Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| F5, INC.FFIV · Entity 839 | Director | March 11, 2020 | March 13, 2020 |
| Nutanix, Inc.NTNX · Entity 3296 | Director | March 20, 2019 | March 21, 2019 |
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.
F5, INC.
Report date March 11, 2020 · Filed March 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,338 |
Reported balance
After 2020-03-11 transaction · row 1
1 source rowRow 1 · 2020-03-11 · Exercise / conversion · Acquired 1,633 · Balance 12,338 F1: Shares received upon vesting of the March 14, 2019 award of Restricted Stock Units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-11 · Exercise / conversion · Disposed 1,633 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date. F3: One share of Common Stock of F5 Networks, Inc. was delivered to the reporting person for each Restricted Stock Unit that vested on March 11, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received upon vesting of the March 14, 2019 award of Restricted Stock Units.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of F5 Networks, Inc. Common Stock on the vest date.
F3: One share of Common Stock of F5 Networks, Inc. was delivered to the reporting person for each Restricted Stock Unit that vested on March 11, 2020.
Nutanix, Inc.
Report date March 20, 2019 · Filed March 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,024 |
Reported balance
After 2019-03-20 transaction · row 1
1 source rowRow 1 · 2019-03-20 · Sale · Disposed 15,000 · Balance 54,024 F1: The sale reported was effected pursuant to the Reporting Person's 10b5-1 Plan. F2: The price reported is a weighted average price. These shares were sold in multiple transactions at sale prices ranging from $40.00 to $40.07. The Reporting Person undertakes to provide the full information regarding the number of shares sold at each separate price upon further request. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported was effected pursuant to the Reporting Person's 10b5-1 Plan.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at sale prices ranging from $40.00 to $40.07. The Reporting Person undertakes to provide the full information regarding the number of shares sold at each separate price upon further request.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apptio Inc
Report date January 10, 2019 · Filed January 11, 2019
Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 1
1 source rowRow 1 · 2019-01-10 · Disposition to issuer · Disposed 13,337 · Balance 0 F1: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.03 · Expires 2023-02-14 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-10 · Disposition to issuer · Disposed 68,127 · Balance 0 F3: Consists of vested options which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F4: 1/4th of the shares subject to the option became vested on January 29, 2014 and 1/48th of the shares subject to the option vest monthly thereafter. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05 | Direct | 0 |
Reported balance
After 2019-01-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-01-10 · Disposition to issuer · Disposed 30,000 · Balance 0 F5: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F6: Includes 22,455 vested options which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F7: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement"), which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.
F2: Disposed of pursuant to the Merger Agreement in exchange for a cash payment of $38.00 per share.
F3: Consists of vested options which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F4: 1/4th of the shares subject to the option became vested on January 29, 2014 and 1/48th of the shares subject to the option vest monthly thereafter. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.
F5: Includes 7,545 options, which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F6: Includes 22,455 vested options which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.
F7: 1/3rd of the shares subject to the option became vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.
Tableau Software Inc
Report date August 01, 2019 · Filed August 01, 2019
Section 16 reporting ended · disclosed 2019-08-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-01 transaction · row 1
1 source rowRow 1 · 2019-08-01 · Other · Disposed 16,835 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 9, 2019 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Sausalito Acquisition Corp. and the Issuer, each share of Class A common stock, par value $0.0001 per share, was tendered in exchange for 1.103 shares of Salesforce common stock, par value $0.001 per share ("Salesforce common stock"), together with cash in lieu of any fractional shares of Salesforce common stock (the "Transaction Consideration"). Upon consummation of the exchange offer, the Reporting Person received Transaction Consideration of 18,569 shares of Salesforce common stock and $0.79 in lieu of any fractional shares of Salesforce common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-01 · Disposition to issuer · Disposed 2,051 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time of the merger, each of these unvested restricted stock units vested automatically in accordance with their existing terms and were cancelled and automatically converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. Each of these vested restricted stock units converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of June 9, 2019 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Sausalito Acquisition Corp. and the Issuer, each share of Class A common stock, par value $0.0001 per share, was tendered in exchange for 1.103 shares of Salesforce common stock, par value $0.001 per share ("Salesforce common stock"), together with cash in lieu of any fractional shares of Salesforce common stock (the "Transaction Consideration"). Upon consummation of the exchange offer, the Reporting Person received Transaction Consideration of 18,569 shares of Salesforce common stock and $0.79 in lieu of any fractional shares of Salesforce common stock.
F2: Pursuant to the Merger Agreement, at the effective time of the merger, each of these unvested restricted stock units vested automatically in accordance with their existing terms and were cancelled and automatically converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. Each of these vested restricted stock units converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards.
F3: Not applicable.
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 |
|---|---|---|---|---|---|---|
| October 05, 2016 Filed Oct 5, 2016 20:40 UTC | Nutanix, Inc. NTNX · Entity 3296 | OtherRestricted Stock Units · Derivative | 85,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-031301 · doc4.xml · derivative · entry 1 MCADAM JOHN · CIK 0001186031 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer common stock. F2 · kind: Each share of common stock was reclassified into one share of Class B common stock immediately prior to the completion of the Issuer's initial public offering of Class A common stock in an exempt transaction pursuant to Rule 16b-7. F3 · derivative.exercise_date: On April 28, 2017, 31,875 restricted stock units, or RSUs, vest and become issuable and the remaining RSUs vest in 10 equal quarterly installments beginning on May 19, 2017. F3 · derivative.expiration_date: On April 28, 2017, 31,875 restricted stock units, or RSUs, vest and become issuable and the remaining RSUs vest in 10 equal quarterly installments beginning on May 19, 2017. F2 · derivative.underlying: Each share of common stock was reclassified into one share of Class B common stock immediately prior to the completion of the Issuer's initial public offering of Class A common stock in an exempt transaction pursuant to Rule 16b-7. 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.