Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ServiceNow, Inc.NOW · Entity 2869 | PRESIDENT, GLOBAL CUSTOMER OPS | May 15, 2020 | May 19, 2020 |
| Zscaler, Inc.ZS · Entity 3153 | Director | January 12, 2026 | January 13, 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.
ServiceNow, Inc.
Report date May 15, 2020 · Filed May 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,858 |
Ending reported balance
After 2020-05-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-05-15 · Sale · Disposed 3,738 · Balance 37,903 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Row 2 · 2020-05-15 · Exercise / conversion · Acquired 324 · Balance 38,227 Row 3 · 2020-05-15 · Tax withholding · Disposed 171 · Balance 38,056 F2: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3. Row 4 · 2020-05-18 · Sale · Disposed 1,198 · Balance 36,858 F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,874 |
Reported balance
After 2020-05-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-05-15 · Exercise / conversion · Disposed 324 · Balance 4,874 F3: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. F4: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 17, 2020, and subject to the continued service of the Reporting Person on each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Schneider 2001 Living Trust | 190 |
Reported balance
Holding disclosure · report date 2020-05-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 190 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
F2: Represents shares relinquished by the Reporting Person in exchange for the Issuer's payment of federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs, in accordance with Rule 16b-3.
F3: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock.
F4: The restricted stock units vest as to 1/16th of the total shares quarterly, with the first vesting occurring on May 17, 2020, and subject to the continued service of the Reporting Person on each vesting date.
Zscaler, Inc.
Report date January 12, 2026 · Filed January 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,912 |
Reported balance
After 2026-01-12 transaction · row 1
1 source rowRow 1 · 2026-01-12 · Grant · Acquired 1,076 · Balance 24,912 F1: The reported shares are represented by restricted stock units, which vest in four equal quarterly installments beginning on March 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, which vest in four equal quarterly installments beginning on March 15, 2026.
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 |
|---|---|---|---|---|---|---|
| February 27, 2013 Filed Feb 28, 2013 21:42 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionCommon Stock | 30,460 | $3.00 | $91,380.00 |
DisclosureSEC source: 0001140361-13-009880 · doc1.xml · nonDerivative · entry 3 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,960 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 26, 2013 Filed Feb 28, 2013 21:42 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,100 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001140361-13-009880 · doc1.xml · derivative · entry 6 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,644 Underlying: Common Stock · 1,100 shares Expires 2021-09-08 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · derivative.exercise_date: Immediately exercisable. F6 · derivative.exercise_date: The stock option grant shall be vested as to 1/4th of the total number of shares on June 6, 2012 and thereafter shall vest as to 1/48th of the total number of shares in equal monthly installments. Read SEC document |
| February 26, 2013 Filed Feb 28, 2013 21:42 UTC | ServiceNow, Inc. NOW · Entity 2869 | SaleCommon Stock | 1,100 | $31.62 | $34,782.99 |
DisclosureSEC source: 0001140361-13-009880 · doc1.xml · nonDerivative · entry 2 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · shares: Represents the aggregate of sales effected on the same day at different prices pursuant to the 10b5-1 trading plan noted in footnote (1). F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $31.62 to $31.63 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| February 26, 2013 Filed Feb 28, 2013 21:42 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionCommon Stock | 1,100 | $3.00 | $3,300.00 |
DisclosureSEC source: 0001140361-13-009880 · doc1.xml · nonDerivative · entry 1 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 25, 2013 Filed Mar 7, 2013 18:58 UTC | ServiceNow, Inc. NOW · Entity 2869 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-011385 · doc1.xml · nonDerivative · entry 1 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 14, 2013 Filed Feb 19, 2013 18:52 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001140361-13-008178 · doc1.xml · derivative · entry 3 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,284,044 Underlying: Common Stock · 40,000 shares Expires 2021-07-21 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · derivative.exercise_date: Immediately exercisable. F3 · derivative.exercise_date: The stock option grant shall be vested as to 1/4th of the total number of shares on June 6, 2012 and thereafter shall vest as to 1/48th of the total number of shares in equal monthly installments. Read SEC document |
| February 14, 2013 Filed Feb 19, 2013 18:52 UTC | ServiceNow, Inc. NOW · Entity 2869 | SaleCommon Stock | 40,000 | $32.20 | $1,288,000.00 |
DisclosureSEC source: 0001140361-13-008178 · doc1.xml · nonDerivative · entry 2 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 14, 2013 Filed Feb 19, 2013 18:52 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionCommon Stock | 40,000 | $3.00 | $120,000.00 |
DisclosureSEC source: 0001140361-13-008178 · doc1.xml · nonDerivative · entry 1 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,500 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 07, 2013 Filed Feb 11, 2013 19:03 UTC | ServiceNow, Inc. NOW · Entity 2869 | GrantRestricted Stock Units · Derivative | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-13-005876 · doc1.xml · derivative · entry 2 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest as to 1/2 of the total shares on February 7, 2015 and thereafter shall vest as to 1/4th of the total number of shares in equal annual installments. F3 · derivative.expiration_date: The restricted stock units vest as to 1/2 of the total shares on February 7, 2015 and thereafter shall vest as to 1/4th of the total number of shares in equal annual installments. Read SEC document |
| February 07, 2013 Filed Feb 11, 2013 19:03 UTC | ServiceNow, Inc. NOW · Entity 2869 | GrantEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $29.42 | $0.00 |
DisclosureSEC source: 0001140361-13-005876 · doc1.xml · derivative · entry 1 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2023-02-06 F1 · derivative.exercise_date: The stock option grant shall vest as to 1/2 of the total number of shares on February 7, 2015 and thereafter shall vest as to 1/48th of the total number of shares in equal monthly installments. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 18:36 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 55,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001140361-13-005285 · doc1.xml · derivative · entry 5 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324,044 Underlying: Common Stock · 55,000 shares Expires 2021-07-21 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · derivative.exercise_date: Immediately exercisable. F8 · derivative.exercise_date: The stock option grant shall be vested as to 1/4th of the total number of shares on June 6, 2012 and thereafter shall vest as to 1/48th of the total number of shares in equal monthly installments. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 18:36 UTC | ServiceNow, Inc. NOW · Entity 2869 | SaleCommon Stock | 41,800 | $29.85 | $1,247,566.98 |
DisclosureSEC source: 0001140361-13-005285 · doc1.xml · nonDerivative · entry 3 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · shares: Represents the aggregate of sales effected on the same day at different prices pursuant to the 10b5-1 trading plan noted in footnote (1). F5 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $29.70 to $29.90 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 18:36 UTC | ServiceNow, Inc. NOW · Entity 2869 | SaleCommon Stock | 13,200 | $29.41 | $388,275.36 |
DisclosureSEC source: 0001140361-13-005285 · doc1.xml · nonDerivative · entry 2 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,300 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · shares: Represents the aggregate of sales effected on the same day at different prices pursuant to the 10b5-1 trading plan noted in footnote (1). F4 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $28.70 to $29.67 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 18:36 UTC | ServiceNow, Inc. NOW · Entity 2869 | Exercise / conversionCommon Stock | 55,000 | $3.00 | $165,000.00 |
DisclosureSEC source: 0001140361-13-005285 · doc1.xml · nonDerivative · entry 1 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,500 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 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: Includes 1,500 shares acquired under the Issuer's Employee Stock Purchase Plan on January 31, 2013. Read SEC document |
| July 31, 2012 Filed Feb 7, 2013 18:36 UTC | ServiceNow, Inc. NOW · Entity 2869 | GrantEmployee Stock Option (Right to Buy) · Derivative | 243,744 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001140361-13-005285 · doc1.xml · derivative · entry 4 Schneider David · CIK 0001402350 · SVP WORLDWIDE SALES & SERVICES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,744 Underlying: Common Stock · 243,744 shares Expires 2021-09-08 F6 · derivative.exercise_date: Immediately exercisable. F7 · derivative.exercise_date: The stock option grant shall be vested as to 1/4th of the total number of shares on June 6, 2012 and thereafter shall vest as to 1/48th of the total number of shares in equal monthly installments. 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.