Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alibaba Group Holding LtdBABA · Entity 2820 | Director | September 23, 2026 | September 25, 2026 |
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 07, 2011 | December 09, 2011 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 16, 2026 | June 18, 2026 |
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.
Alibaba Group Holding Ltd
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 517,072 |
Reported balance
After 2026-09-23 transaction · row 1
1 source rowRow 1 · 2026-09-23 · Grant · Acquired 32,000 · Balance 517,072 F1: Represents the acquisition of 32,000 ordinary shares pursuant to an award of restricted stock units in the form of American Depositary Shares ("ADSs"). Each ADS represents 8 ordinary shares. The RSUs were granted and fully vested on Sep 23, 2026, subject to the terms and conditions of the underlying award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the acquisition of 32,000 ordinary shares pursuant to an award of restricted stock units in the form of American Depositary Shares ("ADSs"). Each ADS represents 8 ordinary shares. The RSUs were granted and fully vested on Sep 23, 2026, subject to the terms and conditions of the underlying award agreement.
CISCO SYSTEMS, INC.
Report date December 07, 2011 · Filed December 09, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,978 |
Ending reported balance
After 2011-12-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-12-07 · Grant · Acquired 10,000 · Balance 37,029 F1: Represents a deferred restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from December 7, 2011 and which will settle in shares on, or as soon as practicable after, the Reporting Person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Row 2 · 2011-12-07 · Grant · Acquired 3,949 · Balance 40,978 F2: Fully vested deferred stock units were acquired in lieu of the Reporting Person's regular annual cash retainer and will settle in shares on, or as soon as practicable after, the Reporting Person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. |
| Common StockSEC Table I · non-derivative | Indirectby Revocable Trust | 31,507 |
Reported balance
Holding disclosure · report date 2011-12-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 31,507 F3: Shares held by the Jerry Yang 1996 Revocable Trust. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 34,993 |
Reported balance
Holding disclosure · report date 2011-12-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 34,993 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a deferred restricted stock unit award covering 10,000 shares, which shares will fully vest upon the completion of one year of board service measured from December 7, 2011 and which will settle in shares on, or as soon as practicable after, the Reporting Person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
F2: Fully vested deferred stock units were acquired in lieu of the Reporting Person's regular annual cash retainer and will settle in shares on, or as soon as practicable after, the Reporting Person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
F3: Shares held by the Jerry Yang 1996 Revocable Trust.
Workday, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 100,840 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 3,116 · Balance 100,840 F1: Includes 3,116 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. F2: Includes 2,500 shares of the Issuer's Class A Common Stock held by the Jerry Yang Revocable Trust dated July 30, 1996, of which the Reporting Person is trustee and sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,116 restricted stock units (RSUs) from an original grant with a grant date of 6/16/2026, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
F2: Includes 2,500 shares of the Issuer's Class A Common Stock held by the Jerry Yang Revocable Trust dated July 30, 1996, of which the Reporting Person is trustee and sole beneficiary.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 11, 2003 Filed Nov 12, 2003 23:57 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0001199683-03-000096 · edgardoc.xml · derivative · entry 1 YANG JERRY · CIK 0001032001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2012-11-11 F1 · derivative.exercise_date: The option is immediately exercisable for all of the option shares. However, any shares purchased under the option will be subject to repurchase by the Issuer, at the exercise price paid per share, upon the Reporting Person's cessation of service as a member of the Issuer's Board of Directors prior to vesting in those shares. The shares subject to the option will vest in two successive equal annual installments upon the Reporting Person's completion each year of service as a member of the Issuer's Board of Directors over the two (2)-year period measured from November 11, 2003. 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.