Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Palo Alto Networks IncPANW · Entity 1811 | Director | December 14, 2021 | January 14, 2022 |
| Rubrik, Inc.RBRK · Entity 2594 | Director | June 03, 2026 | June 05, 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 December 14, 2021 · Filed January 14, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,510 |
Reported balance
After 2021-12-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-12-14 · Grant · Acquired 679 · Balance 11,510 F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 104,032 |
Reported balance
Holding disclosure · report date 2021-12-14 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 104,032 F2: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date.
F2: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee.
Rubrik, Inc.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,249 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 3,709 · Balance 6,249 F1: Represents the grant of restricted stock units ("RSUs") that will vest over a one-year period, in four (4) successive equal quarterly installments on each of September 15, 2026, December 15, 2026, March 15, 2027 and June 15, 2027, subject to the reporting person's continuous service with the Issuer on each such vest date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Asheem Chandna and Aarti Chandna, trustees of the Chandna Children's Trust dated 12/23/2012 | 9,296 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,296 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Revocable Trust of Asheem Chandna and Aarti Chandna, UDT 4/13/98 | 1,138,098 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,138,098 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Greylock 16 Limited Partnership | 345,144 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 345,144 F2: Greylock 16 GP LLC ("Greylock 16 GP") is the sole general partner of each of Greylock 16 Limited Partnership ("Greylock 16"), Greylock 16-A Limited Partnership ("Greylock 16-A") and Greylock 16 Principals Limited Partnership ("Greylock 16 Principals") and may be deemed to share voting and dispositive voting power with respect to the shares held directly by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person is one of the managing members of Greylock 16 GP, and may be deemed to share voting and investment power over the shares held by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that he is the beneficial owner of such shares, except to the extent of his pecuniary interest, if any. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Greylock 16-A Limited Partnership | 12,270 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,270 F2: Greylock 16 GP LLC ("Greylock 16 GP") is the sole general partner of each of Greylock 16 Limited Partnership ("Greylock 16"), Greylock 16-A Limited Partnership ("Greylock 16-A") and Greylock 16 Principals Limited Partnership ("Greylock 16 Principals") and may be deemed to share voting and dispositive voting power with respect to the shares held directly by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person is one of the managing members of Greylock 16 GP, and may be deemed to share voting and investment power over the shares held by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that he is the beneficial owner of such shares, except to the extent of his pecuniary interest, if any. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Greylock 16 Principals Limited Partnership | 26,076 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 26,076 F2: Greylock 16 GP LLC ("Greylock 16 GP") is the sole general partner of each of Greylock 16 Limited Partnership ("Greylock 16"), Greylock 16-A Limited Partnership ("Greylock 16-A") and Greylock 16 Principals Limited Partnership ("Greylock 16 Principals") and may be deemed to share voting and dispositive voting power with respect to the shares held directly by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person is one of the managing members of Greylock 16 GP, and may be deemed to share voting and investment power over the shares held by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that he is the beneficial owner of such shares, except to the extent of his pecuniary interest, if any. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units ("RSUs") that will vest over a one-year period, in four (4) successive equal quarterly installments on each of September 15, 2026, December 15, 2026, March 15, 2027 and June 15, 2027, subject to the reporting person's continuous service with the Issuer on each such vest date.
F2: Greylock 16 GP LLC ("Greylock 16 GP") is the sole general partner of each of Greylock 16 Limited Partnership ("Greylock 16"), Greylock 16-A Limited Partnership ("Greylock 16-A") and Greylock 16 Principals Limited Partnership ("Greylock 16 Principals") and may be deemed to share voting and dispositive voting power with respect to the shares held directly by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person is one of the managing members of Greylock 16 GP, and may be deemed to share voting and investment power over the shares held by Greylock 16, Greylock 16-A and Greylock 16 Principals. The Reporting Person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that he is the beneficial owner of such shares, except to the extent of his pecuniary interest, if any.
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, 2013 Filed Mar 22, 2013 22:05 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 53,891 | $55.43 | $2,987,210.46 |
DisclosureSEC source: 0001181431-13-018488 · rrd375042.xml · nonDerivative · entry 2 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $55.16 to $56.00 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 |
| March 22, 2013 Filed Mar 22, 2013 22:05 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 78,157 | $54.69 | $4,274,234.38 |
DisclosureSEC source: 0001181431-13-018488 · rrd375042.xml · nonDerivative · entry 1 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,891 F1 · price: This sale price represents the weighted average sale price of the shares sold ranging from $54.16 to $55.1514 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 |
| March 07, 2013 Filed Mar 8, 2013 21:19 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-015692 · rrd373447.xml · nonDerivative · entry 2 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,048 F2 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI-A Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| March 07, 2013 Filed Mar 8, 2013 21:19 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 42,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-015692 · rrd373447.xml · nonDerivative · entry 1 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,855 F1 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| March 05, 2013 Filed Mar 6, 2013 02:46 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-014717 · rrd372952.xml · nonDerivative · entry 4 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,027 F2 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI-A Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| March 05, 2013 Filed Mar 6, 2013 02:46 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 42,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-014717 · rrd372952.xml · nonDerivative · entry 3 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,833 F1 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| March 01, 2013 Filed Mar 6, 2013 02:46 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-014717 · rrd372952.xml · nonDerivative · entry 2 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,012 F2 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI-A Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| March 01, 2013 Filed Mar 6, 2013 02:46 UTC | Palo Alto Networks Inc PANW · Entity 1811 | OtherCommon Stock | 42,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-014717 · rrd372952.xml · nonDerivative · entry 1 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,819 F1 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by Greylock XI Limited Partnership without consideration to its limited partners and general partners. Read SEC document |
| July 25, 2012 Filed Jul 26, 2012 01:22 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries C Preferred Stock · Derivative | 51,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042189 · rrd351725.xml · derivative · entry 4 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 51,014 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee. Read SEC document |
| July 25, 2012 Filed Jul 26, 2012 01:22 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries B Preferred Stock · Derivative | 53,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042189 · rrd351725.xml · derivative · entry 3 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 53,571 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee. Read SEC document |
| July 25, 2012 Filed Jul 26, 2012 01:22 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries A-2 Preferred Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042189 · rrd351725.xml · derivative · entry 2 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee. Read SEC document |
| July 25, 2012 Filed Jul 26, 2012 01:22 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionCommon Stock | 304,585 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-12-042189 · rrd351725.xml · nonDerivative · entry 1 Chandna Asheem · CIK 0001392138 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 307,050 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 · price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: The reported securities are held of record by the Chandna Family Revocable Trust DTD 4/13/98 for which the Reporting Person serves as a trustee. 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.