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 |
|---|---|---|---|---|---|---|
| August 22, 2022 Filed Aug 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021484 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425 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 |
| August 22, 2022 Filed Aug 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021484 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,628 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, 2022 Filed May 24, 2022 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015471 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 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 |
| May 22, 2022 Filed May 24, 2022 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015471 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203 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, 2022 Filed Feb 24, 2022 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006408 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,275 Underlying: Common Stock · 426 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 |
| February 22, 2022 Filed Feb 24, 2022 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006408 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,778 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, 2022 Filed Feb 3, 2022 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 1,701 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003074 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,701 Underlying: Common Stock · 1,701 shares Expires 2022-11-22 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, 2022, May 22, 2022, August 22, 2022, and November 22, 2022. Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 21:49 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 7,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069477 · doc4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,681 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 7,365 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 21:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046038 · doc4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 410 shares Expires 2021-11-22 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, 2021, May 22, 2021, August 22, 2021, and November 22, 2021. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 21:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046038 · doc4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,352 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, 2021 Filed Aug 23, 2021 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024200 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410 Underlying: Common Stock · 410 shares Expires 2021-11-22 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, 2021, May 22, 2021, August 22, 2021, and November 22, 2021. Read SEC document |
| August 22, 2021 Filed Aug 23, 2021 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024200 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,942 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, 2021 Filed May 25, 2021 00:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 410 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017934 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820 Underlying: Common Stock · 410 shares Expires 2021-11-22 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, 2021, May 22, 2021, August 22, 2021, and November 22, 2021. Read SEC document |
| May 22, 2021 Filed May 25, 2021 00:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017934 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,532 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, 2021 Filed Feb 24, 2021 22:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 411 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-007702 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,230 Underlying: Common Stock · 411 shares Expires 2021-11-22 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. 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 each of February 22, 2021, May 22, 2021, August 22, 2021, and November 22, 2021. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-007702 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,122 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 · balance_after: Reflects the transfer of 4,996 shares to the reporting person's ex-spouse pursuant to a divorce settlement. The securities owned by the ex-spouse are not beneficially owned by the reporting person. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 21:52 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 1,641 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003522 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,641 Underlying: Common Stock · 1,641 shares Expires 2021-11-22 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, 2021, May 22, 2021, August 22, 2021, and November 22, 2021. Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 21:36 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 12,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001618732-20-000152 · wf-form4_160798178485602.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,316 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: Since the date of the Reporting Person's last ownership report, the Reporting Person transferred 9,836 shares of the Issuer's Class A common stock to his former spouse pursuant to a divorce settlement in a transaction exempt from reporting under Rule 16a-12. F3 · balance_after: The amount reported includes 12,018 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock upon vesting. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 00:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029851 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 514 shares Expires 2020-11-22 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, 2020, May 22, 2020, August 22, 2020, and November 22, 2020. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 00:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029851 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,707 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 |
| October 28, 2020 Filed Oct 28, 2020 22:57 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001618732-20-000138 · wf-form4_160392584174897.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,134 F1 · shares: Represents the Reporting Person's Top-Off Award as defined in and calculated in accordance with the Issuer's Amended and Restated Outside Director Compensation Policy (the "Policy"). In accordance with the Policy, the Top-Off Award vests in full on December 10, 2020, the day prior to the Issuer's annual meeting of stockholders. F2 · balance_after: This number also includes 8,510 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock. Read SEC document |
| August 22, 2020 Filed Aug 24, 2020 23:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024165 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514 Underlying: Common Stock · 514 shares Expires 2020-11-22 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, 2020, May 22, 2020, August 22, 2020, and November 22, 2020. Read SEC document |
| August 22, 2020 Filed Aug 24, 2020 23:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024165 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,193 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, 2020 Filed May 22, 2020 22:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017823 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028 Underlying: Common Stock · 514 shares Expires 2020-11-22 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, 2020, May 22, 2020, August 22, 2020, and November 22, 2020. Read SEC document |
| May 22, 2020 Filed May 22, 2020 22:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017823 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,679 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 16, 2020 Filed Mar 16, 2020 23:34 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 225 | $131.00 | $29,475.00 |
DisclosureSEC source: 0001127602-20-010943 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,165 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 01:24 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007825 · form4.xml · derivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,542 Underlying: Common Stock · 514 shares Expires 2020-11-22 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, 2020, May 22, 2020, August 22, 2020, and November 22, 2020. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 01:24 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007825 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,390 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 18, 2020 Filed Feb 19, 2020 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 225 | $190.95 | $42,963.75 |
DisclosureSEC source: 0001127602-20-006220 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,876 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 00:49 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,056 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003301 · form4.xml · derivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,056 Underlying: Common Stock · 2,056 shares Expires 2020-11-22 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, 2020, May 22, 2020, August 22, 2020, and November 22, 2020. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 225 | $181.68 | $40,878.00 |
DisclosureSEC source: 0001127602-20-001869 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,101 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 22:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 450 | $163.31 | $73,489.50 |
DisclosureSEC source: 0001127602-19-035868 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,326 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| December 13, 2019 Filed Dec 18, 2019 01:03 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 8,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001618732-19-000160 · wf-form4_157663099852921.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,730 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units, or RSUs, received on December 13, 2019 by the Reporting Person pursuant to the Issuer's Amended and Restated Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. The RSUs will vest on the earlier of (i) the day prior to the next annual meeting of stockholders 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. F2 · balance_after: This number also includes 14,086 unvested RSUs, which are issuable into shares of the Issuer's Class A common stock. Read SEC document |
| November 22, 2019 Filed Nov 23, 2019 00:17 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033604 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,776 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027264 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,944 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| August 15, 2019 Filed Aug 15, 2019 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $141.10 | $28,220.00 |
DisclosureSEC source: 0001127602-19-026816 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,136 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| July 15, 2019 Filed Jul 15, 2019 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $158.85 | $31,770.00 |
DisclosureSEC source: 0001127602-19-024553 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,336 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| June 17, 2019 Filed Jun 18, 2019 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 356 | $150.04 | $53,414.24 |
DisclosureSEC source: 0001127602-19-021884 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,536 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| May 22, 2019 Filed May 23, 2019 00:12 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 782 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019518 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,892 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| May 15, 2019 Filed May 15, 2019 23:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $153.00 | $30,600.00 |
DisclosureSEC source: 0001127602-19-018616 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,110 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 23:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $161.00 | $32,200.00 |
DisclosureSEC source: 0001127602-19-015613 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,310 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 22:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 377 | $160.67 | $60,572.59 |
DisclosureSEC source: 0001127602-19-011961 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,510 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| February 22, 2019 Filed Feb 23, 2019 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 889 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007817 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,887 F1 · price: Shares awarded from the Issuer's 2013 Equity Incentive Plan for board service. Read SEC document |
| February 15, 2019 Filed Feb 16, 2019 00:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $161.08 | $32,216.00 |
DisclosureSEC source: 0001127602-19-006454 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,998 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $146.07 | $29,214.00 |
DisclosureSEC source: 0001127602-19-002225 · form4.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,198 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 01:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200 | $0.00 Strike: $45.80 | $0.00 |
DisclosureSEC source: 0001340922-18-000027 · edgardoc.xml · derivative · entry 4 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 200 shares Expires 2023-12-05 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_date: 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. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 01:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 200 | $82.30 | $16,460.00 |
DisclosureSEC source: 0001340922-18-000027 · edgardoc.xml · nonDerivative · entry 3 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,103 F2 · kind: Automatic sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 01:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 200 | $82.30 | $16,460.00 |
DisclosureSEC source: 0001340922-18-000027 · edgardoc.xml · nonDerivative · entry 2 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,303 F1 · kind: Automatic option exercise and same day sale pursuant to a 10b5-1 trading plan adopted by the Reporting Person on January 12, 2018. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 01:10 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 200 | $45.80 | $9,160.00 |
DisclosureSEC source: 0001340922-18-000027 · edgardoc.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,503 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 |
| December 17, 2018 Filed Dec 19, 2018 00:58 UTC | Nutanix, Inc. NTNX · Entity 3296 | GrantClass A Common Stock | 6,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001618732-18-000197 · wf-form4_154518107921631.xml · nonDerivative · entry 1 Conway Craig · CIK 0001340922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,624 F1 · shares: Reflects shares that the Reporting Person will receive upon the settlement of restricted stock units ("RSUs") received on December 17, 2018 by the Reporting Person pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Issuer Class A common stock. The RSUs will vest on the earlier of (i) the day prior to the next annual meeting of stockholders 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. F2 · balance_after: This number also includes 11,960 unvested restricted stock units or RSUs, which are issuable into Class A common stock. 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.