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 11, 2023 Filed Sep 12, 2023 20:57 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,494 | $154.14 | $1,771,685.16 |
DisclosureSEC source: 0001127602-23-024011 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,105 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 |
| September 01, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,783 Underlying: Common Stock · 4,782 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. F6 · 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 01, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,513 Underlying: Common Stock · 11,493 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. 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 |
| September 01, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $223.97 | $22,397.00 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 6 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. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,165 | $223.33 | $1,823,481.29 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,711 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $222.9700 to $223.6300 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, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,760 | $222.60 | $1,059,571.72 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,876 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 $221.9400 to $222.9200 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, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,250 | $221.55 | $720,048.88 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,636 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 $220.9400 to $221.9300 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, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,886 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 |
| September 01, 2023 Filed Sep 5, 2023 20:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-023692 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,104 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,565 Underlying: Common Stock · 4,782 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. F7 · 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,006 Underlying: Common Stock · 11,493 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. 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,808 | $227.98 | $868,146.32 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 6 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. F5 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $227.3600 to $228.2200 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,748 | $226.72 | $1,076,485.08 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,419 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $226.3600 to $227.2300 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,417 | $225.82 | $1,223,281.57 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,167 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 $225.3100 to $226.3000 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,302 | $224.96 | $517,861.60 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,584 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 $224.3100 to $225.3000 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,886 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 |
| August 31, 2023 Filed Sep 1, 2023 20:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-023603 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,104 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-022565 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,347 Underlying: Common Stock · 4,782 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-022565 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,499 Underlying: Common Stock · 11,493 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,441 | $208.51 | $1,760,013.50 |
DisclosureSEC source: 0001127602-23-022565 · 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 $208.0300 to $208.9300 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,834 | $207.52 | $1,625,685.83 |
DisclosureSEC source: 0001127602-23-022565 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,052 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 $207.0100 to $208.0000 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-022565 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,886 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 |
| August 14, 2023 Filed Aug 15, 2023 20:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-022565 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,104 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,129 Underlying: Common Stock · 4,782 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,992 Underlying: Common Stock · 11,493 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $224.13 | $89,652.00 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · nonDerivative · entry 5 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. Read SEC document |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,874 | $223.40 | $865,466.32 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,011 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 $223.1000 to $223.8100 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 12,001 | $222.72 | $2,672,908.32 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,885 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 $222.1000 to $223.0500 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,886 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 |
| July 31, 2023 Filed Aug 1, 2023 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $151.14 | $1,737,052.02 |
DisclosureSEC source: 0001127602-23-021692 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,104 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 |
| July 24, 2023 Filed Jul 25, 2023 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 509 | $225.05 | $114,552.08 |
DisclosureSEC source: 0001127602-23-021205 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,611 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, 2023. Read SEC document |
| July 22, 2023 Filed Jul 25, 2023 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021205 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,042 Underlying: Common Stock · 1,013 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 |
| July 22, 2023 Filed Jul 25, 2023 00:23 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021205 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,120 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 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,911 Underlying: Common Stock · 4,782 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. F6 · 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,485 Underlying: Common Stock · 11,493 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. 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $232.02 | $116,011.00 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,107 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $231.9900 to $232.0400 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,475 | $231.31 | $2,422,945.02 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,607 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 $230.9900 to $231.8775 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,300 | $230.34 | $1,220,799.88 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,082 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 $229.9800 to $230.9725 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| July 14, 2023 Filed Jul 17, 2023 21:27 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-020843 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,600 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,782 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,693 Underlying: Common Stock · 4,782 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. F6 · 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,493 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,978 Underlying: Common Stock · 11,493 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. 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,409 | $213.52 | $300,855.74 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,107 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $213.4300 to $213.7100 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,500 | $213.14 | $2,237,982.60 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,516 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 $212.4350 to $213.4100 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,366 | $211.80 | $924,699.59 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,016 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 $211.2600 to $212.2500 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| June 30, 2023 Filed Jul 3, 2023 20:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-019747 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,600 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 |
| June 23, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2 | $210.07 | $420.15 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,107 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, 2023. Read SEC document |
| June 23, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $209.63 | $105,653.07 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,109 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 June 22, 2023. Read SEC document |
| June 23, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2 | $210.01 | $420.03 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,613 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, 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.