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 |
|---|---|---|---|---|---|---|
| March 22, 2021 Filed Mar 25, 2021 00:24 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 14,599 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011963 · form4.xml · derivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,599 Underlying: Common Stock · 14,599 shares Expires 2024-04-15 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 01, 2021 Filed Mar 3, 2021 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-21-008934 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,885 Underlying: Common Stock · 5,000 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. F2 · 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 |
| March 01, 2021 Filed Mar 3, 2021 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $220.00 | $1,100,000.00 |
DisclosureSEC source: 0001127602-21-008934 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 |
| March 01, 2021 Filed Mar 3, 2021 01:04 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $118.04 | $590,200.00 |
DisclosureSEC source: 0001127602-21-008934 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| February 16, 2021 Filed Feb 17, 2021 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-21-006349 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,885 Underlying: Common Stock · 5,000 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. F2 · 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 |
| February 16, 2021 Filed Feb 17, 2021 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $245.00 | $1,225,000.00 |
DisclosureSEC source: 0001127602-21-006349 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 |
| February 16, 2021 Filed Feb 17, 2021 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $118.04 | $590,200.00 |
DisclosureSEC source: 0001127602-21-006349 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| February 01, 2021 Filed Feb 3, 2021 01:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-21-003575 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,885 Underlying: Common Stock · 5,000 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. F2 · 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 |
| February 01, 2021 Filed Feb 3, 2021 01:06 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $227.00 | $1,135,000.00 |
DisclosureSEC source: 0001127602-21-003575 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 |
| February 01, 2021 Filed Feb 3, 2021 01:06 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $118.04 | $590,200.00 |
DisclosureSEC source: 0001127602-21-003575 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 20, 2021 Filed Jan 21, 2021 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-21-002181 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,885 Underlying: Common Stock · 5,000 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. F2 · 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 20, 2021 Filed Jan 21, 2021 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $222.00 | $1,110,000.00 |
DisclosureSEC source: 0001127602-21-002181 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 20, 2021 Filed Jan 21, 2021 01:21 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $118.04 | $590,200.00 |
DisclosureSEC source: 0001127602-21-002181 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 04, 2021 Filed Jan 6, 2021 01:31 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-21-000862 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,885 Underlying: Common Stock · 5,000 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. F2 · 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 04, 2021 Filed Jan 6, 2021 01:31 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $222.91 | $1,114,550.00 |
DisclosureSEC source: 0001127602-21-000862 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 04, 2021 Filed Jan 6, 2021 01:31 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $118.04 | $590,200.00 |
DisclosureSEC source: 0001127602-21-000862 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,486 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 23, 2020 Filed Dec 24, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 819 | $229.36 | $187,846.41 |
DisclosureSEC source: 0001127602-20-032325 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,486 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 December 22, 2020. Read SEC document |
| December 22, 2020 Filed Dec 24, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032325 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,708 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, 2020 Filed Dec 24, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032325 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,310 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, 2020 Filed Dec 24, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032325 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,305 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, 2020 Filed Dec 24, 2020 01:13 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032325 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,338 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, 2020 Filed Dec 17, 2020 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 11,000 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-20-031642 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,885 Underlying: Common Stock · 11,000 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. F5 · 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 |
| December 15, 2020 Filed Dec 17, 2020 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,335 | $222.07 | $296,463.98 |
DisclosureSEC source: 0001127602-20-031642 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,676 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $222.0700 to $222.0750 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,200 | $221.52 | $708,848.96 |
DisclosureSEC source: 0001127602-20-031642 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,011 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $221.0520 to $221.8890 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6,465 | $220.36 | $1,424,628.05 |
DisclosureSEC source: 0001127602-20-031642 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,211 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 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $220.0500 to $220.6800 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 01:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 11,000 | $118.04 | $1,298,440.00 |
DisclosureSEC source: 0001127602-20-031642 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,676 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: 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 01, 2020 Filed Dec 3, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,210 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-030348 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,210 shares Expires 2023-11-22 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 November 22, 2017, 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 01, 2020 Filed Dec 3, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,800 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-20-030348 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,885 Underlying: Common Stock · 6,800 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. F2 · 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 |
| December 01, 2020 Filed Dec 3, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 9,010 | $245.00 | $2,207,450.00 |
DisclosureSEC source: 0001127602-20-030348 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,676 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 01, 2020 Filed Dec 3, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,210 | $75.57 | $167,009.70 |
DisclosureSEC source: 0001127602-20-030348 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,686 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 |
| December 01, 2020 Filed Dec 3, 2020 00:34 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 6,800 | $118.04 | $802,672.00 |
DisclosureSEC source: 0001127602-20-030348 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,476 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 |
| November 23, 2020 Filed Nov 24, 2020 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 416 | $257.35 | $107,058.18 |
DisclosureSEC source: 0001127602-20-029874 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,676 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 November 22, 2020. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029874 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 828 shares Expires 2020-11-22 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 November 22, 2017 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| November 22, 2020 Filed Nov 24, 2020 01:18 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029874 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,092 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 |
| November 16, 2020 Filed Nov 16, 2020 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,926 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-029165 · form4.xml · derivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210 Underlying: Common Stock · 2,926 shares Expires 2023-11-22 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 November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| November 16, 2020 Filed Nov 16, 2020 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,400 | $0.00 Strike: $118.04 | $0.00 |
DisclosureSEC source: 0001127602-20-029165 · form4.xml · derivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,685 Underlying: Common Stock · 5,400 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. F2 · 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 |
| November 16, 2020 Filed Nov 16, 2020 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,326 | $249.52 | $2,077,503.52 |
DisclosureSEC source: 0001127602-20-029165 · form4.xml · nonDerivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 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 |
| November 16, 2020 Filed Nov 16, 2020 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,926 | $75.57 | $221,117.82 |
DisclosureSEC source: 0001127602-20-029165 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,590 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 |
| November 16, 2020 Filed Nov 16, 2020 23:56 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,400 | $118.04 | $637,416.00 |
DisclosureSEC source: 0001127602-20-029165 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,664 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 |
| November 02, 2020 Filed Nov 2, 2020 22:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,800 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-027878 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,136 Underlying: Common Stock · 5,800 shares Expires 2023-11-22 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 November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| November 02, 2020 Filed Nov 2, 2020 22:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,800 | $235.12 | $1,363,696.00 |
DisclosureSEC source: 0001127602-20-027878 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 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 |
| November 02, 2020 Filed Nov 2, 2020 22:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,800 | $75.57 | $438,306.00 |
DisclosureSEC source: 0001127602-20-027878 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,064 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 |
| October 15, 2020 Filed Oct 15, 2020 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,800 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-026994 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,936 Underlying: Common Stock · 5,800 shares Expires 2023-11-22 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 November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| October 15, 2020 Filed Oct 15, 2020 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,800 | $258.11 | $1,497,038.00 |
DisclosureSEC source: 0001127602-20-026994 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 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 |
| October 15, 2020 Filed Oct 15, 2020 23:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,800 | $75.57 | $438,306.00 |
DisclosureSEC source: 0001127602-20-026994 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,064 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 |
| October 01, 2020 Filed Oct 2, 2020 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 5,800 | $0.00 Strike: $75.57 | $0.00 |
DisclosureSEC source: 0001127602-20-026067 · form4.xml · derivative · entry 3 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,736 Underlying: Common Stock · 5,800 shares Expires 2023-11-22 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 November 22, 2017, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,800 | $253.16 | $1,468,328.00 |
DisclosureSEC source: 0001127602-20-026067 · form4.xml · nonDerivative · entry 2 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 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 |
| October 01, 2020 Filed Oct 2, 2020 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,800 | $75.57 | $438,306.00 |
DisclosureSEC source: 0001127602-20-026067 · form4.xml · nonDerivative · entry 1 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,064 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 |
| September 23, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 820 | $242.81 | $199,105.51 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · nonDerivative · entry 5 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 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, 2020. Read SEC document |
| September 23, 2020 Filed Sep 24, 2020 00:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3 | $235.98 | $707.93 |
DisclosureSEC source: 0001127602-20-025650 · form4.xml · nonDerivative · entry 4 Weaver Amy E · CIK 0001653189 · President and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,084 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, 2020. 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.