Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Chief Customer Officer | August 20, 2026 | August 24, 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.
BLACKLINE, INC.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,907 |
Ending reported balance
After 2026-08-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-20 · Tax withholding · Disposed 1,190 · Balance 120,658 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2026-08-20 · Tax withholding · Disposed 751 · Balance 119,907 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CALLIDUS SOFTWARE INC
Report date April 05, 2018 · Filed April 09, 2018
Section 16 reporting ended · disclosed 2018-04-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 448,691 |
Reported balance
After 2018-04-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-05 · Grant · Acquired 126,593 · Balance 448,691 F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration"). F2: Represents performance-based restricted stock units ("PSUs") granted on July 15, 2015 and February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-04-05 · Disposition to issuer · Disposed 126,593 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. F4: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger. F2: Represents performance-based restricted stock units ("PSUs") granted on July 15, 2015 and February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-04-05 · Disposition to issuer · Disposed 94,002 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. F6: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger. F5: Represents restricted stock units ("RSUs") granted on February 16, 2016, February 15, 2017, and February 15, 2018, that, at the effective time of the Merger, had not vested. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-04-05 · Disposition to issuer · Disposed 228,096 · Balance 0 F3: Disposed of pursuant to the Merger Agreement. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $7.69 · Expires 2023-08-30 | Direct | 0 |
Reported balance
After 2018-04-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-04-05 · Disposition to issuer · Disposed 85,556 · Balance 0 F8: At the effective time of the Merger, each outstanding vested and unvested Stock Option was cancelled and converted into the right to receive in cash an amount equal to the number of shares of Issuer Common Stock underlying such Stock Option multiplied by the excess, if any, of the Merger Consideration over the applicable exercise price. F7: The Stock Options vested in equal monthly installments over a period of four years from the grant date of August 30, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration").
F2: Represents performance-based restricted stock units ("PSUs") granted on July 15, 2015 and February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger.
F3: Disposed of pursuant to the Merger Agreement.
F4: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger.
F5: Represents restricted stock units ("RSUs") granted on February 16, 2016, February 15, 2017, and February 15, 2018, that, at the effective time of the Merger, had not vested.
F6: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger.
F7: The Stock Options vested in equal monthly installments over a period of four years from the grant date of August 30, 2013.
F8: At the effective time of the Merger, each outstanding vested and unvested Stock Option was cancelled and converted into the right to receive in cash an amount equal to the number of shares of Issuer Common Stock underlying such Stock Option multiplied by the excess, if any, of the Merger Consideration over the applicable exercise price.
Medallia, Inc.
Report date October 29, 2021 · Filed November 02, 2021
Section 16 reporting ended · disclosed 2021-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,980 |
Reported balance
After 2021-10-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-10-29 · Disposition to issuer · Disposed 96,366 · Balance 160,980 F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash. F2: The shares are represented by restricted stock units, or RSUs. |
| Common StockSEC Table I · non-derivative | Direct | 292,885 |
Reported balance
After 2021-10-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-10-29 · Grant · Acquired 131,905 · Balance 292,885 F3: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 100,000 RSUs vest on March 15, 2023 and (ii) 31,905 RSUs vest on April 15, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-10-29 · Disposition to issuer · Disposed 292,885 · Balance 0 F4: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash.
F2: The shares are represented by restricted stock units, or RSUs.
F3: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 100,000 RSUs vest on March 15, 2023 and (ii) 31,905 RSUs vest on April 15, 2024.
F4: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 20:48 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 751 | $31.92 | $23,971.92 |
DisclosureSEC source: 0001666134-26-000098 · form4.xml · nonDerivative · entry 2 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,907 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 20:48 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,190 | $31.92 | $37,984.80 |
DisclosureSEC source: 0001666134-26-000098 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,658 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:31 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 751 | $30.84 | $23,160.84 |
DisclosureSEC source: 0001666134-26-000079 · form4.xml · nonDerivative · entry 2 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,848 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. F2 · balance_after: Includes 459 shares acquired on May 8, 2026, through the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:31 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,190 | $30.84 | $36,699.60 |
DisclosureSEC source: 0001666134-26-000079 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,599 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:17 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 41,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001666134-26-000037 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,330 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2026 (the "RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the reporting person's continued service through each applicable vesting date. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:39 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 5,590 | $36.15 | $202,078.50 |
DisclosureSEC source: 0001666134-26-000006 · form4.xml · nonDerivative · entry 3 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,290 F3 · shares: The reported shares were withheld to cover the reporting person's tax liability in connection with the vesting of PRSUs and restricted stock units. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:39 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 4,489 | $36.15 | $162,277.35 |
DisclosureSEC source: 0001666134-26-000006 · form4.xml · nonDerivative · entry 2 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,880 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. F2 · shares: The reported shares relate to the portion of a PRSU granted on April 2, 2025 that has vested based on the Issuer's achievement of certain fiscal 2025 performance targets that were set by the Compensation Committee at the time of grant. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:39 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 7,119 | $36.15 | $257,351.85 |
DisclosureSEC source: 0001666134-26-000006 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,391 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 · shares: The reported shares relate to the portion of a performance-based restricted stock unit (PRSU) granted on May 8, 2024 that has vested based on the Issuer's achievement of certain fiscal 2024 performance targets that were set by the Compensation Committee at the time of grant. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 23:02 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,190 | $53.49 | $63,653.10 |
DisclosureSEC source: 0001666134-25-000048 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,272 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 21:15 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,190 | $52.23 | $62,153.70 |
DisclosureSEC source: 0001666134-25-000033 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,462 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). Read SEC document |
| May 20, 2025 Filed May 21, 2025 20:10 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 3,066 | $55.43 | $169,948.38 |
DisclosureSEC source: 0001127602-25-015163 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,652 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes 429 shares acquired on May 9, 2025, through the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:13 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 30,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011696 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,289 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2025 (the "RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the reporting person's continued service through each applicable vesting date. F2 · balance_after: Includes 429 shares acquired on November 8, 2024, through the Issuer's Employee Stock Purchase Plan in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:16 UTC | BLACKLINE, INC. BL · Entity 4556 | PurchaseCommon Stock | 2,000 | $47.73 | $95,450.00 |
DisclosureSEC source: 0001127602-24-017279 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,360 Read SEC document |
| May 08, 2024 Filed May 10, 2024 21:36 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 48,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015035 · form4.xml · nonDerivative · entry 1 Duan Jimmy C · CIK 0001447252 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,360 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the Restricted Stock Units will vest on the one (1) year anniversary of May 20, 2024 (the "RSU Vesting Commencement Date"), and 1/16th of the Restricted Stock Units will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each applicable vesting date. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:26 UTC | Medallia, Inc. MDLA · Entity 133980 | Disposition to issuerCommon Stock | 292,885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-042506 · doc4.xml · nonDerivative · entry 3 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: At the effective time of the merger, the RSUs were cancelled and converted into a right to receive $34.00 in cash for each outstanding unit which will vest and be payable at the same time as the unvested RSUs for which such cash amount was exchanged would have vested pursuant to its terms. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:26 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 131,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042506 · doc4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,885 F3 · shares: Immediately prior to the effective time of the merger, certain RSUs subject to the achievement of performance-based criteria were deemed achieved and vest as follows: (i) 100,000 RSUs vest on March 15, 2023 and (ii) 31,905 RSUs vest on April 15, 2024. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 23:26 UTC | Medallia, Inc. MDLA · Entity 133980 | Disposition to issuerCommon Stock | 96,366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-042506 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,980 F1 · price: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash. F2 · balance_after: The shares are represented by restricted stock units, or RSUs. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 21:59 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 14,248 | $33.85 | $482,334.69 |
DisclosureSEC source: 0001209191-21-056448 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,346 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.85 to $33.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 20:21 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 1,879 | $30.59 | $57,485.37 |
DisclosureSEC source: 0001209191-21-047162 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,594 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.1701 to $30.93, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:13 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 14,578 | $31.30 | $456,358.46 |
DisclosureSEC source: 0001209191-21-041155 · doc4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,473 F2 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.01 to $31.45, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 00:13 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 3,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041155 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,051 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, all of which vest on July 15, 2021. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 23:27 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 81,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027058 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,536 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, pursuant to which one-third of the RSUs vest on April 15, 2022 and the remaining RSUs vest in eight equal quarterly installments thereafter. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:05 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 303 | $30.39 | $9,208.14 |
DisclosureSEC source: 0001209191-21-021494 · doc4.xml · nonDerivative · entry 3 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,724 F2 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.38 to $30.41, inclusive. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:05 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 14,200 | $29.66 | $421,183.36 |
DisclosureSEC source: 0001209191-21-021494 · doc4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,027 F2 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.24 to $30.20, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3) through (4) to this Form 4. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:05 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherCommon Stock | 911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021494 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,227 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 22:08 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 812 | $35.12 | $28,518.33 |
DisclosureSEC source: 0001209191-20-065047 · doc4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,316 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.03 to $35.32, inclusive. Read SEC document |
| December 21, 2020 Filed Dec 23, 2020 22:08 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 9,188 | $34.32 | $315,359.72 |
DisclosureSEC source: 0001209191-20-065047 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,128 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.035 to $35.025, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) and (3) to this Form 4. .. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:42 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 14,436 | $34.18 | $493,464.34 |
DisclosureSEC source: 0001246360-20-001964 · form.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,316 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.90 to $34.1829, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:14 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 12,842 | $29.29 | $376,099.80 |
DisclosureSEC source: 0001246360-20-001534 · form.xml · nonDerivative · entry 3 Duan Jimmy C. · CIK 0001447252 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,752 F3 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.1950 to $29.3550, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:14 UTC | Medallia, Inc. MDLA · Entity 133980 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-001534 · form.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,594 F2 · shares: The reported shares are represented by restricted stock units, or RSUs, pursuant to which the RSUs will vest in twelve equal quarterly installments over three years. Read SEC document |
| September 15, 2020 Filed Sep 18, 2020 00:14 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherCommon Stock | 804 | $16.86 | $13,555.44 |
DisclosureSEC source: 0001246360-20-001534 · form.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP & Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,594 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| July 15, 2020 Filed Jul 16, 2020 20:46 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 10,000 | $27.28 | $272,834.00 |
DisclosureSEC source: 0001209191-20-042642 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,790 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.94 to $27.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 20:55 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 11,795 | $26.61 | $313,839.00 |
DisclosureSEC source: 0001209191-20-037300 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,790 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.48 to $26.83, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 16, 2020 Filed Mar 19, 2020 01:13 UTC | Medallia, Inc. MDLA · Entity 133980 | SaleCommon Stock | 50,415 | $19.62 | $989,248.17 |
DisclosureSEC source: 0001209191-20-020145 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,585 F1 · kind: The reported shares were sold to satisfy the reporting person's tax obligations in connection with the vesting of restricted stock units, or RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.38 to $19.79, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:35 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherCommon Stock | 275,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020161 · doc4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 00:35 UTC | Medallia, Inc. MDLA · Entity 133980 | OtherClass A Common Stock | 275,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020161 · doc4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · Chief Customer Officer and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:15 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerStock Options · Derivative | 85,556 | Not disclosed Strike: $7.69 | Not disclosed |
DisclosureSEC source: 0001104659-18-023087 · a4.xml · derivative · entry 5 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 85,556 shares Expires 2023-08-30 F8 · price: At the effective time of the Merger, each outstanding vested and unvested Stock Option was cancelled and converted into the right to receive in cash an amount equal to the number of shares of Issuer Common Stock underlying such Stock Option multiplied by the excess, if any, of the Merger Consideration over the applicable exercise price. F7 · derivative.exercise_date: The Stock Options vested in equal monthly installments over a period of four years from the grant date of August 30, 2013. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:15 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 228,096 | $36.00 | $8,211,456.00 |
DisclosureSEC source: 0001104659-18-023087 · a4.xml · nonDerivative · entry 4 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:15 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 94,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-023087 · a4.xml · nonDerivative · entry 3 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. F6 · kind: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger. F5 · shares: Represents restricted stock units ("RSUs") granted on February 16, 2016, February 15, 2017, and February 15, 2018, that, at the effective time of the Merger, had not vested. F6 · price: At the effective time of the Merger, each outstanding, unvested RSU that was granted prior to January 29, 2018, was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such RSU. Each unvested RSU that was granted after January 29, 2018, was cancelled and converted into an unvested cash-settled restricted stock unit denominated in the number of shares of SAP SE obtained by multiplying (i) the number of shares of Issuer Common Stock underlying such RSU by (ii) the quotient obtained by dividing the Merger Consideration by the average closing price of SAP SE shares over the five trading days ending on April 4, 2018. In each case, the converted awards vest and become payable on the date upon which the relevant RSU would have vested under the time-based vesting terms and conditions applicable to such RSU immediately prior to the effective time of the Merger. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:15 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 126,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-023087 · a4.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Disposed of pursuant to the Merger Agreement. F4 · kind: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger. F2 · shares: Represents performance-based restricted stock units ("PSUs") granted on July 15, 2015 and February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. F4 · price: At the effective time of the Merger, each outstanding, unvested PSU was cancelled and converted into the unvested right to receive in cash the per share Merger Consideration for each share of Issuer Common Stock underlying such PSU, after giving effect to the pay-out levels determined in accordance with the Merger Agreement, as described in Note 2, with such payment to vest and become payable on the date upon which such PSU would have vested under the time-based vesting terms and conditions applicable to such PSU immediately prior to the effective time of the Merger. Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 17:15 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 126,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-023087 · a4.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,691 F1 · security: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration"). F2 · kind: Represents performance-based restricted stock units ("PSUs") granted on July 15, 2015 and February 15, 2017, that, at the effective time of the Merger, were deemed earned and credited for performance, with respect to any uncompleted performance period as of the date of the Merger Agreement, at pay-out levels determined in accordance with the terms of the Merger Agreement. The time-based vesting requirements applicable to such PSUs remained unsatisfied as of the effective time of the Merger. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 18:47 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 6,321 | $35.87 | $226,734.27 |
DisclosureSEC source: 0001231376-18-000007 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,098 F1 · shares: Represents the number of shares sold by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 20, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 7,398 | $35.75 | $264,478.50 |
DisclosureSEC source: 0001231376-18-000004 · edgardoc.xml · nonDerivative · entry 3 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,419 F3 · shares: Represents the number of shares sold by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 41,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001231376-18-000004 · edgardoc.xml · nonDerivative · entry 2 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,817 F2 · shares: The shares indicated are issued as RSUs which vest one-third on the first anniversary of the award date and quarterly over two years thereafter. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 17:19 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | OtherCommon Stock | 1,237 | $17.17 | $21,239.29 |
DisclosureSEC source: 0001231376-18-000004 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,151 F1 · kind: Securities acquired in exempt purchase under the Issuer's Section 423 Employee Stock Purchase Plan. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 20:10 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 7,161 | $29.27 | $209,602.47 |
DisclosureSEC source: 0001231376-17-000041 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,914 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 16:52 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | SaleCommon Stock | 15,000 | $29.25 | $438,750.00 |
DisclosureSEC source: 0001231376-17-000037 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,075 F1 · shares: Sale of shares was made in accordance with a 10b5-1 Plan previously executed. F2 · price: This is the weighted average sales price. Shares were sold in multiple transactions at prices ranging from $28.60 to $29.47. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 18:20 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 7,161 | $25.75 | $184,395.75 |
DisclosureSEC source: 0001231376-17-000036 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,075 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 17:02 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | SaleCommon Stock | 14,863 | $25.18 | $374,250.34 |
DisclosureSEC source: 0001231376-17-000030 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,236 F1 · shares: Sale of shares was made in accordance with a 10b5-1 Plan previously executed. F2 · price: This is the weighted average sales price. Shares were sold in multiple transactions at prices ranging from $24.75 to $25.27. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 17:40 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Tax withholdingCommon Stock | 7,161 | $23.90 | $171,147.90 |
DisclosureSEC source: 0001231376-17-000020 · edgardoc.xml · nonDerivative · entry 1 Duan Jimmy C. · CIK 0001447252 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,099 F1 · shares: Represents the number of shares withheld by the Issuer to cover the Reporting Person's tax liability in connection with the vesting of common stock under one or more restricted stock units awards previously awarded. 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.