Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NEW RELIC, INC.NEWR · Entity 108347 | President | April 03, 2017 | April 03, 2017 |
| Salesforce, Inc.CRM · Entity 2842 | Pres, Global Sales and Ops | November 27, 2013 | December 02, 2013 |
| Toast, Inc.TOST · Entity 3272 | Director | June 12, 2026 | June 16, 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.
NEW RELIC, INC.
Report date April 03, 2017 · Filed April 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,460 |
Ending reported balance
After 2017-04-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-04-03 · Exercise / conversion · Acquired 115 · Balance 2,575 Row 2 · 2017-04-03 · Sale · Disposed 115 · Balance 2,460 F1: Shares sold pursuant to a 10b5-1 plan. |
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.86 · Expires 2026-05-15 | Direct | 25,078 |
Reported balance
After 2017-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-04-03 · Exercise / conversion · Disposed 115 · Balance 25,078 F3: Not applicable. F2: The Stock Option Grant will vest in equal monthly installments from April 1, 2016 (the "Vesting Start Date") until the fourth anniversary of the Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a 10b5-1 plan.
F2: The Stock Option Grant will vest in equal monthly installments from April 1, 2016 (the "Vesting Start Date") until the fourth anniversary of the Vesting Start Date, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date.
F3: Not applicable.
Salesforce, Inc.
Report date November 27, 2013 · Filed December 02, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,152 |
Ending reported balance
After 2013-11-29 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2013-11-27 · Exercise / conversion · Acquired 4,000 · Balance 91,152 Row 2 · 2013-11-28 · Exercise / conversion · Acquired 228 · Balance 91,380 Row 3 · 2013-11-29 · Sale · Disposed 4,228 · Balance 87,152 Row 4 · 2013-11-29 · Exercise / conversion · Acquired 3,334 · Balance 90,486 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 5 · 2013-11-29 · Exercise / conversion · Acquired 45,200 · Balance 135,686 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 6 · 2013-11-29 · Exercise / conversion · Acquired 801 · Balance 136,487 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 7 · 2013-11-29 · Exercise / conversion · Acquired 3,333 · Balance 139,820 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 8 · 2013-11-29 · Exercise / conversion · Acquired 1,334 · Balance 141,154 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 9 · 2013-11-29 · Sale · Disposed 54,002 · Balance 87,152 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.26 to $51.94 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 2017-11-27 | Direct | 12,000 |
Reported balance
After 2013-11-27 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2013-11-27 · Exercise / conversion · Disposed 4,000 · Balance 12,000 F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-02-28 | Direct | 2,060 |
Reported balance
After 2013-11-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2013-11-28 · Exercise / conversion · Disposed 228 · Balance 2,060 F3: 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. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.06 · Expires 2016-11-22 | Direct | 80,000 |
Reported balance
After 2013-11-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2013-11-29 · Exercise / conversion · Disposed 3,334 · Balance 80,000 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, 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 $39.09 · Expires 2017-11-27 | Direct | 135,600 |
Reported balance
After 2013-11-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2013-11-29 · Exercise / conversion · Disposed 45,200 · Balance 135,600 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, 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 $35.87 · Expires 2017-02-28 | Direct | 21,631 |
Reported balance
After 2013-11-29 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2013-11-29 · Exercise / conversion · Disposed 801 · Balance 21,631 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, 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 $22.98 · Expires 2015-06-22 | Direct | 23,334 |
Reported balance
After 2013-11-29 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2013-11-29 · Exercise / conversion · Disposed 3,333 · Balance 23,334 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, 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 $35.63 · Expires 2015-11-23 | Direct | 16,000 |
Reported balance
After 2013-11-29 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2013-11-29 · Exercise / conversion · Disposed 1,334 · Balance 16,000 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, with the balance vesting in equal monthly installments over the remaining 36 months. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan.
F2: The price reported in Table I, Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.26 to $51.94 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.
F3: 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.
F4: Option is exercisable and vests over four years at the rate of 25% of the total shares granted on the first anniversary of the holder's date of grant, as listed in the table, 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 | 48,147 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Exercise / conversion · Acquired 5,256 · Balance 48,147 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Tableau Software Inc
Report date August 01, 2019 · Filed August 01, 2019
Section 16 reporting ended · disclosed 2019-08-01. 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 2019-08-01 transaction · row 1
1 source rowRow 1 · 2019-08-01 · Other · Disposed 5,549 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 9, 2019 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Sausalito Acquisition Corp. and the Issuer, each share of Class A common stock, par value $0.0001 per share, was tendered in exchange for 1.103 shares of Salesforce common stock, par value $0.001 per share ("Salesforce common stock"), together with cash in lieu of any fractional shares of Salesforce common stock (the "Transaction Consideration"). Upon consummation of the exchange offer, the Reporting Person received Transaction Consideration of 6,120 shares of Salesforce common stock and $86.32 in lieu of any fractional shares of Salesforce common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-01 · Disposition to issuer · Disposed 5,236 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time of the merger, each of these unvested restricted stock units vested automatically in accordance with their existing terms and were cancelled and automatically converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. Each of these vested restricted stock units converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of June 9, 2019 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Sausalito Acquisition Corp. and the Issuer, each share of Class A common stock, par value $0.0001 per share, was tendered in exchange for 1.103 shares of Salesforce common stock, par value $0.001 per share ("Salesforce common stock"), together with cash in lieu of any fractional shares of Salesforce common stock (the "Transaction Consideration"). Upon consummation of the exchange offer, the Reporting Person received Transaction Consideration of 6,120 shares of Salesforce common stock and $86.32 in lieu of any fractional shares of Salesforce common stock.
F2: Pursuant to the Merger Agreement, at the effective time of the merger, each of these unvested restricted stock units vested automatically in accordance with their existing terms and were cancelled and automatically converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. Each of these vested restricted stock units converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards.
F3: Not applicable.
Zendesk, Inc.
Report date November 22, 2022 · Filed November 25, 2022
Section 16 reporting ended · disclosed 2022-11-25. 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 2022-11-22 transaction · row 1
1 source rowRow 1 · 2022-11-22 · Disposition to issuer · Disposed 14,937 · Balance 0 F1: The shares of Company common stock were disposed of pursuant to the Agreement and Plan of Merger, dated as of June 24, 2022 (the "Merger Agreement"), by and among the Company, Zoro BidCo, Inc., a Delaware corporation, and Zoro Merger Sub, Inc., a Delaware corporation, whereby at the effective time of the merger contemplated therein (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions as provided in the Merger Agreement, was converted into the right to receive $77.50 in cash, without interest (the "Merger Consideration"), subject to any required tax withholding as provided in the Merger Agreement. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2029-08-17 | Direct | 0 |
Reported balance
After 2022-11-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-11-22 · Disposition to issuer · Disposed 2,988 · Balance 0 F2: At the Effective Time, each restricted stock unit award was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive a cash payment equal to the product of (x) the number of shares of Company Common Stock subject to such award as of immediately prior to the Effective Time multiplied by (y) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Company common stock were disposed of pursuant to the Agreement and Plan of Merger, dated as of June 24, 2022 (the "Merger Agreement"), by and among the Company, Zoro BidCo, Inc., a Delaware corporation, and Zoro Merger Sub, Inc., a Delaware corporation, whereby at the effective time of the merger contemplated therein (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions as provided in the Merger Agreement, was converted into the right to receive $77.50 in cash, without interest (the "Merger Consideration"), subject to any required tax withholding as provided in the Merger Agreement.
F2: At the Effective Time, each restricted stock unit award was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive a cash payment equal to the product of (x) the number of shares of Company Common Stock subject to such award as of immediately prior to the Effective Time multiplied by (y) 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 |
|---|---|---|---|---|---|---|
| June 12, 2026 Filed Jun 16, 2026 20:36 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 8,888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000135 · wk-form4_1781642170.xml · derivative · entry 3 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,888 Underlying: Class A Common Stock · 8,888 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4 · derivative.exercise_date: 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 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:36 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 5,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000135 · wk-form4_1781642170.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 12, 2026. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:36 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000135 · wk-form4_1781642170.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,147 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:35 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000237 · wk-form4_1750192509.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000215 · wk-form4_1749588451.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 9,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000215 · wk-form4_1749588451.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,891 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 21:36 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,432 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000399 · wk-form4_1733261799.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,432 shares Expires not disclosed 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs are fully vested. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 21:36 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000399 · wk-form4_1733261799.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,179 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:38 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000215 · wk-form4_1718051931.xml · derivative · entry 3 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000215 · wk-form4_1718051931.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,593 shares Expires not disclosed 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2024. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000215 · wk-form4_1718051931.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,747 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 23:09 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000375 · wk-form4_1701472155.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,432 Underlying: Class A Common Stock · 3,431 shares Expires not disclosed 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in three equal annual installments beginning November 30, 2022. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 23:09 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000375 · wk-form4_1701472155.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,154 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:27 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000226 · wk-form4_1686601651.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,593 Underlying: Class A Common Stock · 11,593 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 8, 2024 and 2) the next annual meeting of the Issuer?s stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000199 · wk-form4_1685997082.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,292 shares Expires not disclosed 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 2, 2023. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000199 · wk-form4_1685997082.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,723 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 22:33 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000146 · wf-form4_166993399594001.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,863 Underlying: Class A Common Stock · 3,431 shares Expires not disclosed 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in three equal annual installments beginning November 30, 2022. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 22:33 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-22-000146 · wf-form4_166993399594001.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,431 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 20:37 UTC | Zendesk, Inc. ZEN · Entity 122051 | Disposition to issuerRestricted Stock Unit · Derivative | 2,988 | $77.50 | $231,570.00 |
DisclosureSEC source: 0001463172-22-000353 · wf-form4_166942664668047.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,988 shares Expires 2029-08-17 F2 · derivative.exercise_price: At the Effective Time, each restricted stock unit award was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive a cash payment equal to the product of (x) the number of shares of Company Common Stock subject to such award as of immediately prior to the Effective Time multiplied by (y) the Merger Consideration. F2 · derivative.exercise_date: At the Effective Time, each restricted stock unit award was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive a cash payment equal to the product of (x) the number of shares of Company Common Stock subject to such award as of immediately prior to the Effective Time multiplied by (y) the Merger Consideration. F2 · derivative.underlying_shares: At the Effective Time, each restricted stock unit award was canceled and converted, in accordance with the terms of the Merger Agreement, into the right to receive a cash payment equal to the product of (x) the number of shares of Company Common Stock subject to such award as of immediately prior to the Effective Time multiplied by (y) the Merger Consideration. Read SEC document |
| November 22, 2022 Filed Nov 25, 2022 20:37 UTC | Zendesk, Inc. ZEN · Entity 122051 | Disposition to issuerCommon Stock | 14,937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-22-000353 · wf-form4_166942664668047.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The shares of Company common stock were disposed of pursuant to the Agreement and Plan of Merger, dated as of June 24, 2022 (the "Merger Agreement"), by and among the Company, Zoro BidCo, Inc., a Delaware corporation, and Zoro Merger Sub, Inc., a Delaware corporation, whereby at the effective time of the merger contemplated therein (the "Effective Time"), each share of Company common stock issued and outstanding immediately prior to the Effective Time, subject to certain exceptions as provided in the Merger Agreement, was converted into the right to receive $77.50 in cash, without interest (the "Merger Consideration"), subject to any required tax withholding as provided in the Merger Agreement. Read SEC document |
| August 17, 2022 Filed Aug 19, 2022 20:40 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 2,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-22-000280 · wf-form4_166095602123681.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,988 Underlying: Common Stock · 2,988 shares Expires 2029-08-17 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on August 17, 2023, subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:19 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-22-000248 · wf-form4_166078556760801.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,937 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:44 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000045 · wf-form4_165428906078462.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,292 Underlying: Class A Common Stock · 11,292 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on June 2, 2023. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:24 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-22-000169 · wf-form4_165309262708995.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,396 shares Expires 2028-05-18 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 into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 18, 2022 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:24 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 1,396 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-22-000169 · wf-form4_165309262708995.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,761 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 16, 2022 Filed May 17, 2022 19:43 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-22-000143 · wf-form4_165283096865102.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,365 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 18:50 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-22-000043 · wf-form4_164514177984409.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,254 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:07 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 10,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000038 · wf-form4_163968884984753.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,294 Underlying: Class A Common Stock · 10,294 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in three equal annual installments beginning on November 30, 2022. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-21-000415 · wf-form4_163719859517894.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,122 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 19:38 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 96 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-21-000343 · wf-form4_162924351149328.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,007 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 19, 2021 Filed May 21, 2021 18:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-21-000233 · wf-form4_162163653522627.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,769 shares Expires 2027-05-19 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 into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 19, 2021 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 19, 2021 Filed May 21, 2021 18:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,769 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-21-000233 · wf-form4_162163653522627.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,911 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 18, 2021 Filed Jun 3, 2021 21:36 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 1,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-21-000267 · wf-form4_162277056912122.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396 Underlying: Common Stock · 1,396 shares Expires 2028-05-18 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 18, 2022 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:33 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-21-000216 · wf-form4_162138801654424.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,142 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 19:39 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 71 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-21-000075 · wf-form4_161360877478436.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,050 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 18:48 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000432 · wf-form4_160565688873050.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,979 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 16:56 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000333 · wf-form4_159778418617621.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,886 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 16:41 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-20-000231 · wf-form4_159104404809007.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,332 shares Expires 2026-05-29 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 into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 29, 2020 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 16:41 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000231 · wf-form4_159104404809007.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,770 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 19, 2020 Filed May 20, 2020 18:05 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-20-000215 · wf-form4_159001231484378.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,769 Underlying: Common Stock · 2,769 shares Expires 2027-05-19 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 19, 2021 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 15, 2020 Filed May 18, 2020 19:04 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 149 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000177 · wf-form4_158984302694230.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,438 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 17:04 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-20-000084 · wf-form4_158214985266046.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,289 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 16:43 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000455 · wf-form4_157411339607294.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 21:17 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantCommon Stock | 121 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000352 · wf-form4_156600462926647.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,013 F1 · shares: Pursuant to the Issuer's Amended and Restated Non-Employee Director Compensation Policy, the Reporting Person has elected to receive fully-vested restricted stock units in lieu of the retainer fees payable for services on the Issuer's Board of Directors and any committees thereof. The number of shares of common stock issuable pursuant to the restricted stock units represents the quotient of (i) one-quarter of all applicable annual retainer fees divided by (ii) the average closing price of the Issuer's common stock over the 30 trading days prior to the date of grant. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 01, 2019 Filed Aug 1, 2019 17:40 UTC | Tableau Software Inc DATA · Entity 155718 | Disposition to issuerRestricted Stock Units · Derivative | 5,236 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044072 · doc4.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock · 5,236 shares Expires not disclosed F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the merger, each of these unvested restricted stock units vested automatically in accordance with their existing terms and were cancelled and automatically converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. Each of these vested restricted stock units converted into the right to receive the Transaction Consideration in respect of each share of Class A common stock underlying such awards. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| August 01, 2019 Filed Aug 1, 2019 17:40 UTC | Tableau Software Inc DATA · Entity 155718 | OtherClass A common stock | 5,549 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-044072 · doc4.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of June 9, 2019 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Sausalito Acquisition Corp. and the Issuer, each share of Class A common stock, par value $0.0001 per share, was tendered in exchange for 1.103 shares of Salesforce common stock, par value $0.001 per share ("Salesforce common stock"), together with cash in lieu of any fractional shares of Salesforce common stock (the "Transaction Consideration"). Upon consummation of the exchange offer, the Reporting Person received Transaction Consideration of 6,120 shares of Salesforce common stock and $86.32 in lieu of any fractional shares of Salesforce common stock. Read SEC document |
| May 29, 2019 Filed May 31, 2019 17:00 UTC | Zendesk, Inc. ZEN · Entity 122051 | GrantRestricted Stock Unit · Derivative | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000238 · wf-form4_155933641183969.xml · derivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,332 Underlying: Common Stock · 2,332 shares Expires 2026-05-29 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units grant fully vests on May 29, 2020 subject to the Reporting Person's continuous service to the Issuer through such date. Unvested units are subject to acceleration upon the occurrence of certain events. Read SEC document |
| May 22, 2019 Filed May 23, 2019 18:07 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 3,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000213 · wf-form4_155864925663153.xml · derivative · entry 2 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,887 shares Expires 2025-05-22 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 into common stock on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Stock Units grant fully vested on May 22, 2019. Read SEC document |
| May 22, 2019 Filed May 23, 2019 18:07 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 3,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000213 · wf-form4_155864925663153.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,892 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 21, 2019 Filed May 23, 2019 17:35 UTC | Tableau Software Inc DATA · Entity 155718 | GrantClass A Common Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001530 · form.xml · nonDerivative · entry 1 Koplow Hilarie A. · CIK 0001517131 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,785 F1 · shares: Represents the grant of restricted stock units that vest quarterly over one year. 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.