Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXON ENTERPRISE, INC.AAXN · Entity 567 | Director | May 31, 2019 | June 03, 2019 |
| Salesforce, Inc.CRM · Entity 2842 | Director · Vice Chair of the Board, CoCEO | January 22, 2023 | January 24, 2023 |
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.
AXON ENTERPRISE, INC.
Report date May 31, 2019 · Filed June 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,867 |
Reported balance
After 2019-05-31 transaction · row 1
1 source rowRow 1 · 2019-05-31 · Grant · Acquired 2,396 · Balance 24,867 F1: Time-vested restricted stock units granted to the reporting person pursuant to the Axon Enterprise, Inc. 2019 Stock Incentive Plan. The grant is scheduled to vest in three equal installments beginning on May 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Time-vested restricted stock units granted to the reporting person pursuant to the Axon Enterprise, Inc. 2019 Stock Incentive Plan. The grant is scheduled to vest in three equal installments beginning on May 31, 2020.
Salesforce, Inc.
Report date January 22, 2023 · Filed January 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 901,945 |
Ending reported balance
After 2023-01-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-22 · Exercise / conversion · Acquired 1,216 · Balance 902,411 Row 2 · 2023-01-23 · Sale · Disposed 466 · Balance 901,945 F1: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through January 22, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-04-22 | Direct | 6,083 |
Reported balance
After 2023-01-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-22 · Exercise / conversion · Disposed 1,216 · Balance 6,083 F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 234,458 |
Reported balance
Holding disclosure · report date 2023-01-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 234,458 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through January 22, 2023.
F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F3: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TWITTER, INC.
Report date October 27, 2022 · Filed October 31, 2022
Section 16 reporting ended · disclosed 2022-10-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-27 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-10-27 · Disposition to issuer · Disposed 58,783 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated April 25, 2022, by and among the Issuer, X Holdings I, Inc., a Delaware corporation ("Parent"), X Holdings II, Inc., a Delaware corporation and a direct wholly owned Subsidiary of Parent ("Acquisition Sub"), and, solely for the purpose of certain provisions of the Merger Agreement, Elon R. Musk, on October 27, 2022 (the "Closing Date"), Acquisition Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. Parent is wholly owned by Mr. Musk. In connection with the Merger, these shares were cancelled and converted into the right to receive $54.20 in cash, without interest, per share, subject to the terms and conditions of the Merger Agreement (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-10-27 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-10-27 · Disposition to issuer · Disposed 6,559 · Balance 0 F2: Unvested Restricted Stock Units of the Issuer ("Issuer RSUs"), as of immediately prior to the Closing Date, were cancelled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated April 25, 2022, by and among the Issuer, X Holdings I, Inc., a Delaware corporation ("Parent"), X Holdings II, Inc., a Delaware corporation and a direct wholly owned Subsidiary of Parent ("Acquisition Sub"), and, solely for the purpose of certain provisions of the Merger Agreement, Elon R. Musk, on October 27, 2022 (the "Closing Date"), Acquisition Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. Parent is wholly owned by Mr. Musk. In connection with the Merger, these shares were cancelled and converted into the right to receive $54.20 in cash, without interest, per share, subject to the terms and conditions of the Merger Agreement (the "Merger Consideration").
F2: Unvested Restricted Stock Units of the Issuer ("Issuer RSUs"), as of immediately prior to the Closing Date, were cancelled and converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| January 23, 2023 Filed Jan 24, 2023 02:48 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 466 | $155.59 | $72,505.64 |
DisclosureSEC source: 0001127602-23-002062 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,945 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through January 22, 2023. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 02:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,216 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002062 · form4.xml · derivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,083 Underlying: Common Stock · 1,216 shares Expires 2024-04-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 02:48 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002062 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902,411 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 23, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 548 | $128.55 | $70,443.48 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · nonDerivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,195 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through December 22, 2022. Read SEC document |
| December 23, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 486 | $128.55 | $62,473.60 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · nonDerivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,743 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through December 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,090 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · derivative · entry 7 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,804 Underlying: Common Stock · 1,090 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · derivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 967 shares Expires 2023-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902,229 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 22, 2022 Filed Dec 24, 2022 02:29 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-028281 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,139 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:59 UTC | TWITTER, INC. TWTR · Entity 15435 | Disposition to issuerCommon Stock | 6,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001418091-22-000188 · wf-form4_166726436699056.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Unvested Restricted Stock Units of the Issuer ("Issuer RSUs"), as of immediately prior to the Closing Date, were cancelled and converted into the right to receive the Merger Consideration. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:59 UTC | TWITTER, INC. TWTR · Entity 15435 | Disposition to issuerCommon Stock | 58,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001418091-22-000188 · wf-form4_166726436699056.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated April 25, 2022, by and among the Issuer, X Holdings I, Inc., a Delaware corporation ("Parent"), X Holdings II, Inc., a Delaware corporation and a direct wholly owned Subsidiary of Parent ("Acquisition Sub"), and, solely for the purpose of certain provisions of the Merger Agreement, Elon R. Musk, on October 27, 2022 (the "Closing Date"), Acquisition Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. Parent is wholly owned by Mr. Musk. In connection with the Merger, these shares were cancelled and converted into the right to receive $54.20 in cash, without interest, per share, subject to the terms and conditions of the Merger Agreement (the "Merger Consideration"). Read SEC document |
| October 24, 2022 Filed Oct 25, 2022 22:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 612 | $160.25 | $98,073.06 |
DisclosureSEC source: 0001127602-22-024386 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,172 F2 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through October 22, 2022. Read SEC document |
| October 22, 2022 Filed Oct 25, 2022 22:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024386 · form4.xml · derivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,299 Underlying: Common Stock · 1,217 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. F3 · 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 April 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2022 Filed Oct 25, 2022 22:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-024386 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,784 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 · balance_after: Reflects the correction of an immaterial error in the balance reported in the reporting person's Form 4 filed on September 27, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7 | $146.56 | $1,025.92 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,760 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 547 | $146.36 | $80,060.67 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 5 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,767 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $146.61 | $879.63 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,314 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. Read SEC document |
| September 23, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 487 | $146.36 | $71,278.88 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,320 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. Read SEC document |
| September 23, 2022 Filed Sep 27, 2022 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | GiftCommon Stock | 34,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023033 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863,260 F1 · kind: Gifts to charitable organizations. Read SEC document |
| September 23, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7 | $146.56 | $1,025.92 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,817 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. F2 · balance_after: This amendment is being filed solely to correct an error in the number of Securities Beneficially Owned as previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| September 23, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 547 | $146.36 | $80,060.67 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 5 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,824 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. F2 · balance_after: This amendment is being filed solely to correct an error in the number of Securities Beneficially Owned as previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| September 23, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 6 | $146.61 | $879.63 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,371 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. F2 · balance_after: This amendment is being filed solely to correct an error in the number of Securities Beneficially Owned as previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| September 23, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 487 | $146.36 | $71,278.88 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,377 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through September 22, 2022. F2 · balance_after: This amendment is being filed solely to correct an error in the number of Securities Beneficially Owned as previously reported. This amended report does not report any new transactions or otherwise modify the transaction details that were previously reported. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · derivative · entry 9 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,894 Underlying: Common Stock · 1,089 shares Expires 2025-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · derivative · entry 8 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 Underlying: Common Stock · 968 shares Expires 2023-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 22, 2022 Filed Sep 26, 2022 21:14 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022973 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,775 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 22, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · derivative · entry 9 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,894 Underlying: Common Stock · 1,089 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. F3 · 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, 2022 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · derivative · entry 8 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 Underlying: Common Stock · 968 shares Expires 2023-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 |
| September 22, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,864 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 22, 2022 Filed Oct 7, 2022 21:14 UTC Amendment | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023811 · form4a.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,775 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 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8 | $176.10 | $1,408.78 |
DisclosureSEC source: 0001127602-22-019757 · form4.xml · nonDerivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,807 F1 · kind: Represents a sale of shares to satisfy the tax withholding obligations of the Issuer with respect to the settlement of shares that were earned by the holder pursuant to a restricted stock unit award that vested based on the holder's continued employment through July 22, 2022. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 611 | $177.89 | $108,690.42 |
DisclosureSEC source: 0001127602-22-019757 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,815 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 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,216 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019757 · form4.xml · derivative · entry 5 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,516 Underlying: Common Stock · 1,216 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 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019757 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,426 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,033 | $170.43 | $176,052.74 |
DisclosureSEC source: 0001127602-22-018083 · form4.xml · nonDerivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,210 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018083 · form4.xml · derivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,983 Underlying: Common Stock · 1,089 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018083 · form4.xml · derivative · entry 5 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018083 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933,243 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018083 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,154 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 25, 2022 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 78,906 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018147 · form4.xml · derivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,906 Underlying: Common Stock · 78,906 shares Expires 2025-07-15 F2 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F3 · 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. F3 · 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 |
| June 22, 2022 Filed Jun 25, 2022 00:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 190,818 | $167.45 Strike: $167.45 | $31,952,474.10 |
DisclosureSEC source: 0001127602-22-018147 · form4.xml · derivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,818 Underlying: Common Stock · 190,818 shares Expires 2029-06-22 F1 · derivative.exercise_date: Option vests over four years at the rate of 25% on June 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 |
| May 25, 2022 Filed May 27, 2022 18:49 UTC | TWITTER, INC. TWTR · Entity 15435 | GrantCommon Stock | 8,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001418091-22-000124 · wf-form4_165369173498941.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,342 F1 · balance_after: Of the reported shares, 8,745 shares are represented by Restricted Stock Units ("RSUs") granted on May 25, 2022 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments on August 25, 2022, November 25, 2022, February 25, 2023 and May 25, 2023, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date, subject to continued service through each vesting date. Read SEC document |
| April 25, 2022 Filed Apr 26, 2022 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 612 | $171.68 | $105,067.79 |
DisclosureSEC source: 0001127602-22-012478 · form4.xml · nonDerivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,187 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012478 · form4.xml · derivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,732 Underlying: Common Stock · 1,217 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 00:47 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012478 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,799 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 21:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,556 | $188.16 | $292,783.50 |
DisclosureSEC source: 0001127602-22-012179 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930,582 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 23:17 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantCommon Stock | 3,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011919 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,138 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 00:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 43 | $210.47 | $9,050.21 |
DisclosureSEC source: 0001127602-22-010272 · form4.xml · nonDerivative · entry 7 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929,039 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 00:27 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8 | $210.49 | $1,683.88 |
DisclosureSEC source: 0001127602-22-010272 · form4.xml · nonDerivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Director · Vice Chair of the Board, CoCEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929,082 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.