Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MICROSOFT CORPMSFT · Entity 1016 | EVP, Chief Marketing Officer | September 15, 2026 | September 17, 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.
MICROSOFT CORP
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,412.2403 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 11,569 · Balance 59,412.2403 F1: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2027, and then 6.25% vesting each three months thereafter, subject to continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Stock Award under the Executive Incentive Plan that will vest over four years with 25% vesting on August 31, 2027, and then 6.25% vesting each three months thereafter, subject to continued employment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NEW RELIC, INC.
Report date November 08, 2023 · Filed November 13, 2023
Section 16 reporting ended · disclosed 2023-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-11-08 · Exercise / conversion · Acquired 2,705 · Balance 7,623 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. Row 2 · 2023-11-08 · Disposition to issuer · Disposed 7,623 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-11-08 · Exercise / conversion · Disposed 324 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-08 · Exercise / conversion · Disposed 2,381 · Balance 0 F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement.
F2: Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration.
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 17, 2022 Filed Aug 19, 2022 17:17 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 2,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000006 · wf-form4_166094383915620.xml · derivative · entry 1 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982 Underlying: Common Stock · 2,982 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2023, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2023, subject to continuous service to the Company through such date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:54 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 1,378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000004 · wf-form4_166077688425826.xml · derivative · entry 4 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,378 shares Expires not disclosed 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_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in one installment on August 15, 2022, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F2 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in one installment on August 15, 2022, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:54 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionRestricted Stock Units · Derivative | 112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000004 · wf-form4_166077688425826.xml · derivative · entry 3 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339 Underlying: Common Stock · 112 shares Expires not disclosed 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_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:54 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 1,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000004 · wf-form4_166077688425826.xml · nonDerivative · entry 2 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,490 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, 2022 Filed Aug 17, 2022 18:54 UTC | NEW RELIC, INC. NEWR · Entity 108347 | Exercise / conversionCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000004 · wf-form4_166077688425826.xml · nonDerivative · entry 1 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112 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 |
| April 18, 2022 Filed Apr 20, 2022 17:36 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-009732 · wf-form4_165049057915981.xml · derivative · entry 1 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423 Underlying: Common Stock · 423 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| April 18, 2022 Filed Jun 15, 2022 18:44 UTC Amendment | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 451 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001899931-22-000002 · wf-form4a_165533305775047.xml · derivative · entry 1 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451 Underlying: Common Stock · 451 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 17:37 UTC | NEW RELIC, INC. NEWR · Entity 108347 | GrantRestricted Stock Units · Derivative | 1,378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070031 · doc4.xml · derivative · entry 1 Numoto Takeshi · CIK 0001899931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378 Underlying: Common Stock · 1,378 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in one installment on August 15, 2022, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in one installment on August 15, 2022, subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. 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.