Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Director | September 01, 2026 | September 03, 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.
VEEVA SYSTEMS INC
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 493 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Exercise / conversion · Acquired 493 · Balance 493 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,477 |
Reported balance
After 2026-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-01 · Exercise / conversion · Disposed 493 · Balance 1,477 F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4: On June 17, 2026, the Reporting Person was granted 1,970 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Mark Carges Revocable Trust dated 01/30/2019 | 12,953 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,953 F2: Shares held by the Mark Carges Revocable Trust dtd 1/30/19 (the "Trust"). The Reporting Person is a trustee and beneficiary of the Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.
F2: Shares held by the Mark Carges Revocable Trust dtd 1/30/19 (the "Trust"). The Reporting Person is a trustee and beneficiary of the Trust, and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust.
F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F4: On June 17, 2026, the Reporting Person was granted 1,970 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SPLUNK INC
Report date March 18, 2024 · Filed March 21, 2024
Section 16 reporting ended · disclosed 2024-03-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-18 · Disposition to issuer · Disposed 22,096 · Balance 695 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated September 20, 2023, by and among the Issuer, Cisco Systems, Inc., a Delaware corporation ("Parent"), and Spirit Merger Corp., a Delaware corporation and a direct wholly owned subsidiary of Parent ("Merger Sub"), on March 18, 2024 (the "Closing Date"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. In connection with the Merger, these shares were cancelled and converted into the right to receive $157.00 in cash per share without interest, subject to applicable withholding taxes, subject to the terms and conditions of the Merger Agreement (the "Merger Consideration"). Row 2 · 2024-03-18 · Disposition to issuer · Disposed 695 · Balance 0 F2: Pursuant to the Merger Agreement, each Vested Company RSU outstanding and that has not yet been settled as of immediately prior to the effective time of the Merger (the "Effective Time") was terminated and converted into the right to receive an amount in cash, without interest, subject to applicable withholding taxes, determined by multiplying (x) the number of shares of Issuer common stock issuable upon settlement of such Vested Company RSU by (y) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement") dated September 20, 2023, by and among the Issuer, Cisco Systems, Inc., a Delaware corporation ("Parent"), and Spirit Merger Corp., a Delaware corporation and a direct wholly owned subsidiary of Parent ("Merger Sub"), on March 18, 2024 (the "Closing Date"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation and a wholly owned subsidiary of Parent. In connection with the Merger, these shares were cancelled and converted into the right to receive $157.00 in cash per share without interest, subject to applicable withholding taxes, subject to the terms and conditions of the Merger Agreement (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each Vested Company RSU outstanding and that has not yet been settled as of immediately prior to the effective time of the Merger (the "Effective Time") was terminated and converted into the right to receive an amount in cash, without interest, subject to applicable withholding taxes, determined by multiplying (x) the number of shares of Issuer common stock issuable upon settlement of such Vested Company RSU by (y) the Merger Consideration.
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 21, 2018 Filed Mar 23, 2018 20:44 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021417 · doc4.xml · nonDerivative · entry 1 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 22:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067112 · doc4.xml · derivative · entry 2 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,201 Underlying: Class A Common Stock · 601 shares Expires not disclosed 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 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: On June 21, 2017, the Reporting Person was granted 2,403 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 21, 2017, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date. F3 · derivative.expiration_date: On June 21, 2017, the Reporting Person was granted 2,403 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 21, 2017, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 22:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067112 · doc4.xml · nonDerivative · entry 1 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 20:50 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053834 · doc4.xml · derivative · entry 2 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Class A Common Stock · 601 shares Expires not disclosed 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 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: On June 21, 2017, the Reporting Person was granted 2,403 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs will vest on September 21, 2017, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date. F3 · derivative.expiration_date: On June 21, 2017, the Reporting Person was granted 2,403 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 1/4 of the RSUs will vest on September 21, 2017, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date. Read SEC document |
| September 21, 2017 Filed Sep 25, 2017 20:50 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053834 · doc4.xml · nonDerivative · entry 1 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601 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: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 20:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 2,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041650 · doc4.xml · derivative · entry 1 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,403 Underlying: Class A Common Stock · 2,403 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · derivative.exercise_date: The RSUs were granted under the Issuer's 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year, with 1/4 of the RSUs vesting on September 21, 2017, and the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service by the Reporting Person to the Issuer. F2 · derivative.expiration_date: The RSUs were granted under the Issuer's 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year, with 1/4 of the RSUs vesting on September 21, 2017, and the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service by the Reporting Person to the Issuer. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 22:10 UTC | SPLUNK INC SPLK · Entity 92815 | GrantCommon Stock | 4,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038976 · doc4.xml · nonDerivative · entry 1 Carges Mark T · CIK 0001303935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,355 F1 · kind: The reported shares are represented by restricted stock units ("RSUs") which vest in full on the earlier of the day prior to the Issuer's next annual meeting or June 8, 2018. 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.