Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Palo Alto Networks IncPANW · Entity 1811 | Director · EVP Chief Product & Tech Ofcr | October 08, 2026 | October 09, 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.
Palo Alto Networks Inc
Report date October 08, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 555,070 |
Reported balance
After 2026-10-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-08 · Gift · Disposed 60,000 · Balance 555,070 F1: Shares are held by the Lee and Susan Klarich 2005 Trust, dated Dec. 5, 2005, for which the Reporting Person and his spouse serve as trustees. |
| Common StockSEC Table I · non-derivative | Direct | 235,983 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 235,983 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held by the Lee and Susan Klarich 2005 Trust, dated Dec. 5, 2005, for which the Reporting Person and his spouse serve as trustees.
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 10, 2018 Filed Sep 12, 2018 20:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 6,100 | $232.27 | $1,416,816.50 |
DisclosureSEC source: 0001209191-18-050638 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,039 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $231.70 to $232.55 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,300 | $231.17 | $300,523.60 |
DisclosureSEC source: 0001209191-18-050638 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,139 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $230.63 to $231.50 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 600 | $229.84 | $137,905.80 |
DisclosureSEC source: 0001209191-18-050638 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,439 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $229.39 to $230.08 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: This number reflects an adjustment to the Reporting Person's total holdings due to a transfer that was inadvertently reported twice. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 21:24 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 9,205 | $212.62 | $1,957,167.10 |
DisclosureSEC source: 0001209191-18-048014 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,039 F2 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 20:06 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 755 | $214.96 | $162,291.78 |
DisclosureSEC source: 0001209191-18-046396 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,322 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $214.74 to $215.48 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 20:06 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,445 | $214.26 | $523,875.48 |
DisclosureSEC source: 0001209191-18-046396 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,077 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $213.70 to $214.61 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 20:06 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 800 | $212.70 | $170,163.20 |
DisclosureSEC source: 0001209191-18-046396 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,522 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $212.33 to $213.28 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| July 20, 2018 Filed Jul 24, 2018 20:07 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 1,309 | $214.06 | $280,204.54 |
DisclosureSEC source: 0001209191-18-043708 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,322 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards, performance-based restricted stock awards, and restricted stock units. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 20:34 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 4,925 | $209.90 | $1,033,757.50 |
DisclosureSEC source: 0001209191-18-042463 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,631 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:38 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,000 | $203.03 | $406,052.00 |
DisclosureSEC source: 0001209191-18-037483 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,556 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $202.70 to $203.37 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:38 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 4,500 | $202.33 | $910,503.00 |
DisclosureSEC source: 0001209191-18-037483 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,556 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $201.65 to $202.62 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:38 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,394 | $200.80 | $480,719.99 |
DisclosureSEC source: 0001209191-18-037483 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,056 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $200.40 to $201.32 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 20, 2018 Filed May 22, 2018 20:13 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 9,205 | $201.75 | $1,857,108.75 |
DisclosureSEC source: 0001209191-18-032296 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,450 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards. Read SEC document |
| April 20, 2018 Filed Apr 24, 2018 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 1,309 | $192.07 | $251,419.63 |
DisclosureSEC source: 0001209191-18-025987 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,655 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards, performance-based restricted stock awards, and restricted stock units. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:41 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 8,666 | $162.92 | $1,411,864.72 |
DisclosureSEC source: 0001209191-18-012468 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,964 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards. Read SEC document |
| January 20, 2018 Filed Jan 23, 2018 21:07 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 949 | $157.22 | $149,201.78 |
DisclosureSEC source: 0001209191-18-004873 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,630 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards, performance-based restricted stock awards, and restricted stock units. Read SEC document |
| December 01, 2017 Filed Aug 22, 2018 21:24 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-048014 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,244 F1 · balance_after: This number reflects an adjustment to the Reporting Person's total holdings that were inadvertently overstated in previous reports. Read SEC document |
| November 30, 2017 Filed Jan 23, 2018 21:07 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004873 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,579 Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 21:22 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 8,073 | $142.53 | $1,150,644.69 |
DisclosureSEC source: 0001209191-17-062355 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,579 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:45 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 1,882 | $149.61 | $281,566.02 |
DisclosureSEC source: 0001209191-17-057860 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,652 F4 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock awards and performance-based restricted stock awards. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:45 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Disposition to issuerCommon Stock | 8,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-057860 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,534 F3 · shares: Represents the forfeiture of previously reported performance stock awards granted to the Reporting Person that were eligible to vest based on the certified achievement of certain performance objectives. Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:45 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 27,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-057860 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,351 F2 · shares: Each share is represented by a performance-based restricted stock unit ("PSU"). The number of shares reported is at the target award amount. The Reporting Person may potentially earn from 50% to 120% of the target based on the achievement, if any, of the performance criteria at the end of the performance period. The actual award earned shall be determined upon certification by the Issuer's Compensation Committee. If earned, the eligible PSUs would vest according to the vesting schedule set forth above in footnote (1). Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 20:45 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 27,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-057860 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,579 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). 25% of the RSUs shall vest quarterly in equal increments during year 1; 37.5% of the RSUs shall vest quarterly in equal increments during year 2; 25% of the RSUs shall vest quarterly in equal increments during year 3; and 12.5% of the RSUs shall vest quarterly in equal increments each year during year 4, subject to the Reporting Person continuing to be a Service Provider through each 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.