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 |
|---|---|---|---|---|---|---|
| June 23, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $209.63 | $91,817.55 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,615 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 22, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,002 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,028 Underlying: Common Stock · 1,002 shares Expires 2026-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,101 Underlying: Common Stock · 871 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 22, 2023 Filed Jun 24, 2023 01:03 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019360 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,051 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 21:00 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: 0001127602-23-019027 · form4.xml · derivative · entry 12 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,471 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. F9 · 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 16, 2023 Filed Jun 20, 2023 21:00 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: 0001127602-23-019027 · form4.xml · derivative · entry 11 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,475 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. F8 · 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,506 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · derivative · entry 10 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,506 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. 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, 2019, 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 504 | $213.50 | $107,604.00 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 9 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,180 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,000 | $212.14 | $212,136.00 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,684 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $211.7000 to $212.6300 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 |
| June 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 996 | $211.26 | $210,416.65 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,684 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 $210.6500 to $211.6400 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,513 | $213.46 | $1,817,172.21 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,680 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 $212.6600 to $213.5000 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,837 | $212.12 | $1,450,237.78 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,193 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 $211.6600 to $212.6500 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,431 | $211.25 | $1,358,537.82 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,030 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 $210.6500 to $211.6450 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,493 | $154.14 | $1,771,531.02 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,461 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,782 | $161.50 | $772,293.00 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,968 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 16, 2023 Filed Jun 20, 2023 21:00 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,506 | $118.04 | $649,928.24 |
DisclosureSEC source: 0001127602-23-019027 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,186 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 |
| April 24, 2023 Filed Apr 25, 2023 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $196.33 | $100,128.56 |
DisclosureSEC source: 0001127602-23-013467 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,680 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through April 22, 2023. Read SEC document |
| April 22, 2023 Filed Apr 25, 2023 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013467 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,055 Underlying: Common Stock · 1,014 shares Expires 2024-04-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2023 Filed Apr 25, 2023 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-013467 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,190 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 08, 2023 Filed Apr 11, 2023 20:38 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 28,565 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012812 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,565 Underlying: Common Stock · 28,565 shares Expires 2027-04-22 F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These Restricted Stock Units vest as to 25% of the original grant on April 22, 2024 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,014 | $187.96 | $378,545.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,176 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2023. Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $187.96 | $82,325.08 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,190 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2023. Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 487 | $187.96 | $91,534.96 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,628 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through March 22, 2023. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 4,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,030 Underlying: Common Stock · 4,010 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. 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 |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,972 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. 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 |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 968 shares Expires 2023-03-22 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, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 4,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,115 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,105 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. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011262 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,233 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2023 Filed Jan 24, 2023 02:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 556 | $155.59 | $86,508.87 |
DisclosureSEC source: 0001127602-23-002064 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,265 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 January 22, 2023. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 02:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002064 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,069 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 |
| January 22, 2023 Filed Jan 24, 2023 02:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002064 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,821 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 31, 2022 Filed Jan 4, 2023 20:04 UTC | MCDONALDS CORP MCD · Entity 2849 | GrantPhantom Stock · Derivative | 191.29 | $263.53 | $50,410.65 |
DisclosureSEC source: 0001567619-23-000187 · doc1.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191.29 Underlying: Common Stock · 191.29 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. Read SEC document |
| December 23, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $128.55 | $56,303.37 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,807 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 December 22, 2022. Read SEC document |
| December 23, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 486 | $128.55 | $62,473.60 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,245 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 December 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,844 Underlying: Common Stock · 871 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested 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, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 967 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,731 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, 2022 Filed Dec 24, 2022 02:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028283 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2022 Filed Oct 25, 2022 22:50 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $160.25 | $81,727.55 |
DisclosureSEC source: 0001127602-22-024388 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,893 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, 2022. Read SEC document |
| October 22, 2022 Filed Oct 25, 2022 22:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024388 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,083 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, 2022 Filed Oct 25, 2022 22:50 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024388 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $146.49 | $878.94 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,549 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, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 438 | $146.36 | $64,107.08 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,555 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, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $146.48 | $878.88 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,993 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, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 487 | $146.36 | $71,278.88 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,999 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, 2022. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 872 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,715 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. F4 · derivative.exercise_date: These restricted stock units vested 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, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 Underlying: Common Stock · 968 shares Expires 2023-03-22 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 vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,326 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.