Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mastercard IncMA · Entity 1763 | Chief Business Officer | October 01, 2026 | October 05, 2026 |
| Salesforce, Inc.CRM · Entity 2842 | Director | August 22, 2026 | August 25, 2026 |
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.
Mastercard Inc
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 36,443.083 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 207 · Balance 36,443.083 F1: Represents withholding of shares to pay tax liability relating to previously granted awards of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents withholding of shares to pay tax liability relating to previously granted awards of restricted stock units.
Salesforce, Inc.
Report date August 22, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,406 |
Reported balance
After 2026-08-22 transaction · row 1
1 source rowRow 1 · 2026-08-22 · Exercise / conversion · Acquired 441 · Balance 5,406 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-11-22 | Direct | 441 |
Reported balance
After 2026-08-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-22 · Exercise / conversion · Disposed 441 · Balance 441 F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis. F2: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert to shares of common stock on a one-for-one basis.
F2: These restricted stock units vest as to 25% of the original grant on each of February 22, 2026, May 22, 2026, August 22, 2026, and November 22, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 3, 2020 22:02 UTC | Mastercard Inc MA · Entity 1763 | GrantClass A Common Stock | 2,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001141391-20-000066 · wf-form4_158327294818515.xml · nonDerivative · entry 2 SACHIN J. MEHRA · CIK 0001427531 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,922.146 F2 · shares: Award of restricted stock units pursuant to the terms of a stockholder-approved plan that will vest in four (4) equal annual installments beginning March 1, 2021. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:02 UTC | Mastercard Inc MA · Entity 1763 | Tax withholdingClass A Common Stock | 1,048 | $281.97 | $295,504.56 |
DisclosureSEC source: 0001141391-20-000066 · wf-form4_158327294818515.xml · nonDerivative · entry 1 SACHIN J. MEHRA · CIK 0001427531 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,407.146 F1 · shares: Represents withholding of shares to pay tax liability incident to the vesting of restricted stock units pursuant to the terms of a stockholder-approved plan. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:41 UTC | Mastercard Inc MA · Entity 1763 | GrantEmployee Stock Option (right ro buy) · Derivative | 17,816 | $0.00 Strike: $239.05 | $0.00 |
DisclosureSEC source: 0001141391-19-000041 · wf-form4_155431689279437.xml · derivative · entry 1 SACHIN J. MEHRA · CIK 0001427531 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,816 Underlying: Class A Common Stock · 17,816 shares Expires 2029-04-01 F1 · derivative.exercise_date: The employee stock options vest in four (4) equal annual installments beginning March 1, 2020. 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.