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 |
|---|---|---|---|---|---|---|
| April 22, 2017 Filed Jun 1, 2017 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019908 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,586 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. F2 · derivative.exercise_price: Restricted stock units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on July 22, 2016 and vest as to 1/16th of the original grant quarterly thereafter. Read SEC document |
| April 22, 2017 Filed Jun 1, 2017 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019908 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,009 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 · 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 |
| April 03, 2017 Filed Apr 4, 2017 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,137 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-013664 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,047 Underlying: Common Stock · 4,137 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 |
| April 03, 2017 Filed Apr 4, 2017 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,137 | $82.61 | $341,757.57 |
DisclosureSEC source: 0001127602-17-013664 · 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. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 00:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,137 | $52.30 | $216,365.10 |
DisclosureSEC source: 0001127602-17-013664 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,863 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 |
| March 08, 2017 Filed Mar 10, 2017 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,650 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-17-011167 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 Underlying: Common Stock · 5,650 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 |
| March 08, 2017 Filed Mar 10, 2017 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,650 | $82.96 | $468,724.00 |
DisclosureSEC source: 0001127602-17-011167 · 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. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,650 | $52.30 | $295,495.00 |
DisclosureSEC source: 0001127602-17-011167 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,376 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 27, 2017 Filed Feb 28, 2017 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 745 | $81.48 | $60,705.58 |
DisclosureSEC source: 0001127602-17-008818 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,726 Read SEC document |
| February 26, 2017 Filed Feb 28, 2017 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,205 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008818 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,618 Underlying: Common Stock · 1,205 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 |
| February 26, 2017 Filed Feb 28, 2017 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008818 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,471 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 25, 2017 Filed Feb 28, 2017 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008818 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,293 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 |
| February 25, 2017 Filed Feb 28, 2017 02:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008818 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · Pres., Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,266 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, 2017 Filed Feb 24, 2017 02:38 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 58 | $82.30 | $4,773.63 |
DisclosureSEC source: 0001127602-17-008102 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,510 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 02:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008102 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 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 |
| February 22, 2017 Filed Feb 24, 2017 02:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008102 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,568 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, 2017 Filed Jan 24, 2017 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 571 | $76.23 | $43,527.79 |
DisclosureSEC source: 0001127602-17-002240 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,414 Read SEC document |
| January 22, 2017 Filed Jan 24, 2017 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002240 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,873 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, 2017 Filed Jan 24, 2017 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002240 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,985 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 28, 2016 Filed Nov 29, 2016 02:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,038 | $73.03 | $75,805.76 |
DisclosureSEC source: 0001127602-16-068544 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,698 Read SEC document |
| November 26, 2016 Filed Nov 29, 2016 02:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068544 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,823 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 |
| November 26, 2016 Filed Nov 29, 2016 02:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068544 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,736 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, 2016 Filed Nov 29, 2016 02:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068544 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,049 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 |
| November 25, 2016 Filed Nov 29, 2016 02:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068544 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,530 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, 2016 Filed Nov 24, 2016 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 329 | $74.12 | $24,386.83 |
DisclosureSEC source: 0001127602-16-068391 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,774 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $73.7927 to $74.1262 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 |
| November 22, 2016 Filed Nov 23, 2016 21:21 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 13,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068346 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233 Underlying: Common Stock · 13,233 shares Expires 2020-11-22 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 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, 2016 Filed Nov 23, 2016 21:21 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 106,079 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-16-068346 · form4.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,079 Underlying: Common Stock · 106,079 shares Expires 2023-11-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 21:21 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 13,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068346 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233 Underlying: Common Stock · 13,233 shares Expires 2019-12-15 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 |
| November 22, 2016 Filed Nov 24, 2016 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 617 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068391 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 Underlying: Common Stock · 617 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. F2 · derivative.exercise_price: Restricted stock units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on November 22, 2016 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2016 Filed Nov 24, 2016 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068391 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,103 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 24, 2016 Filed Oct 25, 2016 00:12 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 681 | $74.88 | $50,992.87 |
DisclosureSEC source: 0001127602-16-065177 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,486 Read SEC document |
| October 22, 2016 Filed Oct 25, 2016 00:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065177 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160 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 · kind: 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 |
| October 22, 2016 Filed Oct 25, 2016 00:12 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065177 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,167 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 03, 2016 Filed Oct 4, 2016 23:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 9,381 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-16-064209 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,949 Underlying: Common Stock · 9,381 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 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 |
| October 03, 2016 Filed Oct 4, 2016 23:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 9,381 | $71.08 | $666,815.55 |
DisclosureSEC source: 0001127602-16-064209 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,880 F1 · kind: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $70.6000 to $71.4700 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 |
| October 03, 2016 Filed Oct 4, 2016 23:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 9,381 | $59.34 | $556,668.54 |
DisclosureSEC source: 0001127602-16-064209 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,261 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 01, 2016 Filed Sep 2, 2016 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,650 | $0.00 Strike: $52.30 | $0.00 |
DisclosureSEC source: 0001127602-16-061734 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,834 Underlying: Common Stock · 5,650 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 · date: Pursuant to a 10b5-1 Plan. F4 · 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 |
| September 01, 2016 Filed Sep 2, 2016 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $76.39 | $45,835.02 |
DisclosureSEC source: 0001127602-16-061734 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,880 F1 · date: Pursuant to a 10b5-1 Plan. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $76.31 to $76.52 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 |
| September 01, 2016 Filed Sep 2, 2016 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,050 | $75.65 | $382,025.43 |
DisclosureSEC source: 0001127602-16-061734 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,480 F1 · date: Pursuant to a 10b5-1 Plan. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $75.25 to $76.24 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 |
| September 01, 2016 Filed Sep 2, 2016 00:37 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,650 | $52.30 | $295,495.00 |
DisclosureSEC source: 0001127602-16-061734 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,530 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 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 29, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 638 | $79.93 | $50,992.34 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,880 Read SEC document |
| August 26, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,029 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 1/16th of the original grant quarterly thereafter. Read SEC document |
| August 26, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,518 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 26, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $79.91 | $31,964.92 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,312 Read SEC document |
| August 25, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,805 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, 2016 Filed Aug 30, 2016 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-061437 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,712 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 25, 2016 Filed Jul 25, 2016 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,722 | $82.20 | $223,742.41 |
DisclosureSEC source: 0001127602-16-058570 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,956 Read SEC document |
| July 22, 2016 Filed Jul 25, 2016 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 5,149 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-058570 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,447 Underlying: Common Stock · 5,149 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, 2016 Filed Jul 25, 2016 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-058570 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,678 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 01, 2016 Filed Jul 5, 2016 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 9,381 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001127602-16-057378 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,330 Underlying: Common Stock · 9,381 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 · date: Pursuant to a 10b5-1 Plan. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.