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, 2024 Filed Jan 4, 2024 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,536 | $260.54 | $660,729.44 |
DisclosureSEC source: 0001127602-24-000635 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,979 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 02, 2024 Filed Jan 4, 2024 00:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,536 | $215.17 | $545,671.12 |
DisclosureSEC source: 0001127602-24-000635 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,515 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 |
| December 31, 2023 Filed Jan 3, 2024 20:53 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 674.51 | $296.51 | $199,998.96 |
DisclosureSEC source: 0000063908-24-000006 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870.08 Underlying: Common Stock · 674.51 shares Expires not disclosed F1 · derivative.exercise_price: 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 Directors' Deferred Compensation Plan (the "Plan"). F2 · kind: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3 · derivative.exercise_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F3 · derivative.expiration_date: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
| December 29, 2023 Filed Dec 30, 2023 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-23-030579 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,508 Underlying: Common Stock · 10,000 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 June 28, 2023. F4 · 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 |
| December 29, 2023 Filed Dec 30, 2023 00:09 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: 0001127602-23-030579 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,723 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 June 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 |
| December 29, 2023 Filed Dec 30, 2023 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 12,249 | $264.94 | $3,245,213.31 |
DisclosureSEC source: 0001127602-23-030579 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,979 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 June 28, 2023. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $264.4610 to $265.3400 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 |
| December 29, 2023 Filed Dec 30, 2023 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $215.17 | $2,151,700.00 |
DisclosureSEC source: 0001127602-23-030579 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,228 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 June 28, 2023. Read SEC document |
| December 29, 2023 Filed Dec 30, 2023 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,249 | $218.21 | $490,754.29 |
DisclosureSEC source: 0001127602-23-030579 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,228 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 June 28, 2023. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $265.39 | $133,758.93 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,979 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 December 22, 2023. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $265.39 | $116,242.88 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 5 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 December 22, 2023. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:27 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: 0001127602-23-030457 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,510 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. F6 · 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 |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,002 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,023 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. F3 · 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, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,358 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. 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 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 |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,627 | $267.00 | $701,409.00 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,921 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 June 28, 2023. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,627 | $154.14 | $404,925.78 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,548 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 June 28, 2023. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,921 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 02:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030457 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,919 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 |
| December 15, 2023 Filed Dec 18, 2023 22:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-23-029863 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,508 Underlying: Common Stock · 10,000 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 June 28, 2023. F4 · 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 |
| December 15, 2023 Filed Dec 18, 2023 22:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,829 | $257.08 | $470,199.69 |
DisclosureSEC source: 0001127602-23-029863 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,048 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 June 28, 2023. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $256.8300 to $257.2400 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 |
| December 15, 2023 Filed Dec 18, 2023 22:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,671 | $256.23 | $940,608.95 |
DisclosureSEC source: 0001127602-23-029863 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,877 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 June 28, 2023. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $255.8000 to $256.7700 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 |
| December 15, 2023 Filed Dec 18, 2023 22:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,500 | $254.51 | $1,145,295.00 |
DisclosureSEC source: 0001127602-23-029863 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,548 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 June 28, 2023. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 22:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $215.17 | $2,151,700.00 |
DisclosureSEC source: 0001127602-23-029863 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,048 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 June 28, 2023. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 44,980 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-23-028622 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,972 Underlying: Common Stock · 44,980 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 June 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 |
| November 30, 2023 Filed Dec 1, 2023 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $215.17 | $0.00 |
DisclosureSEC source: 0001127602-23-028622 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,508 Underlying: Common Stock · 50,000 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 June 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 |
| November 30, 2023 Filed Dec 1, 2023 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 94,980 | $250.00 | $23,745,000.00 |
DisclosureSEC source: 0001127602-23-028622 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,048 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 June 28, 2023. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 44,980 | $218.21 | $9,815,085.80 |
DisclosureSEC source: 0001127602-23-028622 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,028 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 June 28, 2023. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 50,000 | $215.17 | $10,758,500.00 |
DisclosureSEC source: 0001127602-23-028622 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,048 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 June 28, 2023. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 21:41 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: 0001127602-23-028253 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,137 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 June 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 |
| November 22, 2023 Filed Nov 24, 2023 21:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,628 | $224.85 | $590,905.80 |
DisclosureSEC source: 0001127602-23-028253 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,048 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 June 28, 2023. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 21:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,628 | $154.14 | $405,079.92 |
DisclosureSEC source: 0001127602-23-028253 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,676 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 June 28, 2023. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 22:11 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: 0001127602-23-026856 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,765 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 June 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 |
| November 03, 2023 Filed Nov 6, 2023 22:11 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,627 | $210.00 | $551,670.00 |
DisclosureSEC source: 0001127602-23-026856 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,048 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 June 28, 2023. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 22:11 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,627 | $154.14 | $404,925.78 |
DisclosureSEC source: 0001127602-23-026856 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,675 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 June 28, 2023. Read SEC document |
| October 23, 2023 Filed Oct 24, 2023 00:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $200.97 | $102,497.20 |
DisclosureSEC source: 0001127602-23-026168 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,048 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 October 22, 2023. Read SEC document |
| October 22, 2023 Filed Oct 24, 2023 00:36 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026168 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,028 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 |
| October 22, 2023 Filed Oct 24, 2023 00:36 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026168 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,558 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. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 20:55 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: 0001127602-23-026071 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,392 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 June 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 |
| October 17, 2023 Filed Oct 18, 2023 20:55 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,627 | $210.00 | $551,670.00 |
DisclosureSEC source: 0001127602-23-026071 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,544 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 June 28, 2023. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 20:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,627 | $154.14 | $404,925.78 |
DisclosureSEC source: 0001127602-23-026071 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,171 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 June 28, 2023. Read SEC document |
| September 25, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $205.22 | $103,429.32 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,544 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 September 22, 2023. Read SEC document |
| September 25, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $205.22 | $89,885.00 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,048 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 September 22, 2023. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,025 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 |
| September 22, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,229 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 |
| September 22, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,486 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 |
| September 22, 2023 Filed Sep 26, 2023 00:10 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024741 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,483 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 |
| September 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,783 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,783 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. 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 March 17, 2023. F5 · 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 |
| September 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,494 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,019 Underlying: Common Stock · 11,494 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 March 17, 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 |
| September 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 950 | $226.37 | $215,049.51 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,611 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 March 17, 2023. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $226.1500 to $226.7400 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 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 15,327 | $225.69 | $3,459,159.83 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,561 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 March 17, 2023. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $225.1500 to $226.0600 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 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,783 | $161.50 | $772,454.50 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,888 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 March 17, 2023. 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.