Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C3.ai, Inc.AI · Entity 2413 | SVP & Chief Admin Officer | December 08, 2023 | December 13, 2023 |
| Salesforce, Inc.CRM · Entity 2842 | EVP & Chief Accounting Officer | June 22, 2026 | June 23, 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.
C3.ai, Inc.
Report date December 08, 2023 · Filed December 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,053 |
Ending reported balance
After 2023-12-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-08 · Exercise / conversion · Acquired 17,831 · Balance 17,831 Row 2 · 2023-12-11 · Sale · Disposed 9,778 · Balance 8,053 F1: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units (RSUs). F2: Represents weighted average sales price. The shares were sold at prices ranging from $27.77 to $28.05. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 338,802 |
Reported balance
After 2023-12-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-08 · Exercise / conversion · Disposed 17,831 · Balance 338,802 F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F4: Five percent (5%) of such RSU award vested on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units (RSUs).
F2: Represents weighted average sales price. The shares were sold at prices ranging from $27.77 to $28.05. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.
F4: Five percent (5%) of such RSU award vested on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date.
Salesforce, Inc.
Report date June 22, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-06-22 | Direct | 49,757 |
Reported balance
After 2026-06-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 49,757 · Balance 49,757 F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2: The Restricted Stock Unit vests as to: (i) 40% of the original grant on June 22, 2027; (ii) 7.5% of the original grant quarterly during the second year following the grant date; (iii) 5% of the original grant quarterly during the third year following the grant date; and (iv) 2.5% of the original grant quarterly during the fourth year following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F2: The Restricted Stock Unit vests as to: (i) 40% of the original grant on June 22, 2027; (ii) 7.5% of the original grant quarterly during the second year following the grant date; (iii) 5% of the original grant quarterly during the third year following the grant date; and (iv) 2.5% of the original grant quarterly during the fourth year following the grant date.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jun 23, 2026 22:18 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 49,757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001108524-26-000142 · form4.xml · derivative · entry 1 Wanger Guy · CIK 0001992968 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,757 Underlying: Common Stock · 49,757 shares Expires 2030-06-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Stock Unit vests as to: (i) 40% of the original grant on June 22, 2027; (ii) 7.5% of the original grant quarterly during the second year following the grant date; (iii) 5% of the original grant quarterly during the third year following the grant date; and (iv) 2.5% of the original grant quarterly during the fourth year following the grant date. Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 01:16 UTC | C3.ai, Inc. AI · Entity 2413 | SaleClass A Common Stock | 9,778 | $28.05 | $274,272.90 |
DisclosureSEC source: 0001209191-23-058426 · doc4.xml · nonDerivative · entry 2 Wanger Guy · CIK 0001992968 · SVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,053 F1 · kind: Shares sold to cover tax obligation from settlement of vested Restricted Stock Units (RSUs). F2 · price: Represents weighted average sales price. The shares were sold at prices ranging from $27.77 to $28.05. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 01:16 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionRestricted Stock Units · Derivative | 17,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058426 · doc4.xml · derivative · entry 3 Wanger Guy · CIK 0001992968 · SVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,802 Underlying: Class A Common Stock · 17,831 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: Five percent (5%) of such RSU award vested on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. F4 · derivative.expiration_date: Five percent (5%) of such RSU award vested on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 01:16 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionClass A Common Stock | 17,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058426 · doc4.xml · nonDerivative · entry 1 Wanger Guy · CIK 0001992968 · SVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,831 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 |
| September 08, 2023 Filed Sep 12, 2023 21:16 UTC | C3.ai, Inc. AI · Entity 2413 | GrantRestricted Stock Units · Derivative | 356,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-049125 · doc4.xml · derivative · entry 1 Wanger Guy · CIK 0001992968 · SVP & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,633 Underlying: Class A Common Stock · 356,633 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: Five percent (5%) of such RSU award shall vest on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. F2 · derivative.expiration_date: Five percent (5%) of such RSU award shall vest on December 8, 2023 and five percent (5%) of such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. 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.