Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSTRUCTURE INCINST · Entity 150326 | Director | May 23, 2018 | May 25, 2018 |
| Salesforce, Inc.CRM · Entity 2842 | President, WW Sales | March 10, 2010 | March 10, 2010 |
| Yext, Inc.YEXT · Entity 5265 | President & CRO | September 28, 2020 | September 29, 2020 |
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.
INSTRUCTURE INC
Report date May 23, 2018 · Filed May 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,433 |
Reported balance
After 2018-05-23 transaction · row 1
1 source rowRow 1 · 2018-05-23 · Exercise / conversion · Acquired 6,623 · Balance 10,433 F1: The restricted stock units (the "RSU") convert into Issuer's Common Stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-05-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-23 · Exercise / conversion · Disposed 6,623 · Balance 0 F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. F3: On October 26, 2016, the Reporting Person was granted an RSU for 10,433 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 3,810 vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2016, which vesting date was May 24, 2017, and (ii) 6,623 on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2016, which vesting date was May 23, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units (the "RSU") convert into Issuer's Common Stock on a one-for-one basis.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
F3: On October 26, 2016, the Reporting Person was granted an RSU for 10,433 shares of the Issuer's Common Stock, vesting annually for so long as the Reporting Person provides continuous service to the Issuer with (i) 3,810 vesting on the last market trading day immediately prior to Issuer's first annual stockholder meeting held after May 25, 2016, which vesting date was May 24, 2017, and (ii) 6,623 on the last market trading day immediately prior to Issuer's second annual stockholder meeting held after May 25, 2016, which vesting date was May 23, 2018.
Salesforce, Inc.
Report date March 10, 2010 · Filed March 10, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,612 |
Ending reported balance
After 2010-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2010-03-10 · Exercise / conversion · Acquired 10,000 · Balance 16,612 Row 2 · 2010-03-10 · Sale · Disposed 10,000 · Balance 6,612 |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.89 · Expires 2014-09-02 | Direct | 173,100 |
Reported balance
After 2010-03-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2010-03-10 · Exercise / conversion · Disposed 10,000 · Balance 173,100 F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,500 |
Reported balance
Holding disclosure · report date 2010-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,500 F1: Represents shares held in trust for a family member. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held in trust for a family member.
F2: 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.
Yext, Inc.
Report date September 28, 2020 · Filed September 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,966 |
Reported balance
After 2020-09-28 transaction · row 1
1 source rowRow 1 · 2020-09-28 · Sale · Disposed 4,536 · Balance 7,966 F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person. F2: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.4100 to $15.6800, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person.
F2: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $15.4100 to $15.6800, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IntraLinks Holdings, Inc.
Report date January 19, 2017 · Filed January 19, 2017
Section 16 reporting ended · disclosed 2017-01-19. 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 2017-01-19 transaction · row 1
1 source rowRow 1 · 2017-01-19 · Other · Disposed 24,557 · Balance 0 F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the closing, on January 19, 2017, of a cash tender offer by GL Merger Sub, Inc., a wholly owned subsidiary of Synchronoss Technologies, Inc.
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 |
|---|---|---|---|---|---|---|
| December 06, 2005 Filed Dec 8, 2005 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 40,000 | $32.00 | $1,280,000.00 |
DisclosureSEC source: 0001305763-05-000362 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| December 06, 2005 Filed Dec 8, 2005 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 60,000 | $1.10 | $66,000.00 |
DisclosureSEC source: 0001305763-05-000362 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 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 |
| November 22, 2005 Filed Nov 23, 2005 23:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000333 · edgardoc.xml · derivative · entry 4 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,100 Underlying: Common Stock · 20,000 shares Expires 2012-10-07 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 |
| November 22, 2005 Filed Nov 23, 2005 23:09 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $30.00 | $600,000.00 |
DisclosureSEC source: 0001305763-05-000333 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 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 |
| November 22, 2005 Filed Nov 23, 2005 23:09 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 20,000 | $1.10 | $22,000.00 |
DisclosureSEC source: 0001305763-05-000333 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| November 17, 2005 Filed Nov 19, 2005 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000324 · edgardoc.xml · derivative · entry 4 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,100 Underlying: Common Stock · 20,000 shares Expires 2012-10-07 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 |
| November 17, 2005 Filed Nov 19, 2005 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $29.00 | $580,000.00 |
DisclosureSEC source: 0001305763-05-000324 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 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 |
| November 17, 2005 Filed Nov 19, 2005 00:15 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 20,000 | $1.10 | $22,000.00 |
DisclosureSEC source: 0001305763-05-000324 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| November 14, 2005 Filed Nov 16, 2005 00:30 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000317 · edgardoc.xml · derivative · entry 4 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,100 Underlying: Common Stock · 20,000 shares Expires 2012-10-07 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 |
| November 14, 2005 Filed Nov 16, 2005 00:30 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $28.00 | $560,000.00 |
DisclosureSEC source: 0001305763-05-000317 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 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 |
| November 14, 2005 Filed Nov 16, 2005 00:30 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 20,000 | $1.10 | $22,000.00 |
DisclosureSEC source: 0001305763-05-000317 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| November 02, 2005 Filed Nov 3, 2005 23:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001322717-05-000050 · edgardoc.xml · derivative · entry 5 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,100 Underlying: Common Stock · 40,000 shares Expires 2012-10-07 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 |
| November 02, 2005 Filed Nov 3, 2005 23:38 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $27.00 | $540,000.00 |
DisclosureSEC source: 0001322717-05-000050 · edgardoc.xml · nonDerivative · entry 3 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 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 |
| November 02, 2005 Filed Nov 3, 2005 23:38 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $26.00 | $520,000.00 |
DisclosureSEC source: 0001322717-05-000050 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| November 02, 2005 Filed Nov 3, 2005 23:38 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 40,000 | $1.10 | $44,000.00 |
DisclosureSEC source: 0001322717-05-000050 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales & Distrib. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 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 |
| October 24, 2005 Filed Oct 24, 2005 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,019 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000290 · edgardoc.xml · derivative · entry 4 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799,100 Underlying: Common Stock · 5,019 shares Expires 2012-10-07 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. F3 · balance_after: This option exercise is a partial exercise of Mr. Steele's option to purchase 804,119 shares of Common Stock, as reported on his Form 3 filed on June 22, 2004. Read SEC document |
| October 24, 2005 Filed Oct 24, 2005 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 14,981 | $25.00 | $374,525.00 |
DisclosureSEC source: 0001305763-05-000290 · edgardoc.xml · nonDerivative · entry 3 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 5,500 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| October 24, 2005 Filed Oct 24, 2005 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,019 | $25.00 | $125,475.00 |
DisclosureSEC source: 0001305763-05-000290 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President 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 |
| October 24, 2005 Filed Oct 24, 2005 23:58 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,019 | $1.10 | $5,520.90 |
DisclosureSEC source: 0001305763-05-000290 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,019 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 |
| October 03, 2005 Filed Oct 5, 2005 23:10 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $24.00 | $480,000.00 |
DisclosureSEC source: 0001305763-05-000268 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 20,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 14,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $23.00 | $460,000.00 |
DisclosureSEC source: 0001305763-05-000243 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 40,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 34,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| September 09, 2005 Filed Sep 13, 2005 23:33 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $22.00 | $440,000.00 |
DisclosureSEC source: 0001322717-05-000028 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 60,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 54,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| September 07, 2005 Filed Sep 8, 2005 23:40 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $21.00 | $420,000.00 |
DisclosureSEC source: 0001305763-05-000237 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 80,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 74,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| September 06, 2005 Filed Sep 7, 2005 23:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $20.00 | $400,000.00 |
DisclosureSEC source: 0001305763-05-000235 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 100,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 94,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| August 10, 2005 Filed Aug 11, 2005 23:34 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $25.00 | $500,000.00 |
DisclosureSEC source: 0001305763-05-000207 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 120,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 114,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| July 28, 2005 Filed Jul 29, 2005 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $24.00 | $480,000.00 |
DisclosureSEC source: 0001322717-05-000022 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 140,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 134,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| July 15, 2005 Filed Jul 18, 2005 23:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $23.00 | $460,000.00 |
DisclosureSEC source: 0001322717-05-000010 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 160,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 154,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| July 14, 2005 Filed Jul 15, 2005 23:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $22.00 | $440,000.00 |
DisclosureSEC source: 0001322717-05-000005 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 180,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 174,981 shares held by The 2004 Steele Family Trust. Also includes 5,500 shares held in Trust for a family member. Read SEC document |
| June 21, 2005 Filed Jun 22, 2005 23:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 35,200 | $21.00 | $739,200.00 |
DisclosureSEC source: 0001305763-05-000167 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 200,481 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 195,481 shares held by The 2004 Steele Family Trust. Also includes 5,000 shares held in Trust for a family member. Read SEC document |
| June 13, 2005 Filed Jun 14, 2005 22:21 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $20.00 | $400,000.00 |
DisclosureSEC source: 0001305763-05-000155 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 235,681 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 230,681 shares held by The 2004 Steele Family Trust. Also includes 5,000 shares held in Trust for a family member. Read SEC document |
| June 02, 2005 Filed Jun 3, 2005 23:05 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 15,200 | $21.00 | $319,200.00 |
DisclosureSEC source: 0001305763-05-000142 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,681 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| May 25, 2005 Filed May 26, 2005 21:13 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $20.00 | $400,000.00 |
DisclosureSEC source: 0001305763-05-000130 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| May 23, 2005 Filed May 24, 2005 23:15 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $19.00 | $380,000.00 |
DisclosureSEC source: 0001305763-05-000124 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| May 19, 2005 Filed May 20, 2005 22:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $18.00 | $360,000.00 |
DisclosureSEC source: 0001305763-05-000120 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| May 19, 2005 Filed May 20, 2005 22:36 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $17.30 | $346,000.00 |
DisclosureSEC source: 0001305763-05-000120 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| April 13, 2005 Filed Apr 13, 2005 21:37 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $16.00 | $320,000.00 |
DisclosureSEC source: 0001305763-05-000083 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 15:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $15.00 | $300,000.00 |
DisclosureSEC source: 0001305763-05-000065 · edgardoc.xml · nonDerivative · entry 2 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| April 01, 2005 Filed Apr 4, 2005 15:16 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 20,000 | $14.55 | $291,000.00 |
DisclosureSEC source: 0001305763-05-000065 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Sales Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,881 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. F2 · balance_after: Includes 5,500 shares held in trust for a family member. Read SEC document |
| January 06, 2005 Filed Jan 6, 2005 22:55 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $18.00 | $180,000.00 |
DisclosureSEC source: 0001305763-05-000003 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,881 F1 · shares: Sale transaction pursuant to a 10B5-1 Plan. Read SEC document |
| January 05, 2005 Filed Jan 5, 2005 23:52 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $17.00 | $170,000.00 |
DisclosureSEC source: 0001305763-05-000002 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,881 F1 · shares: Sale transaction pursuant to a 10B5-1 Plan. Read SEC document |
| January 03, 2005 Filed Jan 4, 2005 20:26 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 80,000 | $16.41 | $1,312,800.00 |
DisclosureSEC source: 0001305763-05-000001 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,881 F1 · shares: Sale transaction pursuant to a 10B5-1 Plan. Read SEC document |
| December 22, 2004 Filed Dec 23, 2004 20:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $16.25 | $162,500.00 |
DisclosureSEC source: 0001305763-04-000015 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,881 F1 · shares: See above re: "D" or "S" code Read SEC document |
| December 21, 2004 Filed Dec 22, 2004 16:57 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 10,000 | $15.96 | $159,596.00 |
DisclosureSEC source: 0001305763-04-000008 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,881 Read SEC document |
| December 20, 2004 Filed Dec 22, 2004 16:53 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 15,000 | $14.70 | $220,500.00 |
DisclosureSEC source: 0001305763-04-000007 · edgardoc.xml · nonDerivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,881 Read SEC document |
| September 02, 2004 Filed Sep 7, 2004 21:48 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantStock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $13.89 | $0.00 |
DisclosureSEC source: 0001181431-04-043155 · rrd52283.xml · derivative · entry 1 Steele Jim · CIK 0001294736 · President, WW Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2014-09-02 F1 · derivative.exercise_date: The option becomes exercisable as to 25% of the underlying shares on the first-year anniversary of the grant date and as to 1/48th per month thereafter. 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.