Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guidewire Software, Inc.GWRE · Entity 3313 | Director | December 17, 2018 | December 18, 2018 |
| Nutanix, Inc.NTNX · Entity 3296 | Director | December 12, 2025 | December 17, 2025 |
| Paylocity Holding CorpPCTY · Entity 301 | Director | August 27, 2026 | August 31, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | Director | September 04, 2026 | September 04, 2026 |
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.
Guidewire Software, Inc.
Report date December 17, 2018 · Filed December 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,103 |
Ending reported balance
After 2018-12-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-12-17 · Exercise / conversion · Acquired 200 · Balance 11,503 Row 2 · 2018-12-17 · Sale · Disposed 200 · Balance 11,303 F1: Automatic option exercise and same day sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018. Row 3 · 2018-12-17 · Sale · Disposed 200 · Balance 11,103 F2: Automatic sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.80 · Expires 2023-12-05 | Direct | 400 |
Reported balance
After 2018-12-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-12-17 · Exercise / conversion · Disposed 200 · Balance 400 F3: These stock options vest over 12 months of continuous service as follows: 1/12th of the underlying options vest monthly following the vesting commencement date of December 5, 2013. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying options at the time of the next annual shareholder meeting if such meeting occurs before December 5, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic option exercise and same day sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018.
F2: Automatic sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018.
F3: These stock options vest over 12 months of continuous service as follows: 1/12th of the underlying options vest monthly following the vesting commencement date of December 5, 2013. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying options at the time of the next annual shareholder meeting if such meeting occurs before December 5, 2014.
Nutanix, Inc.
Report date December 12, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,685 |
Reported balance
After 2025-12-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-12 · Grant · Acquired 4,588 · Balance 47,685 F1: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2: The amount reported includes 4,588 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock.
F2: The amount reported includes 4,588 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting.
Paylocity Holding Corp
Report date August 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 2,207 |
Reported balance
After 2026-08-27 transaction · row 1
1 source rowRow 1 · 2026-08-27 · Sale · Disposed 3,145 · Balance 2,207 |
Salesforce, Inc.
Report date September 04, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,437 |
Ending reported balance
After 2026-09-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Sale · Disposed 1,418 · Balance 8,519 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $260.4700 to $260.5000 inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the range set forth above. Row 2 · 2026-09-04 · Sale · Disposed 3,082 · Balance 5,437 |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $260.4700 to $260.5000 inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the range set forth above.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 4, 2026 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,082 | $260.66 | $803,363.06 |
DisclosureSEC source: 0001108524-26-000199 · form4.xml · nonDerivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,437 Read SEC document |
| September 04, 2026 Filed Sep 4, 2026 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,418 | $260.50 | $369,383.04 |
DisclosureSEC source: 0001108524-26-000199 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,519 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $260.4700 to $260.5000 inclusive. The reporting person undertakes to provide to 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 sold at each separate price within the range set forth above. Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 20:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | SaleCommon Stock, par value $0.001 | 3,145 | $156.80 | $493,136.00 |
DisclosureSEC source: 0001340922-26-000004 · wk-form4_1788206548.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,207 Read SEC document |
| August 22, 2026 Filed Aug 24, 2026 23:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 441 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000166 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441 Underlying: Common Stock · 441 shares Expires 2026-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Read SEC document |
| August 22, 2026 Filed Aug 24, 2026 23:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000166 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,937 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 |
| August 14, 2026 Filed Aug 18, 2026 20:04 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 2,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001340922-26-000002 · wk-form4_1787083491.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,352 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's Amended and Restated 2023 Equity Incentive Plan. Read SEC document |
| May 22, 2026 Filed May 26, 2026 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000115 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 882 Underlying: Common Stock · 442 shares Expires 2026-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Read SEC document |
| May 22, 2026 Filed May 26, 2026 23:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000115 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,496 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 |
| February 22, 2026 Filed Feb 24, 2026 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000050 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 442 shares Expires 2026-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000050 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,054 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 |
| February 01, 2026 Filed Feb 3, 2026 01:36 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 1,766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000026 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,766 Underlying: Common Stock · 1,766 shares Expires 2026-11-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. Read SEC document |
| December 12, 2025 Filed Dec 17, 2025 00:15 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 4,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-321317 · ownership.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,685 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2 · balance_after: The amount reported includes 4,588 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2025 Filed Nov 24, 2025 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 274 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-25-000218 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 274 shares Expires 2025-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025. Read SEC document |
| November 22, 2025 Filed Nov 24, 2025 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001108524-25-000218 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,612 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 |
| August 22, 2025 Filed Aug 25, 2025 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 274 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-25-000052 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274 Underlying: Common Stock · 274 shares Expires 2025-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001108524-25-000052 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,338 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 |
| August 15, 2025 Filed Aug 19, 2025 20:06 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001340922-25-000004 · wk-form4_1755634001.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,145 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| May 22, 2025 Filed May 23, 2025 22:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 274 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015561 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548 Underlying: Common Stock · 274 shares Expires 2025-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025. Read SEC document |
| May 22, 2025 Filed May 23, 2025 22:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015561 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,064 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 |
| February 22, 2025 Filed Feb 25, 2025 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006469 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 822 Underlying: Common Stock · 275 shares Expires 2025-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006469 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,790 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 |
| February 01, 2025 Filed Feb 3, 2025 22:50 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 1,097 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-002807 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,097 Underlying: Common Stock · 1,097 shares Expires 2025-11-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2025, May 22, 2025, August 22, 2025, and November 22, 2025. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:29 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 3,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137407 · ownership.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,097 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2 · balance_after: The amount reported includes 3,646 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 23:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028015 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 330 shares Expires 2024-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2024, May 22, 2024, August 22, 2024, and November 22, 2024. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 23:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028015 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,515 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 |
| August 22, 2024 Filed Aug 23, 2024 21:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022860 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330 Underlying: Common Stock · 330 shares Expires 2024-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2024, May 22, 2024, August 22, 2024, and November 22, 2024. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 21:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022860 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,185 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 |
| August 15, 2024 Filed Aug 19, 2024 20:08 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000192 · wk-form4_1724098082.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,884 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 25% quarterly, such that the RSUs will vest completely on the first anniversary of the date of grant. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:31 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,323 | $240.07 | $1,277,866.00 |
DisclosureSEC source: 0001127602-24-018474 · form4.xml · nonDerivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,855 Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:31 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 677 | $236.26 | $159,948.97 |
DisclosureSEC source: 0001127602-24-018474 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,178 Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 330 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016405 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 660 Underlying: Common Stock · 330 shares Expires 2024-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2024, May 22, 2024, August 22, 2024, and November 22, 2024. Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016405 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,855 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 01, 2024 Filed Mar 5, 2024 21:02 UTC | Paylocity Holding Corp PCTY · Entity 301 | GrantCommon Stock, par value $0.001 | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0001591698-24-000065 · wk-form4_1709672534.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle Reporting Person to receive one (1) share of Common Stock per RSU. The RSUs will vest 50% on May 15, 2024 and 50% on August 15, 2024. The grant will be settled pursuant to the terms of the Issuer's 2023 Equity Incentive Plan. Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 00:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006745 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 331 shares Expires 2024-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2024, May 22, 2024, August 22, 2024, and November 22, 2024. Read SEC document |
| February 22, 2024 Filed Feb 24, 2024 00:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006745 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,525 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 |
| February 01, 2024 Filed Feb 2, 2024 23:49 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 1,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003252 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,321 Underlying: Common Stock · 1,321 shares Expires 2024-11-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2024, May 22, 2024, August 22, 2024, and November 22, 2024. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:30 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 6,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-069734 · ownership.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,451 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2 · balance_after: The amount reported includes 6,088 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 21:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028280 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 535 shares Expires 2023-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2023, May 22, 2023, August 22, 2023, and November 22, 2023. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 21:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028280 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,194 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 |
| August 22, 2023 Filed Aug 23, 2023 22:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023130 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 535 Underlying: Common Stock · 535 shares Expires 2023-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2023, May 22, 2023, August 22, 2023, and November 22, 2023. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 22:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023130 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,659 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 |
| May 22, 2023 Filed May 23, 2023 20:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 535 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016580 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Underlying: Common Stock · 535 shares Expires 2023-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2023, May 22, 2023, August 22, 2023, and November 22, 2023. Read SEC document |
| May 22, 2023 Filed May 23, 2023 20:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016580 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,124 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 |
| February 22, 2023 Filed Feb 24, 2023 01:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 536 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006898 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,605 Underlying: Common Stock · 536 shares Expires 2023-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2023, May 22, 2023, August 22, 2023, and November 22, 2023. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 01:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006898 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,589 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 |
| February 16, 2023 Filed Feb 17, 2023 23:31 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,141 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005940 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141 Underlying: Common Stock · 2,141 shares Expires 2023-11-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2023, May 22, 2023, August 22, 2023, and November 22, 2023. Read SEC document |
| December 20, 2022 Filed Dec 22, 2022 21:40 UTC | Nutanix, Inc. NTNX · Entity 3296 | SaleClass A Common Stock | 25,000 | $30.38 | $759,575.00 |
DisclosureSEC source: 0001209191-22-062445 · doc4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,363 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $30.08 to $30.56 per share. The Reporting Person undertakes to provide to 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 sold at each separate price within the range set forth in this footnote. F2 · balance_after: The amount reported includes 8,682 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 22:07 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 8,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060978 · doc4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,363 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs"), which will vest in full on the earlier of (i) the day prior to the next annual meeting of the Issuer's shareholders held after the date of grant or (ii) the one-year anniversary of the date of grant, in each case, subject to the Reporting Person continuing to provide service to the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F2 · balance_after: The amount reported includes 8,682 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2022 Filed Nov 24, 2022 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026371 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 425 shares Expires 2022-11-22 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on each of February 22, 2022, May 22, 2022, August 22, 2022, and November 22, 2022. Read SEC document |
| November 22, 2022 Filed Nov 24, 2022 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026371 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,053 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.