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 |
|---|---|---|---|---|---|---|
| December 11, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 31,155 | $67.17 | $2,092,550.50 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,401 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. 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 $67.14 to $67.925, 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 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,187 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. F6 · 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. F6 · 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. F6 · 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 |
| December 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,640 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. 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 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 · 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. 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 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 |
| December 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,625 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 |
| December 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,002 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · 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. F6 · 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 |
| December 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,065 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 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 · 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 |
| December 10, 2020 Filed Dec 14, 2020 23:49 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-063321 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| October 30, 2020 Filed Nov 3, 2020 23:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionStock Option (right to buy) · Derivative | 5,347 | $0.00 Strike: $11.86 | $0.00 |
DisclosureSEC source: 0001209191-20-056754 · doc4.xml · derivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,717 Underlying: Common Stock · 5,347 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. F6 · 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 |
| October 30, 2020 Filed Nov 3, 2020 23:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 15,653 | $56.21 | $879,870.78 |
DisclosureSEC source: 0001209191-20-056754 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,181 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted 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 $56.01 to $56.53, 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 |
| October 30, 2020 Filed Nov 3, 2020 23:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 9,000 | $55.78 | $502,043.40 |
DisclosureSEC source: 0001209191-20-056754 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,834 F2 · 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 $55.53 to $55.99, 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 |
| October 30, 2020 Filed Nov 3, 2020 23:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 5,347 | $55.90 | $298,873.24 |
DisclosureSEC source: 0001209191-20-056754 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,834 F2 · 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 $55.61 to $56.30, 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 |
| October 30, 2020 Filed Nov 3, 2020 23:25 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 5,347 | $11.86 | $63,415.42 |
DisclosureSEC source: 0001209191-20-056754 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 37 | $57.07 | $2,111.59 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,834 Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,426 | $55.76 | $79,513.76 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,871 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 |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 47 | $57.13 | $2,685.16 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,436 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 |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,826 | $55.76 | $101,817.76 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,483 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 |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 763 | $57.10 | $43,567.30 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,645 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. 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 $57.0701 to $57.17, 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 |
| September 11, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 29,587 | $55.76 | $1,649,771.12 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,408 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · derivative · entry 12 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,047 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. 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, 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 · 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. 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, 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · derivative · entry 11 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,304 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. 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 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 · 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. 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 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · derivative · entry 10 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,000 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,297 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, 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 · 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,309 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 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 · 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 |
| September 10, 2020 Filed Sep 14, 2020 22:45 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-050331 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,995 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 |
| July 30, 2020 Filed Aug 3, 2020 21:54 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionStock Option (right to buy) · Derivative | 4,901 | $0.00 Strike: $11.86 | $0.00 |
DisclosureSEC source: 0001209191-20-044542 · doc4.xml · derivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,064 Underlying: Common Stock · 4,901 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. F6 · 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 |
| July 30, 2020 Filed Aug 3, 2020 21:54 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 4,901 | $45.07 | $220,884.15 |
DisclosureSEC source: 0001209191-20-044542 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,620 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted 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 $45 to $45.18, 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 |
| July 30, 2020 Filed Aug 3, 2020 21:54 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 4,901 | $11.86 | $58,125.86 |
DisclosureSEC source: 0001209191-20-044542 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,521 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 · kind: This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 21:54 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 25,099 | $45.05 | $1,130,627.12 |
DisclosureSEC source: 0001209191-20-044542 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,620 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 $45 to $45.21, 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. F3 · balance_after: The Form 4 filed by the Reporting Person on June 12, 2020, inadvertently overstated the number of securities beneficially owned by the Reporting Person by 282 shares of common stock. The total reported in Column 5 corrects for that overstatement. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,571 | $43.17 | $67,817.56 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,397 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 12, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 2,010 | $43.10 | $86,625.77 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,826 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 12, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 29,655 | $43.17 | $1,280,170.76 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,172 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,908 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,968 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,375 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,686 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,836 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, 2020 Filed Jun 12, 2020 23:53 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036450 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,827 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 |
| May 18, 2020 Filed May 20, 2020 21:38 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 30,000 | $45.00 | $1,350,000.00 |
DisclosureSEC source: 0001209191-20-030974 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,452 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| May 18, 2020 Filed Jul 2, 2020 21:28 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionStock Option (right to buy) · Derivative | 2,604 | $0.00 Strike: $11.86 | $0.00 |
DisclosureSEC source: 0001209191-20-040542 · doc4a.xml · derivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,965 Underlying: Common Stock · 2,604 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. F2 · 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 |
| May 18, 2020 Filed Jul 2, 2020 21:28 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 2,604 | $11.86 | $30,883.44 |
DisclosureSEC source: 0001209191-20-040542 · doc4a.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,056 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On May 20, 2020, the Reporting Person filed a Form 4 which inadvertently excluded the exercise of 2,604 stock options. This amendment reports the exercise of those stock options. The Reporting Person filed a Form 4 on June 12, 2020, that did not take into account the transactions reported in this amendment. This exercise was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 2,023 | $36.60 | $74,046.66 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · nonDerivative · entry 5 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,452 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 $36.40 to $38.5002, 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, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 28,783 | $36.60 | $1,053,426.14 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · nonDerivative · entry 3 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,811 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. 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 $36.40 to $38.4526, 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 10, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · derivative · entry 9 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,632 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. 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 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. 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 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. 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 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. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 59,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · derivative · entry 8 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,750 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. 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. 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. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,664 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · nonDerivative · entry 4 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,475 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 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. 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 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. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 59,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · nonDerivative · entry 2 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,594 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. 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. Read SEC document |
| March 09, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantStock Option (right to buy) · Derivative | 58,033 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · derivative · entry 7 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,033 Underlying: Common Stock · 58,033 shares Expires 2030-03-09 F7 · derivative.exercise_date: The option is exercisable in equal monthly installments over 4 years commencing with the first vest date on April 9, 2020, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| March 09, 2020 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock · Derivative | 45,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · derivative · entry 6 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,768 Underlying: Common Stock · 45,768 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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 |
| December 31, 2019 Filed Mar 12, 2020 01:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | GiftCommon Stock | 2,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018308 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,219 Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 21:46 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 25,000 | $53.00 | $1,325,017.50 |
DisclosureSEC source: 0001209191-19-061948 · doc4.xml · nonDerivative · entry 1 MORTON DAVID H JR · CIK 0001476070 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,855 F1 · 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 $53.00 to $53.03, 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. F2 · balance_after: Includes 2,940 shares acquired by the Reporting Person pursuant to the Issuer's 2018 Employee Stock Purchase Plan in transactions that were exempt under Rule 16b-3(c). 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.