Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCKESSON CORPMCK · Entity 2904 | SVP & Controller | June 15, 2021 | June 16, 2021 |
| Salesforce, Inc.CRM · Entity 2842 | EVP & Chief Accounting Officer | January 22, 2026 | January 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCKESSON CORP
Report date June 15, 2021 · Filed June 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,290 |
Reported balance
After 2021-06-15 transaction · row 1
1 source rowRow 1 · 2021-06-15 · Sale · Disposed 450 · Balance 3,290 F1: Sale pursuant to a previously adopted plan dated November 24, 2020 in compliance with Rule 10b5-1. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale pursuant to a previously adopted plan dated November 24, 2020 in compliance with Rule 10b5-1.
Salesforce, Inc.
Report date January 22, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,912 |
Ending reported balance
After 2026-01-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-22 · Exercise / conversion · Acquired 487 · Balance 14,155 Row 2 · 2026-01-22 · Tax withholding · Disposed 243 · Balance 13,912 F1: Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-22 | Direct | 2,435 |
Reported balance
After 2026-01-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-22 · Exercise / conversion · Disposed 487 · Balance 2,435 F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the reporting person's tax liability upon vesting and settlement of a restricted stock unit award.
F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F3: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter.
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 |
|---|---|---|---|---|---|---|
| December 22, 2023 Filed Dec 27, 2023 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030453 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,290 Underlying: Common Stock · 143 shares Expires 2026-03-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030453 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,719 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 |
| October 23, 2023 Filed Oct 24, 2023 00:29 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 164 | $200.97 | $32,959.88 |
DisclosureSEC source: 0001127602-23-026164 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,576 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through October 22, 2023. Read SEC document |
| October 22, 2023 Filed Oct 24, 2023 00:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026164 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,382 Underlying: Common Stock · 423 shares Expires 2025-10-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2023 Filed Oct 24, 2023 00:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026164 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,740 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 25, 2023 Filed Sep 26, 2023 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 56 | $205.22 | $11,492.15 |
DisclosureSEC source: 0001127602-23-024737 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,317 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2023. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024737 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,433 Underlying: Common Stock · 143 shares Expires 2026-03-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024737 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,373 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 24, 2023 Filed Jul 25, 2023 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 164 | $225.05 | $36,908.72 |
DisclosureSEC source: 0001127602-23-021201 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,230 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through July 22, 2023. Read SEC document |
| July 22, 2023 Filed Jul 25, 2023 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021201 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,805 Underlying: Common Stock · 423 shares Expires 2025-10-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2023 Filed Jul 25, 2023 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021201 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,394 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 |
| June 23, 2023 Filed Jun 24, 2023 01:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 56 | $209.63 | $11,739.23 |
DisclosureSEC source: 0001127602-23-019364 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,971 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through June 22, 2023. Read SEC document |
| June 22, 2023 Filed Jun 24, 2023 01:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019364 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,576 Underlying: Common Stock · 143 shares Expires 2026-03-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2023 Filed Jun 24, 2023 01:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019364 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,027 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 |
| April 24, 2023 Filed Apr 25, 2023 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 164 | $196.33 | $32,198.20 |
DisclosureSEC source: 0001127602-23-013463 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,884 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through April 22, 2023. Read SEC document |
| April 22, 2023 Filed Apr 25, 2023 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013463 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,228 Underlying: Common Stock · 423 shares Expires 2025-10-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2023 Filed Apr 25, 2023 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013463 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,048 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 |
| April 08, 2023 Filed Apr 11, 2023 20:31 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 7,791 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012808 · form4.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,791 Underlying: Common Stock · 7,791 shares Expires 2027-04-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 01:55 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 221 | $187.96 | $41,538.45 |
DisclosureSEC source: 0001127602-23-011258 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,625 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2023. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011258 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,719 Underlying: Common Stock · 573 shares Expires 2026-03-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011258 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,846 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 |
| January 23, 2023 Filed Jan 24, 2023 02:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 186 | $155.59 | $28,940.02 |
DisclosureSEC source: 0001127602-23-002058 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,273 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through January 22, 2023. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 02:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 422 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002058 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,651 Underlying: Common Stock · 422 shares Expires 2025-10-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 02:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002058 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,459 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 |
| October 24, 2022 Filed Oct 25, 2022 22:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 653 | $160.25 | $104,643.32 |
DisclosureSEC source: 0001127602-22-024382 · form4.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through October 22, 2022. Read SEC document |
| October 22, 2022 Filed Oct 25, 2022 22:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,690 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024382 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,073 Underlying: Common Stock · 1,690 shares Expires 2025-10-22 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: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2022 Filed Oct 25, 2022 22:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024382 · form4.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690 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 |
| March 22, 2022 Filed Mar 24, 2022 21:37 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010326 · form4.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,292 Underlying: Common Stock · 2,292 shares Expires 2026-03-22 F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:37 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 15,388 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-22-010326 · form4.xml · derivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,388 Underlying: Common Stock · 15,388 shares Expires 2029-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:37 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,166 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010326 · form4.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock · 2,166 shares Expires 2025-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| March 22, 2022 Filed Apr 22, 2022 21:39 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012446 · form4a.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,292 Underlying: Common Stock · 2,292 shares Expires 2026-03-22 F5 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F6 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2022 Filed Apr 22, 2022 21:39 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 15,422 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-22-012446 · form4a.xml · derivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,422 Underlying: Common Stock · 15,422 shares Expires 2029-03-22 F3 · shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. F3 · derivative.underlying_shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F3 · balance_after: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| March 22, 2022 Filed Apr 22, 2022 21:39 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 2,166 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012446 · form4a.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock · 2,166 shares Expires 2025-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 6,763 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027607 · form4.xml · derivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,763 Underlying: Common Stock · 6,763 shares Expires 2025-10-22 F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on October 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2021 Filed Oct 25, 2021 23:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 25,046 | $292.56 Strike: $292.56 | $7,327,457.76 |
DisclosureSEC source: 0001127602-21-027607 · form4.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · EVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,046 Underlying: Common Stock · 25,046 shares Expires 2028-10-22 F1 · derivative.exercise_date: Option vests over four years at the rate of 25% on October 22, 2022, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 16:53 UTC | MCKESSON CORP MCK · Entity 2904 | SaleCommon Stock | 450 | $193.43 | $87,043.50 |
DisclosureSEC source: 0001598100-21-000041 · edgar.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290 F1 · shares: Sale pursuant to a previously adopted plan dated November 24, 2020 in compliance with Rule 10b5-1. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · derivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 678 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These RSUs will vest 100% on 5/30/2021. F3 · derivative.expiration_date: These RSUs will vest 100% on 5/30/2021. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 231 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · derivative · entry 5 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 231 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_date: These RSUs will vest 1/3 on 5/30/2019, 1/3 on 5/30/2020 and 1/3 on 5/30/2021. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/30/2019, 1/3 on 5/30/2020 and 1/3 on 5/30/2021. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 205 | $192.39 | $39,439.95 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,740 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,945 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 69 | $192.39 | $13,274.91 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,267 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 30, 2021 Filed Jun 2, 2021 22:35 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000038 · edgar.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,336 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:05 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 335 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000031 · edgar.xml · derivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671 Underlying: Common Stock · 335 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_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/26/2021, 1/3 on 5/26/2022 and 1/3 on 5/26/2023. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:05 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 100 | $194.30 | $19,430.00 |
DisclosureSEC source: 0001598100-21-000031 · edgar.xml · nonDerivative · entry 2 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,105 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:05 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000031 · edgar.xml · nonDerivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 25, 2021 Filed May 27, 2021 23:59 UTC | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 613 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000020 · edgar.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Common Stock · 613 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. F1 · derivative.expiration_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. Read SEC document |
| May 25, 2021 Filed Jun 2, 2021 21:27 UTC Amendment | MCKESSON CORP MCK · Entity 2904 | GrantRestricted Stock Units (RSUs) · Derivative | 766 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000032 · edgar.xml · derivative · entry 1 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Underlying: Common Stock · 766 shares Expires not disclosed F1 · shares: The number of RSUs granted on 5/25/2021 has been corrected. F2 · derivative.exercise_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. F2 · derivative.expiration_date: These RSUs will vest 1/3 on 5/25/2022, 1/3 on 5/25/2023 and 1/3 on 5/25/2024. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:33 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 1,573 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000013 · edgar.xml · derivative · entry 6 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,573 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These RSUs will vest 50% on 5/23/2019, 50% on 5/23/2021. F3 · derivative.expiration_date: These RSUs will vest 50% on 5/23/2019, 50% on 5/23/2021. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:33 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 474 | $202.68 | $96,070.32 |
DisclosureSEC source: 0001598100-21-000013 · edgar.xml · nonDerivative · entry 4 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,870 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| May 23, 2021 Filed May 25, 2021 21:33 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 1,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001598100-21-000013 · edgar.xml · nonDerivative · entry 3 Reddy Sundeep G. · CIK 0001747579 · SVP & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.