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 |
|---|---|---|---|---|---|---|
| February 17, 2004 Filed Feb 20, 2004 01:58 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,002 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-04-000011 · edgar.xml · derivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612,532 Underlying: Common Stock · 25,002 shares Expires 2011-09-06 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_date: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| February 17, 2004 Filed Feb 20, 2004 01:58 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 25,002 | $46.16 | $1,154,004.81 |
DisclosureSEC source: 0001217831-04-000011 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale 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 $46.20 and the lowest price at which shares were sold was $46.14. Read SEC document |
| February 17, 2004 Filed Feb 20, 2004 01:58 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 25,002 | $7.93 | $198,265.86 |
DisclosureSEC source: 0001217831-04-000011 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,202 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2003 Filed Nov 19, 2003 00:33 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,502 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-03-000108 · edgar.xml · derivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,534 Underlying: Common Stock · 37,502 shares Expires 2011-09-06 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_date: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| November 14, 2003 Filed Nov 19, 2003 00:33 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 37,502 | $53.22 | $1,995,848.94 |
DisclosureSEC source: 0001217831-03-000108 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale 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 $54.60 and the lowest price at which shares were sold was $52.40. Read SEC document |
| November 14, 2003 Filed Nov 19, 2003 00:33 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 37,502 | $7.93 | $297,390.86 |
DisclosureSEC source: 0001217831-03-000108 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,702 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2003 Filed Aug 16, 2003 00:46 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,502 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-03-000085 · edgar.xml · derivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,036 Underlying: Common Stock · 37,502 shares Expires 2011-09-06 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_date: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| August 14, 2003 Filed Aug 16, 2003 00:46 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 37,502 | $39.90 | $1,496,179.79 |
DisclosureSEC source: 0001217831-03-000085 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale 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 $39.97 and the lowest price at which shares were sold was $39.80. Read SEC document |
| August 14, 2003 Filed Aug 16, 2003 00:46 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 37,502 | $7.93 | $297,390.86 |
DisclosureSEC source: 0001217831-03-000085 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,702 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2003 Filed May 16, 2003 20:02 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 37,502 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-03-000049 · edgar.xml · derivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,538 Underlying: Common Stock · 37,502 shares Expires 2011-09-06 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_date: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| May 14, 2003 Filed May 16, 2003 20:02 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 37,502 | $32.64 | $1,224,050.28 |
DisclosureSEC source: 0001217831-03-000049 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale 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 $32.85 and the lowest price at which shares were sold was $32.50. Read SEC document |
| May 14, 2003 Filed May 16, 2003 20:02 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 37,502 | $7.93 | $297,390.86 |
DisclosureSEC source: 0001217831-03-000049 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,702 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 31,748 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · derivative · entry 6 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,040 Underlying: Common Stock · 31,748 shares Expires 2011-09-06 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: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| May 06, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 31,748 | $30.00 | $952,440.00 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · nonDerivative · entry 4 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 06, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 31,748 | $7.93 | $251,761.64 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · nonDerivative · entry 3 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 05, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 68,212 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · derivative · entry 5 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781,788 Underlying: Common Stock · 68,212 shares Expires 2011-09-06 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: This option vests at the rate of 5.88% on February 14, 2002, 5.88% on February 14, 2003, and 4.41% per quarter thereafter until fully vested on February 14, 2008. Read SEC document |
| May 05, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | SaleCommon Stock, par value $.01 per share | 68,212 | $30.00 | $2,046,360.00 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · nonDerivative · entry 2 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,200 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| May 05, 2003 Filed May 7, 2003 20:43 UTC | AMAZON COM INC AMZN · Entity 1956 | Exercise / conversionCommon Stock, par value $.01 per share | 68,212 | $7.93 | $540,921.16 |
DisclosureSEC source: 0001217831-03-000040 · edgar.xml · nonDerivative · entry 1 WILSON L MICHELLE · CIK 0001184757 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.