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 |
|---|---|---|---|---|---|---|
| January 15, 2020 Filed Jan 17, 2020 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,864 | $75.57 | $820,992.48 |
DisclosureSEC source: 0001127602-20-001871 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 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 02, 2020 Filed Jan 3, 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: 0001127602-20-000286 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,928 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. 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 |
| January 02, 2020 Filed Jan 3, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,864 | $163.92 | $1,780,826.88 |
DisclosureSEC source: 0001127602-20-000286 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 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 |
| January 02, 2020 Filed Jan 3, 2020 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,864 | $75.57 | $820,992.48 |
DisclosureSEC source: 0001127602-20-000286 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 525 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · derivative · entry 10 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,792 Underlying: Common Stock · 525 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. F2 · 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. F8 · 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,578 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,578 shares Expires 2022-07-22 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 · 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. F7 · derivative.exercise_date: Option vests over four years at the rate of 25% on July 22, 2016, 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 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 7,202 | $0.00 Strike: $80.99 | $0.00 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,202 shares Expires 2022-11-22 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 · 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. F6 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2016, 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 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 11,305 | $163.82 | $1,851,971.53 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 F2 · 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 $163.3900 to $164.3300 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 525 | $75.57 | $39,674.25 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,475 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 · 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,578 | $72.46 | $259,261.88 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,950 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 · 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 7,202 | $80.99 | $583,289.98 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,372 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 · 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 |
| December 23, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 333 | $164.04 | $54,624.19 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,170 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, 2019. Read SEC document |
| December 22, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,958 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. F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2019 Filed Dec 24, 2019 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035788 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,503 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 16, 2019 Filed Dec 17, 2019 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,365 | $161.99 | $1,679,042.93 |
DisclosureSEC source: 0001127602-19-035097 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,841 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 performance-based restricted stock unit award that vested based on the holder's continued employment through December 15, 2019. Read SEC document |
| December 09, 2019 Filed Dec 11, 2019 22:32 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 20,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034820 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,206 F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on November 22, 2019. Such shares will become vested, if at all, subject to the holder's continued employment through December 15, 2019. Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 494 | $162.57 | $80,308.79 |
DisclosureSEC source: 0001127602-19-033721 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,563 Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033721 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,309 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. F1 · 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 |
| November 22, 2019 Filed Nov 26, 2019 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033721 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 155 shares Expires 2019-11-22 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 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033721 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,057 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033721 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,230 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, 2019 Filed Sep 24, 2019 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 333 | $154.07 | $51,305.28 |
DisclosureSEC source: 0001127602-19-028988 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,075 Read SEC document |
| September 22, 2019 Filed Sep 24, 2019 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028988 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,620 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. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units 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, 2019 Filed Sep 24, 2019 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028988 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,408 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 16, 2019 Filed Sep 16, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,259 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-028490 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,578 Underlying: Common Stock · 5,259 shares Expires 2022-07-22 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: Pursuant to a 10b5-1 Plan. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on July 22, 2016 with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| September 16, 2019 Filed Sep 16, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,259 | $151.65 | $797,527.35 |
DisclosureSEC source: 0001127602-19-028490 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,746 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| September 16, 2019 Filed Sep 16, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,259 | $72.46 | $381,067.14 |
DisclosureSEC source: 0001127602-19-028490 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,005 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: Pursuant to a 10b5-1 Plan. Read SEC document |
| September 10, 2019 Filed Sep 10, 2019 23:04 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028147 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,746 F1 · kind: Gifts to charitable organizations. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,627 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-027939 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,317 Underlying: Common Stock · 5,627 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: Pursuant to a 10b5-1 Plan. 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 03, 2019 Filed Sep 5, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,627 | $154.08 | $867,008.16 |
DisclosureSEC source: 0001127602-19-027939 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,176 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 00:01 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,627 | $75.57 | $425,232.39 |
DisclosureSEC source: 0001127602-19-027939 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,803 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. F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 23, 2019 Filed Aug 23, 2019 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 494 | $155.57 | $76,851.48 |
DisclosureSEC source: 0001127602-19-027335 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,176 Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027335 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,136 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. F1 · 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, 2019 Filed Aug 23, 2019 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027335 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155 Underlying: Common Stock · 154 shares Expires 2019-11-22 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 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027335 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,670 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-027335 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,843 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 15, 2019 Filed Aug 15, 2019 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,627 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-026814 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,944 Underlying: Common Stock · 5,627 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: Pursuant to a 10b5-1 Plan. 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 |
| August 15, 2019 Filed Aug 15, 2019 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,627 | $141.10 | $793,969.70 |
DisclosureSEC source: 0001127602-19-026814 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,689 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 15, 2019 Filed Aug 15, 2019 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,627 | $75.57 | $425,232.39 |
DisclosureSEC source: 0001127602-19-026814 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,316 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: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 01, 2019 Filed Aug 1, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,627 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-025741 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,571 Underlying: Common Stock · 5,627 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: Pursuant to a 10b5-1 Plan. 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 |
| August 01, 2019 Filed Aug 1, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,627 | $154.73 | $870,665.71 |
DisclosureSEC source: 0001127602-19-025741 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,689 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 01, 2019 Filed Aug 1, 2019 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,627 | $75.57 | $425,232.39 |
DisclosureSEC source: 0001127602-19-025741 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,316 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: Pursuant to a 10b5-1 Plan. Read SEC document |
| July 23, 2019 Filed Jul 23, 2019 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 647 | $156.39 | $101,185.11 |
DisclosureSEC source: 0001127602-19-025097 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,689 Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025097 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,288 shares Expires 2019-07-22 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 · derivative.exercise_price: Restricted stock units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on July 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025097 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,336 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 15, 2019 Filed Jul 15, 2019 23:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,627 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-024555 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,198 Underlying: Common Stock · 5,627 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: Pursuant to a 10b5-1 Plan. 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 |
| July 15, 2019 Filed Jul 15, 2019 23:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,627 | $158.85 | $893,848.95 |
DisclosureSEC source: 0001127602-19-024555 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,048 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| July 15, 2019 Filed Jul 15, 2019 23:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,627 | $75.57 | $425,232.39 |
DisclosureSEC source: 0001127602-19-024555 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,675 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: Pursuant to a 10b5-1 Plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,627 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-19-023305 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,825 Underlying: Common Stock · 5,627 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: Pursuant to a 10b5-1 Plan. F3 · 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 |
| July 01, 2019 Filed Jul 2, 2019 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,627 | $152.66 | $858,991.37 |
DisclosureSEC source: 0001127602-19-023305 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,048 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $152.5200 to $152.8600 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.