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NYSE · USD

CRM

Salesforce, Inc.

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2842
SEC CIK
0001108524
Parsed reports
8,698

Last 12 months

Inside the activity.

6 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202505
Dec 202525
Jan 202601
Feb 202600
Mar 202630
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202612
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 16, 2025 Filed Apr 17, 2025 20:24 UTC
Tallapragada SrinivasChief Eng/Cust Success Officer
SaleCommon Stock 9,742 $253.31 $2,467,724.59
Disclosure

SEC source: 0001127602-25-012295 · form4.xml · nonDerivative · entry 1

Tallapragada Srinivas · CIK 0001742882 · Chief Eng/Cust Success Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,534

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2025.

Read SEC document
April 16, 2025 Filed Apr 17, 2025 20:28 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
SaleCommon Stock 1,256 $253.31 $318,154.60
Disclosure

SEC source: 0001127602-25-012297 · form4.xml · nonDerivative · entry 1

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,826

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2025.

Read SEC document
April 16, 2025 Filed Apr 17, 2025 20:32 UTC
Harris ParkerDirector · Co-Founder and CTO, Slack
SaleCommon Stock 9,742 $253.31 $2,467,724.59
Disclosure

SEC source: 0001127602-25-012299 · form4.xml · nonDerivative · entry 1

Harris Parker · CIK 0001294774 · Director · Co-Founder and CTO, Slack

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,807

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2025.

Read SEC document
April 16, 2025 Filed Apr 17, 2025 20:36 UTC
SCHMAIER R DAVIDChief Product & Impact Officer
SaleCommon Stock 6,959 $253.31 $1,762,768.98
Disclosure

SEC source: 0001127602-25-012301 · form4.xml · nonDerivative · entry 1

SCHMAIER R DAVID · CIK 0001238464 · Chief Product & Impact Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,090

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2025.

Read SEC document
April 09, 2025 Filed Apr 10, 2025 23:22 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
GrantCommon Stock 2,772 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011927 · form4.xml · nonDerivative · entry 1

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,082

F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2025.

Read SEC document
April 09, 2025 Filed Apr 10, 2025 23:27 UTC
SCHMAIER R DAVIDChief Product & Impact Officer
GrantCommon Stock 13,859 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011929 · form4.xml · nonDerivative · entry 1

SCHMAIER R DAVID · CIK 0001238464 · Chief Product & Impact Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,049

F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2025.

Read SEC document
April 09, 2025 Filed Apr 10, 2025 23:33 UTC
Tallapragada SrinivasChief Eng/Cust Success Officer
GrantCommon Stock 19,403 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011931 · form4.xml · nonDerivative · entry 1

Tallapragada Srinivas · CIK 0001742882 · Chief Eng/Cust Success Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,276

F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2025.

Read SEC document
April 09, 2025 Filed Apr 10, 2025 23:39 UTC
Harris ParkerDirector · Co-Founder and CTO, Slack
GrantCommon Stock 19,403 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011933 · form4.xml · nonDerivative · entry 1

Harris Parker · CIK 0001294774 · Director · Co-Founder and CTO, Slack

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,549

F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2025. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2025.

Read SEC document
April 03, 2025 Filed Apr 4, 2025 23:36 UTC
MUNOZ OSCARDirector
PurchaseCommon Stock 3,882 $257.28 $998,772.99
Disclosure

SEC source: 0001127602-25-011736 · form4.xml · nonDerivative · entry 1

MUNOZ OSCAR · CIK 0001237371 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,843

F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $257.1300 to $257.3700 inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

Read SEC document
March 26, 2025 Filed Mar 27, 2025 20:31 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
SaleCommon Stock 1,785 $288.34 $514,686.90
Disclosure

SEC source: 0001127602-25-010540 · form4.xml · nonDerivative · entry 1

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,190

F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 28, 2024.

Read SEC document
March 25, 2025 Filed Mar 25, 2025 21:12 UTC
Niles SabastianPresident and CLO
SaleCommon Stock 1,537 $286.37 $440,150.69
Disclosure

SEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 3

Niles Sabastian · CIK 0001988207 · President and CLO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,766

F2 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2024.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:06 UTC
Milano MiguelPresident and CRO
SaleCommon Stock 1,559 $284.58 $443,659.75
Disclosure

SEC source: 0001127602-25-010365 · form4.xml · nonDerivative · entry 2

Milano Miguel · CIK 0001988208 · President and CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,366

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
SaleCommon Stock 2,448 $284.58 $696,651.11
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 6

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,518

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
SaleCommon Stock 858 $284.58 $244,169.38
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 5

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,966

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
SaleCommon Stock 631 $284.58 $179,569.79
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 4

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,824

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:12 UTC
Niles SabastianPresident and CLO
SaleCommon Stock 2,012 $284.58 $572,574.36
Disclosure

SEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 2

Niles Sabastian · CIK 0001988207 · President and CLO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,303

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
SaleCommon Stock 2,517 $284.58 $716,287.10
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 6

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,975

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
SaleCommon Stock 249 $284.58 $70,860.35
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 5

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,492

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
SaleCommon Stock 191 $284.58 $54,354.72
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 4

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,741

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:21 UTC
Tallapragada SrinivasPres/Chief Engineering Officer
SaleCommon Stock 3,059 $284.58 $870,529.30
Disclosure

SEC source: 0001127602-25-010378 · form4.xml · nonDerivative · entry 6

Tallapragada Srinivas · CIK 0001742882 · Pres/Chief Engineering Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,873

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:21 UTC
Tallapragada SrinivasPres/Chief Engineering Officer
SaleCommon Stock 504 $284.58 $143,428.17
Disclosure

SEC source: 0001127602-25-010378 · form4.xml · nonDerivative · entry 5

Tallapragada Srinivas · CIK 0001742882 · Pres/Chief Engineering Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,932

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:21 UTC
Tallapragada SrinivasPres/Chief Engineering Officer
SaleCommon Stock 438 $284.58 $124,645.91
Disclosure

SEC source: 0001127602-25-010378 · form4.xml · nonDerivative · entry 4

Tallapragada Srinivas · CIK 0001742882 · Pres/Chief Engineering Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,436

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:27 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
SaleCommon Stock 658 $284.58 $187,253.44
Disclosure

SEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 6

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,310

F2 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through March 22, 2025. The vesting date of this award previously was reported inadvertently as March 24, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:27 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
SaleCommon Stock 402 $284.58 $114,401.04
Disclosure

SEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 5

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,968

F2 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through March 22, 2025. The vesting date of this award previously was reported inadvertently as March 24, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:27 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
SaleCommon Stock 783 $284.58 $222,825.91
Disclosure

SEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 4

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,370

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 21:27 UTC
Reddy Sundeep G.EVP & Chief Accounting Officer
SaleCommon Stock 66 $284.58 $18,782.26
Disclosure

SEC source: 0001127602-25-010382 · form4.xml · nonDerivative · entry 3

Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,153

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 22:08 UTC
Harris ParkerDirector · Co-Founder and CTO, Slack
SaleCommon Stock 2,550 $284.58 $725,678.24
Disclosure

SEC source: 0001127602-25-010393 · form4.xml · nonDerivative · entry 6

Harris Parker · CIK 0001294774 · Director · Co-Founder and CTO, Slack

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,146

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 22:08 UTC
Harris ParkerDirector · Co-Founder and CTO, Slack
SaleCommon Stock 417 $284.58 $118,669.73
Disclosure

SEC source: 0001127602-25-010393 · form4.xml · nonDerivative · entry 5

Harris Parker · CIK 0001294774 · Director · Co-Founder and CTO, Slack

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,696

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 24, 2025 Filed Mar 25, 2025 22:08 UTC
Harris ParkerDirector · Co-Founder and CTO, Slack
SaleCommon Stock 306 $284.58 $87,081.39
Disclosure

SEC source: 0001127602-25-010393 · form4.xml · nonDerivative · entry 4

Harris Parker · CIK 0001294774 · Director · Co-Founder and CTO, Slack

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,113

F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2025.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:06 UTC
Milano MiguelPresident and CRO
GrantRestricted Stock Units · Derivative 24,413 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010365 · form4.xml · derivative · entry 4

Milano Miguel · CIK 0001988208 · President and CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,413

Underlying: Common Stock · 24,413 shares

Expires 2029-03-22

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:06 UTC
Milano MiguelPresident and CRO
Exercise / conversionRestricted Stock Units · Derivative 4,061 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010365 · form4.xml · derivative · entry 3

Milano Miguel · CIK 0001988208 · President and CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,185

Underlying: Common Stock · 4,061 shares

Expires 2028-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:06 UTC
Milano MiguelPresident and CRO
Exercise / conversionCommon Stock 4,061 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010365 · form4.xml · nonDerivative · entry 1

Milano Miguel · CIK 0001988208 · President and CRO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,925

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 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
GrantNon-qualified Stock Option (Right to Buy) · Derivative 58,351 $0.00 Strike: $280.62 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · derivative · entry 11

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,351

Underlying: Common Stock · 58,351 shares

Expires 2032-03-22

F7 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2026, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
GrantRestricted Stock Units · Derivative 19,530 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · derivative · entry 10

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,530

Underlying: Common Stock · 19,530 shares

Expires 2029-03-22

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F6 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionRestricted Stock Units · Derivative 4,874 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · derivative · entry 9

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,622

Underlying: Common Stock · 4,874 shares

Expires 2028-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F5 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionRestricted Stock Units · Derivative 1,707 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · derivative · entry 8

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,826

Underlying: Common Stock · 1,707 shares

Expires 2026-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionRestricted Stock Units · Derivative 1,635 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · derivative · entry 7

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,635 shares

Expires 2025-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionCommon Stock 4,874 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 3

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,455

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 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionCommon Stock 1,707 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 2

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,581

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.

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March 22, 2025 Filed Mar 25, 2025 21:08 UTC
Millham BrianAdvisor to CEO
Exercise / conversionCommon Stock 1,635 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010367 · form4.xml · nonDerivative · entry 1

Millham Brian · CIK 0001943041 · Advisor to CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,874

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 22, 2025 Filed Mar 25, 2025 21:12 UTC
Niles SabastianPresident and CLO
GrantRestricted Stock Units · Derivative 16,275 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010371 · form4.xml · derivative · entry 5

Niles Sabastian · CIK 0001988207 · President and CLO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,275

Underlying: Common Stock · 16,275 shares

Expires 2029-03-22

F3 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F5 · derivative.exercise_date: These restricted stock snits vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter.

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March 22, 2025 Filed Mar 25, 2025 21:12 UTC
Niles SabastianPresident and CLO
Exercise / conversionRestricted Stock Units · Derivative 4,061 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010371 · form4.xml · derivative · entry 4

Niles Sabastian · CIK 0001988207 · President and CLO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,185

Underlying: Common Stock · 4,061 shares

Expires 2028-03-22

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.

F3 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.

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March 22, 2025 Filed Mar 25, 2025 21:12 UTC
Niles SabastianPresident and CLO
Exercise / conversionCommon Stock 4,061 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010371 · form4.xml · nonDerivative · entry 1

Niles Sabastian · CIK 0001988207 · President and CLO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,315

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 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
GrantRestricted Stock Units · Derivative 20,344 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · derivative · entry 10

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,344

Underlying: Common Stock · 20,344 shares

Expires 2029-03-22

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F6 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2026 and vest as to 1/16 of the original grant quarterly thereafter.

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March 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 5,077 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · derivative · entry 9

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,231

Underlying: Common Stock · 5,077 shares

Expires 2028-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F5 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2025 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 711 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · derivative · entry 8

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,845

Underlying: Common Stock · 711 shares

Expires 2026-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 545 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · derivative · entry 7

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 545 shares

Expires 2025-03-22

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.

F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis.

F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter.

Read SEC document
March 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionCommon Stock 5,077 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 3

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,932

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 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionCommon Stock 711 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 2

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,855

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 22, 2025 Filed Mar 25, 2025 21:15 UTC
SCHMAIER R DAVIDPres. & Chief Product Officer
Exercise / conversionCommon Stock 545 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-010374 · form4.xml · nonDerivative · entry 1

SCHMAIER R DAVID · CIK 0001238464 · Pres. & Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,144

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.