Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCDONALDS CORPMCD · Entity 2849 | Director | December 31, 2025 | January 05, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | President and CFO | March 17, 2025 | March 18, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MCDONALDS CORP
Report date December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 2,699.32 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 768.9 · Balance 2,699.32 F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan"). F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation. F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board. F4: Includes shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of McDonald's Corporation common stock and shall be settled in cash, pursuant to the Board of Directors' Deferred Compensation Plan (the "Plan").
F2: Acquisition of phantom stock pursuant to the Plan in a transaction exempt under Rule 16b-3(d)(1). Amount represents deferred compensation.
F3: Payment of phantom stock will occur following the Director's retirement date or other termination from the Board.
F4: Includes shares acquired through dividend reinvestment.
Salesforce, Inc.
Report date March 17, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,750 |
Ending reported balance
After 2025-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-17 · Exercise / conversion · Acquired 6,221 · Balance 52,971 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. Row 2 · 2025-03-17 · Sale · Disposed 6,221 · Balance 46,750 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.21 · Expires 2029-03-22 | Direct | 37,235 |
Reported balance
After 2025-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-17 · Exercise / conversion · Disposed 6,221 · Balance 37,235 F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024. F2: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. |
Filing footnotes · ownership attribution and instrument terms
F1: As indicated by the checkbox above, this transaction was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 24, 2024.
F2: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 22, 2022 Filed Sep 26, 2022 21:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022968 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,454 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7 | $176.07 | $1,232.49 |
DisclosureSEC source: 0001127602-22-019755 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,486 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, 2022. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 509 | $177.89 | $90,545.70 |
DisclosureSEC source: 0001127602-22-019755 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,493 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, 2022. Read SEC document |
| July 22, 2022 Filed Jul 26, 2022 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019755 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,097 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, 2022 Filed Jul 26, 2022 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019755 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,002 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 23, 2022 Filed Jun 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 924 | $170.43 | $157,476.03 |
DisclosureSEC source: 0001127602-22-018081 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,989 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, 2022. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018081 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,587 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 |
| June 22, 2022 Filed Jun 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018081 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,903 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 |
| June 22, 2022 Filed Jun 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018081 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,913 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, 2022 Filed Jun 24, 2022 00:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018081 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,042 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 25, 2022 Filed Apr 26, 2022 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $171.68 | $87,556.49 |
DisclosureSEC source: 0001127602-22-012472 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,075 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, 2022. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012472 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,110 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, 2022 Filed Apr 26, 2022 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012472 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,585 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 18, 2022 Filed Apr 19, 2022 21:31 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,556 | $188.16 | $292,783.50 |
DisclosureSEC source: 0001127602-22-012177 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,571 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a performance-based restricted stock unit award that vested based on the holder's continued employment through April 15, 2022. Read SEC document |
| April 09, 2022 Filed Apr 12, 2022 23:14 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 3,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011917 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,127 F1 · shares: This represents the number of shares earned based upon the achievement of applicable performance criteria pursuant to a performance-based restricted stock unit award with a performance period that ended on March 22, 2022. Such shares will become vested, if at all, subject to the holder's continued employment through April 15, 2022. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7 | $210.45 | $1,473.14 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,028 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, 2022. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10 | $210.45 | $2,104.51 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,035 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, 2022. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 38 | $210.50 | $7,998.98 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,045 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, 2022. Read SEC document |
| March 23, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,570 | $210.94 | $542,106.03 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,083 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, 2022. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 3,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · derivative · entry 10 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,458 Underlying: Common Stock · 3,485 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. F5 · 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, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · derivative · entry 9 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,870 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. F4 · 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, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · derivative · entry 8 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 662 shares Expires 2022-03-22 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, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,653 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, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,168 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, 2022 Filed Mar 24, 2022 00:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010278 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,200 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, 2022 Filed Mar 24, 2022 21:36 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,040 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010324 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,040 Underlying: Common Stock · 16,040 shares Expires 2026-03-22 F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2023 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:36 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 107,714 | $218.21 Strike: $218.21 | $23,504,271.94 |
DisclosureSEC source: 0001127602-22-010324 · form4.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,714 Underlying: Common Stock · 107,714 shares Expires 2029-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:36 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 15,159 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010324 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,159 Underlying: Common Stock · 15,159 shares Expires 2025-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| March 22, 2022 Filed Apr 22, 2022 21:48 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 16,040 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012454 · form4a.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,040 Underlying: Common Stock · 16,040 shares Expires 2026-03-22 F5 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F6 · derivative.exercise_date: These restricted stock units vested 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, 2022 Filed Apr 22, 2022 21:48 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 107,952 | $0.00 Strike: $218.21 | $0.00 |
DisclosureSEC source: 0001127602-22-012454 · form4a.xml · derivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,952 Underlying: Common Stock · 107,952 shares Expires 2029-03-22 F3 · shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F4 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2023, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. F3 · derivative.underlying_shares: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. F3 · balance_after: This amendment is being filed solely to correct an error in the number of options previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| March 22, 2022 Filed Apr 22, 2022 21:48 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 15,159 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012454 · form4a.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,159 Underlying: Common Stock · 15,159 shares Expires 2025-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8 | $216.14 | $1,729.12 |
DisclosureSEC source: 0001127602-22-002082 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,538 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, 2022. Read SEC document |
| January 24, 2022 Filed Jan 25, 2022 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 510 | $212.47 | $108,360.98 |
DisclosureSEC source: 0001127602-22-002082 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,546 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, 2022. Read SEC document |
| January 22, 2022 Filed Jan 25, 2022 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002082 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,124 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, 2022 Filed Jan 25, 2022 22:44 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002082 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,056 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 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,375 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · derivative · entry 7 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,964 Underlying: Common Stock · 1,375 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F5 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,550 | $0.00 Strike: $161.50 | $0.00 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · derivative · entry 6 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,257 Underlying: Common Stock · 2,550 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F4 · 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 |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 1,835 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,506 Underlying: Common Stock · 1,835 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F3 · 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 |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,760 | $254.85 | $1,467,936.00 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,042 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,375 | $154.14 | $211,942.50 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,802 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,550 | $161.50 | $411,825.00 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,427 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,835 | $118.04 | $216,603.40 |
DisclosureSEC source: 0001127602-22-001012 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,877 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · balance_after: Reflects an additional 4 shares sold for taxes due on the RSU that vested on Dec 22, 2021. Read SEC document |
| December 23, 2021 Filed Dec 24, 2021 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 815 | $251.47 | $204,952.04 |
DisclosureSEC source: 0001127602-21-031879 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,046 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 Decenter 22, 2021. Read SEC document |
| December 22, 2021 Filed Dec 24, 2021 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031879 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,838 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. F4 · 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, 2021 Filed Dec 24, 2021 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031879 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 662 shares Expires 2022-03-22 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, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2021 Filed Dec 24, 2021 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031879 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,861 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, 2021 Filed Dec 24, 2021 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031879 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,894 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,250 | $0.00 Strike: $154.14 | $0.00 |
DisclosureSEC source: 0001127602-21-031156 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,339 Underlying: Common Stock · 6,250 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2 · derivative.exercise_date: Option vests over four years at the rate of 25% on April 22, 2021, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,250 | $254.85 | $1,592,812.50 |
DisclosureSEC source: 0001127602-21-031156 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,232 F1 · kind: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 22:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,250 | $154.14 | $963,375.00 |
DisclosureSEC source: 0001127602-21-031156 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,482 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: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. 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.