Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMGEN INCAMGN · Entity 2832 | Director | May 13, 2004 | May 14, 2004 |
| Salesforce, Inc.CRM · Entity 2842 | Pres. of Tech., Mktg. & Sys. | May 27, 2005 | June 01, 2005 |
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.
AMGEN INC
Report date May 13, 2004 · Filed May 14, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2004-05-13 transaction · row 1
1 source rowRow 1 · 2004-05-13 · Disposition to issuer · Disposed 1,643 · Balance 0 |
Salesforce, Inc.
Report date May 27, 2005 · Filed June 01, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2005-05-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2005-05-27 · Exercise / conversion · Acquired 80,000 · Balance 80,000 Row 2 · 2005-05-27 · Sale · Disposed 80,000 · Balance 0 Row 3 · 2005-05-27 · Exercise / conversion · Acquired 5,000 · Balance 5,000 Row 4 · 2005-05-27 · Sale · Disposed 5,000 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.00 · Expires 2014-03-19 | Direct | 497,500 |
Reported balance
After 2005-05-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2005-05-27 · Exercise / conversion · Disposed 80,000 · Balance 497,500 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.00 · Expires 2014-03-19 | Direct | 492,500 |
Reported balance
After 2005-05-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2005-05-27 · Exercise / conversion · Disposed 5,000 · Balance 492,500 |
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 |
|---|---|---|---|---|---|---|
| May 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · derivative · entry 6 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,500 Underlying: Common Stock · 5,000 shares Expires 2014-03-19 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 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · derivative · entry 5 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,500 Underlying: Common Stock · 80,000 shares Expires 2014-03-19 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 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $19.96 | $99,800.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · nonDerivative · entry 4 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $8.00 | $40,000.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · nonDerivative · entry 3 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 80,000 | $20.00 | $1,600,000.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · nonDerivative · entry 2 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 27, 2005 Filed Jun 1, 2005 17:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 80,000 | $8.00 | $640,000.00 |
DisclosureSEC source: 0001305763-05-000135 · edgardoc.xml · nonDerivative · entry 1 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 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 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · derivative · entry 28 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,500 Underlying: Common Stock · 60,000 shares Expires 2014-03-19 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 · balance_after: This option exercise is made pursuant to an option to purchase 650,000 shares of common stock, exercisable on March 19, 2004, as reflected on the reporting person's Form 3 filed on June 22, 2004. Of the 650,000 shares, 637,500 were designated as Nonstatutory Stock Options and 12,500 were designated as Incentive Stock Options. Following this transaction the Nonstatutory Stock Option will have a balance of 577,500 shares and the Incentive Stock Option will have a balance of 12,500 shares. Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,500 | $19.44 | $48,600.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 27 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $19.37 | $5,811.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 26 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $19.32 | $44,436.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 25 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 12,700 | $19.30 | $245,110.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 24 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,400 | $19.27 | $26,978.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 23 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,800 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,700 | $19.26 | $109,782.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 22 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,200 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 13,400 | $19.25 | $257,950.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 21 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,900 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.24 | $1,924.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 20 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,300 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.22 | $1,922.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 19 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,400 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.21 | $1,921.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 18 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,500 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,900 | $19.20 | $151,680.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 17 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,600 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $19.19 | $9,595.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 16 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,500 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,100 | $19.18 | $21,098.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 15 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.17 | $1,917.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 14 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,100 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $19.16 | $3,832.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 13 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,200 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,600 | $19.15 | $30,640.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 12 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,400 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $19.14 | $9,570.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 11 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,000 | $19.13 | $19,130.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 10 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,500 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.12 | $1,912.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 9 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,500 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $19.08 | $7,632.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 8 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,600 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,600 | $19.07 | $49,582.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 7 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $19.06 | $1,906.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 6 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,600 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,200 | $19.04 | $22,848.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 5 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,700 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,100 | $19.03 | $39,963.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 4 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,900 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,000 | $19.02 | $19,020.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 3 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,000 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,000 | $19.00 | $19,000.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 2 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:16 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 60,000 | $8.00 | $480,000.00 |
DisclosureSEC source: 0001305763-05-000126 · edgardoc.xml · nonDerivative · entry 1 SUELTZ PATRICIA C · CIK 0001185617 · Pres. of Tech., Mktg. & Sys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 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 13, 2004 Filed May 14, 2004 19:17 UTC | AMGEN INC AMGN · Entity 2832 | Disposition to issuerRestricted Stock Units | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-026084 · rrd42673.xml · nonDerivative · entry 1 SUELTZ PATRICIA C · CIK 0001185617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 15, 2004 Filed Mar 16, 2004 21:14 UTC | AMGEN INC AMGN · Entity 2832 | GrantNQSO (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $59.48 | $0.00 |
DisclosureSEC source: 0001181431-04-015907 · rrd36761.xml · derivative · entry 2 SUELTZ PATRICIA C · CIK 0001185617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2011-03-15 Read SEC document |
| March 15, 2004 Filed Mar 16, 2004 21:14 UTC | AMGEN INC AMGN · Entity 2832 | GrantRestricted Stock Units | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-04-015907 · rrd36761.xml · nonDerivative · entry 1 SUELTZ PATRICIA C · CIK 0001185617 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 F1 · security: (DIR 03.15.04) The Restricted Stock Units ("RSUs") were granted pursuant to the Amgen Inc. Director Equity Incentive Program under the Company's Amended and Restated 1991 Equity Incentive Plan. RSUs vest (a) immediately for directors who have three years or more of prior continuous service as a director, or (b) one year from the grant date if the director had had less than three years of prior continuous service as a director. Vested RSUs will be paid in shares of the Company's common stock on a one-to-one basis unless payment is otherwise deferred by the director. 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.