Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMAZON COM INCAMZN · Entity 1956 | Senior Vice President | September 13, 2012 | September 14, 2012 |
| PINTEREST, INC.PINS · Entity 1079 | Director | May 22, 2020 | May 27, 2020 |
| WEALTHFRONT CORPWLTH · Entity 4762 | Director | September 15, 2026 | September 17, 2026 |
| Zendesk, Inc.ZEN · Entity 122051 | Director | May 18, 2022 | May 20, 2022 |
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.
AMAZON COM INC
Report date September 13, 2012 · Filed September 14, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 22,501 |
Reported balance
After 2012-09-13 transaction · row 1
1 source rowRow 1 · 2012-09-13 · Sale · Disposed 2,500 · Balance 22,501 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. |
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectHeld by the reporting person's Amazon.com 401(k) plan account | 497.233 |
Reported balance
Holding disclosure · report date 2012-09-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 497.233 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
PINTEREST, INC.
Report date May 22, 2020 · Filed May 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,111 |
Reported balance
After 2020-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-22 · Grant · Acquired 13,440 · Balance 23,111 F1: These securities consist of 13,440 Restricted Stock Units (RSUs) that were granted on May 22, 2020. Each RSU represents the Reporting Person's right to receive one share of Class A common stock, par value $0.00001 (Class A Common Stock), subject to vesting. The RSUs will vest in full on the earlier of (i) May 22, 2021, or (ii) the date immediately prior to the Company's next regular annual shareholders meeting, in either case, subject to the Reporting Person's continued service as a non-employee director of the Company through such date. F2: These securities consist of 9,671 shares of Class A Common Stock and 13,440 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities consist of 13,440 Restricted Stock Units (RSUs) that were granted on May 22, 2020. Each RSU represents the Reporting Person's right to receive one share of Class A common stock, par value $0.00001 (Class A Common Stock), subject to vesting. The RSUs will vest in full on the earlier of (i) May 22, 2021, or (ii) the date immediately prior to the Company's next regular annual shareholders meeting, in either case, subject to the Reporting Person's continued service as a non-employee director of the Company through such date.
F2: These securities consist of 9,671 shares of Class A Common Stock and 13,440 RSUs.
WEALTHFRONT CORP
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,353 |
Ending reported balance
After 2026-09-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-15 · Exercise / conversion · Acquired 2,126 · Balance 9,991 Row 2 · 2026-09-15 · Sale · Disposed 638 · Balance 9,353 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,385 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Exercise / conversion · Disposed 2,126 · Balance 23,385 F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. F3: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 15, 2025. F4: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
F2: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon settlement.
F3: The award vested or vests as to 1/16 of the total award quarterly on the fifteenth calendar day of September, December, March, and June, subject to the reporting person's continued service to the Issuer on each vesting date, with the first tranche vested on September 15, 2025.
F4: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
Zendesk, Inc.
Report date May 18, 2022 · Filed May 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,287 |
Reported balance
After 2022-05-18 transaction · row 1
1 source rowRow 1 · 2022-05-18 · Exercise / conversion · Acquired 1,396 · Balance 62,287 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2028-05-18 | Direct | 0 |
Reported balance
After 2022-05-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-18 · Exercise / conversion · Disposed Not disclosed · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Restricted stock units grant fully vests on May 18, 2022 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Restricted stock units grant fully vests on May 18, 2022 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Okta, Inc.
Report date June 17, 2022 · Filed June 21, 2022
Section 16 reporting ended · disclosed 2022-06-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 862 |
Reported balance
After 2022-06-17 transaction · row 1
1 source rowRow 1 · 2022-06-17 · Exercise / conversion · Acquired 862 · Balance 862 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-17 · Exercise / conversion · Disposed 862 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2: The RSUs vested in full on June 17, 2022. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 18,334 |
Reported balance
Holding disclosure · report date 2022-06-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,334 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
F2: The RSUs vested in full on June 17, 2022.
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 |
|---|---|---|---|---|---|---|
| July 14, 2020 Filed Jul 16, 2020 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 1,000 | $199.07 | $199,074.00 |
DisclosureSEC source: 0001209191-20-042659 · doc4.xml · nonDerivative · entry 5 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,870 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F6 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.39 to $199.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| July 14, 2020 Filed Jul 16, 2020 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 600 | $197.83 | $118,699.02 |
DisclosureSEC source: 0001209191-20-042659 · doc4.xml · nonDerivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,870 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F5 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $197.30 to $198.29 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| July 14, 2020 Filed Jul 16, 2020 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 600 | $196.46 | $117,877.98 |
DisclosureSEC source: 0001209191-20-042659 · doc4.xml · nonDerivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,470 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.08 to $197.03 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| July 14, 2020 Filed Jul 16, 2020 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 200 | $194.53 | $38,905.00 |
DisclosureSEC source: 0001209191-20-042659 · doc4.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,070 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $194.23 to $194.82 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| July 14, 2020 Filed Jul 16, 2020 21:04 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-042659 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,270 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: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 21:13 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037664 · doc4.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Underlying: Class A Common Stock · 1,064 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of June 16, 2021 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of June 16, 2021 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document |
| June 13, 2020 Filed Jun 15, 2020 21:27 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 1,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-036693 · doc4.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,535 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vested in full on June 13, 2020. F2 · derivative.expiration_date: The RSUs vested in full on June 13, 2020. Read SEC document |
| June 13, 2020 Filed Jun 15, 2020 21:27 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 1,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-036693 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 16:55 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-20-000235 · wf-form4_159104488346759.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,332 shares Expires 2026-05-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 29, 2020 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 16:55 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000235 · wf-form4_159104488346759.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,122 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 22, 2020 Filed May 27, 2020 22:29 UTC | PINTEREST, INC. PINS · Entity 1079 | GrantClass A Common Stock | 13,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001506293-20-000104 · wf-form4_159061853642047.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,111 F1 · shares: These securities consist of 13,440 Restricted Stock Units (RSUs) that were granted on May 22, 2020. Each RSU represents the Reporting Person's right to receive one share of Class A common stock, par value $0.00001 (Class A Common Stock), subject to vesting. The RSUs will vest in full on the earlier of (i) May 22, 2021, or (ii) the date immediately prior to the Company's next regular annual shareholders meeting, in either case, subject to the Reporting Person's continued service as a non-employee director of the Company through such date. F2 · balance_after: These securities consist of 9,671 shares of Class A Common Stock and 13,440 RSUs. Read SEC document |
| May 19, 2020 Filed May 20, 2020 18:08 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-20-000219 · wf-form4_159001247890300.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,769 Underlying: Common Stock · 2,769 shares Expires 2027-05-19 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 19, 2021 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 21:22 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025121 · doc4.xml · derivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 21:22 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 10,000 | $148.28 | $1,482,825.00 |
DisclosureSEC source: 0001209191-20-025121 · doc4.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.00 to $148.81 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 21:22 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-025121 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,735 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: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 22:00 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002550 · doc4.xml · derivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 22:00 UTC | Okta, Inc. OKTA · Entity 3154 | SaleClass A Common Stock | 10,000 | $123.29 | $1,232,872.00 |
DisclosureSEC source: 0001209191-20-002550 · doc4.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.01 to $123.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 22:00 UTC | Okta, Inc. OKTA · Entity 3154 | ConversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-002550 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,735 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: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 17:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 20,000 | $82.50 | $1,650,000.00 |
DisclosureSEC source: 0001463172-19-000372 · wf-form4_156685324412065.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,790 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on May 24, 2019. Read SEC document |
| August 06, 2019 Filed Aug 7, 2019 16:21 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 20,000 | $77.50 | $1,550,000.00 |
DisclosureSEC source: 0001463172-19-000322 · wf-form4_156520927661327.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,790 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on May 24, 2019. Read SEC document |
| June 13, 2019 Filed Jun 14, 2019 21:19 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 1,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-037198 · doc4.xml · derivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,535 Underlying: Class A Common Stock · 1,535 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The RSUs vest in full on the earlier of June 13, 2020 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 13, 2020 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:19 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-037198 · doc4.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,970 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vested in full on June 12, 2019, which was the date immediately prior to the Issuer's regular annual shareholders meeting. F2 · derivative.expiration_date: The RSUs vested in full on June 12, 2019, which was the date immediately prior to the Issuer's regular annual shareholders meeting. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:19 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 3,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-037198 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,735 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 29, 2019 Filed May 31, 2019 17:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000244 · wf-form4_155933726369111.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,332 Underlying: Common Stock · 2,332 shares Expires 2026-05-29 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 29, 2020 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 22, 2019 Filed May 23, 2019 18:30 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 3,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000223 · wf-form4_155865061617042.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,887 shares Expires 2025-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Stock Units grant fully vested on May 22, 2019. Read SEC document |
| May 22, 2019 Filed May 23, 2019 18:30 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 3,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000223 · wf-form4_155865061617042.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,790 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 23, 2019 Filed Apr 26, 2019 00:44 UTC | PINTEREST, INC. PINS · Entity 1079 | OtherClass B common stock · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-004769 · wf-form4_155623947882478.xml · derivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · security: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F1 · derivative.exercise_price: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F1 · price: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F1 · derivative.exercise_date: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F1 · derivative.expiration_date: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F3 · balance_after: These securities consist of 68,750 shares of Class B Common Stock and 31,250 previously reported RSUs. Each RSU represents Ms. Wilson's right to receive one share of Class B Common Stock, subject to vesting. Read SEC document |
| April 23, 2019 Filed Apr 26, 2019 00:44 UTC | PINTEREST, INC. PINS · Entity 1079 | GrantClass A Common Stock | 9,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-004769 · wf-form4_155623947882478.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671 F2 · shares: These securities consist of 9,671 Restricted Stock Units (RSUs). Each RSU represents the Ms. Wilson's right to receive one share of Class A Common Stock, subject to vesting. The RSUs will vest in full on the earlier of (i) April 23, 2020, or (ii) the date immediately prior to the Company's next regular annual shareholders meeting, in either case subject to the Ms. Wilson's continued service as a non-employee director of the Company through such vesting date. Read SEC document |
| April 23, 2019 Filed Apr 26, 2019 00:44 UTC | PINTEREST, INC. PINS · Entity 1079 | OtherCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-004769 · wf-form4_155623947882478.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. F1 · price: On April 23, 2019, Pinterest, Inc. (the "Company") filed an Amended and Restated Certificate of Incorporation (the "Charter") with the Delaware Secretary of State, pursuant to which each share of common stock was automatically reclassified (the "Recapitalization") as a share of the Company's Class B common stock, par value $0.00001 ("Class B Common Stock"). Effective upon the occurrence of the Recapitalization, as previously approved by the Company's board of directors, all shares of common stock underlying equity awards outstanding under the Company's 2009 Stock Plan were converted into shares of Class B Common Stock. As set forth in the Charter, each share of Class B Common Stock is convertible at any time at the option of the holder into one share of the Company's Class A common stock, par value $0.00001 ("Class A Common Stock"). Each share of Class B Common Stock will, subject to certain exceptions, convert automatically into one share of Class A Common Stock upon any transfer. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 20:30 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 5,944 | $63.58 | $377,891.58 |
DisclosureSEC source: 0001463172-19-000002 · wf-form4_154708381512960.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,903 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on September 12, 2018. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $63.51 to $63.69 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 20:30 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 13,642 | $63.17 | $861,720.12 |
DisclosureSEC source: 0001463172-19-000002 · wf-form4_154708381512960.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,847 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on September 12, 2018. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $62.50 to $63.48 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 16:34 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 414 | $62.58 | $25,909.49 |
DisclosureSEC source: 0001463172-18-000276 · wf-form4_154473684550576.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,489 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on September 12, 2018. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $62.50 to $62.65 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 17:50 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 20,000 | $57.70 | $1,153,958.00 |
DisclosureSEC source: 0001463172-18-000244 · wf-form4_154171742776330.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,903 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Michelle Wilson on September 12, 2018. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $57.50 to $58.27 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 28, 2018 Filed Jun 29, 2018 21:12 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040066 · doc4.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Class A Common Stock · 3,970 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of June 28, 2019 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of June 28, 2019 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| May 22, 2018 Filed May 24, 2018 17:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 3,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000111 · wf-form4_152719697391639.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,887 Underlying: Common Stock · 3,887 shares Expires 2025-05-22 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 22, 2019 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence ofcertain events. Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:17 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 7,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000078 · wf-form4_152659186455603.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,150 shares Expires 2024-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Stock Units grant fully vested on May 16, 2018. Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:17 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 7,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000078 · wf-form4_152659186455603.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| April 06, 2018 Filed Apr 10, 2018 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionRestricted Stock Units · Derivative | 11,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-024531 · doc4.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock Stock · 11,765 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| April 06, 2018 Filed Apr 10, 2018 21:21 UTC | Okta, Inc. OKTA · Entity 3154 | Exercise / conversionClass A Common Stock | 11,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-024531 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| May 17, 2017 Filed May 19, 2017 19:55 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 6,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-005750 · wf-form4_149523810710792.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,663 shares Expires 2023-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Stock Units grant fully vested on May 17, 2017. Read SEC document |
| May 17, 2017 Filed May 19, 2017 19:55 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 6,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-17-005750 · wf-form4_149523810710792.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,753 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 16, 2017 Filed May 17, 2017 20:55 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 7,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-005656 · wf-form4_149506888625031.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,150 Underlying: Common Stock · 7,150 shares Expires 2023-05-16 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 16, 2018 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 01:21 UTC | Okta, Inc. OKTA · Entity 3154 | OtherClass B Common Stock · Derivative | 190,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-010131 · doc4.xml · derivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 Underlying: Class A Common Stock · 190,000 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · shares: The shares of Common Stock are subject to the Issuer's right of repurchase, which lapses in 48 equal monthly installments commencing on August 1, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.underlying_shares: The shares of Common Stock are subject to the Issuer's right of repurchase, which lapses in 48 equal monthly installments commencing on August 1, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. F2 · balance_after: The shares of Common Stock are subject to the Issuer's right of repurchase, which lapses in 48 equal monthly installments commencing on August 1, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. Read SEC document |
| April 12, 2017 Filed Apr 13, 2017 01:21 UTC | Okta, Inc. OKTA · Entity 3154 | OtherCommon Stock | 190,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-010131 · doc4.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,000 F1 · kind: Immediately prior to the closing of the Issuer's initial public offering and following the conversion of each series of the Issuer's convertible preferred stock into Common Stock, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · shares: The shares of Common Stock are subject to the Issuer's right of repurchase, which lapses in 48 equal monthly installments commencing on August 1, 2015, subject to the Reporting Person's continued service with the Issuer through each vesting date. F3 · price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 06, 2017 Filed Apr 10, 2017 23:01 UTC | Okta, Inc. OKTA · Entity 3154 | GrantRestricted Stock Units · Derivative | 11,765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-009915 · doc4.xml · derivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 Underlying: Class A Common Stock · 11,765 shares Expires not disclosed F1 · security: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F1 · derivative.exercise_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. The RSUs vest in full on the earlier of April 6, 2018 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| September 13, 2012 Filed Sep 14, 2012 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 2,500 | $260.00 | $650,000.00 |
DisclosureSEC source: 0001359804-12-000062 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,501 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 00:22 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionRestricted Stock Unit Award · Derivative | 6,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001359804-12-000049 · edgar.xml · derivative · entry 6 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock, par value $.01 per share · 6,250 shares Expires 2014-02-15 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: Converts into Common Stock on a one-for-one basis. F6 · derivative.exercise_date: This award vests based upon the following vesting schedule and the satisfaction of certain business criteria intended to qualify the award as tax-deductible compensation under Section 162(m) of the Internal Revenue Code: 7,500 shares on each of May 15, 2011, August 15, 2011, November 15, 2011 and February 15, 2012; 6,250 shares on each of May 15, 2012, August 15, 2012, November 15, 2012 and February 15, 2013 and 5,000 shares on each of May 15, 2013, August 15, 2013, November 15, 2013 and February 15, 2014. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 00:22 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 2,692 | $235.26 | $633,313.73 |
DisclosureSEC source: 0001359804-12-000049 · edgar.xml · nonDerivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,001 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: Represents the weighted average sale price. The highest price at which shares were sold was $235.60 and the lowest price at which shares were sold was $235.02. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 00:22 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 920 | $234.59 | $215,823.17 |
DisclosureSEC source: 0001359804-12-000049 · edgar.xml · nonDerivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,693 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $234.93 and the lowest price at which shares were sold was $234.04. Read SEC document |
| August 15, 2012 Filed Aug 17, 2012 00:22 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 138 | $233.17 | $32,176.98 |
DisclosureSEC source: 0001359804-12-000049 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,613 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: Represents the weighted average sale price. The highest price at which shares were sold was $233.71 and the lowest price at which shares were sold was $232.96. 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.