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 |
|---|---|---|---|---|---|---|
| October 18, 2023 Filed Oct 23, 2023 21:39 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 70,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053354 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,697 F1 · shares: Each share is represented by a performance-based restricted stock unit ("PSU"). The number of shares acquired represents the achievement of performance conditions, as certified by the Issuer's Compensation Committee on October 18, 2023, with respect to PSUs granted to the Reporting Person on August 20, 2021. The PSUs vest on October 20, 2023, subject to the Reporting Person continuing to be a Service Provider through that vesting date. Read SEC document |
| October 03, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 7 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,213 Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · derivative · entry 9 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,607,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F7 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 100 | $238.15 | $23,815.00 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,213 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,700 | $237.60 | $403,921.70 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 5 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,313 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $237.115 to $238.00 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 |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 14,677 | $236.28 | $3,467,837.53 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,013 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $236.03 to $237.005 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 |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 24,515 | $235.67 | $5,777,548.11 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,690 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $235.03 to $236.025 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 |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 4,008 | $234.72 | $940,745.74 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,205 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $234.02 to $235.015 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 |
| October 02, 2023 Filed Oct 3, 2023 20:55 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-051557 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,213 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 02, 2023 Filed Nov 7, 2023 21:18 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-054605 · doc4.xml · derivative · entry 9 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,562,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F9 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · derivative · entry 7 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,652,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F7 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,300 | $243.83 | $316,977.70 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · nonDerivative · entry 5 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,213 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $243.645 to $244.285 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 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 10,309 | $242.92 | $2,504,231.35 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,513 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $242.53 to $243.45 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 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 21,090 | $242.09 | $5,105,657.01 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $241.52 to $242.515 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 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 12,301 | $241.02 | $2,964,750.12 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,912 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $240.52 to $241.51 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 01, 2023 Filed Sep 1, 2023 23:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-048028 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,213 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 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · derivative · entry 8 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,697,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F8 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 200 | $218.45 | $43,690.40 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,213 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $218.34 to $218.67 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 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,500 | $216.61 | $324,921.00 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 5 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,413 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $216.405 to $217.01 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 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 16,618 | $215.72 | $3,584,801.72 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,913 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $215.38 to $216.37 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 |
| August 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 19,582 | $215.01 | $4,210,404.15 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,531 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $214.38 to $215.37 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 |
| August 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 7,100 | $213.92 | $1,518,803.60 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,113 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $213.38 to $214.37 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 |
| August 07, 2023 Filed Aug 8, 2023 20:54 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-045028 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,213 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 |
| July 25, 2023 Filed Jul 25, 2023 21:25 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 8,041 | $243.33 | $1,956,616.53 |
DisclosureSEC source: 0001209191-23-043333 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,171 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 performance-based restricted stock units. Read SEC document |
| July 25, 2023 Filed Aug 3, 2023 00:13 UTC Amendment | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 7,999 | $243.33 | $1,946,396.67 |
DisclosureSEC source: 0001209191-23-044300 · doc4a.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,213 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 performance-based restricted stock units. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-041556 · doc4.xml · derivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,742,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F6 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 11,524 | $254.85 | $2,936,856.83 |
DisclosureSEC source: 0001209191-23-041556 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,212 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $254.54 to $255.385 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 03, 2023 Filed Jul 6, 2023 20:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 24,876 | $254.06 | $6,319,996.56 |
DisclosureSEC source: 0001209191-23-041556 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,736 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $253.54 to $254.535 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 03, 2023 Filed Jul 6, 2023 20:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 8,600 | $253.14 | $2,177,038.40 |
DisclosureSEC source: 0001209191-23-041556 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,612 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $252.54 to $253.53 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 03, 2023 Filed Jul 6, 2023 20:36 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-041556 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,212 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 |
| June 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · derivative · entry 9 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,787,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F9 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,900 | $229.48 | $665,494.90 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 8 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,212 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F8 · price: This sale price represents the weighted average sale price of the shares sold ranging from $229.265 to $229.93 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 11,460 | $228.87 | $2,622,827.28 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 7 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 608,112 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $228.26 to $229.25 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 12,753 | $227.55 | $2,901,996.16 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 619,572 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $227.18 to $228.06 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 7,027 | $226.79 | $1,593,646.30 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 5 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 632,325 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $226.18 to $227.17 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 5,501 | $225.65 | $1,241,284.15 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,352 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $225.18 to $226.13 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,959 | $224.80 | $889,967.36 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,853 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $224.18 to $225.155 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,400 | $223.68 | $313,150.60 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 648,812 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $223.01 to $223.91 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 05, 2023 Filed Jun 6, 2023 22:03 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-034840 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,212 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · derivative · entry 8 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,832,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F8 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 700 | $184.57 | $129,196.90 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 7 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,212 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $184.53 to $184.655 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 23,099 | $183.93 | $4,248,645.27 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,912 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $183.425 to $184.40 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 13,501 | $182.98 | $2,470,372.48 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 5 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 629,011 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $182.425 to $183.42 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,600 | $182.00 | $473,210.40 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 4 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 642,512 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $181.42 to $182.415 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,900 | $180.64 | $343,219.80 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 3 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 645,112 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $180.355 to $181.345 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,200 | $179.89 | $575,648.00 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 2 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 647,012 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $179.34 to $180.31 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 05, 2023 Filed May 9, 2023 20:16 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionCommon Stock | 45,000 | $64.50 | $2,902,648.50 |
DisclosureSEC source: 0001209191-23-028244 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,212 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 20, 2023 Filed Apr 21, 2023 20:07 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Tax withholdingCommon Stock | 7,533 | $195.32 | $1,471,345.56 |
DisclosureSEC source: 0001209191-23-025136 · doc4.xml · nonDerivative · entry 1 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,212 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 performance-based restricted stock units. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 23:49 UTC | Palo Alto Networks Inc PANW · Entity 1811 | Exercise / conversionStock Option (right to buy) · Derivative | 45,000 | $0.00 Strike: $64.50 | $0.00 |
DisclosureSEC source: 0001209191-23-023651 · doc4.xml · derivative · entry 7 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,877,079 Underlying: Common Stock · 45,000 shares Expires 2028-10-20 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. F7 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 23:49 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 500 | $196.29 | $98,143.50 |
DisclosureSEC source: 0001209191-23-023651 · doc4.xml · nonDerivative · entry 6 Klarich Lee · CIK 0001682260 · EVP, Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612,745 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2022. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $196.03 to $196.38 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.