Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARC DOCUMENT SOLUTIONS, INC.ARC · Entity 85725 | Director | May 01, 2019 | May 01, 2019 |
| Salesforce, Inc.CRM · Entity 2842 | President of Worldwide Operati | February 27, 2007 | March 02, 2007 |
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.
ARC DOCUMENT SOLUTIONS, INC.
Report date May 01, 2019 · Filed May 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 84,269 |
Reported balance
After 2019-05-01 transaction · row 1
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 26,201 · Balance 84,269 F1: Grant of restricted stock which vests 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock which vests 100% on the first anniversary of the grant date.
Salesforce, Inc.
Report date February 27, 2007 · Filed March 02, 2007
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-02-27 | Direct | 6,666 |
Reported balance
After 2007-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2007-02-27 · Grant · Acquired 6,666 · Balance 6,666 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 01, 2019 Filed May 1, 2019 19:26 UTC | ARC DOCUMENT SOLUTIONS, INC. ARC · Entity 85725 | GrantCommon Stock | 26,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001305168-19-000048 · wf-form4_155675318184317.xml · nonDerivative · entry 1 Freeland John · CIK 0001342391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,269 F1 · shares: Grant of restricted stock which vests 100% on the first anniversary of the grant date. Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 19:27 UTC | ARC DOCUMENT SOLUTIONS, INC. ARC · Entity 85725 | GrantCommon Stock | 27,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001305168-18-000042 · wf-form4_152487160296393.xml · nonDerivative · entry 1 Freeland John · CIK 0001342391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,068 F1 · shares: Grant of restricted stock which vests 100% on the first anniversary of the grant date. Read SEC document |
| April 27, 2017 Filed May 1, 2017 18:13 UTC | ARC DOCUMENT SOLUTIONS, INC. ARC · Entity 85725 | GrantCommon Stock | 16,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-011296 · doc4.xml · nonDerivative · entry 1 Freeland John · CIK 0001342391 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,546 F1 · shares: Grant of restricted stock which vests 100% on the first anniversary of the grant date. Read SEC document |
| February 27, 2007 Filed Mar 2, 2007 01:01 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantRestricted Stock Units · Derivative | 6,666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001219119-07-000111 · edgardoc.xml · derivative · entry 1 Freeland John · CIK 0001342391 · President of Worldwide Operati 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 Underlying: Common Stock · 6,666 shares Expires 2012-02-27 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 |
| December 26, 2006 Filed Dec 28, 2006 02:40 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $36.34 | $0.00 |
DisclosureSEC source: 0001219119-06-000461 · edgardoc.xml · derivative · entry 1 Freeland John · CIK 0001342391 · President of Worldwide Operati 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2011-12-26 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 with the balance vesting in equal monthly installments over the remaining 36 months. Read SEC document |
| October 25, 2005 Filed Oct 27, 2005 23:23 UTC | Salesforce, Inc. CRM · Entity 2842 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $25.19 | $0.00 |
DisclosureSEC source: 0001305763-05-000297 · edgardoc.xml · derivative · entry 1 Freeland John · CIK 0001342391 · President Worldwide Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2015-10-25 F1 · derivative.exercise_date: This option is exercisable and vests over four years at a rate of 25% on the first anniversary of the holder's date of hire, which was October 24, 2005. 1/48 of the grant amount vests each 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.