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 |
|---|---|---|---|---|---|---|
| September 16, 2008 Filed Sep 17, 2008 20:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,500 | $8.00 | $20,000.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,481 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 | 2,500 | $8.00 | $20,000.00 |
DisclosureSEC source: 0001127602-08-007053 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2008 Filed Aug 29, 2008 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-08-006494 · form4.xml · derivative · entry 3 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 |
| August 29, 2008 Filed Aug 29, 2008 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 134 | $56.48 | $7,568.57 |
DisclosureSEC source: 0001127602-08-006494 · form4.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481 Read SEC document |
| August 29, 2008 Filed Aug 29, 2008 23:22 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.37 |
DisclosureSEC source: 0001127602-08-006494 · form4.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,615 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 29, 2008 Filed May 29, 2008 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Disposition to issuerCommon Stock | 133 | $69.39 | $9,228.96 |
DisclosureSEC source: 0001429396-08-000100 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| May 28, 2008 Filed May 29, 2008 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.37 |
DisclosureSEC source: 0001429396-08-000100 · edgardoc.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 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 |
| May 28, 2008 Filed May 29, 2008 23:51 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.37 |
DisclosureSEC source: 0001429396-08-000100 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 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 29, 2008 Filed Mar 1, 2008 00:07 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 158 | $60.90 | $9,622.20 |
DisclosureSEC source: 0001219119-08-000126 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018 Read SEC document |
| February 28, 2008 Filed Mar 1, 2008 00:07 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-08-000126 · edgardoc.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,015 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, 2008 Filed Mar 1, 2008 00:07 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 365 | $0.00 | $0.37 |
DisclosureSEC source: 0001219119-08-000126 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176 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, 2008 Filed Feb 27, 2008 02:52 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-08-000100 · edgardoc.xml · derivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,333 Underlying: Common Stock · 2,333 shares Expires 2013-02-26 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 |
| February 26, 2008 Filed Feb 27, 2008 02:52 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 13,000 | $0.00 Strike: $52.76 | $0.00 |
DisclosureSEC source: 0001219119-08-000100 · edgardoc.xml · derivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 13,000 shares Expires 2013-02-26 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 |
| December 20, 2007 Filed Dec 21, 2007 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000709 · edgardoc.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 10,000 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 |
| December 20, 2007 Filed Dec 21, 2007 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $63.30 | $633,002.00 |
DisclosureSEC source: 0001219119-07-000709 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811 Read SEC document |
| December 20, 2007 Filed Dec 21, 2007 01:35 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $8.00 | $80,000.00 |
DisclosureSEC source: 0001219119-07-000709 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,811 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 03, 2007 Filed Dec 4, 2007 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Tax withholdingCommon Stock | 649 | $56.08 | $36,394.49 |
DisclosureSEC source: 0001219119-07-000671 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811 Read SEC document |
| November 28, 2007 Filed Dec 4, 2007 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionRestricted Stock Units · Derivative | 1,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000671 · edgardoc.xml · derivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,380 Underlying: Common Stock · 1,460 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_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. 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. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Restricted stock units vest over four years, with 25% of the units vesting on the first anniversary of the holder's date of grant and the balance vesting in equal quarterly installments over the remaining 36 months. Vested amounts will be settled and delivered to the holder on each vesting date. Read SEC document |
| November 28, 2007 Filed Dec 4, 2007 01:25 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000671 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,460 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, 2007 Filed Nov 29, 2007 01:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 2,917 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000658 · edgardoc.xml · derivative · entry 2 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 2012-11-27 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 27, 2007 Filed Nov 29, 2007 01:45 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 16,250 | $0.00 Strike: $52.48 | $0.00 |
DisclosureSEC source: 0001219119-07-000658 · edgardoc.xml · derivative · entry 1 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 2012-11-27 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 |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · derivative · entry 6 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 10,000 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. F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $40.76 | $8,152.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · nonDerivative · entry 5 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $40.75 | $20,375.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · nonDerivative · entry 4 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $40.73 | $93,679.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · nonDerivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 7,000 | $40.72 | $285,040.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| June 22, 2007 Filed Jun 25, 2007 16:36 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 10,000 | $8.00 | $80,000.00 |
DisclosureSEC source: 0001219119-07-000325 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · derivative · entry 14 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 15,000 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. F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 700 | $48.95 | $34,265.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 13 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $48.92 | $14,676.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 12 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $48.91 | $24,455.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 11 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 4,700 | $48.90 | $229,830.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 10 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $48.89 | $19,556.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 9 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $48.88 | $29,328.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 8 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $48.87 | $4,887.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 7 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 600 | $48.86 | $29,316.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 6 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,700 | $48.84 | $83,028.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 5 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $48.83 | $4,883.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 4 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,600 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $48.82 | $112,286.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 3 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 3,000 | $48.96 | $146,880.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 2 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 30, 2007 Filed May 31, 2007 01:33 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 15,000 | $8.00 | $120,000.00 |
DisclosureSEC source: 0001219119-07-000281 · edgardoc.xml · nonDerivative · entry 1 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 13,125 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.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 · 13,125 shares Expires 2012-08-16 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 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $43.43 | $4,343.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 18 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 800 | $43.40 | $34,720.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 17 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $43.41 | $8,682.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 16 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,100 | $43.25 | $220,575.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 15 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $43.26 | $8,652.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 14 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $43.28 | $99,544.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 13 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 700 | $43.31 | $30,317.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 12 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,700 Read SEC document |
| February 28, 2007 Filed Mar 3, 2007 02:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 700 | $43.32 | $30,324.00 |
DisclosureSEC source: 0001219119-07-000118 · edgardoc.xml · nonDerivative · entry 11 Schellhase David · CIK 0001294735 · SVP General Counsel/Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 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.