Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Palo Alto Networks IncPANW · Entity 1811 | Director | July 25, 2012 | July 25, 2012 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Palo Alto Networks Inc
Report date July 25, 2012 · Filed July 25, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 865,524 |
Reported balance
After 2012-07-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2012-07-25 · Conversion · Acquired 857,516 · Balance 865,524 F1: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. |
| Series A-2 Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2012-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2012-07-25 · Conversion · Disposed 200,000 · Balance 0 F1: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. |
| Series B Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2012-07-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2012-07-25 · Conversion · Disposed 152,289 · Balance 0 F1: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. |
| Series C Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2012-07-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2012-07-25 · Conversion · Disposed 505,227 · Balance 0 F1: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. |
| Common StockSEC Table I · non-derivative | Direct | 132,000 |
Reported balance
Holding disclosure · report date 2012-07-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 132,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date.
F2: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors.
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 25, 2012 Filed Jul 25, 2012 21:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries C Preferred Stock · Derivative | 505,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042188 · rrd351645.xml · derivative · entry 5 KRAMER SHLOMO · CIK 0001218504 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 505,227 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. Read SEC document |
| July 25, 2012 Filed Jul 25, 2012 21:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries B Preferred Stock · Derivative | 152,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042188 · rrd351645.xml · derivative · entry 4 KRAMER SHLOMO · CIK 0001218504 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 152,289 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. Read SEC document |
| July 25, 2012 Filed Jul 25, 2012 21:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionSeries A-2 Preferred Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-042188 · rrd351645.xml · derivative · entry 3 KRAMER SHLOMO · CIK 0001218504 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. Read SEC document |
| July 25, 2012 Filed Jul 25, 2012 21:20 UTC | Palo Alto Networks Inc PANW · Entity 1811 | ConversionCommon Stock | 857,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-12-042188 · rrd351645.xml · nonDerivative · entry 1 KRAMER SHLOMO · CIK 0001218504 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 865,524 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series A-2 Preferred Stock, Series B Preferred Stock and Series C Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: Shares held directly by Harpri Limited for which the Reporting Person serves as one of the directors. 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.