Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Okta, Inc.OKTA · Entity 3154 | Director | August 13, 2026 | August 17, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | EVP, Legal | May 27, 2011 | June 01, 2011 |
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.
Okta, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 5,654 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Exercise / conversion · Acquired 1,942 · Balance 5,654 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,884 |
Reported balance
After 2026-08-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-13 · Exercise / conversion · Disposed 1,942 · Balance 3,884 F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock. F2: 33-1/3% of the shares underlying the RSU vested on August 13, 2026, and the remaining shares underlying the RSU shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.
F2: 33-1/3% of the shares underlying the RSU vested on August 13, 2026, and the remaining shares underlying the RSU shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.
Salesforce, Inc.
Report date May 27, 2011 · Filed June 01, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,048 |
Ending reported balance
After 2011-05-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2011-05-27 · Exercise / conversion · Acquired 182 · Balance 6,116 Row 2 · 2011-05-31 · Sale · Disposed 68 · Balance 6,048 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-11-27 | Direct | 365 |
Reported balance
After 2011-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2011-05-27 · Exercise / conversion · Disposed 182 · Balance 365 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Slack Technologies, Inc.
Report date July 21, 2021 · Filed July 21, 2021
Section 16 reporting ended · disclosed 2021-07-21. 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 2021-07-21 transaction · row 1
1 source rowRow 1 · 2021-07-21 · Other · Disposed 328,293 · Balance 0 F1: Includes 30,919 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. Pursuant to the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, at the effective time of the merger (the "Effective Time"), each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the "option/RSU conversion ratio" as defined in the definitive proxy statement filed by the Issuer with the SEC on January 29, 2021. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time. F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-21 · Disposition to issuer · Disposed 37,500 · Balance 0 F3: This RSU represents the right to receive shares of Class B Common Stock. F4: Pursuant to the Merger Agreement, at the Effective Time, each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time. F5: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-21 · Disposition to issuer · Disposed 43,750 · Balance 0 F3: This RSU represents the right to receive shares of Class B Common Stock. F4: Pursuant to the Merger Agreement, at the Effective Time, each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time. F5: Not applicable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.56 · Expires 2029-02-26 | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-21 · Disposition to issuer · Disposed 84,000 · Balance 0 F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was assumed and converted into an option to purchase the number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio, with an exercise price determined by dividing (i) the exercise price of the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted option will otherwise be subject to the same terms and conditions as were applicable to the Issuer option prior to the Effective Time. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.31 · Expires 2030-04-05 | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-07-21 · Disposition to issuer · Disposed 103,122 · Balance 0 F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was assumed and converted into an option to purchase the number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio, with an exercise price determined by dividing (i) the exercise price of the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted option will otherwise be subject to the same terms and conditions as were applicable to the Issuer option prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 30,919 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. Pursuant to the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, at the effective time of the merger (the "Effective Time"), each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the "option/RSU conversion ratio" as defined in the definitive proxy statement filed by the Issuer with the SEC on January 29, 2021. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time.
F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock.
F3: This RSU represents the right to receive shares of Class B Common Stock.
F4: Pursuant to the Merger Agreement, at the Effective Time, each of the Issuer's RSUs were assumed and converted into an RSU with respect to a number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer RSU immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted RSU will otherwise be subject to the same terms and conditions as were applicable to the Issuer RSU prior to the Effective Time.
F5: Not applicable.
F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding option was assumed and converted into an option to purchase the number of shares of Salesforce common stock (rounded down to the nearest whole share) determined by multiplying (i) the number of shares of common stock subject to the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio, with an exercise price determined by dividing (i) the exercise price of the Issuer option immediately prior to the Effective Time by (ii) the option/RSU conversion ratio. The converted option will otherwise be subject to the same terms and conditions as were applicable to the Issuer option prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 900 | $32.39 | $29,151.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 14 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,282 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $32.37 | $19,422.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 13 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,182 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,800 | $32.36 | $252,408.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 12 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,782 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,500 | $32.36 | $113,242.50 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 11 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,582 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,100 | $32.35 | $35,585.11 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 10 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,082 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,500 | $32.35 | $113,225.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 9 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,182 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $32.34 | $19,404.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 8 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,682 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,400 | $32.33 | $77,592.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 7 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,282 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,200 | $32.32 | $38,784.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 6 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,682 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,937 | $32.31 | $191,824.47 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 5 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,882 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,200 | $32.30 | $71,060.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 4 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,819 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $32.29 | $6,458.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,019 Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 23,437 | $22.64 | $530,613.68 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,219 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2009 Filed Mar 11, 2009 21:59 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $13.73 | $68,650.00 |
DisclosureSEC source: 0001127602-09-006765 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,782 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2009 Filed Mar 3, 2009 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 82 | $27.09 | $2,221.08 |
DisclosureSEC source: 0001127602-09-005596 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574 Read SEC document |
| March 02, 2009 Filed Mar 3, 2009 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 157 | $28.00 | $4,396.00 |
DisclosureSEC source: 0001127602-09-005673 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,782 Read SEC document |
| February 28, 2009 Filed Mar 3, 2009 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005673 · form4.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,555 Underlying: Common Stock · 365 shares Expires 2011-11-28 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_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 |
| February 28, 2009 Filed Mar 3, 2009 23:08 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005673 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,939 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, 2009 Filed Feb 28, 2009 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 259 | $27.78 | $7,195.85 |
DisclosureSEC source: 0001127602-09-005223 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,474 Read SEC document |
| February 27, 2009 Filed Mar 3, 2009 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 182 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005596 · form4.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,005 Underlying: Common Stock · 182 shares Expires 2012-11-27 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_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 |
| February 27, 2009 Filed Mar 3, 2009 22:05 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005596 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,656 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 26, 2009 Filed Feb 28, 2009 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005223 · form4.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 Underlying: Common Stock · 584 shares Expires 2013-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_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 |
| February 26, 2009 Filed Feb 28, 2009 01:28 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-005223 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,733 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 |
| December 01, 2008 Filed Dec 3, 2008 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 142 | $26.56 | $3,772.05 |
DisclosureSEC source: 0001127602-08-010563 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149 Read SEC document |
| December 01, 2008 Filed Dec 3, 2008 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 285 | $26.56 | $7,570.17 |
DisclosureSEC source: 0001127602-08-010563 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291 Read SEC document |
| November 28, 2008 Filed Dec 2, 2008 02:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010336 · form4.xml · derivative · entry 4 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285 Underlying: Common Stock · 365 shares Expires 2011-11-28 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_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 |
| November 28, 2008 Filed Dec 2, 2008 02:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010336 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576 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 |
| November 27, 2008 Filed Dec 2, 2008 02:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 730 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010336 · form4.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock · 730 shares Expires 2012-11-27 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_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 |
| November 27, 2008 Filed Dec 2, 2008 02:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010336 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,211 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 |
| November 25, 2008 Filed Nov 27, 2008 00:05 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,917 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-010241 · form4.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,917 Underlying: Common Stock · 2,917 shares Expires 2013-11-25 F2 · 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 |
| November 25, 2008 Filed Nov 27, 2008 00:05 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 16,250 | $0.00 Strike: $25.97 | $0.00 |
DisclosureSEC source: 0001127602-08-010241 · form4.xml · derivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 Underlying: Common Stock · 16,250 shares Expires 2013-11-25 F1 · derivative.exercise_date: 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. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $13.73 | $0.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · derivative · entry 21 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 10,000 shares Expires 2015-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,600 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · derivative · entry 20 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,600 shares Expires 2014-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · derivative · entry 19 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2014-03-19 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. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · derivative · entry 18 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2014-03-19 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. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $55.05 | $11,010.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 17 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $55.03 | $11,005.20 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 16 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,681 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $55.02 | $11,004.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 15 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,881 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $55.01 | $5,501.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 14 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $55.00 | $5,500.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 13 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $54.99 | $10,998.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 12 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,000 | $54.98 | $54,980.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 11 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,481 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,000 | $54.97 | $109,940.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 10 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,300 | $54.96 | $71,448.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 9 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,481 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $54.95 | $16,485.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 8 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,781 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,500 | $54.94 | $82,410.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 7 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,081 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 8,200 | $54.93 | $450,426.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 6 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,581 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $54.89 | $126,247.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 5 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,781 Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $13.73 | $137,300.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 4 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,600 | $8.00 | $20,800.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.