WARD JR STEPHEN M

Director · CXM, CRS, AI

As of 2026-09-16, WARD JR STEPHEN M has 20 Form 4 transactions on record across 3 companies — 10 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $806KIndirect: $0$806Kas of 2026-09-16
  • Direct $806K
  • Indirect $0
CXMdirect87,088 sh$487K
AIdirect30,264 sh$320K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

AI · 9 trades
2025-10-03: Award / grant, 30,264 sh ($0)2025-05-29: Sale, 42,382 sh ($1.1M)2025-05-29: Option exercise, 42,382 sh ($198K)2025-05-29: Option exercise, 42,382 sh ($0)2024-12-09: Sale, 125,000 sh ($5.3M)2024-12-09: Option exercise, 102,795 sh ($481K)2024-12-09: Option exercise, 22,205 sh ($87K)2024-12-09: Option exercise, 102,795 sh ($0)2024-12-09: Option exercise, 22,205 sh ($0)
CRS · 8 trades
2025-10-13: Withheld for tax, 494 sh ($120K)2025-10-13: Option exercise, 3,433 sh ($119K)2025-10-13: Option exercise, 3,433 sh2025-10-13: Option exercise, 3,433 sh2025-10-07: Award / grant, 304 sh2025-10-07: Award / grant, 304 sh2025-10-07: Award / grant, 557 sh2025-10-07: Award / grant, 557 sh
CXM · 3 trades
2026-06-11: Award / grant, 51,021 sh ($0)2025-06-12: Award / grant, 14,138 sh ($0)2025-01-29: Award / grant, 21,929 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-05-29AISale42,382 @ $26.32$1.1M−7.2% of holding546,495Form 4
2024-12-09AISale125,000 @ $42.00$5.3M−18.6% of holding546,495Form 4
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-11CXMAward / grant51,02187,088Form 4
2025-10-13CRSWithheld for tax49426,339Form 4
2025-10-13CRSOption exercise3,43326,833Form 4
2025-10-13CRSOption exercise3,4330Form 4
2025-10-13CRSOption exercise3,4330Form 4
2025-10-07CRSAward / grant304304Form 4
2025-10-07CRSAward / grant304304Form 4
2025-10-07CRSAward / grant55777,094Form 4
2025-10-07CRSAward / grant55777,094Form 4
2025-10-03AIAward / grant30,26430,264Form 4
2025-06-12CXMAward / grant14,13836,067Form 4
2025-05-29AIOption exercise42,382588,877Form 4
2025-05-29AIOption exercise42,38210,196Form 4
2025-01-29CXMAward / grant21,92921,929Form 4
2024-12-09AIOption exercise102,795649,290Form 4
2024-12-09AIOption exercise22,205671,495Form 4
2024-12-09AIOption exercise102,79552,578Form 4
2024-12-09AIOption exercise22,2050Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.