Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Consensus Cloud Solutions, Inc.CCSI · Entity 5267 | Chief Operating Officer | December 15, 2023 | December 19, 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.
Consensus Cloud Solutions, Inc.
Report date December 15, 2023 · Filed December 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,146 |
Reported balance
After 2023-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-15 · Tax withholding · Disposed 2,156 · Balance 51,146 F1: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. F2: Includes 50 shares acquired under the ESPP Purchase on November 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan.
F2: Includes 50 shares acquired under the ESPP Purchase on November 15, 2023.
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 |
|---|---|---|---|---|---|---|
| December 15, 2023 Filed Dec 19, 2023 21:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 2,156 | $26.62 | $57,392.72 |
DisclosureSEC source: 0001214659-23-016585 · marketforms-63883.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,146 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. F2 · balance_after: Includes 50 shares acquired under the ESPP Purchase on November 15, 2023. Read SEC document |
| June 18, 2023 Filed Jun 20, 2023 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 298 | $31.69 | $9,443.62 |
DisclosureSEC source: 0001214659-23-008641 · marketforms-61889.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,252 F2 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Award under the Issuer's 2021 Stock Plan. F3 · balance_after: Includes 381 shares acquired under the ESPP Purchase on May 15, 2023. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 1,217 | $32.96 | $40,112.32 |
DisclosureSEC source: 0001214659-23-008641 · marketforms-61889.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,550 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 193 | $32.24 | $6,222.32 |
DisclosureSEC source: 0001214659-23-003847 · marketforms-60808.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,386 F2 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Award under the Issuer's 2021 Stock Plan. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 35 | $32.24 | $1,128.40 |
DisclosureSEC source: 0001214659-23-003847 · marketforms-60808.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,579 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 21:34 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 179 | $37.31 | $6,678.49 |
DisclosureSEC source: 0001214659-23-003616 · marketforms-60742.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,614 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:34 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 198 | $38.21 | $7,565.58 |
DisclosureSEC source: 0001214659-23-003616 · marketforms-60742.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,793 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 22:25 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 9,144 | $56.85 | $519,836.40 |
DisclosureSEC source: 0001214659-22-015109 · marketforms-57885.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,991 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. F2 · balance_after: Includes 138 shares acquired under the ESPP Purchase on November 15, 2022. Read SEC document |
| June 18, 2022 Filed Jun 28, 2022 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 424 | $42.47 | $18,007.28 |
DisclosureSEC source: 0001214659-22-008342 · marketforms-56550.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,997 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Award under the Issuer's 2021 Stock Plan. Read SEC document |
| March 13, 2022 Filed Mar 15, 2022 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 227 | $56.22 | $12,761.94 |
DisclosureSEC source: 0001214659-22-003972 · marketforms-55789.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,421 F2 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Award under the Issuer's 2021 Stock Plan. Read SEC document |
| March 13, 2022 Filed Mar 15, 2022 20:30 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 42 | $56.22 | $2,361.24 |
DisclosureSEC source: 0001214659-22-003972 · marketforms-55789.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,648 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| March 06, 2022 Filed Mar 7, 2022 22:15 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 606 | $59.52 | $36,069.12 |
DisclosureSEC source: 0001214659-22-003683 · marketforms-55715.xml · nonDerivative · entry 4 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,690 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. F3 · balance_after: The Reporting Person has reported prior awards of restricted stock units in Table II of Form 4. This total reported in Column 5 includes 53,333 unvested restricted stock units granted 12/15/2021 to reflect in Table I. F4 · balance_after: Includes 176 shares acquired under the ESPP Purchase on November 15, 2021. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:15 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionPerformance Stock Units · Derivative | 1,340 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003683 · marketforms-55715.xml · derivative · entry 5 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,343 Underlying: Common Stock · 1,340 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. F5 · derivative.exercise_date: Shares become eligible to vest based on the closing market value of the stock reaching a certain value over a certain period of time, as set by the Compensation Committee. F6 · derivative.expiration_date: Shares will expire 8 years following the original grant date of March 3, 2021. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:15 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 496 | $59.73 | $29,626.08 |
DisclosureSEC source: 0001214659-22-003683 · marketforms-55715.xml · nonDerivative · entry 3 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,787 F2 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Performance Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:15 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Exercise / conversionCommon Stock | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-003683 · marketforms-55715.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,283 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 03, 2022 Filed Mar 7, 2022 22:15 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | Tax withholdingCommon Stock | 274 | $59.73 | $16,366.02 |
DisclosureSEC source: 0001214659-22-003683 · marketforms-55715.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,943 F1 · kind: Payment for a tax liability by withholding securities incident to vesting of a certain Restricted Stock Unit under the Issuer's 2021 Stock Plan. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:44 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantPerformance Stock Unit · Derivative | 177,778 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-013358 · marketforms-54714.xml · derivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,778 Underlying: Common Stock $0.01 Par Value · 177,778 shares Expires not disclosed F3 · kind: Performance Stock Unit awarded under the Issuer's 2021 Stock Plan. F4 · derivative.exercise_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. F4 · derivative.expiration_date: Shares become eligible to vest when the performance trigger has been met and the grant has been held for at least 12 months. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:44 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantRestricted Stock Unit · Derivative | 53,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-013358 · marketforms-54714.xml · derivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,333 Underlying: Common Stock $0.01 Par Value · 53,333 shares Expires not disclosed F1 · kind: Restricted Stock Unit awarded under the Issuer's 2021 Stock Plan. F2 · derivative.exercise_date: 25% of shares vest one year from grant date (12/15/2022) and every six months thereafter over 4 years. F2 · derivative.expiration_date: 25% of shares vest one year from grant date (12/15/2022) and every six months thereafter over 4 years. Read SEC document |
| December 07, 2021 Filed Dec 21, 2021 22:40 UTC Amendment | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 10,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-013489 · marketforms-54774.xml · nonDerivative · entry 1 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,217 F1 · security: This amendment is being filed to amend the disclosure in Table I, Line 2, Columns 4 and 5 in the Form 4 previously filed on October 12, 2021 by the reporting person in order to disclose the amount of shares subject to certain restricted stock units and/or restricted stock awards (RSUs and/or RSAs) received in connection with the separation of Consensus Cloud Solutions, Inc. ("Consensus") from Ziff Davis, Inc., formerly known as J2 Global, Inc. ("J2 Global"). In connection with the separation, each outstanding J2 Global restricted stock unit award and restricted stock unit or award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying shares subject to such awards was not calculable. F1 · shares: This amendment is being filed to amend the disclosure in Table I, Line 2, Columns 4 and 5 in the Form 4 previously filed on October 12, 2021 by the reporting person in order to disclose the amount of shares subject to certain restricted stock units and/or restricted stock awards (RSUs and/or RSAs) received in connection with the separation of Consensus Cloud Solutions, Inc. ("Consensus") from Ziff Davis, Inc., formerly known as J2 Global, Inc. ("J2 Global"). In connection with the separation, each outstanding J2 Global restricted stock unit award and restricted stock unit or award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying shares subject to such awards was not calculable. F1 · balance_after: This amendment is being filed to amend the disclosure in Table I, Line 2, Columns 4 and 5 in the Form 4 previously filed on October 12, 2021 by the reporting person in order to disclose the amount of shares subject to certain restricted stock units and/or restricted stock awards (RSUs and/or RSAs) received in connection with the separation of Consensus Cloud Solutions, Inc. ("Consensus") from Ziff Davis, Inc., formerly known as J2 Global, Inc. ("J2 Global"). In connection with the separation, each outstanding J2 Global restricted stock unit award and restricted stock unit or award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying shares subject to such awards was not calculable. Read SEC document |
| October 07, 2021 Filed Oct 12, 2021 21:41 UTC | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-039904 · doc4.xml · nonDerivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · security: In connection with the Separation, shares subject to each outstanding Ziff Davis restricted stock unit award were converted into a number of shares subject to a restricted stock unit award denominated in shares of Consensus common stock pursuant to the terms of the employee matters agreement between Ziff Davis and Consensus. The number of underlying shares subject to each restricted stock unit award is unknown at this time, as it will be calculated based on the average of the volume weighted average price of shares of Consensus common stock for the 30 regular trading days commencing with the date of the Separation, and will be reported on an amendment to this Form 4 as soon as practicable once the number of shares subject to each award is calculated. F2 · shares: In connection with the Separation, shares subject to each outstanding Ziff Davis restricted stock unit award were converted into a number of shares subject to a restricted stock unit award denominated in shares of Consensus common stock pursuant to the terms of the employee matters agreement between Ziff Davis and Consensus. The number of underlying shares subject to each restricted stock unit award is unknown at this time, as it will be calculated based on the average of the volume weighted average price of shares of Consensus common stock for the 30 regular trading days commencing with the date of the Separation, and will be reported on an amendment to this Form 4 as soon as practicable once the number of shares subject to each award is calculated. F2 · balance_after: In connection with the Separation, shares subject to each outstanding Ziff Davis restricted stock unit award were converted into a number of shares subject to a restricted stock unit award denominated in shares of Consensus common stock pursuant to the terms of the employee matters agreement between Ziff Davis and Consensus. The number of underlying shares subject to each restricted stock unit award is unknown at this time, as it will be calculated based on the average of the volume weighted average price of shares of Consensus common stock for the 30 regular trading days commencing with the date of the Separation, and will be reported on an amendment to this Form 4 as soon as practicable once the number of shares subject to each award is calculated. Read SEC document |
| October 07, 2021 Filed Dec 21, 2021 22:40 UTC Amendment | Consensus Cloud Solutions, Inc. CCSI · Entity 5267 | GrantPerformance Stock Units · Derivative | 2,683 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-013489 · marketforms-54774.xml · derivative · entry 2 Nebergall John · CIK 0001887605 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,683 Underlying: Common Stock · 2,683 shares Expires not disclosed F2 · security: This amendment is also being filed to report in Table II the number of performance stock units and performance stock awards received in connection with the separation of Consensus from J2 Global. In connection with the separation, each outstanding J2 Global restricted (performance) stock award (PSUs and/or PSAs) was converted into a restricted (performance) stock award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying Consensus shares subject to such awards was not calculable. F2 · shares: This amendment is also being filed to report in Table II the number of performance stock units and performance stock awards received in connection with the separation of Consensus from J2 Global. In connection with the separation, each outstanding J2 Global restricted (performance) stock award (PSUs and/or PSAs) was converted into a restricted (performance) stock award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying Consensus shares subject to such awards was not calculable. F3 · derivative.exercise_date: Shares become eligible to vest based on the closing market value of the stock reaching a certain value over a certain period of time, as set by the Compensation Committee. F4 · derivative.expiration_date: Shares will expire 8 years following the original grant date of March 3, 2021. F2 · balance_after: This amendment is also being filed to report in Table II the number of performance stock units and performance stock awards received in connection with the separation of Consensus from J2 Global. In connection with the separation, each outstanding J2 Global restricted (performance) stock award (PSUs and/or PSAs) was converted into a restricted (performance) stock award denominated in shares of Consensus common stock pursuant to the terms of an employee matters agreement between J2 Global and Consensus. When the Form 4 was initially filed on October 12, 2021, the number of underlying Consensus shares subject to such awards was not calculable. 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.