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 22, 2024 Filed Sep 24, 2024 01:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024332 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,981 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, 2024 Filed Jul 23, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 897 | $255.78 | $229,433.49 |
DisclosureSEC source: 0001127602-24-020905 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,109 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through July 22, 2024. Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,785 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020905 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,639 Underlying: Common Stock · 1,785 shares Expires 2027-04-22 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 vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2024 Filed Jul 23, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020905 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,006 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 24, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $242.32 | $122,130.94 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,221 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through June 22, 2024. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $242.32 | $106,137.61 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,725 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through June 22, 2024. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,002 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,018 Underlying: Common Stock · 1,002 shares Expires 2026-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,615 Underlying: Common Stock · 871 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 vest as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,163 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 22, 2024 Filed Jun 24, 2024 23:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019178 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,161 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, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,586 | $273.15 | $979,523.79 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,290 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through April 22, 2024. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $273.15 | $139,307.62 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,876 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through April 22, 2024. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 7,141 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,424 Underlying: Common Stock · 7,141 shares Expires 2027-04-22 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. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,014 shares Expires 2024-04-22 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 April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 7,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,386 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 22, 2024 Filed Apr 24, 2024 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013267 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,245 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 16, 2024 Filed Apr 17, 2024 22:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,864 | $274.77 | $1,611,265.94 |
DisclosureSEC source: 0001127602-24-013115 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,231 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2024. Read SEC document |
| April 09, 2024 Filed Apr 10, 2024 21:16 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 11,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012779 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,095 F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2024. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2024. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $305.46 | $153,950.63 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,416 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2024. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $305.46 | $133,790.43 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,920 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2024. Read SEC document |
| March 22, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,249 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,976 Underlying: Common Stock · 2,249 shares Expires 2029-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 28, 2023. F4 · derivative.exercise_date: 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. Read SEC document |
| March 22, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,199 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,377 Underlying: Common Stock · 2,199 shares Expires 2028-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 28, 2023. F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2022, 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, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,627 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,628 Underlying: Common Stock · 2,627 shares Expires 2027-04-22 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: 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 28, 2023. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, 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, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,075 | $309.32 | $2,188,439.00 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,483 F1 · kind: 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 28, 2023. Read SEC document |
| March 22, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,249 | $218.21 | $490,754.29 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,558 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: 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 28, 2023. Read SEC document |
| March 22, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,199 | $215.17 | $473,158.83 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,309 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: 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 28, 2023. Read SEC document |
| March 22, 2024 Filed Mar 23, 2024 00:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,627 | $154.14 | $404,925.78 |
DisclosureSEC source: 0001127602-24-011017 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,110 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: 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 28, 2023. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 24,369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,369 Underlying: Common Stock · 24,369 shares Expires 2028-03-22 F2 · 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, 2025 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,020 Underlying: Common Stock · 1,003 shares Expires 2026-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · 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 vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,486 Underlying: Common Stock · 872 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 vest as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,358 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 |
| March 22, 2024 Filed Mar 27, 2024 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011218 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,355 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, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,628 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,255 Underlying: Common Stock · 2,628 shares Expires 2027-04-22 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: 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 28, 2023. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, 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 |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,249 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,225 Underlying: Common Stock · 2,249 shares Expires 2029-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 28, 2023. F3 · derivative.exercise_date: 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. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,198 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,576 Underlying: Common Stock · 2,198 shares Expires 2028-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 28, 2023. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2022, 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 |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,075 | $292.50 | $2,069,437.50 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,483 F1 · kind: 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 28, 2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,628 | $154.14 | $405,079.92 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,558 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: 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 28, 2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,249 | $218.21 | $490,754.29 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,930 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: 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 28, 2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,198 | $215.17 | $472,943.66 |
DisclosureSEC source: 0001127602-24-006602 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,681 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: 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 28, 2023. Read SEC document |
| January 23, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $278.71 | $142,140.67 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,483 F2 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through January 22, 2024. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,249 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · derivative · entry 10 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,474 Underlying: Common Stock · 2,249 shares Expires 2029-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: 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. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,198 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,774 Underlying: Common Stock · 2,198 shares Expires 2028-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2022, 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 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,627 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,883 Underlying: Common Stock · 2,627 shares Expires 2027-04-22 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. F5 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, 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 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,014 Underlying: Common Stock · 1,014 shares Expires 2024-04-22 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. F3 · 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 April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,074 | $284.00 | $2,009,016.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,993 F1 · kind: 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 28, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,249 | $218.21 | $490,754.29 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,067 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: 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 28, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,198 | $215.17 | $472,943.66 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,818 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: 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 28, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,627 | $154.14 | $404,925.78 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,620 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: 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 28, 2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 01:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001980 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,993 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, 2024 Filed Jan 4, 2024 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,536 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-24-000635 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,972 Underlying: Common Stock · 2,536 shares Expires 2028-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 28, 2023. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2020, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.