Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cloudflare, Inc.NET · Entity 2910 | Director | August 03, 2026 | August 04, 2026 |
| Fidelity National Information Services, Inc.FIS · Entity 3247 | Director | June 09, 2021 | June 10, 2021 |
| Salesforce, Inc.CRM · Entity 2842 | President and CFO | January 22, 2021 | January 26, 2021 |
| Toast, Inc.TOST · Entity 3272 | Director | June 12, 2026 | June 16, 2026 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 16, 2026 | June 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.
Cloudflare, Inc.
Report date August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,632 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Sale · Disposed 133 · Balance 10,632 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 30, 2025.
Fidelity National Information Services, Inc.
Report date June 09, 2021 · Filed June 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-06-09 | Direct | 1,034 |
Reported balance
After 2021-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-09 · Grant · Acquired 1,034 · Balance 1,034 F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock. F2: The restricted stock units vest in full on June 9, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-06-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FIS common stock.
F2: The restricted stock units vest in full on June 9, 2022.
Salesforce, Inc.
Report date January 22, 2021 · Filed January 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,484 |
Ending reported balance
After 2021-01-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-01-22 · Exercise / conversion · Acquired 2,936 · Balance 15,420 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Row 2 · 2021-01-22 · Exercise / conversion · Acquired 2,551 · Balance 17,971 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. Row 3 · 2021-01-22 · Sale · Disposed 5,487 · Balance 12,484 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $118.04 · Expires 2025-03-22 | Direct | 41,107 |
Reported balance
After 2021-01-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-01-22 · Exercise / conversion · Disposed 2,936 · Balance 41,107 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F2: 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. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $161.50 · Expires 2026-03-22 | Direct | 66,311 |
Reported balance
After 2021-01-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-01-22 · Exercise / conversion · Disposed 2,551 · Balance 66,311 F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 was effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person at least 90 days prior to the trading date.
F2: 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.
F3: 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.
Toast, Inc.
Report date June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 101,860 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Exercise / conversion · Acquired 5,256 · Balance 101,860 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-12 · Exercise / conversion · Disposed 5,256 · Balance 0 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2: The RSUs vested in full on June 12, 2026. F3: Not Applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,888 |
Reported balance
After 2026-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-12 · Grant · Acquired 8,888 · Balance 8,888 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4: The RSUs shall vest in full on the earlier of 1) June 12, 2027 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3: Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.
F2: The RSUs vested in full on June 12, 2026.
F3: Not Applicable.
F4: The RSUs shall vest in full on the earlier of 1) June 12, 2027 and 2) the next annual meeting of the Issuer's stockholders following the grant date.
Workday, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,653 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,366 · Balance 11,653 F1: Includes 3,119 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 2,366 RSUs from an original grant with a grant date of 6/16/2026 which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,119 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, including 2,366 RSUs from an original grant with a grant date of 6/16/2026 which will vest 100% on 5/5/2027. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SecureWorks Corp
Report date February 03, 2025 · Filed February 04, 2025
Section 16 reporting ended · disclosed 2025-02-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-03 transaction · row 1
1 source rowRow 1 · 2025-02-03 · Disposition to issuer · Disposed 204,140 · Balance 0 F1: Includes restricted stock units ("Company RSUs"). F2: On February 3, 2025, SecureWorks Corp. (the "Company") consummated the previously announced transaction with Sophos Inc., pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of October 21, 2024, whereby Sophos Inc. indirectly acquired the Company. F3: At the Effective Time (as defined in the Merger Agreement), (a) each share of Class A common stock of the Company, par value $0.01 per share, issued and outstanding as of immediately prior to the Effective Time was converted into the right to receive cash in an amount equal to $8.50, without interest thereon (the "Per Share Amount"), less any applicable tax withholding and (b) each outstanding Company RSU award held by a non-employee member of the Company's board of directors was canceled in exchange for the right to receive a cash payment equal to the amount of the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company RSU, less applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units ("Company RSUs").
F2: On February 3, 2025, SecureWorks Corp. (the "Company") consummated the previously announced transaction with Sophos Inc., pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated as of October 21, 2024, whereby Sophos Inc. indirectly acquired the Company.
F3: At the Effective Time (as defined in the Merger Agreement), (a) each share of Class A common stock of the Company, par value $0.01 per share, issued and outstanding as of immediately prior to the Effective Time was converted into the right to receive cash in an amount equal to $8.50, without interest thereon (the "Per Share Amount"), less any applicable tax withholding and (b) each outstanding Company RSU award held by a non-employee member of the Company's board of directors was canceled in exchange for the right to receive a cash payment equal to the amount of the Per Share Amount multiplied by the aggregate number of shares of Class A Common Stock subject to such Company RSU, less applicable tax withholdings.
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 |
|---|---|---|---|---|---|---|
| September 10, 2015 Filed Sep 11, 2015 21:31 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 9,512 | $59.64 | $567,295.68 |
DisclosureSEC source: 0001127602-15-026933 · form4.xml · nonDerivative · entry 1 Hawkins Mark J · CIK 0001430437 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,979 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 · date: Pursuant to a 10b5-1 Plan. Read SEC document |
| August 27, 2015 Filed Aug 28, 2015 21:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,036 | $69.49 | $210,963.75 |
DisclosureSEC source: 0001127602-15-026118 · form4.xml · nonDerivative · entry 2 Hawkins Mark J · CIK 0001430437 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,467 Read SEC document |
| August 26, 2015 Filed Aug 28, 2015 21:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 7,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026118 · form4.xml · derivative · entry 3 Hawkins Mark J · CIK 0001430437 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,510 Underlying: Common Stock · 7,503 shares Expires 2018-08-26 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 vest as to 25% of the original grant on August 26, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 26, 2015 Filed Aug 28, 2015 21:53 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 7,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-026118 · form4.xml · nonDerivative · entry 1 Hawkins Mark J · CIK 0001430437 · Chief Financial 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 |
| August 26, 2014 Filed Aug 27, 2014 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 30,013 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-026591 · form4.xml · derivative · entry 2 Hawkins Mark J · CIK 0001430437 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,013 Underlying: Common Stock · 30,013 shares Expires 2018-08-26 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 August 26, 2015 and vest as to 1/16 of the original grant quarterly thereafter. Read SEC document |
| August 26, 2014 Filed Aug 27, 2014 01:27 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 413,974 | $0.00 Strike: $59.64 | $0.00 |
DisclosureSEC source: 0001127602-14-026591 · form4.xml · derivative · entry 1 Hawkins Mark J · CIK 0001430437 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,974 Underlying: Common Stock · 413,974 shares Expires 2021-08-26 F1 · derivative.exercise_date: Option vests over four years at the rate of 25% on August 26, 2015, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.