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 |
|---|---|---|---|---|---|---|
| February 22, 2019 Filed Feb 26, 2019 00:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008205 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,956 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 15, 2019 Filed Feb 16, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-006458 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,096 Underlying: Common Stock · 5,325 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 |
| February 15, 2019 Filed Feb 16, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $161.08 | $857,751.00 |
DisclosureSEC source: 0001127602-19-006458 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| February 15, 2019 Filed Feb 16, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-19-006458 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,127 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 |
| February 01, 2019 Filed Feb 5, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-003916 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,421 Underlying: Common Stock · 5,325 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 |
| February 01, 2019 Filed Feb 5, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $152.40 | $811,530.00 |
DisclosureSEC source: 0001127602-19-003916 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-19-003916 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,127 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 |
| January 23, 2019 Filed Jan 24, 2019 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 456 | $149.15 | $68,011.40 |
DisclosureSEC source: 0001127602-19-002604 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 Read SEC document |
| January 22, 2019 Filed Jan 24, 2019 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002604 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Underlying: Common Stock · 1,287 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 |
| January 22, 2019 Filed Jan 24, 2019 02:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002604 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,258 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, 2019 Filed Jan 17, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-002219 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,746 Underlying: Common Stock · 5,325 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 |
| January 15, 2019 Filed Jan 17, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $146.07 | $777,822.75 |
DisclosureSEC source: 0001127602-19-002219 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,971 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-19-002219 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,296 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 |
| January 02, 2019 Filed Jan 4, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-19-000992 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,071 Underlying: Common Stock · 5,325 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. F4 · 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 |
| January 02, 2019 Filed Jan 4, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,900 | $134.94 | $391,328.03 |
DisclosureSEC source: 0001127602-19-000992 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,971 F1 · kind: Pursuant to a 10b5-1 Plan. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $134.6100 to $135.5000 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 02, 2019 Filed Jan 4, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,425 | $134.11 | $325,219.66 |
DisclosureSEC source: 0001127602-19-000992 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,871 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $133.5900 to $134.5600 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 02, 2019 Filed Jan 4, 2019 00:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-19-000992 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,296 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 |
| December 17, 2018 Filed Dec 19, 2018 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,675 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-036921 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,396 Underlying: Common Stock · 3,675 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. F3 · 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 |
| December 17, 2018 Filed Dec 19, 2018 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,214 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-18-036921 · 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 · 1,214 shares Expires 2021-11-25 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 25, 2015, 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 17, 2018 Filed Dec 19, 2018 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,889 | $134.34 | $656,788.26 |
DisclosureSEC source: 0001127602-18-036921 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,971 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,675 | $72.46 | $266,290.50 |
DisclosureSEC source: 0001127602-18-036921 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,860 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 |
| December 17, 2018 Filed Dec 19, 2018 22:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,214 | $59.34 | $72,038.76 |
DisclosureSEC source: 0001127602-18-036921 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,185 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 |
| December 03, 2018 Filed Dec 4, 2018 00:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-18-035026 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,214 Underlying: Common Stock · 4,000 shares Expires 2021-11-25 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 25, 2015, 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 03, 2018 Filed Dec 4, 2018 00:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,000 | $146.90 | $587,600.00 |
DisclosureSEC source: 0001127602-18-035026 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,971 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 00:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,000 | $59.34 | $237,360.00 |
DisclosureSEC source: 0001127602-18-035026 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,971 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: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 26, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 381 | $125.30 | $47,739.87 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,971 Read SEC document |
| November 25, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 757 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · 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 · 757 shares Expires 2018-11-25 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. F4 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 25, 2015 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 25, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,352 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 23, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 494 | $122.60 | $60,566.82 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,595 Read SEC document |
| November 22, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,617 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, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 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, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,089 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, 2018 Filed Nov 27, 2018 01:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-034348 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,262 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 15, 2018 Filed Nov 16, 2018 00:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-033259 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,071 Underlying: Common Stock · 5,325 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 |
| November 15, 2018 Filed Nov 16, 2018 00:20 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $128.71 | $685,380.75 |
DisclosureSEC source: 0001127602-18-033259 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,107 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 00:20 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-033259 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,432 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 |
| November 01, 2018 Filed Nov 1, 2018 21:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-031681 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,396 Underlying: Common Stock · 5,325 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, 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 |
| November 01, 2018 Filed Nov 1, 2018 21:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $138.61 | $738,098.25 |
DisclosureSEC source: 0001127602-18-031681 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,107 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| November 01, 2018 Filed Nov 1, 2018 21:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-031681 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,432 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 |
| October 23, 2018 Filed Oct 24, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $141.44 | $848.62 |
DisclosureSEC source: 0001127602-18-030876 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,107 Read SEC document |
| October 23, 2018 Filed Oct 24, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 647 | $139.88 | $90,504.69 |
DisclosureSEC source: 0001127602-18-030876 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,113 Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030876 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,862 Underlying: Common Stock · 1,287 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 |
| October 22, 2018 Filed Oct 24, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-030876 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,760 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 15, 2018 Filed Oct 15, 2018 22:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-030225 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,721 Underlying: Common Stock · 5,325 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, 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 |
| October 15, 2018 Filed Oct 15, 2018 22:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $146.49 | $780,059.25 |
DisclosureSEC source: 0001127602-18-030225 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,473 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| October 15, 2018 Filed Oct 15, 2018 22:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-030225 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,798 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 |
| October 01, 2018 Filed Oct 1, 2018 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-028875 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,046 Underlying: Common Stock · 5,325 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, 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 |
| October 01, 2018 Filed Oct 1, 2018 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $160.11 | $852,585.75 |
DisclosureSEC source: 0001127602-18-028875 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,473 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| October 01, 2018 Filed Oct 1, 2018 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-028875 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,798 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 18, 2018 Filed Sep 19, 2018 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $72.46 | $0.00 |
DisclosureSEC source: 0001127602-18-027964 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,371 Underlying: Common Stock · 5,325 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, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.