Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Anaplan, Inc.PLAN · Entity 125824 | Chief Financial Officer | June 10, 2021 | June 15, 2021 |
| COMMVAULT SYSTEMS INCCVLT · Entity 422 | Director | October 09, 2026 | October 13, 2026 |
| Intapp, Inc.INTA · Entity 352 | Chief Financial Officer | August 24, 2026 | August 26, 2026 |
| Seagate Technology Holdings plcSTX · Entity 2029 | EVP & CFO | July 25, 2018 | July 27, 2018 |
| Tesla, Inc.TSLA · Entity 2791 | Chief Accounting Officer | August 06, 2018 | August 15, 2018 |
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.
Anaplan, Inc.
Report date June 10, 2021 · Filed June 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,886 |
Reported balance
After 2021-06-10 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-06-10 · Exercise / conversion · Acquired 59,375 · Balance 67,886 F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 38,075 |
Reported balance
After 2021-06-11 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-06-11 · Sale · Disposed 29,811 · Balance 38,075 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 41,739 |
Reported balance
After 2021-06-10 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2021-06-10 · Exercise / conversion · Acquired 3,664 · Balance 41,739 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 39,899 |
Reported balance
After 2021-06-11 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2021-06-11 · Sale · Disposed 1,840 · Balance 39,899 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 42,759 |
Reported balance
After 2021-06-10 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2021-06-10 · Exercise / conversion · Acquired 2,860 · Balance 42,759 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 41,322 |
Reported balance
After 2021-06-11 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2021-06-11 · Sale · Disposed 1,437 · Balance 41,322 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 43,371 |
Reported balance
After 2021-06-10 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2021-06-10 · Exercise / conversion · Acquired 2,049 · Balance 43,371 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Common StockSEC Table I · non-derivative | Direct | 42,342 |
Reported balance
After 2021-06-11 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2021-06-11 · Sale · Disposed 1,029 · Balance 42,342 F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 296,875 |
Reported balance
After 2021-06-10 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-06-10 · Exercise / conversion · Disposed 59,375 · Balance 296,875 F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,312 |
Reported balance
After 2021-06-10 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-06-10 · Exercise / conversion · Disposed 3,664 · Balance 29,312 F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 31,466 |
Reported balance
After 2021-06-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-06-10 · Exercise / conversion · Disposed 2,860 · Balance 31,466 F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,747 |
Reported balance
After 2021-06-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-06-10 · Exercise / conversion · Disposed 2,049 · Balance 30,747 F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F2: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
F3: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F4: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
F5: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction.
COMMVAULT SYSTEMS INC
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,317 |
Reported balance
After 2026-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 1,317 · Balance 1,317 F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the date of the 2027 Annual Meeting of Stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is being granted as restricted stock units, 100% of which shall vest on the date of the 2027 Annual Meeting of Stockholders.
Intapp, Inc.
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,074 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 10,000 · Balance 120,074 F1: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on August 14, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.35 to $41.29, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2). |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of shares of common stock of Intapp, Inc. was executed pursuant to a 10b5-1 plan put in place by the Reporting Person on August 14, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.35 to $41.29, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2).
Seagate Technology Holdings plc
Report date July 25, 2018 · Filed July 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 23,346 |
Ending reported balance
After 2018-07-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-25 · Grant · Acquired 9,943 · Balance 16,076 F1: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 9,943 of the 39,772 Threshold Performance Share Units granted to Mr. Morton on September 9, 2016. The 9,943 Ordinary Shares will vest on September 9, 2018, subject to continuous service through such date. Row 2 · 2018-07-25 · Grant · Acquired 7,270 · Balance 23,346 F2: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 7,270 of the 29,080 Threshold Performance Share Units granted to Mr. Morton on September 11, 2017. The 7,270 Ordinary Shares will vest on September 11, 2018, subject to continuous service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 9,943 of the 39,772 Threshold Performance Share Units granted to Mr. Morton on September 9, 2016. The 9,943 Ordinary Shares will vest on September 9, 2018, subject to continuous service through such date.
F2: On July 25, 2018, the Compensation Committee of the Board of Directors of the Issuer determined that the performance conditions were met with respect to 7,270 of the 29,080 Threshold Performance Share Units granted to Mr. Morton on September 11, 2017. The 7,270 Ordinary Shares will vest on September 11, 2018, subject to continuous service through such date.
Tesla, Inc.
Report date August 06, 2018 · Filed August 15, 2018
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| November 21, 2024 Filed Nov 25, 2024 21:15 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 15,003 | $59.34 | $890,284.02 |
DisclosureSEC source: 0001127602-24-027986 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,535 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on June 10, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.8488: $58.51 to $58.99, inclusive, and (b) with respect to the weighted average price of $59.3404: $59.01 to $59.757, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2). Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:15 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,377 | $58.85 | $81,034.80 |
DisclosureSEC source: 0001127602-24-027986 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,538 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units and restricted share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on June 10, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.8488: $58.51 to $58.99, inclusive, and (b) with respect to the weighted average price of $59.3404: $59.01 to $59.757, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2). Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 21:25 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027822 · form4.xml · derivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,052 Underlying: Common Stock · 4,548 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2024. F5 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F5 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 21:25 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionRestricted Share Units · Derivative | 34,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027822 · form4.xml · derivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,384 Underlying: Common Stock · 34,794 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2024. F4 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F4 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 21:25 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 4,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027822 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,915 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 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2024. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 21:25 UTC | Intapp, Inc. INTA · Entity 352 | Exercise / conversionCommon Stock | 34,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027822 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,367 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 · kind: The reported transaction involved a restricted share unit ("RSU") vesting on November 20, 2024. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 21:25 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 4,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027822 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,573 F1 · price: The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on November 19, 2024, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on November 20, 2024. Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 473 | $42.63 | $20,165.22 |
DisclosureSEC source: 0001127602-24-022790 · form4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,398 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on June 10, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $42.2288: $41.93 to $42.71, inclusive, and (b) with respect to the weighted average price of $42.6326: $42.00 to $42.995, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2). Read SEC document |
| August 21, 2024 Filed Aug 22, 2024 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 2 | $41.99 | $83.98 |
DisclosureSEC source: 0001127602-24-022790 · form4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,871 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on June 10, 2024. Read SEC document |
| August 20, 2024 Filed Aug 22, 2024 20:22 UTC | Intapp, Inc. INTA · Entity 352 | SaleCommon Stock | 1,789 | $42.23 | $75,547.32 |
DisclosureSEC source: 0001127602-24-022790 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,873 F1 · kind: Shares of Intapp, Inc.'s (the "Company") common stock sold for tax liability incurred upon the vesting of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. Shares were sold pursuant to a 10b5-1 plan put in place by the Company on June 10, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $42.2288: $41.93 to $42.71, inclusive, and (b) with respect to the weighted average price of $42.6326: $42.00 to $42.995, inclusive. The reporting person undertakes to provide to Intapp, Inc., any security holder of Intapp, Inc. 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 in this footnote (2). Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 20:28 UTC | Intapp, Inc. INTA · Entity 352 | GrantRestricted Share Units · Derivative | 54,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022718 · form4.xml · derivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,600 Underlying: Common Stock · 54,600 shares Expires not disclosed F3 · derivative.exercise_price: The reported transaction involved the reporting person's receipt of a grant of restricted share units ("RSUs") under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F3 · kind: The reported transaction involved the reporting person's receipt of a grant of restricted share units ("RSUs") under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F4 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. F4 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 8.33% of the shares on November 20, 2024, and in 11 equal quarterly installments thereafter. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 20:28 UTC | Intapp, Inc. INTA · Entity 352 | GrantCommon Stock | 6,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022718 · form4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,662 F1 · price: The shares of Intapp, Inc.'s (the "Issuer") common stock reported in this Form 4 represent shares earned, as certified by the audit committee of the board of directors of the Issuer on August 19, 2024, based on the level of achievement of the applicable performance conditions over the applicable performance period, in respect of performance share units granted pursuant to the Intapp, Inc. 2021 Omnibus Incentive Plan. The earned shares of Issuer common stock reported in this Form 4 are subject to service-based vesting requirements that lapsed on August 20, 2024. F2 · balance_after: Includes 399 shares purchased at a price of $30.52 pursuant to the Intapp, Inc. 2021 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of December 1, 2023, through May 31, 2024. In accordance with the ESPP, these shares were purchased in a transaction exempt under Rule 16b-3(c) at a price equal to 85% of the closing price of Issuer common stock on May 31, 2024. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 22:44 UTC | Intapp, Inc. INTA · Entity 352 | GrantRestricted Share Units · Derivative | 139,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-017611 · form4.xml · derivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,178 Underlying: Common Stock · 139,178 shares Expires not disclosed F1 · derivative.exercise_price: The reported transaction involved the reporting person's receipt of a grant of restricted share units ("RSUs") under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F1 · kind: The reported transaction involved the reporting person's receipt of a grant of restricted share units ("RSUs") under the Intapp, Inc. 2021 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Intapp, Inc. common stock. F2 · derivative.exercise_date: The RSUs vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. F2 · derivative.expiration_date: The RSUs vest, subject to continued employment, as to 25% of the shares on November 20, 2024, and in 12 equal quarterly installments thereafter. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,029 | $51.81 | $53,308.68 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,342 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,437 | $51.81 | $74,445.65 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,322 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,840 | $51.81 | $95,323.59 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,899 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 29,811 | $51.81 | $1,544,397.61 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,075 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · derivative · entry 12 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,747 Underlying: Common Stock · 2,049 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. F5 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F5 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F5 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · derivative · entry 11 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,466 Underlying: Common Stock · 2,860 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. F4 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · derivative · entry 10 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,312 Underlying: Common Stock · 3,664 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. F3 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,875 Underlying: Common Stock · 59,375 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,371 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. F5 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F5 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,759 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. F4 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,739 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. F3 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| June 10, 2021 Filed Jun 15, 2021 00:43 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-040451 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,886 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 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| April 30, 2021 Filed May 4, 2021 23:02 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 28,233 | $60.22 | $1,700,168.67 |
DisclosureSEC source: 0001209191-21-030082 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,511 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $59.88 to $60.395, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| April 30, 2021 Filed May 4, 2021 23:02 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 6,767 | $59.14 | $400,166.55 |
DisclosureSEC source: 0001209191-21-030082 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,744 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $58.67 to $59.53, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 28 | $56.74 | $1,588.72 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,511 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,426 | $55.45 | $79,071.70 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,539 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 36 | $56.92 | $2,049.12 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,104 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,826 | $55.45 | $101,251.70 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,140 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 535 | $56.59 | $30,274.26 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,302 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 27,015 | $55.45 | $1,497,981.75 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,837 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · derivative · entry 12 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,326 Underlying: Common Stock · 2,861 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. F4 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · derivative · entry 11 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,976 Underlying: Common Stock · 3,664 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. F3 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Unit · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · derivative · entry 10 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,250 Underlying: Common Stock · 59,375 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,965 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. F4 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F4 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,966 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. F3 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F3 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on December 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020202 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,852 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 · shares: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs first vested on September 10, 2019, and additional RSUs will vest quarterly thereafter provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 02:07 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 32,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014552 · doc4.xml · derivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,796 Underlying: Common Stock · 32,796 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs vest quarterly over 4 years with the first vest date on June 10, 2021, provided that the Reporting Person remains in continuous service on each vesting date. Unless otherwise provided, on each vesting date shares of Common Stock will automatically be sold to satisfy the Reporting Person's tax withholding obligations in a non-discretionary transaction. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionStock Option (right to buy) · Derivative | 18,976 | $0.00 Strike: $11.86 | $0.00 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,741 Underlying: Common Stock · 18,976 shares Expires 2028-09-13 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: 25% of the stock option vested on September 10, 2019, with the remainder exercisable in 36 equal monthly installments thereafter provided that the Reporting Person remains in continuous service on each vesting date; the option may also be exercised early subject to Issuer's right of repurchase. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 2,085 | $73.85 | $153,974.75 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,477 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $73.77 to $74.01, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 9,000 | $73.18 | $658,629.90 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,562 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $72.64 to $73.48, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 7,891 | $72.16 | $569,388.52 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,562 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $71.64 to $72.59, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 18,976 | $11.86 | $225,055.36 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,453 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. F5 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 6,109 | $73.82 | $450,987.15 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,477 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $73.56 to $74.01, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 22,084 | $73.18 | $1,616,076.20 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,586 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $72.50 to $73.49, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 00:34 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 32,831 | $72.10 | $2,367,029.74 |
DisclosureSEC source: 0001209191-21-000539 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,670 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $71.50 to $72.49, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,501 | $67.17 | $100,814.67 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,501 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $67.14 to $67.6394, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of this Form 4. Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,923 | $67.16 | $129,150.60 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,142 F2 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The sale was to satisfy tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $67.14 to $67.557, inclusive. The Reporting Person undertakes to provide to 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(s) set forth in this footnote of 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.