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 02, 2018 Filed Jan 3, 2018 00:24 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 869 | $59.34 | $51,566.46 |
DisclosureSEC source: 0001127602-18-000253 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,503 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. F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| December 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,083 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-17-035494 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,428 Underlying: Common Stock · 6,083 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. F3 · 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 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,024 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-035494 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,024 shares Expires 2020-11-26 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 26, 2014, 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 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,083 | $103.29 | $628,313.07 |
DisclosureSEC source: 0001127602-17-035494 · form4.xml · nonDerivative · entry 4 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 |
| December 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,083 | $59.34 | $360,965.22 |
DisclosureSEC source: 0001127602-17-035494 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,717 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 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,024 | $103.29 | $518,928.96 |
DisclosureSEC source: 0001127602-17-035494 · 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 |
| December 22, 2017 Filed Dec 26, 2017 23:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,024 | $52.30 | $262,755.20 |
DisclosureSEC source: 0001127602-17-035494 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,658 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 20, 2017 Filed Dec 21, 2017 00:53 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035289 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,634 F1 · kind: Gift to charitable organization. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,038 | $106.63 | $110,684.64 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,277 Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · derivative · entry 10 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,206 shares Expires 2017-11-26 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. F5 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 26, 2014 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 26, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,315 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 25, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,025 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. 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, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,109 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 24, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,831 | $106.77 | $195,501.55 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,353 Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 3,308 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,925 Underlying: Common Stock · 3,308 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 26, 2017 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| November 22, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,184 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, 2017 Filed Nov 28, 2017 01:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033329 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 00:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 681 | $98.75 | $67,251.20 |
DisclosureSEC source: 0001127602-17-030220 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,722 Read SEC document |
| October 22, 2017 Filed Oct 24, 2017 00:16 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030220 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,011 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, 2017 Filed Oct 24, 2017 00:16 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030220 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,403 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 28, 2017 Filed Aug 29, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,038 | $93.38 | $96,928.34 |
DisclosureSEC source: 0001127602-17-026602 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,116 Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026602 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206 Underlying: Common Stock · 1,206 shares Expires 2017-11-26 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 26, 2014 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 26, 2017 Filed Aug 29, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026602 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,154 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 25, 2017 Filed Aug 29, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026602 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,781 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| August 25, 2017 Filed Aug 29, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026602 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 83 | $93.52 | $7,762.05 |
DisclosureSEC source: 0001127602-17-026368 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,192 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026368 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 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 |
| August 22, 2017 Filed Aug 24, 2017 00:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026368 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,275 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 01, 2017 Filed Aug 2, 2017 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,023 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-024638 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,024 Underlying: Common Stock · 5,023 shares Expires 2020-11-26 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 26, 2014, 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, 2017 Filed Aug 2, 2017 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,023 | $91.37 | $458,951.51 |
DisclosureSEC source: 0001127602-17-024638 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,120 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,023 | $52.30 | $262,702.90 |
DisclosureSEC source: 0001127602-17-024638 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,143 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 24, 2017 Filed Jul 25, 2017 00:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 681 | $89.33 | $60,835.23 |
DisclosureSEC source: 0001127602-17-024068 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,120 Read SEC document |
| July 22, 2017 Filed Jul 25, 2017 00:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024068 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,298 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| July 22, 2017 Filed Jul 25, 2017 00:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024068 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 00:30 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,400 | $87.04 | $121,856.00 |
DisclosureSEC source: 0001127602-17-023171 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,513 F1 · kind: Pursuant to a 10b5-1 Plan. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,400 | $90.12 | $126,172.48 |
DisclosureSEC source: 0001127602-17-020151 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,913 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $90.1000 to $90.1500 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 |
| May 30, 2017 Filed May 30, 2017 23:55 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 638 | $90.80 | $57,933.40 |
DisclosureSEC source: 0001127602-17-019769 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,722 Read SEC document |
| May 26, 2017 Filed May 26, 2017 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $90.85 | $36,338.52 |
DisclosureSEC source: 0001127602-17-019602 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,154 Read SEC document |
| May 26, 2017 Filed May 30, 2017 23:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019769 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,412 Underlying: Common Stock · 1,206 shares Expires 2017-11-26 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 26, 2014 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| May 26, 2017 Filed May 30, 2017 23:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019769 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,360 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 25, 2017 Filed May 26, 2017 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019602 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,537 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| May 25, 2017 Filed May 26, 2017 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019602 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,554 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, 2017 Filed May 25, 2017 20:31 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 82 | $88.65 | $7,268.96 |
DisclosureSEC source: 0001127602-17-019408 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 Read SEC document |
| May 22, 2017 Filed May 23, 2017 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019087 · form4.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,545 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, 2017 Filed May 23, 2017 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019087 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,880 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 01, 2017 Filed May 3, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,438 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-17-016464 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,511 Underlying: Common Stock · 6,438 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. F3 · 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 |
| May 01, 2017 Filed May 3, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,438 | $86.37 | $556,066.16 |
DisclosureSEC source: 0001127602-17-016464 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,726 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $86.2500 to $86.4200 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 |
| May 01, 2017 Filed May 3, 2017 01:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,438 | $59.34 | $382,030.92 |
DisclosureSEC source: 0001127602-17-016464 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,164 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 |
| April 24, 2017 Filed Jun 1, 2017 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 696 | $84.07 | $58,512.02 |
DisclosureSEC source: 0001127602-17-019908 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,313 F1 · balance_after: The number of shares reported in Column 5 is the number of shares beneficially owned as of the date of this filing and takes into account transactions reported on Forms 4 since the date of the transaction reported herein. 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.