Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Salesforce, Inc.CRM · Entity 2842 | Vice Chairman | February 28, 2014 | March 04, 2014 |
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 February 28, 2014 · Filed March 04, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,579 |
Ending reported balance
After 2014-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-02-28 · Exercise / conversion · Acquired 688 · Balance 24,846 Row 2 · 2014-03-03 · Sale · Disposed 267 · Balance 24,579 F1: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.54 to $61.25 inclusive. The reporting person undertakes to provide to salesforce.com, inc., any security holder of salesforce.com, inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-02-28 | Direct | 5,480 |
Reported balance
After 2014-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2014-02-28 · Exercise / conversion · Disposed 688 · Balance 5,480 F4: Each restricted stock unit represents a right to receive one share of the Issuer's common stock upon vesting. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant, as listed in the table, and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 1 | 3,000 |
Reported balance
Holding disclosure · report date 2014-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 F2: Represents shares held in the Frank van Veenendaal Grantor Retained Annuity Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 2 | 3,000 |
Reported balance
Holding disclosure · report date 2014-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,000 F3: Represents shares held in the Leslie van Veenendaal Grantor Retained Annuity Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.54 to $61.25 inclusive. The reporting person undertakes to provide to salesforce.com, inc., any security holder of salesforce.com, inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2: Represents shares held in the Frank van Veenendaal Grantor Retained Annuity Trust.
F3: Represents shares held in the Leslie van Veenendaal Grantor Retained Annuity Trust.
F4: Each restricted stock unit represents a right to receive one share of the Issuer's common stock upon vesting. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant, as listed in the table, and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each 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.
Coupa Software Inc
Report date February 28, 2023 · Filed February 28, 2023
Section 16 reporting ended · disclosed 2023-02-28. 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 2023-02-28 transaction · row 1
1 source rowRow 1 · 2023-02-28 · Disposition to issuer · Disposed 2,444 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2023-02-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-02-28 · Disposition to issuer · Disposed 11,314 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). F2: Held by Frank van Veenendaal 2016 Grantor Retained Annuity Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2023-02-28 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-02-28 · Disposition to issuer · Disposed 11,314 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). F3: Held by Leslie van Veenendaal 2016 Grantor Retained Annuity Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2023-02-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-02-28 · Disposition to issuer · Disposed 76,893 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). F4: Held by van Veenendaal Revocable Trust. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-28 · Disposition to issuer · Disposed 2,470 · Balance 0 F5: Restricted stock units ("RSUs") represent a contingent right to receive one share of Common Stock for each RSU. F6: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was unexpired and unsettled as of immediately prior to the Effective Time was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration").
F2: Held by Frank van Veenendaal 2016 Grantor Retained Annuity Trust.
F3: Held by Leslie van Veenendaal 2016 Grantor Retained Annuity Trust.
F4: Held by van Veenendaal Revocable Trust.
F5: Restricted stock units ("RSUs") represent a contingent right to receive one share of Common Stock for each RSU.
F6: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was unexpired and unsettled as of immediately prior to the Effective Time was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, multiplied by 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 |
|---|---|---|---|---|---|---|
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 353 | $49.09 | $17,328.77 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 8 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,629 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 147 | $49.10 | $7,217.70 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 7 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,982 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 50 | $49.05 | $2,452.50 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 6 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,129 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 850 | $49.07 | $41,709.50 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 5 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,179 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $49.04 | $29,424.00 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 4 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,029 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $49.01 | $29,406.00 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 3 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,629 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $49.02 | $14,706.00 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 2 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,229 Read SEC document |
| September 25, 2007 Filed Sep 26, 2007 00:41 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 8,000 | $14.39 | $115,120.00 |
DisclosureSEC source: 0001219119-07-000517 · edgardoc.xml · nonDerivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,529 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 28, 2007 Filed Aug 29, 2007 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Disposition to issuerCommon Stock | 130 | $40.00 | $5,199.91 |
DisclosureSEC source: 0001219119-07-000454 · edgardoc.xml · nonDerivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,529 Read SEC document |
| August 23, 2007 Filed Aug 28, 2007 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000448 · edgardoc.xml · derivative · entry 4 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,015 Underlying: Common Stock · 365 shares Expires 2011-05-23 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| August 23, 2007 Filed Aug 28, 2007 01:54 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000448 · edgardoc.xml · nonDerivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,659 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 31, 2007 Filed Jun 2, 2007 01:02 UTC | Salesforce, Inc. CRM · Entity 2842 | Disposition to issuerCommon Stock | 499 | $48.97 | $24,436.03 |
DisclosureSEC source: 0001219119-07-000284 · edgardoc.xml · nonDerivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,294 Read SEC document |
| May 23, 2007 Filed May 26, 2007 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000267 · edgardoc.xml · derivative · entry 4 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,380 Underlying: Common Stock · 1,460 shares Expires 2011-05-23 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. F3 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. F3 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| May 23, 2007 Filed May 26, 2007 00:43 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000267 · edgardoc.xml · nonDerivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,793 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 |
| February 27, 2007 Filed Mar 2, 2007 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 3,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000112 · edgardoc.xml · derivative · entry 1 van Veenendaal Frank · CIK 0001386395 · President, WW Corp Sales&Serv. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common Stock · 3,333 shares Expires 2012-02-27 F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting 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.