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MARTIN-FLICKINGER GERRI

Disclosed activity across 3 companies

Tapewire entity
15077
SEC CIK
0001730661

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SCHWAB CHARLES CORPSCHW · Entity 1218DirectorMay 27, 2025May 29, 2025
Victoria's Secret & Co.VSXY · Entity 3736DirectorOctober 05, 2026October 07, 2026

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.

SCHWAB CHARLES CORP

Report date May 27, 2025 · Filed May 29, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect5,767 Reported balance After 2025-05-27 transaction · row 1
1 source row

Row 1 · 2025-05-27 · Grant · Acquired 1,462 · Balance 5,767

F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $88.63 · Expires 2035-05-27Direct3,646 Reported balance After 2025-05-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-05-27 · Grant · Acquired 3,646 · Balance 3,646

F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Common StockSEC Table I · non-derivativeIndirectBy Trust8,455 Reported balance Holding disclosure · report date 2025-05-27 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 8,455

Filing footnotes · ownership attribution and instrument terms

F1: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

F2: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Victoria's Secret & Co.

Report date October 05, 2026 · Filed October 07, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,391 Reported balance After 2026-10-05 transaction · row 1
1 source row

Row 1 · 2026-10-05 · Grant · Acquired 1,391 · Balance 1,391

Common StockSEC Table I · non-derivativeIndirectBy Flickinger Family 2008 Trust35 Reported balance Holding disclosure · report date 2026-10-05 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 35

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A common stockSEC Table I · non-derivativeDirect0 Reported balance After 2019-08-01 transaction · row 1
1 source row

Row 1 · 2019-08-01 · Other · Disposed 1,452 · 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 1,601 shares of Salesforce common stock and $87.75 in lieu of any fractional shares of Salesforce common stock.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2019-08-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-08-01 · Disposition to issuer · Disposed 5,246 · 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 1,601 shares of Salesforce common stock and $87.75 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 05, 2026 Filed Oct 7, 2026 20:28 UTC Victoria's Secret & Co. VSXY · Entity 3736 GrantCommon Stock 1,391 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-008315 · doc4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,391

Read SEC document
May 27, 2025 Filed May 29, 2025 23:21 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 3,646 $0.00 Strike: $88.63 $0.00
Disclosure

SEC source: 0001730661-25-000003 · wk-form4_1748560891.xml · derivative · entry 3

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,646

Underlying: Common Stock · 3,646 shares

Expires 2035-05-27

F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 27, 2025 Filed May 29, 2025 23:21 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,462 $0.00 $0.00
Disclosure

SEC source: 0001730661-25-000003 · wk-form4_1748560891.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,767

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 28, 2024 Filed May 31, 2024 00:13 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 4,496 $0.00 Strike: $70.79 $0.00
Disclosure

SEC source: 0001730661-24-000003 · wk-form4_1717114415.xml · derivative · entry 3

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,496

Underlying: Common Stock · 4,496 shares

Expires 2034-05-28

F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 28, 2024 Filed May 31, 2024 00:13 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,809 $0.00 $0.00
Disclosure

SEC source: 0001730661-24-000003 · wk-form4_1717114415.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,305

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 22, 2023 Filed May 25, 2023 00:09 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 5,464 $0.00 Strike: $51.97 $0.00
Disclosure

SEC source: 0001062993-23-012110 · form4.xml · derivative · entry 3

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,464

Underlying: Common Stock · 5,464 shares

Expires 2033-05-22

F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 22, 2023 Filed May 25, 2023 00:09 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-012110 · form4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,496

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
March 17, 2023 Filed Mar 20, 2023 21:42 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 PurchaseCommon Stock 3,700 $54.16 $200,395.70
Disclosure

SEC source: 0001062993-23-007301 · form4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 8,455

F1 · price: This transaction was executed in multiple trades at prices ranging from $54.09 to $54.29. The price reported reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Includes 4,755 shares previously owned directly that were contributed to a trust on November 7, 2022 and are now owned indirectly.

Read SEC document
May 19, 2022 Filed May 23, 2022 22:07 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 4,703 $0.00 Strike: $62.66 $0.00
Disclosure

SEC source: 0001225208-22-007310 · doc4.xml · derivative · entry 2

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,703

Underlying: Common Stock · 4,703 shares

Expires 2032-05-19

F2 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 19, 2022 Filed May 23, 2022 22:07 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 2,054 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-007310 · doc4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,755

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2022 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 17, 2021 Filed May 19, 2021 21:48 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 4,390 $0.00 Strike: $73.00 $0.00
Disclosure

SEC source: 0001225208-21-008332 · doc4.xml · derivative · entry 2

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,390

Underlying: Common Stock · 4,390 shares

Expires 2031-05-17

F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
May 17, 2021 Filed May 19, 2021 21:48 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,529 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-008332 · doc4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,701

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
October 22, 2020 Filed Oct 26, 2020 21:33 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantNonqualified Stock Option (right to buy) · Derivative 3,106 $0.00 Strike: $40.13 $0.00
Disclosure

SEC source: 0001225208-20-012740 · doc4.xml · derivative · entry 2

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,106

Underlying: Common Stock · 3,106 shares

Expires 2030-10-22

F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
October 22, 2020 Filed Oct 26, 2020 21:33 UTC SCHWAB CHARLES CORP SCHW · Entity 1218 GrantCommon Stock 1,172 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-012740 · doc4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,172

F1 · shares: The reported transaction constitutes a grant of restricted stock units, which were granted under the company's 2013 Stock Incentive Plan and vest 25% on the first and second anniversary of the grant date and 50% on the third anniversary of the grant date.

Read SEC document
August 01, 2019 Filed Aug 1, 2019 17:41 UTC Tableau Software Inc DATA · Entity 155718 Disposition to issuerRestricted Stock Units · Derivative 5,246 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-044074 · doc4.xml · derivative · entry 2

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A common stock · 5,246 shares

Expires not disclosed

F2 · derivative.exercise_date: 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 · derivative.expiration_date: Not applicable.

Read SEC document
August 01, 2019 Filed Aug 1, 2019 17:41 UTC Tableau Software Inc DATA · Entity 155718 OtherClass A common stock 1,452 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-19-044074 · doc4.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: 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 1,601 shares of Salesforce common stock and $87.75 in lieu of any fractional shares of Salesforce common stock.

Read SEC document
May 21, 2019 Filed May 23, 2019 17:35 UTC Tableau Software Inc DATA · Entity 155718 GrantClass A Common Stock 2,051 $0.00 $0.00
Disclosure

SEC source: 0001246360-19-001532 · form.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,698

F1 · shares: Represents the grant of restricted stock units that vest quarterly over one year.

Read SEC document
February 15, 2018 Filed Feb 20, 2018 17:35 UTC Tableau Software Inc DATA · Entity 155718 GrantClass A Common Stock 4,647 $0.00 $0.00
Disclosure

SEC source: 0001246360-18-000774 · form.xml · nonDerivative · entry 1

MARTIN-FLICKINGER GERRI · CIK 0001730661 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,647

F1 · shares: Represents the grant of restricted stock units. The units vest as to 25% of the shares subject to the RSU on February 15, 2018, and the remainder will vest quarterly over the following three years.

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.