Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vuzix CorpVUZI · Entity 6298 | Director | July 10, 2023 | July 14, 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.
Vuzix Corp
Report date July 10, 2023 · Filed July 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,093 |
Reported balance
After 2023-07-10 transaction · row 1
1 source rowRow 1 · 2023-07-10 · Grant · Acquired 19,305 · Balance 63,093 F1: Represents a stock award to the reporting person. The shares will vest at the one-year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a stock award to the reporting person. The shares will vest at the one-year anniversary of the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COMPUTER TASK GROUP INC
Report date December 13, 2023 · Filed December 13, 2023
Section 16 reporting ended · disclosed 2023-12-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-12-13 transaction · row 1
1 source rowRow 1 · 2023-12-13 · Other · Disposed 33,458 · Balance 0 |
VIRTUSA CORP
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 80,856 |
Ending reported balance
After 2019-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-03-01 · Exercise / conversion · Acquired 12,000 · Balance 85,394 F1: On 8/11/2016, the reporting person was granted a one-time long-term performance-based restricted stock unit award under the Company's 2015 Stock Option and Incentive Plan, which awards vest upon the Company's achievement of a twelve-month trailing ("TTM") non-GAAP operating income target within a five-year performance period beginning on 4/1/16 and ending on 3/31/21. In accordance with the PSU agreement, 30% of performance shares vest upon achieving TTM Non-GAAP operating income of $117M during the performance period and vest on the first day of the third month following the quarter in which the performance target is achieved. On 2/19/2019, our board approved the achievement of TTM Non-GAAP operating income of $117.1M during fiscal quarter ending 12/31/18 and the above earned shares vested on 3/1/19 based on continued service of the reporting person. Row 2 · 2019-03-01 · Tax withholding · Disposed 2,981 · Balance 82,413 F1: On 8/11/2016, the reporting person was granted a one-time long-term performance-based restricted stock unit award under the Company's 2015 Stock Option and Incentive Plan, which awards vest upon the Company's achievement of a twelve-month trailing ("TTM") non-GAAP operating income target within a five-year performance period beginning on 4/1/16 and ending on 3/31/21. In accordance with the PSU agreement, 30% of performance shares vest upon achieving TTM Non-GAAP operating income of $117M during the performance period and vest on the first day of the third month following the quarter in which the performance target is achieved. On 2/19/2019, our board approved the achievement of TTM Non-GAAP operating income of $117.1M during fiscal quarter ending 12/31/18 and the above earned shares vested on 3/1/19 based on continued service of the reporting person. F2: The above shares represent the number of shares withheld equal to the reporting person's tax liability thereon. Row 3 · 2019-03-01 · Tax withholding · Disposed 1,557 · Balance 80,856 F3: On 11/14/16, the reporting person was granted performance-based restricted stock units based on revised financial guidance for fiscal year ending 3/31/2017 ("FY17") under the Company's 2015 Stock Option and Incentive Plan, which awards vest only upon the Company's achievement of two critical performance metrics based on a nine month performance period beginning 7/1/2016 and ending 3/31/2017: revenue (70%) and Non-GAAP operating income (30%). Based on the Company's achievement of revenue of $653.2 million and Non-GAAP operating income of $48 million (for the nine-month period ending 3/31/17), 46.2% of the target shares were earned, of which 50% vest on 9/1/2017 and 50% vest on 3/1/2019, based on continued service of the reporting person. On 3/1/19 the company withheld the number of shares listed above equal to the reporting person's tax liability thereon. |
| Performance-based restricted stock unitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Exercise / conversion · Disposed 12,000 · Balance 0 F1: On 8/11/2016, the reporting person was granted a one-time long-term performance-based restricted stock unit award under the Company's 2015 Stock Option and Incentive Plan, which awards vest upon the Company's achievement of a twelve-month trailing ("TTM") non-GAAP operating income target within a five-year performance period beginning on 4/1/16 and ending on 3/31/21. In accordance with the PSU agreement, 30% of performance shares vest upon achieving TTM Non-GAAP operating income of $117M during the performance period and vest on the first day of the third month following the quarter in which the performance target is achieved. On 2/19/2019, our board approved the achievement of TTM Non-GAAP operating income of $117.1M during fiscal quarter ending 12/31/18 and the above earned shares vested on 3/1/19 based on continued service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: On 8/11/2016, the reporting person was granted a one-time long-term performance-based restricted stock unit award under the Company's 2015 Stock Option and Incentive Plan, which awards vest upon the Company's achievement of a twelve-month trailing ("TTM") non-GAAP operating income target within a five-year performance period beginning on 4/1/16 and ending on 3/31/21. In accordance with the PSU agreement, 30% of performance shares vest upon achieving TTM Non-GAAP operating income of $117M during the performance period and vest on the first day of the third month following the quarter in which the performance target is achieved. On 2/19/2019, our board approved the achievement of TTM Non-GAAP operating income of $117.1M during fiscal quarter ending 12/31/18 and the above earned shares vested on 3/1/19 based on continued service of the reporting person.
F2: The above shares represent the number of shares withheld equal to the reporting person's tax liability thereon.
F3: On 11/14/16, the reporting person was granted performance-based restricted stock units based on revised financial guidance for fiscal year ending 3/31/2017 ("FY17") under the Company's 2015 Stock Option and Incentive Plan, which awards vest only upon the Company's achievement of two critical performance metrics based on a nine month performance period beginning 7/1/2016 and ending 3/31/2017: revenue (70%) and Non-GAAP operating income (30%). Based on the Company's achievement of revenue of $653.2 million and Non-GAAP operating income of $48 million (for the nine-month period ending 3/31/17), 46.2% of the target shares were earned, of which 50% vest on 9/1/2017 and 50% vest on 3/1/2019, based on continued service of the reporting person. On 3/1/19 the company withheld the number of shares listed above equal to the reporting person's tax liability thereon.
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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 2, 2017 16:43 UTC | VIRTUSA CORP VRTU · Entity 138065 | Tax withholdingcommon stock | 1,201 | $29.35 | $35,249.35 |
DisclosureSEC source: 0001209191-17-037323 · doc4.xml · nonDerivative · entry 3 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,347 F3 · kind: On August 8, 2014, the reporting person was granted 14,797 shares of restricted stock which vest at a rate of 25% each year over 4 years, with the first vesting date on June 1, 2015 with vesting to occur each anniversary date thereafter, under the Company's 2007 Stock Option and Incentive Plan ("2007 Plan"). On 6/1/17, 25% vested and on 6/1/17, the company withheld the number of shares equal to the tax liability thereon. F3 · shares: On August 8, 2014, the reporting person was granted 14,797 shares of restricted stock which vest at a rate of 25% each year over 4 years, with the first vesting date on June 1, 2015 with vesting to occur each anniversary date thereafter, under the Company's 2007 Stock Option and Incentive Plan ("2007 Plan"). On 6/1/17, 25% vested and on 6/1/17, the company withheld the number of shares equal to the tax liability thereon. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:43 UTC | VIRTUSA CORP VRTU · Entity 138065 | Tax withholdingcommon stock | 1,485 | $29.35 | $43,584.75 |
DisclosureSEC source: 0001209191-17-037323 · doc4.xml · nonDerivative · entry 2 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,548 F2 · kind: On August 6, 2013, the reporting person was granted 18304 shares of restricted stock which vest at a rate of 25% each year over 4 years, with the first vesting date on June 1, 2014 with vesting to occur each anniversary date thereafter, under the Company's 2007 Stock Option and Incentive Plan ("2007 Plan"). On 6/1/17, 25% vested and on 6/1/17, the company withheld the number of shares equal to the tax liability thereon. F2 · shares: On August 6, 2013, the reporting person was granted 18304 shares of restricted stock which vest at a rate of 25% each year over 4 years, with the first vesting date on June 1, 2014 with vesting to occur each anniversary date thereafter, under the Company's 2007 Stock Option and Incentive Plan ("2007 Plan"). On 6/1/17, 25% vested and on 6/1/17, the company withheld the number of shares equal to the tax liability thereon. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 16:43 UTC | VIRTUSA CORP VRTU · Entity 138065 | Grantcommon stock | 11,550 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-037323 · doc4.xml · nonDerivative · entry 1 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,033 F1 · shares: On 11/14/16, the reporting person was granted performance-based restricted stock units based on revised financial guidance for fiscal year ending 3/31/2017 ("FY17") under the Company's 2015 Stock Option and Incentive Plan, which awards vest only upon the Company's achievement of two weighted performance metrics based on a nine month performance period beginning 7/1/2016 and ending 3/31/2017: revenue (70%) and Non-GAAP operating income (30%). On 5/31/17, our board approved that the reporting person earned the above number of shares based on the Company's achievement of i) revenue of $653.2 million (for the nine month period ending 3/31/17), and ii) Non-GAAP operating income of $48 million (for the nine-month period ending 3/31/17). Of the shares that were earned, 50% will vest on 9/1/2017 and 50% will vest on 3/1/2019, based on continued service of the reporting person. F1 · price: On 11/14/16, the reporting person was granted performance-based restricted stock units based on revised financial guidance for fiscal year ending 3/31/2017 ("FY17") under the Company's 2015 Stock Option and Incentive Plan, which awards vest only upon the Company's achievement of two weighted performance metrics based on a nine month performance period beginning 7/1/2016 and ending 3/31/2017: revenue (70%) and Non-GAAP operating income (30%). On 5/31/17, our board approved that the reporting person earned the above number of shares based on the Company's achievement of i) revenue of $653.2 million (for the nine month period ending 3/31/17), and ii) Non-GAAP operating income of $48 million (for the nine-month period ending 3/31/17). Of the shares that were earned, 50% will vest on 9/1/2017 and 50% will vest on 3/1/2019, based on continued service of the reporting person. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 15:44 UTC | VIRTUSA CORP VRTU · Entity 138065 | Tax withholdingcommon stock | 3,975 | $31.75 | $126,206.25 |
DisclosureSEC source: 0001209191-17-017347 · doc4.xml · nonDerivative · entry 1 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,483 F1 · kind: The reporting person was granted performance based, deferred restricted stock awards under the Company's 2007 Stock Option and Incentive Plan on 8/8/2014, which awards vest only upon the Company's achievement of certain revenue targets for the fiscal year ended March 31, 2015 ("FY15"). Based on the Company's revenue of $479 million for FY15, on 5/20/15, our Board approved the reporting person earning 80.52% of the shares granted or 17,871 shares, of which 33% vest on 9/1/15 and 67% vest on 3/1/17, based on continued service of the reporting person. On 3/1/17, the company withheld the number of shares listed above equal to the reporting person's tax liability thereon. F1 · shares: The reporting person was granted performance based, deferred restricted stock awards under the Company's 2007 Stock Option and Incentive Plan on 8/8/2014, which awards vest only upon the Company's achievement of certain revenue targets for the fiscal year ended March 31, 2015 ("FY15"). Based on the Company's revenue of $479 million for FY15, on 5/20/15, our Board approved the reporting person earning 80.52% of the shares granted or 17,871 shares, of which 33% vest on 9/1/15 and 67% vest on 3/1/17, based on continued service of the reporting person. On 3/1/17, the company withheld the number of shares listed above equal to the reporting person's tax liability thereon. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 16:36 UTC | VIRTUSA CORP VRTU · Entity 138065 | Grantperformance-based restricted stock unit awards · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150550 · doc4.xml · derivative · entry 1 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: common stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: On 9/16/2016, the board of directors approved a new FY17 Performance Equity Plan for the executives based on reset financial guidance for fiscal year ending 3/31/2017.The award vests only upon the Company's achievement of two weighted performance metrics, revenue (70%) and Non-GAAP operating income target (30%) based on a nine month period beginning 7/1/2016 and ending 3/31/2017. To the extent the shares conditionally vest per the performance targets for the nine month period ending 3/31/2017, then 50% of such award will vest on 9/1/17 and the remaining 50% will vest on 3/1/19. Per the performance criteria for the award, the reporting person can earn the number of shares listed above at 100% of plan. Of such shares, the number of units that actually vest will be 0% to 100% of the scheduled amount, depending on if, or to the extent to which, the Company meets the financial performance targets. The grantee has no voting rights with respect to the shares underlying the award until vested. F1 · derivative.exercise_date: On 9/16/2016, the board of directors approved a new FY17 Performance Equity Plan for the executives based on reset financial guidance for fiscal year ending 3/31/2017.The award vests only upon the Company's achievement of two weighted performance metrics, revenue (70%) and Non-GAAP operating income target (30%) based on a nine month period beginning 7/1/2016 and ending 3/31/2017. To the extent the shares conditionally vest per the performance targets for the nine month period ending 3/31/2017, then 50% of such award will vest on 9/1/17 and the remaining 50% will vest on 3/1/19. Per the performance criteria for the award, the reporting person can earn the number of shares listed above at 100% of plan. Of such shares, the number of units that actually vest will be 0% to 100% of the scheduled amount, depending on if, or to the extent to which, the Company meets the financial performance targets. The grantee has no voting rights with respect to the shares underlying the award until vested. F1 · derivative.expiration_date: On 9/16/2016, the board of directors approved a new FY17 Performance Equity Plan for the executives based on reset financial guidance for fiscal year ending 3/31/2017.The award vests only upon the Company's achievement of two weighted performance metrics, revenue (70%) and Non-GAAP operating income target (30%) based on a nine month period beginning 7/1/2016 and ending 3/31/2017. To the extent the shares conditionally vest per the performance targets for the nine month period ending 3/31/2017, then 50% of such award will vest on 9/1/17 and the remaining 50% will vest on 3/1/19. Per the performance criteria for the award, the reporting person can earn the number of shares listed above at 100% of plan. Of such shares, the number of units that actually vest will be 0% to 100% of the scheduled amount, depending on if, or to the extent to which, the Company meets the financial performance targets. The grantee has no voting rights with respect to the shares underlying the award until vested. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:25 UTC | VIRTUSA CORP VRTU · Entity 138065 | Tax withholdingCommon Stock | 6,009 | $26.21 | $157,495.89 |
DisclosureSEC source: 0001209191-16-140054 · doc4.xml · nonDerivative · entry 1 Rajgopal Raj · CIK 0001449544 · President, ETS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,458 F1 · shares: The reporting person was granted performance-based restricted stock units under the Company's 2015 Stock Option and Incentive Plan on 11/9/2015, which awards vest only upon the Company's achievement of certain revenue targets for the fiscal year ended March 31, 2016 ("FY16"). Based on the Company's revenue of $600.3 million for FY16, 33% vest on 9/1/2016 and 67% vest on 3/1/2018, based on continued service of the reporting person. On 9/1/16, the company withheld the number of shares listed above equal to the reporting person's tax liability thereon. 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.