Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 05, 2025 | December 09, 2025 |
| CONCENTRIX SERVICESOURCE INC.SREV · Entity 125270 | Director | August 17, 2017 | August 18, 2017 |
| Innovid Corp.CTV · Entity 83157 | Director | June 07, 2022 | June 09, 2022 |
| Salesforce, Inc.CRM · Entity 2842 | Chief Financial Officer | February 28, 2008 | February 29, 2008 |
| Yext, Inc.YEXT · Entity 5265 | Chief Financial Officer | March 20, 2022 | March 22, 2022 |
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.
BILL Holdings, Inc.
Report date December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,537 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Exercise / conversion · Acquired 2,095 · Balance 8,537 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-05 · Exercise / conversion · Disposed 2,095 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: 100% of the RSUs vested on December 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: 100% of the RSUs vested on December 5, 2025.
CONCENTRIX SERVICESOURCE INC.
Report date August 17, 2017 · Filed August 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,251 |
Ending reported balance
After 2017-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-17 · Sale · Disposed 60,853 · Balance 64,943 F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected. Row 2 · 2017-08-18 · Sale · Disposed 29,692 · Balance 35,251 F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected.
F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above.
Innovid Corp.
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,636 |
Reported balance
After 2022-06-07 transaction · row 1
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 78,475 · Balance 130,636 F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock.
Salesforce, Inc.
Report date February 28, 2008 · Filed February 29, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 178,604 |
Ending reported balance
After 2008-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2008-02-28 · Exercise / conversion · Acquired 1,800 · Balance 180,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 2 · 2008-02-28 · Sale · Disposed 1,000 · Balance 179,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 3 · 2008-02-28 · Sale · Disposed 800 · Balance 178,604 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2012-06-26 | Direct | 32,111 |
Reported balance
After 2008-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-02-28 · Exercise / conversion · Disposed 1,800 · Balance 32,111 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 730 |
Reported balance
Holding disclosure · report date 2008-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 730 F2: Shares held by the wife of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan.
F2: Shares held by the wife of the reporting person.
Yext, Inc.
Report date March 20, 2022 · Filed March 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 154,012 |
Ending reported balance
After 2022-03-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-20 · Exercise / conversion · Acquired 25,000 · Balance 160,422 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2022-03-21 · Sale · Disposed 6,410 · Balance 154,012 F2: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.49 to $6.78, 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2022-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-20 · Exercise / conversion · Disposed 25,000 · Balance 125,000 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.
F2: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units.
F3: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.49 to $6.78, 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.
F4: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024.
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 |
|---|---|---|---|---|---|---|
| May 04, 2005 Filed May 6, 2005 20:45 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $14.97 | $4,491.00 |
DisclosureSEC source: 0001305763-05-000104 · edgardoc.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| May 04, 2005 Filed May 6, 2005 20:45 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 300 | $1.10 | $330.00 |
DisclosureSEC source: 0001305763-05-000104 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,654 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,400 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 18 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,111 Underlying: Common Stock · 1,400 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 17 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,511 Underlying: Common Stock · 200 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 100 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 16 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,711 Underlying: Common Stock · 100 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,600 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 15 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,811 Underlying: Common Stock · 1,600 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 14 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,411 Underlying: Common Stock · 500 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,200 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · derivative · entry 13 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,911 Underlying: Common Stock · 1,200 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,400 | $14.32 | $20,048.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 12 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,400 | $1.10 | $1,540.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 11 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,754 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 200 | $14.33 | $2,866.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 10 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 200 | $1.10 | $220.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,554 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 100 | $14.34 | $1,434.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 100 | $1.10 | $110.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,454 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,600 | $14.35 | $22,960.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,600 | $1.10 | $1,760.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,954 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 500 | $14.38 | $7,190.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 500 | $1.10 | $550.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,854 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 |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 1,200 | $14.40 | $17,280.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 29, 2005 Filed May 2, 2005 23:39 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 1,200 | $1.10 | $1,320.00 |
DisclosureSEC source: 0001305763-05-000099 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,554 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 |
| April 18, 2005 Filed Apr 19, 2005 21:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000088 · edgardoc.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,111 Underlying: Common Stock · 5,000 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 18, 2005 Filed Apr 19, 2005 21:19 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $14.85 | $74,250.00 |
DisclosureSEC source: 0001305763-05-000088 · edgardoc.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 18, 2005 Filed Apr 19, 2005 21:19 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $1.10 | $5,500.00 |
DisclosureSEC source: 0001305763-05-000088 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,354 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 |
| April 11, 2005 Filed Apr 12, 2005 19:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000081 · edgardoc.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,111 Underlying: Common Stock · 5,000 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 11, 2005 Filed Apr 12, 2005 19:17 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 5,000 | $15.31 | $76,550.00 |
DisclosureSEC source: 0001305763-05-000081 · edgardoc.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 11, 2005 Filed Apr 12, 2005 19:17 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 5,000 | $1.10 | $5,500.00 |
DisclosureSEC source: 0001305763-05-000081 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,354 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 |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · derivative · entry 12 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,111 Underlying: Common Stock · 2,000 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · derivative · entry 11 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,111 Underlying: Common Stock · 400 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 300 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · derivative · entry 10 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,511 Underlying: Common Stock · 300 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,300 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · derivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,811 Underlying: Common Stock · 2,300 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,000 | $14.85 | $29,700.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,000 | $1.10 | $2,200.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,354 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 |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 400 | $14.87 | $5,948.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 400 | $1.10 | $440.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,754 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 |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $14.83 | $4,449.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 300 | $1.10 | $330.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,654 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 |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 2,300 | $14.84 | $34,132.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| April 04, 2005 Filed Apr 5, 2005 16:42 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 2,300 | $1.10 | $2,530.00 |
DisclosureSEC source: 0001305763-05-000071 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,654 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 |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 700 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 18 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,111 Underlying: Common Stock · 700 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 800 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 17 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,811 Underlying: Common Stock · 800 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 300 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 16 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,611 Underlying: Common Stock · 300 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 15 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513,911 Underlying: Common Stock · 600 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 14 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,511 Underlying: Common Stock · 1,000 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,600 | $0.00 Strike: $1.10 | $0.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · derivative · entry 13 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,511 Underlying: Common Stock · 1,600 shares Expires 2012-06-26 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 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 700 | $14.70 | $10,290.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 12 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 700 | $1.10 | $770.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 11 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,054 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 |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 800 | $14.68 | $11,744.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 10 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 800 | $1.10 | $880.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,154 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | SaleCommon Stock | 300 | $14.65 | $4,395.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,354 F1 · date: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Read SEC document |
| March 24, 2005 Filed Mar 25, 2005 19:46 UTC | Salesforce, Inc. CRM · Entity 2842 | Exercise / conversionCommon Stock | 300 | $1.10 | $330.00 |
DisclosureSEC source: 0001305763-05-000059 · edgardoc.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,654 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.