person · Reporting owner

Oulman Roxanne

Disclosed activity across 5 companies

Tapewire entity: 14530
SEC CIK: 0001523073

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

Purchases/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 31, 2017 Filed Feb 2, 2017 16:20 UTC	CALLIDUS SOFTWARE INC CALD · Entity 167600	Tax withholdingCommon Stock	1,095	$18.45	$20,202.75	Disclosure SEC source: 0001231376-17-000001 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,347 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
November 30, 2016 Filed Dec 1, 2016 17:04 UTC	CALLIDUS SOFTWARE INC CALD · Entity 167600	Tax withholdingCommon Stock	3,054	$15.70	$47,947.80	Disclosure SEC source: 0001231376-16-000099 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,442 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
November 15, 2016 Filed Nov 30, 2016 16:03 UTC	CALLIDUS SOFTWARE INC CALD · Entity 167600	GrantCommon Stock	95,238	$0.00	$0.00	Disclosure SEC source: 0001523073-16-000009 · edgardoc.xml · nonDerivative · entry 1 Oulman Roxanne · CIK 0001523073 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,496 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.