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 18, 2018 Filed Sep 19, 2018 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $154.86 | $824,629.50 |
DisclosureSEC source: 0001127602-18-027964 · 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 |
| September 18, 2018 Filed Sep 19, 2018 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-027964 · 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 04, 2018 Filed Sep 5, 2018 23:24 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: 0001127602-18-026838 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,696 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: Represents 71,021 unvested stock options that vest over four years at the rate of 25% on July 22, 2016 then in equal monthly installments thereafter for the remaining 36 months. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 23:24 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,325 | $152.00 | $809,400.00 |
DisclosureSEC source: 0001127602-18-026838 · 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 |
| September 04, 2018 Filed Sep 5, 2018 23:24 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,325 | $72.46 | $385,849.50 |
DisclosureSEC source: 0001127602-18-026838 · 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 |
| August 27, 2018 Filed Aug 28, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 380 | $151.53 | $57,582.65 |
DisclosureSEC source: 0001127602-18-026335 · 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 Read SEC document |
| August 25, 2018 Filed Aug 28, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026335 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757 Underlying: Common Stock · 756 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. F2 · derivative.exercise_date: Represents 12,097 unvested restricted stock units, which vest over four years at the rate of 25% on November 25, 2015, the first anniversary of grant date, then in equal quarterly installments over the remaining three years. Read SEC document |
| August 25, 2018 Filed Aug 28, 2018 00:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026335 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,853 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 23, 2018 Filed Aug 24, 2018 21:18 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 494 | $147.23 | $72,732.76 |
DisclosureSEC source: 0001127602-18-026235 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,097 Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 21:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026235 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,444 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, 2018 Filed Aug 24, 2018 21:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026235 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773 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, 2018 Filed Aug 24, 2018 21:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026235 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,591 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, 2018 Filed Aug 24, 2018 21:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026235 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,764 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 23, 2018 Filed Jul 23, 2018 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 647 | $146.42 | $94,732.70 |
DisclosureSEC source: 0001127602-18-023742 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,610 Read SEC document |
| July 22, 2018 Filed Jul 23, 2018 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023742 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,149 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, 2018 Filed Jul 23, 2018 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023742 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,257 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 20, 2018 Filed Jun 26, 2018 01:34 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021870 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,969 F1 · kind: Gift to charitable organization. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 23:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,345 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-18-019589 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,214 Underlying: Common Stock · 4,345 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 |
| June 01, 2018 Filed Jun 1, 2018 23:04 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,345 | $130.00 | $564,850.00 |
DisclosureSEC source: 0001127602-18-019589 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,469 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 23:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,345 | $59.34 | $257,832.30 |
DisclosureSEC source: 0001127602-18-019589 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,814 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 |
| May 29, 2018 Filed May 30, 2018 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 380 | $126.76 | $48,170.47 |
DisclosureSEC source: 0001127602-18-019195 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,469 Read SEC document |
| May 25, 2018 Filed May 30, 2018 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019195 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,513 Underlying: Common Stock · 756 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. F2 · derivative.exercise_date: Represents 12,097 unvested restricted stock units, which vest over four years at the rate of 25% on November 25, 2015, the first anniversary of grant date, then in equal quarterly installments over the remaining three years. Read SEC document |
| May 25, 2018 Filed May 30, 2018 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019195 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,849 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 23, 2018 Filed May 24, 2018 00:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 452 | $125.95 | $56,931.61 |
DisclosureSEC source: 0001127602-18-018618 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,093 Read SEC document |
| May 22, 2018 Filed May 24, 2018 00:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018618 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,271 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| May 22, 2018 Filed May 24, 2018 00:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018618 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 927 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 |
| May 22, 2018 Filed May 24, 2018 00:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018618 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,545 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 22, 2018 Filed May 24, 2018 00:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018618 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,718 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 23, 2018 Filed Apr 24, 2018 21:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 451 | $123.34 | $55,626.20 |
DisclosureSEC source: 0001127602-18-015180 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,564 Read SEC document |
| April 22, 2018 Filed Apr 24, 2018 21:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015180 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,437 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 |
| April 22, 2018 Filed Apr 24, 2018 21:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015180 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,015 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 02, 2018 Filed Apr 4, 2018 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $117.34 | $23,467.00 |
DisclosureSEC source: 0001127602-18-013890 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,728 F1 · kind: Pursuant to a 10b5-1 Plan. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $117.0100 to $117.6600 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 |
| April 02, 2018 Filed Apr 4, 2018 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,200 | $115.99 | $139,185.96 |
DisclosureSEC source: 0001127602-18-013890 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,928 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $115.6200 to $116.6100 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 |
| March 22, 2018 Filed Mar 27, 2018 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 10,590 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012819 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,590 Underlying: Common Stock · 10,590 shares Expires 2022-03-22 F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vest 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, 2018 Filed Mar 27, 2018 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 88,085 | $118.04 Strike: $118.04 | $10,397,553.40 |
DisclosureSEC source: 0001127602-18-012819 · form4.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,085 Underlying: Common Stock · 88,085 shares Expires 2025-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2019, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 01:42 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 9,642 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012819 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,642 Underlying: Common Stock · 9,642 shares Expires 2021-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 01:29 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,400 | $120.90 | $169,260.00 |
DisclosureSEC source: 0001127602-18-009459 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,128 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 265 | $115.87 | $30,705.55 |
DisclosureSEC source: 0001127602-18-008552 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,528 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008552 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,269 Underlying: Common Stock · 756 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. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 25, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008552 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,793 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 23, 2018 Filed Feb 24, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 345 | $113.47 | $39,148.84 |
DisclosureSEC source: 0001127602-18-008215 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,037 Read SEC document |
| February 22, 2018 Filed Feb 24, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 827 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008215 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,098 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 |
| February 22, 2018 Filed Feb 24, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008215 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,081 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 |
| February 22, 2018 Filed Feb 24, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008215 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,382 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 22, 2018 Filed Feb 24, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008215 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,555 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 521 | $113.35 | $59,054.10 |
DisclosureSEC source: 0001127602-18-002313 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,400 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002313 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,724 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002313 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,921 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 02, 2018 Filed Jan 3, 2018 00:24 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 869 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-18-000253 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,559 Underlying: Common Stock · 869 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 |
| January 02, 2018 Filed Jan 3, 2018 00:24 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 869 | $102.88 | $89,402.72 |
DisclosureSEC source: 0001127602-18-000253 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,634 F1 · kind: Pursuant to a 10b5-1 Plan. 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.