Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | December 31, 2025 | January 05, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | President and CFO | March 17, 2025 | March 18, 2025 |
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.
MCDONALDS CORP
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,699.32 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 768.9 · Balance 2,699.32 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
Salesforce, Inc.
Report date March 17, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,750 |
Ending reported balance
After 2025-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-17 · Exercise / conversion · Acquired 6,221 · Balance 52,971 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Row 2 · 2025-03-17 · Sale · Disposed 6,221 · Balance 46,750 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.21 · Expires 2029-03-22 | Direct | 37,235 |
Reported balance
After 2025-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-17 · Exercise / conversion · Disposed 6,221 · Balance 37,235 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024.
F2: 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.
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 31, 2025 Filed Jan 5, 2026 16:51 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 768.9 | $305.63 | $234,998.91 |
DisclosureSEC source: 0000063908-26-000015 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,699.32 Underlying: Common Stock · 768.9 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 16:52 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 98.72 | $303.89 | $30,000.02 |
DisclosureSEC source: 0000063908-25-000049 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,919.21 Underlying: Common Stock · 98.72 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 19:10 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 102.68 | $292.17 | $30,000.02 |
DisclosureSEC source: 0001567619-25-000360 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,707.25 Underlying: Common Stock · 102.68 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:56 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 96.04 | $312.37 | $30,000.01 |
DisclosureSEC source: 0001567619-25-000264 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,697.11 Underlying: Common Stock · 96.04 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,221 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-25-009840 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,235 Underlying: Common Stock · 6,221 shares Expires 2029-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · 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 17, 2025 Filed Mar 18, 2025 21:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $277.37 | $1,725,518.77 |
DisclosureSEC source: 0001127602-25-009840 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,750 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,221 | $218.21 | $1,357,484.41 |
DisclosureSEC source: 0001127602-25-009840 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,971 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,023 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-25-007984 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,456 Underlying: Common Stock · 4,023 shares Expires 2029-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. 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 03, 2025 Filed Mar 4, 2025 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,198 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-25-007984 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,199 Underlying: Common Stock · 2,198 shares Expires 2028-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 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 |
| March 03, 2025 Filed Mar 4, 2025 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $301.00 | $1,872,521.00 |
DisclosureSEC source: 0001127602-25-007984 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,750 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,023 | $218.21 | $877,858.83 |
DisclosureSEC source: 0001127602-25-007984 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,971 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,198 | $215.17 | $472,943.66 |
DisclosureSEC source: 0001127602-25-007984 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,948 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,221 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-25-005524 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,479 Underlying: Common Stock · 6,221 shares Expires 2029-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · 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 |
| February 18, 2025 Filed Feb 19, 2025 21:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $328.18 | $2,041,607.78 |
DisclosureSEC source: 0001127602-25-005524 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,750 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 21:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,221 | $218.21 | $1,357,484.41 |
DisclosureSEC source: 0001127602-25-005524 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,971 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 22:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 276 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-25-003023 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,700 Underlying: Common Stock · 276 shares Expires 2029-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. 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 |
| February 03, 2025 Filed Feb 4, 2025 22:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,945 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-25-003023 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,397 Underlying: Common Stock · 5,945 shares Expires 2028-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 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 |
| February 03, 2025 Filed Feb 4, 2025 22:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $335.94 | $2,089,882.74 |
DisclosureSEC source: 0001127602-25-003023 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,750 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 22:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 276 | $218.21 | $60,225.96 |
DisclosureSEC source: 0001127602-25-003023 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,971 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 22:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,945 | $215.17 | $1,279,185.65 |
DisclosureSEC source: 0001127602-25-003023 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,695 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| January 23, 2025 Filed Jan 23, 2025 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 897 | $332.28 | $298,057.58 |
DisclosureSEC source: 0001127602-25-001907 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,750 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, 2025. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001907 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,068 Underlying: Common Stock · 1,786 shares Expires 2027-04-22 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 April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001907 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,647 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 15, 2025 Filed Jan 16, 2025 21:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,221 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-25-001337 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,342 Underlying: Common Stock · 6,221 shares Expires 2028-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 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 |
| January 15, 2025 Filed Jan 16, 2025 21:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $329.88 | $2,052,183.48 |
DisclosureSEC source: 0001127602-25-001337 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,861 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| January 15, 2025 Filed Jan 16, 2025 21:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,221 | $215.17 | $1,338,572.57 |
DisclosureSEC source: 0001127602-25-001337 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,082 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,221 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-25-000465 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,563 Underlying: Common Stock · 6,221 shares Expires 2028-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 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 |
| January 02, 2025 Filed Jan 3, 2025 21:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $338.92 | $2,108,421.32 |
DisclosureSEC source: 0001127602-25-000465 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,861 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,221 | $215.17 | $1,338,572.57 |
DisclosureSEC source: 0001127602-25-000465 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,082 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:59 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 700.47 | $289.89 | $203,059.25 |
DisclosureSEC source: 0001567619-25-000022 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,591.9 Underlying: Common Stock · 700.47 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,628 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,628 shares Expires 2027-04-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, 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 |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,593 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,784 Underlying: Common Stock · 3,593 shares Expires 2028-03-22 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. F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 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 |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,861 F2 · kind: Reported disposition represents bona fide gifts to charitable organizations. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,221 | $343.00 | $2,133,803.00 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,861 F1 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,628 | $154.14 | $405,079.92 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,082 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 21:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,593 | $215.17 | $773,105.81 |
DisclosureSEC source: 0001127602-24-030073 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,454 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 · kind: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Read SEC document |
| December 23, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $339.78 | $171,246.90 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,861 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 December 22, 2024. Read SEC document |
| December 23, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $339.78 | $148,821.71 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,365 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 December 22, 2024. Read SEC document |
| December 22, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,002 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,013 Underlying: Common Stock · 1,002 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. F4 · 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, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 872 Underlying: Common Stock · 871 shares Expires 2025-03-22 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, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,803 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 |
| December 22, 2024 Filed Dec 24, 2024 01:26 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029992 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,801 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, 2024 Filed Oct 23, 2024 22:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 897 | $285.29 | $255,903.87 |
DisclosureSEC source: 0001127602-24-025888 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,930 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, 2024. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 22:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,785 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025888 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,854 Underlying: Common Stock · 1,785 shares Expires 2027-04-22 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 April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2024 Filed Oct 23, 2024 22:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025888 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,827 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 23, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $264.78 | $133,449.78 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,042 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, 2024. Read SEC document |
| September 23, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $264.78 | $115,974.21 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,546 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, 2024. Read SEC document |
| September 22, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,015 Underlying: Common Stock · 1,003 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. F4 · 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, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,743 Underlying: Common Stock · 872 shares Expires 2025-03-22 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, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,984 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.