Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Pres. & Chief Revenue Officer | July 22, 2022 | July 26, 2022 |
| Wix.com Ltd.WIX · Entity 55 | Director | March 18, 2026 | March 18, 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.
Salesforce, Inc.
Report date July 22, 2022 · Filed July 26, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,282 |
Ending reported balance
After 2022-07-25 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-07-22 · Exercise / conversion · Acquired 627 · Balance 16,890 Row 2 · 2022-07-22 · Exercise / conversion · Acquired 935 · Balance 17,825 Row 3 · 2022-07-25 · Sale · Disposed 536 · Balance 17,289 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 July 22, 2022. Row 4 · 2022-07-25 · Sale · Disposed 7 · Balance 17,282 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 July 22, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-10-22 | Direct | 3,137 |
Reported balance
After 2022-07-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-07-22 · Exercise / conversion · Disposed 627 · Balance 3,137 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 October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-04-22 | Direct | 6,547 |
Reported balance
After 2022-07-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-07-22 · Exercise / conversion · Disposed 935 · Balance 6,547 F2: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F4: 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. |
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 July 22, 2022.
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 October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter.
F4: 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.
Wix.com Ltd.
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 6,170 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,170 F1: Includes 1,656 unvested restricted stock units (RSUs), which vest in accordance with the terms of the applicable awards. Each RSU represents a contingent right to receive one Ordinary Share |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,656 unvested restricted stock units (RSUs), which vest in accordance with the terms of the applicable awards. Each RSU represents a contingent right to receive one Ordinary Share
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 |
|---|---|---|---|---|---|---|
| December 22, 2021 Filed Dec 24, 2021 01:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031887 · form4.xml · derivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,508 Underlying: Common Stock · 1,351 shares Expires 2024-06-22 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 vest as to 25% of the original grant on June 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| December 22, 2021 Filed Dec 24, 2021 01:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031887 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,895 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 25, 2021 Filed Oct 26, 2021 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 517 | $293.19 | $151,579.64 |
DisclosureSEC source: 0001127602-21-027617 · form4.xml · nonDerivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,544 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 October 22, 2021. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 935 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027617 · form4.xml · derivative · entry 5 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,352 Underlying: Common Stock · 935 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. 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, 2021 Filed Oct 26, 2021 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027617 · form4.xml · derivative · entry 4 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,019 Underlying: Common Stock · 627 shares Expires 2023-10-22 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 vest as to 25% of the original grant on October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027617 · form4.xml · nonDerivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,061 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 22, 2021 Filed Oct 26, 2021 01:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027617 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,126 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 23, 2021 Filed Sep 24, 2021 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 747 | $272.20 | $203,334.22 |
DisclosureSEC source: 0001127602-21-025771 · form4.xml · nonDerivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,499 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, 2021. Read SEC document |
| September 22, 2021 Filed Sep 24, 2021 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-025771 · form4.xml · derivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,859 Underlying: Common Stock · 1,350 shares Expires 2024-06-22 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 vest as to 25% of the original grant on June 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| September 22, 2021 Filed Sep 24, 2021 00:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-025771 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,246 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 23, 2021 Filed Jul 24, 2021 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 517 | $248.21 | $128,324.78 |
DisclosureSEC source: 0001127602-21-022463 · form4.xml · nonDerivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,896 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, 2021. Read SEC document |
| July 22, 2021 Filed Jul 24, 2021 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 935 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022463 · form4.xml · derivative · entry 5 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,287 Underlying: Common Stock · 935 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. 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 |
| July 22, 2021 Filed Jul 24, 2021 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 628 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022463 · form4.xml · derivative · entry 4 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,646 Underlying: Common Stock · 628 shares Expires 2023-10-22 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 vest as to 25% of the original grant on October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| July 22, 2021 Filed Jul 24, 2021 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022463 · form4.xml · nonDerivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,413 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 22, 2021 Filed Jul 24, 2021 00:55 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022463 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,478 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, 2021 Filed Jun 24, 2021 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,987 | $242.40 | $724,037.45 |
DisclosureSEC source: 0001127602-21-020590 · form4.xml · nonDerivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,850 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, 2021. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 5,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020590 · form4.xml · derivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,209 Underlying: Common Stock · 5,402 shares Expires 2024-06-22 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 vest as to 25% of the original grant on June 22, 2021 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020590 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,837 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 23, 2021 Filed Apr 24, 2021 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,068 | $234.42 | $484,777.66 |
DisclosureSEC source: 0001127602-21-014359 · form4.xml · nonDerivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,435 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, 2021. Read SEC document |
| April 22, 2021 Filed Apr 24, 2021 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 3,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014359 · form4.xml · derivative · entry 5 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,222 Underlying: Common Stock · 3,740 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. 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 |
| April 22, 2021 Filed Apr 24, 2021 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014359 · form4.xml · derivative · entry 4 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,274 Underlying: Common Stock · 627 shares Expires 2023-10-22 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 vest as to 25% of the original grant on October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| April 22, 2021 Filed Apr 24, 2021 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 3,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014359 · form4.xml · nonDerivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,503 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 22, 2021 Filed Apr 24, 2021 00:52 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014359 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,763 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 |
| March 22, 2021 Filed Mar 25, 2021 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 13,943 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011967 · form4.xml · derivative · entry 3 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,943 Underlying: Common Stock · 13,943 shares Expires 2025-03-22 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 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 |
| March 22, 2021 Filed Mar 25, 2021 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 105,508 | $215.17 Strike: $215.17 | $22,702,156.36 |
DisclosureSEC source: 0001127602-21-011967 · form4.xml · derivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,508 Underlying: Common Stock · 105,508 shares Expires 2028-03-22 F3 · derivative.exercise_date: Option vests over four years at the rate of 25% on March 22, 2022, 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, 2021 Filed Mar 25, 2021 00:28 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantPerformance-Based Restricted Stock Units · Derivative | 14,599 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011967 · form4.xml · derivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,599 Underlying: Common Stock · 14,599 shares Expires 2024-04-15 F1 · derivative.exercise_price: Each performance-based restricted stock unit, or PRSU, represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. F2 · derivative.expiration_date: The PRSUs will vest depending on Issuer's total shareholder return ("TSR") over the three-year period from the grant date (the "Performance Period"), relative to companies in the NASDAQ-100 Index as of the grant date (the "Index Group"). If Issuer's TSR over the Performance Period is at the 60th percentile when ranked against the Index Group TSRs, 100% of the target number of shares will vest. For every percentile by which Issuer's TSR ranking within the Index Group exceeds the 60th percentile, shares vesting will increase by 3 and 1/3%, up to a maximum payout of 200% of target if Issuer's TSR ranking is at the 99th percentile. For every percentile by which Issuer's TSR ranking within the Index Group is below the 60th percentile, shares vesting will decrease by 2 and 22/39%, with no payout if Issuer's TSR ranking is below the 30th percentile. If Issuer's absolute TSR over the Performance Period is negative, the number of shares vesting will not exceed 100% of target. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 01:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002462 · form4.xml · derivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,901 Underlying: Common Stock · 627 shares Expires 2023-10-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 01:49 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002462 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,136 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 22, 2020 Filed Oct 26, 2020 20:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 2,509 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027523 · form4.xml · derivative · entry 2 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,528 Underlying: Common Stock · 2,509 shares Expires 2023-10-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested as to 25% of the original grant on October 22, 2020 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 20:40 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027523 · form4.xml · nonDerivative · entry 1 Patterson Gavin · CIK 0001815735 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.