Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CalAmp Corp.CAMP · Entity 90227 | Director | July 26, 2023 | July 28, 2023 |
| Klaviyo, Inc.KVYO · Entity 3775 | Director | July 22, 2026 | July 25, 2026 |
| WESTERN DIGITAL CORPWDC · Entity 1010 | Director | September 17, 2026 | September 21, 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.
CalAmp Corp.
Report date July 26, 2023 · Filed July 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,667 |
Reported balance
After 2023-07-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-07-26 · Grant · Acquired 46,667 · Balance 46,667 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting.
Klaviyo, Inc.
Report date July 22, 2026 · Filed July 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | IndirectBy Roxanne Oulman 2025 GRAT | 16,775 |
Reported balance
After 2026-07-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-22 · Conversion · Acquired 16,775 · Balance 16,775 F1: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series B Common StockSEC Table II · derivative / convertible security | IndirectBy Roxanne Oulman 2025 GRAT | 29,891 |
Reported balance
After 2026-07-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-22 · Conversion · Disposed 16,775 · Balance 29,891 F1: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. |
| Series A Common StockSEC Table I · non-derivative | Direct | 37,343 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,343 F3: Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
| Series B Common StockSEC Table II · derivative / convertible security | Direct | 15,165 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 15,165 F1: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date.
F2: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose.
F3: Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
WESTERN DIGITAL CORP
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 2.6783 |
Reported balance
After 2026-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 0.5617 · Balance 2.6783 F1: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CALLIDUS SOFTWARE INC
Report date April 05, 2018 · Filed April 09, 2018
Section 16 reporting ended · disclosed 2018-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 219,488 |
Reported balance
After 2018-04-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-05 · Grant · Acquired 15,610 · Balance 219,488 F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration"). F2: Represents performance-based restricted stock units ("PSUs") granted on February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-04-05 · Disposition to issuer · Disposed 15,610 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. F4: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger. F2: Represents performance-based restricted stock units ("PSUs") granted on February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-04-05 · Disposition to issuer · Disposed 138,606 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. F6: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger. F5: Represents restricted stock units ("RSUs") granted on August 15, 2014, November 15, 2014, July 15, 2015, August 17, 2015, February 16, 2016, November 15, 2016, February 15, 2017, and February 15, 2018, that, at the effective time of the Merger, had not vested. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-04-05 · Disposition to issuer · Disposed 34,185 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 0 |
Reported balance
After 2018-04-05 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2018-04-05 · Disposition to issuer · Disposed 31,087 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $6.67 · Expires 2023-07-31 | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-04-05 · Disposition to issuer · Disposed 40,000 · Balance 0 F8: At the effective time of the Merger, each outstanding vested and unvested Stock Option was cancelled and converted into the right to receive in cash an amount equal to the number of shares of Issuer Common Stock underlying such Stock Option multiplied by the excess, if any, of the Merger Consideration over the applicable exercise price. F7: The Stock Options vested in equal monthly installments over a period of four years from the grant date of July 31, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration").
F2: Represents performance-based restricted stock units ("PSUs") granted on February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger.
F3: Disposed of pursuant to the Merger Agreement.
F4: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger.
F5: Represents restricted stock units ("RSUs") granted on August 15, 2014, November 15, 2014, July 15, 2015, August 17, 2015, February 16, 2016, November 15, 2016, February 15, 2017, and February 15, 2018, that, at the effective time of the Merger, had not vested.
F6: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger.
F7: The Stock Options vested in equal monthly installments over a period of four years from the grant date of July 31, 2013.
F8: At the effective time of the Merger, each outstanding vested and unvested Stock Option was cancelled and converted into the right to receive in cash an amount equal to the number of shares of Issuer Common Stock underlying such Stock Option multiplied by the excess, if any, of the Merger Consideration over the applicable exercise price.
Medallia, Inc.
Report date October 29, 2021 · Filed November 02, 2021
Section 16 reporting ended · disclosed 2021-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 251,111 |
Reported balance
After 2021-10-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-29 · Disposition to issuer · Disposed 160,303 · Balance 251,111 F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash. F2: The shares are represented by restricted stock units, or RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 495,699 |
Reported balance
After 2021-10-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-10-29 · Grant · Acquired 244,588 · Balance 495,699 F3: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 137,500 RSUs vest on April 15, 2022; (ii) 71,428 RSUs vest on March 15, 2023 and (iii) 35,660 RSUs vest on April 15, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-10-29 · Disposition to issuer · Disposed 495,699 · Balance 0 F4: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.73 · Expires 2028-11-13 | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-29 · Disposition to issuer · Disposed 825,426 · Balance 0 F5: The option provided for vesting of one-fourth of the total shares subject to the option on November 5, 2019 and 1/48th of the total shares vesting monthly thereafter. At the effective time of the merger, the 554,585 vested options were cancelled in exchange for a cash payment representing the difference between $34.00 and the exercise price of the option per share. The remaining 270,841 unvested options were cancelled and converted into the right to receive a cash payment which represents the difference between $34.00 and the exercise price of the option per share for each outstanding unvested option which will vest and be payable at the same time as the unvested options for which such cash amount was exchanged would have vested pursuant to its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash.
F2: The shares are represented by restricted stock units, or RSUs.
F3: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 137,500 RSUs vest on April 15, 2022; (ii) 71,428 RSUs vest on March 15, 2023 and (iii) 35,660 RSUs vest on April 15, 2024.
F4: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms.
F5: The option provided for vesting of one-fourth of the total shares subject to the option on November 5, 2019 and 1/48th of the total shares vesting monthly thereafter. At the effective time of the merger, the 554,585 vested options were cancelled in exchange for a cash payment representing the difference between $34.00 and the exercise price of the option per share. The remaining 270,841 unvested options were cancelled and converted into the right to receive a cash payment which represents the difference between $34.00 and the exercise price of the option per share for each outstanding unvested option which will vest and be payable at the same time as the unvested options for which such cash amount was exchanged would have vested pursuant to its terms.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 22:35 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 0.5617 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-26-000209 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2.6783 Underlying: Common Stock · 0.5617 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| July 22, 2026 Filed Jul 25, 2026 00:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 16,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000729 · wk-form4_1784938098.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Roxanne Oulman 2025 GRAT Disclosed balance after: 29,891 Underlying: Series A Common Stock · 16,775 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 the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · ownership.nature: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| July 22, 2026 Filed Jul 25, 2026 00:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 16,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000729 · wk-form4_1784938098.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Roxanne Oulman 2025 GRAT Disclosed balance after: 16,775 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 the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · ownership.nature: Shares held by Roxanne Oulman 2025 GRAT, of which the Reporting Person serves as trustee. The Reporting Person disclaims Section 16 beneficial ownership of such shares except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed to be an admission that she has beneficial ownership of such shares for Section 16 or any other purpose. Read SEC document |
| June 17, 2026 Filed Jun 23, 2026 01:16 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 0.3342 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-26-000153 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2.1166 Underlying: Common Stock · 0.3342 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 00:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 8,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,165 Underlying: Series A Common Stock · 8,169 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. F2 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F2 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 00:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 8,169 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,343 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 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of Series A Common Stock of the Issuer, and will automatically convert into one share of Series A Common Stock upon the occurrence of certain events as set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F3 · balance_after: Consists of (i) 22,521 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000542 · wk-form4_1781222659.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,174 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan (the "Plan"), each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. Read SEC document |
| March 18, 2026 Filed Mar 19, 2026 22:44 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 0.6503 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-26-000065 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.7824 Underlying: Common Stock · 0.6503 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| December 18, 2025 Filed Dec 22, 2025 21:51 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 1.1321 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000288 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1.1321 Underlying: Common Stock · 1.1321 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 21:36 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | SaleCommon Stock | 1,800 | $154.42 | $277,956.00 |
DisclosureSEC source: 0001266824-25-000255 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,863 Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:31 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 1,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000229 · edgardoc.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,663 F2 · security: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 22:31 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionDividend Equivalent Rights · Derivative | 10.7481 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000229 · edgardoc.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10.7481 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: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. F1 · derivative.exercise_date: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. F1 · derivative.expiration_date: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. Read SEC document |
| November 19, 2025 Filed Nov 21, 2025 22:31 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | Exercise / conversionCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000229 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,078 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 · shares: The dividend equivalent rights were converted into, and paid in the form of, shares of the Issuer's common stock on a one-for-one basis in connection with the vesting of restricted stock units to which the dividend equivalent rights relate. A cash amount was also paid to the holder to settle a fractional dividend equivalent right. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 22:25 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 3.8753 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000204 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.7481 Underlying: Common Stock · 3.8753 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 22:12 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantDividend Equivalent Rights · Derivative | 6.8728 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000122 · edgardoc.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6.8728 Underlying: Common Stock · 6.8728 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units (RSUs) which vest proportionately with the RSUs to which they relate. Each dividend equivalent right represents a contingent right to receive one share of the Issuer's common stock or the cash value thereof. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:21 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 5,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000066 · wk-form4_1749673269.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,352 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 10, 2026 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 8,532 shares of Series A Common Stock and (ii) 5,820 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 01:55 UTC | WESTERN DIGITAL CORP WDC · Entity 1010 | GrantCommon Stock | 4,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001266824-25-000021 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,068 F1 · security: Represents the grant of restricted stock units to the Reporting Person. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 23:12 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 8,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000070 · wk-form4_1718320336.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,532 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share, upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 11, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 15:47 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 46,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043637 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,667 Underlying: Common Stock · 46,667 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of July 26, 2024 or the date of the 2024 Annual Stockholders meeting. Read SEC document |
| July 26, 2022 Filed Jul 28, 2022 12:08 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 22,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043336 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,692 Underlying: Common Stock · 22,913 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the vesting date. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of July 26, 2023 or the date of the 2023 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of July 26, 2025 or the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of July 26, 2023 or the date of the 2023 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of July 26, 2025 or the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:18 UTC | Medallia, Inc. MDLA · Entity 133980 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 825,426 | $34.00 Strike: $6.73 | $28,064,484.00 |
DisclosureSEC source: 0000899243-21-042492 · doc4.xml · derivative · entry 4 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 825,426 shares Expires 2028-11-13 F5 · derivative.exercise_date: The option provided for vesting of one-fourth of the total shares subject to the option on November 5, 2019 and 1/48th of the total shares vesting monthly thereafter. At the effective time of the merger, the 554,585 vested options were cancelled in exchange for a cash payment representing the difference between $34.00 and the exercise price of the option per share. The remaining 270,841 unvested options were cancelled and converted into the right to receive a cash payment which represents the difference between $34.00 and the exercise price of the option per share for each outstanding unvested option which will vest and be payable at the same time as the unvested options for which such cash amount was exchanged would have vested pursuant to its terms. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:18 UTC | Medallia, Inc. MDLA · Entity 133980 | Disposition to issuerCommon Stock | 495,699 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-042492 · doc4.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:18 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 244,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042492 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,699 F3 · shares: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 137,500 RSUs vest on April 15, 2022; (ii) 71,428 RSUs vest on March 15, 2023 and (iii) 35,660 RSUs vest on April 15, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:18 UTC | Medallia, Inc. MDLA · Entity 133980 | Disposition to issuerCommon Stock | 160,303 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-042492 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,111 F1 · price: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash. F2 · balance_after: The shares are represented by restricted stock units, or RSUs. Read SEC document |
| October 18, 2021 Filed Oct 18, 2021 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 3,519 | $33.96 | $119,496.09 |
DisclosureSEC source: 0001209191-21-060769 · doc4.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,414 F3 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.95 to $33.97, inclusive. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-21-060769 · doc4.xml · derivative · entry 4 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,426 Underlying: Common Stock · 10,000 shares Expires 2028-11-14 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. F5 · derivative.exercise_date: One-fourth of the shares subject to the option vested on November 5, 2019 and 1/48th vest monthly thereafter. Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 37,685 | $33.95 | $1,279,466.05 |
DisclosureSEC source: 0001209191-21-060769 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,933 F1 · kind: Of the reported shares, 12,070 were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs, and the remaining shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.95 to $33.96, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (4). Read SEC document |
| October 15, 2021 Filed Oct 18, 2021 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 10,000 | $6.73 | $67,300.00 |
DisclosureSEC source: 0001209191-21-060769 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,618 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 16, 2021 Filed Sep 16, 2021 22:07 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 2,748 | $33.85 | $93,022.27 |
DisclosureSEC source: 0001209191-21-056456 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,618 F3 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.85 to $33.855, inclusive. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 22:07 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 6,831 | $33.84 | $231,152.84 |
DisclosureSEC source: 0001209191-21-056456 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,366 F1 · kind: Of the reported shares, 3,131 were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs, and the remaining shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.82 to $33.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (4) to this Form 4. Read SEC document |
| August 16, 2021 Filed Aug 19, 2021 00:06 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 20,069 | $33.54 | $673,094.19 |
DisclosureSEC source: 0001209191-21-052425 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,197 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.52 to $33.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 20:42 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,225 | $33.69 | $277,081.33 |
DisclosureSEC source: 0001209191-21-050195 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,266 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs, F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.64 to $33.74, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 17:21 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 10,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-048873 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,049 Underlying: Common Stock · 10,466 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the vesting date. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of July 28, 2022 or the date of the 2022 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of July 28, 2025 or the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of July 28, 2022 or the date of the 2022 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of July 28, 2025 or the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:54 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 19,427 | $30.69 | $596,224.34 |
DisclosureSEC source: 0001209191-21-047181 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,491 F1 · kind: Of the reported shares, 12,254 were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs, and the remaining shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.1701 to $31.165, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:22 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 6,680 | $31.52 | $210,560.28 |
DisclosureSEC source: 0001209191-21-041178 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,918 F1 · kind: Of the reported shares, 3,204 were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs, and the remaining shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.01 to $31.84, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:42 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,232 | $27.52 | $226,580.04 |
DisclosureSEC source: 0001209191-21-030637 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506,598 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.2501 to $27.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 23:23 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 12,385 | $29.15 | $360,971.97 |
DisclosureSEC source: 0001209191-21-027055 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,830 F2 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of RSUs. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.02 to $$29.24, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 23:23 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 91,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027055 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527,215 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, pursuant to which one-third of the RSUs vest on April 15, 2022 and the remaining RSUs vest in eight equal quarterly installments thereafter. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:13 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 200 | $30.31 | $6,062.00 |
DisclosureSEC source: 0001209191-21-021501 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,778 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.29 to $30.33, inclusive. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:13 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 12,409 | $29.67 | $368,130.36 |
DisclosureSEC source: 0001209191-21-021501 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,978 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.26 to $30.21, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (3) to this Form 4. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:28 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,858 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-21-011265 · doc4.xml · derivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,426 Underlying: Common Stock · 14,858 shares Expires 2028-11-14 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_date: One-fourth of the shares subject to the option vested on November 5, 2019 and 1/48th vest monthly thereafter. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:28 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 14,858 | $6.73 | $99,994.34 |
DisclosureSEC source: 0001209191-21-011265 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,387 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 |
| February 10, 2021 Filed Feb 11, 2021 21:40 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-21-009721 · doc4.xml · derivative · entry 5 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850,284 Underlying: Common Stock · 30,000 shares Expires 2028-11-14 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. F5 · derivative.exercise_date: One-fourth of the shares subject to the option vested on November 5, 2019 and 1/48th vest monthly thereafter. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:40 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 200 | $46.63 | $9,325.00 |
DisclosureSEC source: 0001209191-21-009721 · doc4.xml · nonDerivative · entry 4 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,529 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 23, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.50 to $46.75, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:40 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 16,958 | $45.78 | $776,354.20 |
DisclosureSEC source: 0001209191-21-009721 · doc4.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,729 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 23, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.40 to $46.36, inclusive. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:40 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 12,842 | $45.10 | $579,158.79 |
DisclosureSEC source: 0001209191-21-009721 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,687 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 23, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.40 to $45.39, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold within the ranges set forth in footnotes (2), (3) and (5) to this Form 4. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:40 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 30,000 | $6.73 | $201,900.00 |
DisclosureSEC source: 0001209191-21-009721 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,529 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 |
| February 05, 2021 Filed Feb 8, 2021 22:09 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,091 | $44.63 | $361,082.72 |
DisclosureSEC source: 0001209191-21-008532 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,529 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.44 to $44.87, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:18 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 11,975 | $39.30 | $470,604.33 |
DisclosureSEC source: 0001209191-21-004063 · doc4.xml · nonDerivative · entry 4 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,620 F4 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.28 to $39.35, inclusive. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:18 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock · Derivative | 30,000 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-21-004063 · doc4.xml · derivative · entry 5 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880,284 Underlying: Common Stock · 30,000 shares Expires 2028-11-14 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. F6 · derivative.exercise_date: One-fourth of the shares subject to the option vested on November 5, 2019 and 1/48th vest monthly thereafter. 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.