | $7.10 | $6,311.90 |
DisclosureSEC source: 0001209191-23-015449 · doc4.xml · nonDerivative · entry 1 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,115 F1 · kind: Reflects shares withheld to cover taxes incurred upon the vesting of restricted stock units. F2 · balance_after: As previously reported, includes (a) 2,442 restricted stock units that were granted on 06/01/2021 and will vest in equal installments on 06/01/2023 and 06/01/2024, and (b) 9,375 restricted stock units that were granted on 06/01/2022 and will vest in equal installments on 06/01/2023, 06/01/2024 and 06/01/2025, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | Vistance Networks, Inc. COMM · Entity 4717 | Tax withholdingCommon Stock | 360 | $7.83 | $2,818.80 |
DisclosureSEC source: 0001209191-22-034090 · doc4.xml · nonDerivative · entry 2 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,004 F3 · kind: Reflects shares withheld to cover taxes incurred upon the vesting of restricted stock units. F2 · balance_after: As previously reported, includes (a) 2,574 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2023, and (b) 2,442 restricted stock units that were granted on 06/01/2021 and will vest in equal installments on 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | Vistance Networks, Inc. COMM · Entity 4717 | GrantCommon Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034090 · doc4.xml · nonDerivative · entry 1 Oracion Laurie S. · CIK 0001927634 · SVP & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,364 F1 · shares: Reflects restricted stock units that will vest in equal installments on 06/01/2023, 06/01/2024 and 06/01/2025, subject to the reporting person's continued employment with the issuer. F2 · balance_after: As previously reported, includes (a) 2,574 restricted stock units that were granted on 06/01/2020 and will vest on 03/01/2023, and (b) 2,442 restricted stock units that were granted on 06/01/2021 and will vest in equal installments on 06/01/2023 and 06/01/2024, each subject to the reporting person's continued employment with the issuer. 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.