Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ethos Technologies Inc.LIFE · Entity 4157 | Director | August 08, 2026 | August 11, 2026 |
| Guidewire Software, Inc.GWRE · Entity 3313 | President & COO | December 19, 2023 | December 20, 2023 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Director | September 09, 2026 | September 11, 2026 |
| Waystar Holding Corp.WAY · Entity 1420 | Director | June 03, 2026 | September 25, 2026 |
| Xerox Holdings CorpXRX · Entity 5610 | Director | May 20, 2026 | May 22, 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.
Ethos Technologies Inc.
Report date August 08, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,287 |
Reported balance
After 2026-08-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-08 · Grant · Acquired 7,022 · Balance 30,287 F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date. F2: Includes shares issuable on settlement of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date.
F2: Includes shares issuable on settlement of RSUs.
Guidewire Software, Inc.
Report date December 19, 2023 · Filed December 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,131 |
Ending reported balance
After 2023-12-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-12-19 · Sale · Disposed 1,812 · Balance 40,151 F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Row 2 · 2023-12-20 · Sale · Disposed 1,545 · Balance 38,606 F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F3: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $103.9500 to $104.8200 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2023-12-20 · Sale · Disposed 475 · Balance 38,131 F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $105.0500 to $105.1900 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units.
F2: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022.
F3: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $103.9500 to $104.8200 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $105.0500 to $105.1900 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
VEEVA SYSTEMS INC
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,242 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Sale · Disposed 750 · Balance 3,242 |
Waystar Holding Corp.
Report date June 03, 2026 · Filed September 25, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,275 |
Reported balance
After 2026-06-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 10,446 · Balance 24,275 F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446.
F2: Includes unvested RSUs.
Xerox Holdings Corp
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table I · non-derivative | Direct | 149,699 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 87,209 · Balance 149,699 F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2: The DSUs will vest on May 20, 2027. F3: Balance adjusted to reflect 2,509 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period.
F2: The DSUs will vest on May 20, 2027.
F3: Balance adjusted to reflect 2,509 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VONAGE HOLDINGS CORP
Report date July 21, 2022 · Filed July 21, 2022
Section 16 reporting ended · disclosed 2022-07-21. 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 |
Reported balance
After 2022-07-21 transaction · row 1
1 source rowRow 1 · 2022-07-21 · Disposition to issuer · Disposed 22,184 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 20:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 750 | $261.04 | $195,780.38 |
DisclosureSEC source: 0001628280-26-061555 · wk-form4_1789157514.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,242 Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-060516 · wk-form4_1788469900.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,429 Underlying: Class A Common Stock · 477 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 · kind: 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 17, 2026, the Reporting Person was granted 1,906 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. F3 · derivative.expiration_date: On June 17, 2026, the Reporting Person was granted 1,906 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. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-060516 · wk-form4_1788469900.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,992 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 · kind: 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. Read SEC document |
| August 08, 2026 Filed Aug 11, 2026 20:30 UTC | Ethos Technologies Inc. LIFE · Entity 4157 | GrantClass A Common Stock | 7,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-26-000007 · form4-08112026_040805.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,287 F1 · kind: Represents a restricted stock unit ("RSU") award. The RSUs will vest as to 25% on each of November 8, 2026, February 8, 2027, May 8, 2027 and August 8, 2027, provided, that the unvested portion of the RSU grant shall be fully vested on the earlier of (i) the first anniversary of the date of grant and (ii) the date of the Issuer's 2027 annual stockholder meeting, subject to the Reporting Person's continuous service through each such vesting date. F2 · balance_after: Includes shares issuable on settlement of RSUs. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:44 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 1,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-044668 · wk-form4_1782161060.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,906 Underlying: Class A Common Stock · 1,906 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 Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| June 03, 2026 Filed Sep 25, 2026 16:37 UTC Amendment | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 10,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-26-000010 · wk-form4a_1790354248.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,275 F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. This amended Form 4 is being filed solely to correct the number of RSUs granted from 9,303 to 10,446. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| June 03, 2026 Filed Jun 3, 2026 22:23 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 9,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-26-000005 · wk-form4_1780525432.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,132 F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 1, 2027 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:37 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040414 · wk-form4_1780519072.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 262 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 · kind: 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 |
| June 01, 2026 Filed Jun 3, 2026 20:37 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040414 · wk-form4_1780519072.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,515 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 · kind: 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. Read SEC document |
| May 20, 2026 Filed May 22, 2026 22:39 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 87,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-237290 · ownership.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,699 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 20, 2027. F3 · balance_after: Balance adjusted to reflect 2,509 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:07 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 750 | $155.64 | $116,730.00 |
DisclosureSEC source: 0001628280-26-029800 · wk-form4_1777925243.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,253 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 12, 2026. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 20:41 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 750 | $153.50 | $115,125.00 |
DisclosureSEC source: 0001628280-26-025087 · wk-form4_1776199273.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,003 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 12, 2026. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014016 · wk-form4_1772575530.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262 Underlying: Class A Common Stock · 262 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 · kind: 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 |
| March 01, 2026 Filed Mar 3, 2026 22:05 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014016 · wk-form4_1772575530.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,753 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 · kind: 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. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 18:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054668 · wk-form4_1764701553.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 524 Underlying: Class A Common Stock · 263 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 · kind: 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 01, 2025 Filed Dec 2, 2025 18:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-054668 · wk-form4_1764701553.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,491 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 · kind: 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. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 23:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-25-000005 · wk-form4_1756941028.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 787 Underlying: Class A Common Stock · 262 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 · kind: 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 18, 2025, the Reporting Person was granted 1,049 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, 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 01, 2025 Filed Sep 3, 2025 23:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001557593-25-000005 · wk-form4_1756941028.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,228 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 · kind: 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. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 21:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 171 | $284.40 | $48,632.40 |
DisclosureSEC source: 0001628280-25-034538 · wk-form4_1752009163.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,966 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 4, 2025. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 21:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 172 | $283.00 | $48,676.00 |
DisclosureSEC source: 0001628280-25-034538 · wk-form4_1752009163.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,137 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 4, 2025. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:45 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 1,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-032431 · wk-form4_1750452307.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,049 Underlying: Class A Common Stock · 1,049 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 Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2025, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2025, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| June 16, 2025 Filed Jun 16, 2025 20:07 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 5,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-059860 · tm2518062-7_4seq1.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,829 F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 4, 2026 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 00:00 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028916 · wk-form4_1748908825.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 343 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 · kind: 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 |
| June 01, 2025 Filed Jun 3, 2025 00:00 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028916 · wk-form4_1748908825.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,309 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 · kind: 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. Read SEC document |
| May 21, 2025 Filed May 24, 2025 01:17 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 44,378 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-077294 · ownership.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,225 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 21, 2026. F3 · balance_after: Balance adjusted to reflect 1,695 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. Read SEC document |
| May 21, 2025 Filed Jun 16, 2025 23:32 UTC Amendment | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 42,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086979 · ownership.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,981 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 21, 2026. F4 · shares: This amendment is being filed to correct an inadvertent clerical error in reporting the number of DSUs awarded on May 21, 2025. The correct number of DSUs awarded is 42,134, not 44,378, as was originally reported on the Form 4 filed on May 23, 2025. F3 · balance_after: Balance adjusted to reflect 1,695 DSUs awarded from dividend equivalents attributable to DSUs held as of the relevant record dates. F4 · balance_after: This amendment is being filed to correct an inadvertent clerical error in reporting the number of DSUs awarded on May 21, 2025. The correct number of DSUs awarded is 42,134, not 44,378, as was originally reported on the Form 4 filed on May 23, 2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 00:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009567 · wk-form4_1741047271.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 343 Underlying: Class A Common Stock · 342 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 · kind: 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 |
| March 01, 2025 Filed Mar 4, 2025 00:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009567 · wk-form4_1741047271.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,966 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 · kind: 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. Read SEC document |
| December 01, 2024 Filed Dec 2, 2024 22:01 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049602 · wk-form4_1733176857.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 685 Underlying: Class A Common Stock · 343 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 · kind: 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 01, 2024 Filed Dec 2, 2024 22:01 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049602 · wk-form4_1733176857.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,624 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 · kind: 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. Read SEC document |
| September 01, 2024 Filed Sep 3, 2024 20:56 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-039154 · wk-form4_1725396985.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,028 Underlying: Class A Common Stock · 343 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 · kind: 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 19, 2024, the Reporting Person was granted 1,371 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, 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 01, 2024 Filed Sep 3, 2024 20:56 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-039154 · wk-form4_1725396985.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,281 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 · kind: 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. Read SEC document |
| June 19, 2024 Filed Jun 20, 2024 23:42 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 1,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-029192 · wk-form4_1718926945.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,371 Underlying: Class A Common Stock · 1,371 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 Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| June 10, 2024 Filed Jun 12, 2024 20:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 8,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-070877 · tm2416795-12_4seq1.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,695 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| June 01, 2024 Filed Jun 3, 2024 21:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026413 · wk-form4_1717449117.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 302 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 · kind: 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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 |
| June 01, 2024 Filed Jun 3, 2024 21:12 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026413 · wk-form4_1717449117.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,938 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 · kind: 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. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:14 UTC | Xerox Holdings Corp XRX · Entity 5610 | GrantDeferred Stock Units | 16,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-064745 · ownership.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,152 F1 · security: Each Deferred Stock Unit (DSU) represents the right to receive one share of common stock upon the reporting person's termination of service as a director or death, subject to any applicable deferral period. F2 · shares: The DSUs will vest on May 22, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 19:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008842 · wk-form4_1709666868.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302 Underlying: Class A Common Stock · 302 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 · kind: 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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 |
| March 01, 2024 Filed Mar 5, 2024 19:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-008842 · wk-form4_1709666868.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,636 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 · kind: 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. Read SEC document |
| February 01, 2024 Filed Jun 12, 2024 20:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 24,200 | $0.00 Strike: $37.20 | $0.00 |
DisclosureSEC source: 0001104659-24-070877 · tm2416795-12_4seq1.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,200 Underlying: Common Stock · 24,200 shares Expires 2034-02-01 F3 · kind: On February 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three equal annual installments commencing on February 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024. F3 · derivative.exercise_date: On February 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three equal annual installments commencing on February 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024. Read SEC document |
| December 20, 2023 Filed Dec 20, 2023 22:29 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 475 | $105.10 | $49,924.26 |
DisclosureSEC source: 0001528396-23-000180 · wk-form4_1703111341.xml · nonDerivative · entry 3 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,131 F2 · kind: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F4 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $105.0500 to $105.1900 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 20, 2023 Filed Dec 20, 2023 22:29 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,545 | $104.50 | $161,453.27 |
DisclosureSEC source: 0001528396-23-000180 · wk-form4_1703111341.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,606 F2 · kind: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F3 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $103.9500 to $104.8200 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 22:29 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,812 | $103.79 | $188,061.86 |
DisclosureSEC source: 0001528396-23-000180 · wk-form4_1703111341.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,151 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:00 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 303 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-040503 · wk-form4_1701475196.xml · derivative · entry 2 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604 Underlying: Class A Common Stock · 303 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 · kind: 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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, 2023, the Reporting Person was granted 1,209 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, 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 01, 2023 Filed Dec 2, 2023 00:00 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 303 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-040503 · wk-form4_1701475196.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,334 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 · kind: 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. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 21:41 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 6,310 | $100.00 | $631,000.00 |
DisclosureSEC source: 0001528396-23-000126 · wk-form4_1701380510.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,963 F1 · kind: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 20:00 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 1,119 | $92.69 | $103,718.88 |
DisclosureSEC source: 0001528396-23-000115 · wk-form4_1695412843.xml · nonDerivative · entry 2 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,273 F1 · kind: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F3 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $92.64 to $92.75 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 20:00 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 8,124 | $92.06 | $747,870.26 |
DisclosureSEC source: 0001528396-23-000115 · wk-form4_1695412843.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,392 F1 · kind: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on June 28, 2022, as amended on October 12, 2022. F2 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $91.62 to $92.57 per share. The Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 19, 2023 Filed Sep 20, 2023 01:58 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 11,540 | $91.77 | $1,059,045.42 |
DisclosureSEC source: 0001528396-23-000105 · wk-form4_1695175095.xml · nonDerivative · entry 1 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,516 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. F2 · price: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $91.7712 to $91.7725 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.. Read SEC document |
| September 15, 2023 Filed Sep 15, 2023 21:53 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 3,821 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001528396-23-000078 · wk-form4_1694814823.xml · derivative · entry 8 Hung Priscilla · CIK 0001557593 · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,219 Underlying: Common Stock · 3,821 shares Expires 2031-09-14 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. F4 · derivative.exercise_date: At the end of Year 1, as to 50% of this PSU award (Part 1), the Compensation Committee of the Board of Directors determined, on September 7, 2022, that 122% of the performance conditions were met resulting in an increase of 2,067 PSUs earned by the Reporting Person. 33% of Part 1 vested immediately thereafter. 33% of Part 1 will vest at the end of Year 2, and 33% of Part 1 will vest at the end of Year 3. At the end of Year 3, 50% of the PSU award (Part 2) will be determined based on performance against fiscal year 2024 financial targets vesting 100% immediately 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.