Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Director | May 04, 2026 | May 06, 2026 |
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | EVP & Chief Operating Officer | February 16, 2024 | February 21, 2024 |
| Cue Health Inc.HLTH · Entity 87957 | Director | June 05, 2023 | June 07, 2023 |
| MCKESSON CORPMCK · Entity 2904 | Director | July 22, 2026 | July 23, 2026 |
| PLANTRONICS INC /CA/PLT · Entity 124134 | Director | November 03, 2017 | November 06, 2017 |
| Salesforce, Inc.CRM · Entity 2842 | Pres., Sales & Cust. Success | April 05, 2018 | April 06, 2018 |
| TYSON FOODS, INC.TSN · Entity 3273 | Director | February 06, 2026 | February 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.
BANK OF AMERICA CORP /DE/
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,984 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Grant · Acquired 5,365 · Balance 13,984 F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 465 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 465 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares represent payment of annual compensation for services as a director under the Bank of America Corporation Equity Plan in transactions exempt under Rule 16b-3.
CISCO SYSTEMS, INC.
Report date February 16, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 521,518 |
Reported balance
After 2024-02-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-16 · Sale · Disposed 10,000 · Balance 521,518 F1: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on March 23, 2023. F2: Includes 10,543 dividend equivalents accrued on unvested restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,276 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,276 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 plan adopted by the reporting person on March 23, 2023.
F2: Includes 10,543 dividend equivalents accrued on unvested restricted stock units. Each dividend equivalent is the economic equivalent of one share of Cisco common stock.
Cue Health Inc.
Report date June 05, 2023 · Filed June 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,030 |
Reported balance
After 2023-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-05 · Grant · Acquired 63,300 · Balance 130,030 F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock and is scheduled to vest in full on June 5, 2024. F2: Includes 123,654 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units ("RSUs") under the Issuer's 2021 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock and is scheduled to vest in full on June 5, 2024.
F2: Includes 123,654 unvested RSUs.
MCKESSON CORP
Report date July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 578 |
Reported balance
After 2026-07-22 transaction · row 1
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 277 · Balance 578 F1: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vested immediately, and the reporting person elected to receive the underlying shares upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs granted pursuant to an automatic annual grant under the 2022 Stock Plan. This grant vested immediately, and the reporting person elected to receive the underlying shares upon grant.
PLANTRONICS INC /CA/
Report date November 03, 2017 · Filed November 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 6,289 |
Ending reported balance
After 2017-11-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-03 · Sale · Disposed 1,774 · Balance 7,389 Row 2 · 2017-11-03 · Sale · Disposed 1,100 · Balance 6,289 |
Salesforce, Inc.
Report date April 05, 2018 · Filed April 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,021 |
Ending reported balance
After 2018-04-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-04-05 · Exercise / conversion · Acquired 10,000 · Balance 23,021 F1: Pursuant to a 10b5-1 Plan. Row 2 · 2018-04-05 · Sale · Disposed 10,000 · Balance 13,021 F1: Pursuant to a 10b5-1 Plan. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.30 · Expires 2020-11-26 | Direct | 54,676 |
Reported balance
After 2018-04-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-05 · Exercise / conversion · Disposed 10,000 · Balance 54,676 F1: Pursuant to a 10b5-1 Plan. F2: Option is exercisable and vests over four years at the rate of 25% on November 26, 2014, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to a 10b5-1 Plan.
F2: Option is exercisable and vests over four years at the rate of 25% on November 26, 2014, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.
TYSON FOODS, INC.
Report date February 06, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,398.966 |
Reported balance
After 2026-02-06 transaction · row 1
1 source rowRow 1 · 2026-02-06 · Grant · Acquired 2,911.431 · Balance 8,398.966 F1: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $190,000 granted in connection with the Reporting Person's election as a director at the Annual Meeting of Shareholders held on February 5, 2026. Pursuant to the Issuer's Director Compensation Policy, the Reporting Person elected to take this stock award in lieu of a deferred stock award otherwise granted to the Issuer's non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a stock award for shares of the Issuer's Class A Common Stock having a value of $190,000 granted in connection with the Reporting Person's election as a director at the Annual Meeting of Shareholders held on February 5, 2026. Pursuant to the Issuer's Director Compensation Policy, the Reporting Person elected to take this stock award in lieu of a deferred stock award otherwise granted to the Issuer's non-employee directors.
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 |
|---|---|---|---|---|---|---|
| March 22, 2018 Filed Mar 27, 2018 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 4,821 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012817 · form4.xml · derivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,821 Underlying: Common Stock · 4,821 shares Expires 2021-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 01:22 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 226 | $115.87 | $26,186.62 |
DisclosureSEC source: 0001127602-18-008544 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,070 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 01:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 648 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008544 · form4.xml · derivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,945 Underlying: Common Stock · 648 shares Expires 2018-11-25 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 vested as to 25% of the original grant on November 25, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 01:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008544 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,296 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 23, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 360 | $113.47 | $40,850.96 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · nonDerivative · entry 4 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,648 Read SEC document |
| February 23, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $113.63 | $106,812.20 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · nonDerivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,008 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 496 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · derivative · entry 6 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,459 Underlying: Common Stock · 496 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. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · derivative · entry 5 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,242 Underlying: Common Stock · 463 shares Expires 2019-11-22 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 vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 496 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,948 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, 2018 Filed Feb 24, 2018 01:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008171 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,452 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 |
| January 26, 2018 Filed Jan 27, 2018 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $112.72 | $105,956.80 |
DisclosureSEC source: 0001127602-18-002712 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,989 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 00:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $102.61 | $96,453.40 |
DisclosureSEC source: 0001127602-18-000249 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,929 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 726 | $106.63 | $77,415.27 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 7 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,869 Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 724 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · derivative · entry 11 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 724 shares Expires 2017-11-26 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. F6 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 26, 2014 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 6 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,595 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 |
| November 25, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 648 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · derivative · entry 10 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 Underlying: Common Stock · 648 shares Expires 2018-11-25 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. F5 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 25, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 25, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 5 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,871 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 |
| November 24, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $107.27 | $100,833.80 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 4 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,223 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,295 | $106.77 | $138,271.16 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,163 Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,985 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · derivative · entry 9 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,955 Underlying: Common Stock · 1,985 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. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · derivative · entry 8 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,705 Underlying: Common Stock · 463 shares Expires 2019-11-22 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 vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,458 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 |
| November 22, 2017 Filed Nov 28, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033319 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,473 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 |
| November 07, 2017 Filed Nov 8, 2017 00:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-031533 · form4.xml · derivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,676 Underlying: Common Stock · 10,000 shares Expires 2020-11-26 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 · kind: Pursuant to a 10b5-1 Plan. F2 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on November 26, 2014, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 00:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $105.00 | $1,050,000.00 |
DisclosureSEC source: 0001127602-17-031533 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,010 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 00:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $52.30 | $523,000.00 |
DisclosureSEC source: 0001127602-17-031533 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,010 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 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 15:32 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | SaleCOMMON STOCK | 1,100 | $51.23 | $56,354.10 |
DisclosureSEC source: 0001463252-17-000053 · edgardoc.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,289 Read SEC document |
| November 03, 2017 Filed Nov 6, 2017 15:32 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | SaleCOMMON STOCK | 1,774 | $51.27 | $90,944.11 |
DisclosureSEC source: 0001463252-17-000053 · edgardoc.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,389 Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $100.92 | $94,864.80 |
DisclosureSEC source: 0001127602-17-030558 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,010 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| October 20, 2017 Filed Oct 23, 2017 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-030210 · form4.xml · derivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,676 Underlying: Common Stock · 10,000 shares Expires 2020-11-26 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 · kind: Pursuant to a 10b5-1 Plan. F2 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on November 26, 2014, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| October 20, 2017 Filed Oct 23, 2017 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $99.00 | $990,000.00 |
DisclosureSEC source: 0001127602-17-030210 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,950 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| October 20, 2017 Filed Oct 23, 2017 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $52.30 | $523,000.00 |
DisclosureSEC source: 0001127602-17-030210 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,950 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 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 21:04 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $92.77 | $87,203.80 |
DisclosureSEC source: 0001127602-17-028666 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,950 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 29, 2017 Filed Aug 30, 2017 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $92.75 | $87,185.00 |
DisclosureSEC source: 0001127602-17-026693 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,890 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 28, 2017 Filed Aug 29, 2017 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 726 | $93.38 | $67,793.81 |
DisclosureSEC source: 0001127602-17-026600 · form4.xml · nonDerivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,830 Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026600 · form4.xml · derivative · entry 5 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Underlying: Common Stock · 723 shares Expires 2017-11-26 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. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 26, 2014 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026600 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,556 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 25, 2017 Filed Aug 29, 2017 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 648 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026600 · form4.xml · derivative · entry 4 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,241 Underlying: Common Stock · 648 shares Expires 2018-11-25 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 vested as to 25% of the original grant on November 25, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 648 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026600 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,833 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 23, 2017 Filed Aug 24, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 245 | $93.52 | $22,912.08 |
DisclosureSEC source: 0001127602-17-026378 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,185 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026378 · form4.xml · derivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,168 Underlying: Common Stock · 463 shares Expires 2019-11-22 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 vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 00:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026378 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,430 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 03, 2017 Filed Aug 7, 2017 15:00 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-17-000047 · edgardoc.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,163 F1 · shares: Restricted Stock Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director through such date. Read SEC document |
| July 28, 2017 Filed Aug 2, 2017 00:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 940 | $90.14 | $84,731.60 |
DisclosureSEC source: 0001127602-17-024634 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,967 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 00:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-024280 · form4.xml · derivative · entry 3 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,676 Underlying: Common Stock · 10,000 shares Expires 2020-11-26 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 · kind: Pursuant to a 10b5-1 Plan. F3 · derivative.exercise_date: Option is exercisable and vests over four years at the rate of 25% on November 26, 2014, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 00:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $92.00 | $920,007.00 |
DisclosureSEC source: 0001127602-17-024280 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,907 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $92.0000 to $92.0001 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| July 27, 2017 Filed Jul 28, 2017 00:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $52.30 | $523,000.00 |
DisclosureSEC source: 0001127602-17-024280 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,907 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 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 00:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,112 | $88.18 | $186,232.78 |
DisclosureSEC source: 0001127602-17-022319 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,907 F1 · kind: Pursuant to a 10b5-1 Plan. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $87.7800 to $88.3800 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 00:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 11,588 | $87.26 | $1,011,156.13 |
DisclosureSEC source: 0001127602-17-022319 · form4.xml · nonDerivative · entry 1 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,019 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $86.7200 to $87.6900 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| May 30, 2017 Filed May 31, 2017 01:02 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 276 | $90.80 | $25,062.10 |
DisclosureSEC source: 0001127602-17-019785 · form4.xml · nonDerivative · entry 2 Martinez Maria · CIK 0001572528 · Pres., Sales & Cust. Success 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,597 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.