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 |
|---|---|---|---|---|---|---|
| March 27, 2019 Filed Mar 27, 2019 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,864 | $158.67 | $295,760.88 |
DisclosureSEC source: 0001127602-19-013456 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127,592 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, 2019. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 5,295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013257 · form4.xml · derivative · entry 6 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,885 Underlying: Common Stock · 5,295 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. F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F6 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 15,480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013257 · form4.xml · derivative · entry 5 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,480 Underlying: Common Stock · 15,480 shares Expires 2023-03-22 F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 122,420 | $161.50 Strike: $161.50 | $19,770,830.00 |
DisclosureSEC source: 0001127602-19-013257 · form4.xml · derivative · entry 4 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,420 Underlying: Common Stock · 122,420 shares Expires 2026-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2020, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 15,499 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013257 · form4.xml · derivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,499 Underlying: Common Stock · 15,499 shares Expires 2022-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 23:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013257 · form4.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129,456 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 |
| May 30, 2018 Filed Jun 1, 2018 21:31 UTC | TWITTER, INC. TWTR · Entity 15435 | GrantCommon Stock | 8,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-011137 · rdgdoc.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,229 F1 · balance_after: Of the reported shares, 8,294 shares are represented by Restricted Stock Units ("RSUs") granted on May 30, 2018 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments beginning the first quarter following the date of grant, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date. Read SEC document |
| May 24, 2018 Filed May 24, 2018 22:44 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 2,577 | $62.08 | $159,980.16 |
DisclosureSEC source: 0001069183-18-000066 · wf-form4_152720183793002.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,471 Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 21,180 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012821 · form4.xml · derivative · entry 3 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,180 Underlying: Common Stock · 21,180 shares Expires 2022-03-22 F4 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units vest as to 25% of the original grant on March 22, 2019 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 176,170 | $118.04 Strike: $118.04 | $20,795,106.80 |
DisclosureSEC source: 0001127602-18-012821 · form4.xml · derivative · entry 2 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,170 Underlying: Common Stock · 176,170 shares Expires 2025-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2019, the first anniversary of the holder's date of grant, with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 01:44 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 19,283 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012821 · form4.xml · derivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Pres. & Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,283 Underlying: Common Stock · 19,283 shares Expires 2021-04-15 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 |
| May 25, 2017 Filed May 26, 2017 20:09 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 6,403 | $24.99 | $160,010.97 |
DisclosureSEC source: 0001069183-17-000094 · wf-form4_149582937681292.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,894 F1 · security: Time-vested restricted stock units granted to the reporting person pursuant to the TASER International, Inc. 2016 Stock Incentive Plan. The grant is scheduled to vest in three equal annual installments beginning on May 15, 2018. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:07 UTC | TWITTER, INC. TWTR · Entity 15435 | GrantCommon Stock | 15,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-010203 · rdgdoc.xml · nonDerivative · entry 1 Taylor Bret Steven · CIK 0001610312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,935 F1 · balance_after: Of the reported shares 15,877 shares are represented by RSUs granted on May 25, 2017 pursuant to the Issuer's Outside Director Compensation Policy. These RSUs will vest in quarterly installments beginning the first quarter following the date of grant, but will vest in full on the date of the next Annual Meeting of Stockholders if not fully vested on such date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.