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 |
|---|---|---|---|---|---|---|
| September 23, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3 | $235.91 | $707.73 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,087 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, 2020. Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,675 Underlying: Common Stock · 968 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,972 Underlying: Common Stock · 662 shares Expires 2022-03-22 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, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,090 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 22, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,122 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 17, 2020 Filed Sep 18, 2020 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,800 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-025400 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,536 Underlying: Common Stock · 5,800 shares Expires 2023-11-22 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2017, 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 |
| September 17, 2020 Filed Sep 18, 2020 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,800 | $246.12 | $1,427,496.00 |
DisclosureSEC source: 0001127602-20-025400 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,460 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,800 | $75.57 | $438,306.00 |
DisclosureSEC source: 0001127602-20-025400 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,260 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024597 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,460 F1 · kind: Gifts to charitable organizations. Read SEC document |
| August 24, 2020 Filed Aug 24, 2020 23:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 416 | $207.23 | $86,206.52 |
DisclosureSEC source: 0001127602-20-024183 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,460 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 August 22, 2020. Read SEC document |
| August 22, 2020 Filed Aug 24, 2020 23:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024183 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828 Underlying: Common Stock · 827 shares Expires 2020-11-22 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 November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 22, 2020 Filed Aug 24, 2020 23:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024183 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,876 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, 2020 Filed Jun 24, 2020 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 819 | $191.71 | $157,011.15 |
DisclosureSEC source: 0001127602-20-020291 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,049 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, 2020. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020291 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,643 Underlying: Common Stock · 967 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020291 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 Underlying: Common Stock · 662 shares Expires 2022-03-22 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, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020291 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,868 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 22, 2020 Filed Jun 24, 2020 01:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020291 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,901 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, 2020 Filed May 27, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 416 | $178.43 | $74,227.13 |
DisclosureSEC source: 0001127602-20-017954 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,239 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 May 22, 2020. Read SEC document |
| May 22, 2020 Filed May 27, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017954 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 827 shares Expires 2020-11-22 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 November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| May 22, 2020 Filed May 27, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017954 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,655 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 22, 2020 Filed Apr 24, 2020 20:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014465 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,220 Underlying: Common Stock · 16,220 shares Expires 2024-04-22 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 vest as to 25% of the original grant on April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 17,989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014465 · form4.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,989 Underlying: Common Stock · 17,989 shares Expires 2023-05-15 F2 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F3 · 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. F3 · 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 |
| April 22, 2020 Filed Apr 24, 2020 20:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 108,879 | $154.14 Strike: $154.14 | $16,782,609.06 |
DisclosureSEC source: 0001127602-20-014465 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,879 Underlying: Common Stock · 108,879 shares Expires 2027-04-22 F1 · 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 |
| April 22, 2020 Filed Jun 3, 2020 00:13 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018541 · form4a.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,220 Underlying: Common Stock · 16,220 shares Expires 2024-04-22 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 vest as to 25% of the original grant on April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2020 Filed Jun 3, 2020 00:13 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 17,989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018541 · form4a.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,989 Underlying: Common Stock · 17,989 shares Expires 2023-05-15 F3 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F4 · 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. F4 · 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 |
| April 22, 2020 Filed Jun 3, 2020 00:13 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 126,114 | $154.14 Strike: $154.14 | $19,439,211.96 |
DisclosureSEC source: 0001127602-20-018541 · form4a.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,114 Underlying: Common Stock · 126,114 shares Expires 2027-04-22 F1 · 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. F2 · 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. F1 · 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. F1 · 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 24, 2020 Filed Mar 25, 2020 00:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $148.00 | $740,000.00 |
DisclosureSEC source: 0001127602-20-011896 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,828 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| March 23, 2020 Filed Mar 23, 2020 23:32 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,277 | $139.86 | $318,458.94 |
DisclosureSEC source: 0001127602-20-011810 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,828 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, 2020. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 3,870 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011810 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,610 Underlying: Common Stock · 3,870 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011810 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,296 Underlying: Common Stock · 662 shares Expires 2022-03-22 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, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2020 Filed Mar 23, 2020 23:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011810 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,105 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, 2020 Filed Mar 23, 2020 23:32 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011810 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,235 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 02, 2020 Filed Mar 2, 2020 23:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $172.50 | $862,500.00 |
DisclosureSEC source: 0001127602-20-008700 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,573 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8 | $184.57 | $1,476.52 |
DisclosureSEC source: 0001127602-20-007788 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,573 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 February 22, 2020. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 416 | $183.33 | $76,264.28 |
DisclosureSEC source: 0001127602-20-007788 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,581 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 February 22, 2020. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007788 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482 Underlying: Common Stock · 827 shares Expires 2020-11-22 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 November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 00:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007788 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,997 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,864 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-006213 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,336 Underlying: Common Stock · 10,864 shares Expires 2023-11-22 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F5 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2017, 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, 2020 Filed Feb 19, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 328 | $191.33 | $62,757.32 |
DisclosureSEC source: 0001127602-20-006213 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F4 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $191.2300 to $191.4500 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,336 | $190.50 | $1,588,044.68 |
DisclosureSEC source: 0001127602-20-006213 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,498 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $190.0900 to $191.0600 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,200 | $189.61 | $417,131.00 |
DisclosureSEC source: 0001127602-20-006213 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,834 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $189.0400 to $190.0300 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,864 | $75.57 | $820,992.48 |
DisclosureSEC source: 0001127602-20-006213 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,034 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,864 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-003670 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,200 Underlying: Common Stock · 10,864 shares Expires 2023-11-22 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2017, 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, 2020 Filed Feb 5, 2020 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $184.10 | $18,410.00 |
DisclosureSEC source: 0001127602-20-003670 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,494 | $183.41 | $1,191,071.03 |
DisclosureSEC source: 0001127602-20-003670 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,270 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $183.0320 to $184.0000 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,270 | $182.62 | $779,806.19 |
DisclosureSEC source: 0001127602-20-003670 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,764 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $182.0300 to $183.0000 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,864 | $75.57 | $820,992.48 |
DisclosureSEC source: 0001127602-20-003670 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,034 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,864 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-001871 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,064 Underlying: Common Stock · 10,864 shares Expires 2023-11-22 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2017, 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, 2020 Filed Jan 17, 2020 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 724 | $182.81 | $132,354.08 |
DisclosureSEC source: 0001127602-20-001871 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $182.6800 to $182.9600 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,140 | $182.38 | $1,849,333.20 |
DisclosureSEC source: 0001127602-20-001871 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,894 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $181.6800 to $182.6700 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. 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.