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 |
|---|---|---|---|---|---|---|
| January 14, 2021 Filed Jan 19, 2021 22:18 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 18,410 | $38.01 | $699,697.82 |
DisclosureSEC source: 0001209191-21-004063 · doc4.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,595 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 $37.92 to $38.10, inclusive. Read SEC document |
| January 14, 2021 Filed Jan 19, 2021 22:18 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 11,590 | $37.54 | $435,064.26 |
DisclosureSEC source: 0001209191-21-004063 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,005 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 $36.92 to $37.915, 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 |
| January 14, 2021 Filed Jan 19, 2021 22:18 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 30,000 | $6.73 | $201,900.00 |
DisclosureSEC source: 0001209191-21-004063 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,595 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 |
| November 05, 2020 Filed Nov 6, 2020 22:48 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,050 | $28.88 | $232,505.74 |
DisclosureSEC source: 0001209191-20-057335 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,595 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 $28.765 to $29.11, 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 |
| October 15, 2020 Filed Oct 16, 2020 22:02 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 12,490 | $30.19 | $377,069.35 |
DisclosureSEC source: 0001209191-20-055149 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,645 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 $29.765 to $30.56, 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 20, 2020 Filed Aug 21, 2020 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 29,716 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-20-048001 · doc4.xml · derivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910,284 Underlying: Common Stock · 29,716 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 |
| August 20, 2020 Filed Aug 21, 2020 23:05 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 29,716 | $6.73 | $199,988.68 |
DisclosureSEC source: 0001209191-20-048001 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,135 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 |
| August 05, 2020 Filed Aug 5, 2020 22:48 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,111 | $30.92 | $250,776.71 |
DisclosureSEC source: 0001209191-20-045280 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,419 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 $30.815 to $31.105, 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 29, 2020 Filed Jul 31, 2020 16:05 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 12,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-044233 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,583 Underlying: Common Stock · 12,800 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 29, 2021 or the date of the 2021 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of August 1, 2026 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 29, 2021 or the date of the 2021 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the earlier of August 1, 2026 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 21, 2020 Filed Jul 22, 2020 22:06 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $6.73 | $0.00 |
DisclosureSEC source: 0001209191-20-043371 · doc4.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940,000 Underlying: Common Stock · 60,000 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. F3 · 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 |
| July 21, 2020 Filed Jul 22, 2020 22:06 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 88,368 | $29.59 | $2,614,924.00 |
DisclosureSEC source: 0001209191-20-043371 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,530 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 16, 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 $29.29 to $30.12, 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 21, 2020 Filed Jul 22, 2020 22:06 UTC | Medallia, Inc. MDLA · Entity 133980 | Exercise / conversionCommon Stock | 60,000 | $6.73 | $403,800.00 |
DisclosureSEC source: 0001209191-20-043371 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,898 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 |
| July 15, 2020 Filed Jul 16, 2020 20:48 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 11,956 | $27.34 | $326,894.97 |
DisclosureSEC source: 0001209191-20-042644 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,898 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 $27.12 to $27.47, 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, 2020 Filed May 6, 2020 21:14 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 7,862 | $21.58 | $169,636.80 |
DisclosureSEC source: 0001209191-20-027530 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,854 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 $21.42 to $21.72, 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, 2020 Filed Apr 17, 2020 21:22 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 53,284 | $18.59 | $990,379.05 |
DisclosureSEC source: 0001209191-20-024893 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,716 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 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.38 to $18.76, 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 |
| March 15, 2020 Filed Mar 16, 2020 20:20 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 71,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019257 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,000 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, pursuant to which one-third of the RSUs vest on March 15, 2021 and the remaining RSUs vest in eight equal quarterly installments thereafter. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 23:18 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 8,296 | $27.78 | $230,442.97 |
DisclosureSEC source: 0001209191-20-007658 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,572 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 $27.62 to $27.92, 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, 2020 Filed Jan 17, 2020 22:12 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 34,132 | $31.54 | $1,076,461.84 |
DisclosureSEC source: 0001209191-20-004092 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,868 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 $31.25 to $31.76, 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 24, 2019 Filed Jul 26, 2019 16:51 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 11,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043360 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,783 Underlying: Common Stock · 11,521 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 24, 2020 or the date of the 2020 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until 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 24, 2020 or the date of the 2020 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:32 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherEmployee Stock Option (right to buy) · Derivative | 1,000,000 | Not disclosed Strike: $6.73 | Not disclosed |
DisclosureSEC source: 0000899243-19-020157 · doc4.xml · derivative · entry 4 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2028-11-14 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F2 · derivative.exercise_date: One-fourth of the shares subject to the option vest on November 5, 2019 and 1/48th vest monthly thereafter. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:32 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherEmployee Stock Option (right to buy) · Derivative | 1,000,000 | Not disclosed Strike: $6.73 | Not disclosed |
DisclosureSEC source: 0000899243-19-020157 · doc4.xml · derivative · entry 3 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,000,000 shares Expires 2028-11-14 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F2 · derivative.exercise_date: One-fourth of the shares subject to the option vest on November 5, 2019 and 1/48th vest monthly thereafter. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:32 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherCommon Stock | 525,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020157 · doc4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,000 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:32 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherClass A Common Stock | 525,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020157 · doc4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 16:58 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 5,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045321 · doc4.xml · derivative · entry 2 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,262 Underlying: Common Stock · 5,631 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. F3 · derivative.exercise_date: The restricted stock units vest on 8/1/2021. Ms. Oulman elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. F3 · derivative.expiration_date: The restricted stock units vest on 8/1/2021. Ms. Oulman elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 16:58 UTC | CalAmp Corp. CAMP · Entity 90227 | GrantRestricted Stock Units · Derivative | 5,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045321 · doc4.xml · derivative · entry 1 Oulman Roxanne · CIK 0001523073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,631 Underlying: Common Stock · 5,631 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 8/1/2019 or the date of the 2019 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until 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 8/1/2019 or the date of the 2019 Annual Stockholders meeting. Ms. Oulman elected to defer the receipt of the vested shares until the date she ceases to be a director of CalAmp, pursuant to the Company's Non-qualified Deferred Compensation Plan. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerStock Options · Derivative | 40,000 | Not disclosed Strike: $6.67 | Not disclosed |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · derivative · entry 6 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2023-07-31 F8 · price: 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 · derivative.exercise_date: The Stock Options vested in equal monthly installments over a period of four years from the grant date of July 31, 2013. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 31,087 | $36.00 | $1,119,132.00 |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · nonDerivative · entry 5 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By family trust Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 34,185 | $36.00 | $1,230,660.00 |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · nonDerivative · entry 4 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 138,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. F6 · kind: 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 · shares: 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 · price: 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. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 15,610 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. F4 · kind: 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 · shares: 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. F4 · price: 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. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:16 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 15,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-023088 · a4.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,488 F1 · security: 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 · kind: 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. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 18:47 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 8,657 | $35.87 | $310,526.59 |
DisclosureSEC source: 0001231376-18-000006 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,791 F1 · shares: Represents the number of shares sold by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 4,394 | $35.75 | $157,085.50 |
DisclosureSEC source: 0001231376-18-000003 · edgardoc.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,448 F3 · shares: Represents the number of shares sold by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 61,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001231376-18-000003 · edgardoc.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,842 F2 · shares: The shares indicated are issued as RSUs which vest one-third on the first anniversary of the award date and quarterly over two years thereafter. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | OtherCommon Stock | 307 | $17.17 | $5,271.19 |
DisclosureSEC source: 0001231376-18-000003 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,731 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 20:10 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 8,001 | $29.27 | $234,189.27 |
DisclosureSEC source: 0001231376-17-000040 · edgardoc.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,820 F2 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| November 30, 2017 Filed Dec 7, 2017 19:36 UTC Amendment | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 8,397 | $29.27 | $245,780.19 |
DisclosureSEC source: 0001104659-17-072365 · a4a.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,424 F2 · shares: This amendment is being filed to correct the number of shares reported in the Form 4 filed on December 4, 2017 as withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards. No new transactions are being reported herein. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 16:11 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | SaleCommon Stock | 6,200 | $28.01 | $173,662.00 |
DisclosureSEC source: 0001231376-17-000038 · edgardoc.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,503 F2 · shares: Sale of shares was made in accordance with a 10b5-1 Plan previously executed. F3 · price: This is the weighted average sales price. Shares were sold in multiple transactions at prices ranging from $27.70 to $28.12. 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 this Form 4. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 16:11 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 16,564 | $27.60 | $457,166.40 |
DisclosureSEC source: 0001231376-17-000038 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,703 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 18:20 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 3,934 | $25.75 | $101,300.50 |
DisclosureSEC source: 0001231376-17-000035 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,267 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| August 15, 2017 Filed Dec 4, 2017 20:10 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | OtherCommon Stock | 318 | $16.49 | $5,243.82 |
DisclosureSEC source: 0001231376-17-000040 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,519 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| August 15, 2017 Filed Dec 7, 2017 19:36 UTC Amendment | CALLIDUS SOFTWARE INC CALD · Entity 167600 | OtherCommon Stock | 318 | $16.49 | $5,243.82 |
DisclosureSEC source: 0001104659-17-072365 · a4a.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,519 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 16:58 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | SaleCommon Stock | 5,500 | $23.89 | $131,395.00 |
DisclosureSEC source: 0001231376-17-000033 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 31,087 F1 · price: This is the weighted average sales price. Shares were sold in multiple transactions at prices ranging from $23.88 to $23.90. 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 this Form 4. Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 16:57 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 1,190 | $24.30 | $28,917.00 |
DisclosureSEC source: 0001231376-17-000029 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,007 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 17:40 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 3,879 | $23.90 | $92,708.10 |
DisclosureSEC source: 0001231376-17-000019 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,197 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| May 01, 2017 Filed May 2, 2017 20:51 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 1,190 | $21.45 | $25,525.50 |
DisclosureSEC source: 0001231376-17-000016 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,076 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:53 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 3,878 | $18.85 | $73,100.30 |
DisclosureSEC source: 0001231376-17-000013 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,266 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 16, 2017 Filed Feb 16, 2017 19:50 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 5,750 | $20.20 | $116,150.00 |
DisclosureSEC source: 0001231376-17-000009 · edgardoc.xml · nonDerivative · entry 2 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,144 F2 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 19:50 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 25,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001231376-17-000009 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,894 F1 · shares: The shares indicated are issued as RSUs which vest one-third on the first anniversary of the award date and quarterly over two years thereafter. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:50 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | SaleCommon Stock | 6,000 | $20.66 | $123,960.00 |
DisclosureSEC source: 0001231376-17-000009 · edgardoc.xml · nonDerivative · entry 3 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 11,781 F3 · price: This is the weighted average sales price. Shares were sold in multiple transactions at prices ranging from $20.65 to $20.67. 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 this Form 4. 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.