Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALASKA AIR GROUP, INC.ALK · Entity 3976 | Director | May 13, 2026 | May 14, 2026 |
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | September 01, 2026 | September 03, 2026 |
| MCKESSON CORPMCK · Entity 2904 | EVP & Chief Financial Officer | May 27, 2017 | May 31, 2017 |
| Zscaler, Inc.ZS · Entity 3153 | Director | September 17, 2026 | September 17, 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.
ALASKA AIR GROUP, INC.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 25,490 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 5,186 · Balance 25,490 F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors. F2: Total held in column 5 includes 19,510 deferred stock units DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock units (DSUs) granted under the Alaska Air Group, Inc. (the "Issuer") 2016 Performance Incentive Plan ("2016 PIP") in connection with the reporting person's re-election to serve on the Board of Directors until the 2027 Annual Stockholders Meeting. The DSUs are 100% vested and payable in shares of the Issuer's common stock on a one-for-one basis following the resignation of the reporting person from the Issuer's Board of Directors.
F2: Total held in column 5 includes 19,510 deferred stock units DSUs previously granted under the Issuers 2016 PIP. The DSUs are 100% vested on the date of grant and issuable in common shares upon resignation from the Issuer's Board of Directors.
DOCUSIGN, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,682 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Exercise / conversion · Acquired 1,096 · Balance 15,682 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,288 |
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 1,096 · Balance 3,288 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3: The RSUs do not expire; they either vest or are canceled prior to vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 5,543 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,543 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs have a vest commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.
F3: The RSUs do not expire; they either vest or are canceled prior to vesting date.
MCKESSON CORP
Report date May 27, 2017 · Filed May 31, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 22,152 |
Last balance in matching sequence
After 2017-05-27 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-05-27 · Exercise / conversion · Acquired 12,059 · Balance 27,539 F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al Row 2 · 2017-05-27 · Tax withholding · Disposed 5,387 · Balance 22,152 F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al |
| Restricted Stock Units (RSUs)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-27 · Exercise / conversion · Disposed 12,059 · Balance 0 F3: These units granted 5/27/2014 vested 100% on 5/27/2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al
F2: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4.
F3: These units granted 5/27/2014 vested 100% on 5/27/2017.
Zscaler, Inc.
Report date September 17, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Commom StockSEC Table I · non-derivative | Direct | 4,030 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Sale · Disposed 177 · Balance 4,030 F1: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in the Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted on October 3, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FORESCOUT TECHNOLOGIES, INC
Report date August 17, 2020 · Filed August 17, 2020
Section 16 reporting ended · disclosed 2020-08-17. 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 2020-08-17 transaction · row 1
1 source rowRow 1 · 2020-08-17 · Disposition to issuer · Disposed 43,118 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020. F2: Certain of these securities were restricted stock units ("RSUs") that represented the Reporting Person's right to receive Common Stock shares of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020.
F2: Certain of these securities were restricted stock units ("RSUs") that represented the Reporting Person's right to receive Common Stock shares of the Issuer.
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 |
|---|---|---|---|---|---|---|
| November 15, 2018 Filed Nov 16, 2018 21:10 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | SaleCommon Stock | 4,570 | $26.15 | $119,482.65 |
DisclosureSEC source: 0001209191-18-059073 · doc4.xml · nonDerivative · entry 3 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $26.07 to $26.23 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:10 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | SaleCommon Stock | 8,600 | $25.55 | $219,721.40 |
DisclosureSEC source: 0001209191-18-059073 · doc4.xml · nonDerivative · entry 2 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,230 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: This sale price represents the weighted average sale price of the shares sold ranging from $25.06 to $26.03 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:10 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-059073 · doc4.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,830 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 18:29 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | SaleCommon Stock | 13,170 | $29.97 | $394,718.07 |
DisclosureSEC source: 0001209191-18-034843 · doc4.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,830 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $29.81 to $30.28 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 03, 2018 Filed May 7, 2018 20:49 UTC | ALASKA AIR GROUP, INC. ALK · Entity 3976 | GrantCOMMON STOCK | 1,589 | $62.92 | $99,979.88 |
DisclosureSEC source: 0001246360-18-001463 · form.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,383 F1 · security: TOTAL HELD IN COLUMN 5 INCLUDES 1,589 DEFERRED STOCK UNITS PREVIOUSLY GRANTED UNDER THE ISSUER'S 2016 PERFORMANCE INCENTIVE PLAN. THE DEFERRED STOCK UNITS ARE 100% VESTED ON THE DATE OF GRANT AND ISSUABLE IN COMMON SHARES UPON RESIGNATION FROM THE ALASKA AIR GROUP, INC. BOARD OF DIRECTORS. F2 · kind: DEFERRED STOCK UNITS GRANTED UNDER ALASKA AIR GROUP'S 2016 PERFORMANCE INCENTIVE PLAN IN CONNECTION WITH THE REPORTING PERSON'S RE-ELECTION TO SERVE ON THE COMPANY'S BOARD OF DIRECTORS UNTIL THE 2019 ANNUAL STOCKHOLDERS MEETING. F3 · shares: THE PRICE REPORTED IN COLUMN 4 REPRESENTS THE COST BASIS FOR THE SHARES ISSUED. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 16:21 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026569 · doc4.xml · derivative · entry 2 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. F2 · derivative.exercise_date: On April 25, 2018, 25,000 RSUs vested and became issuable and the remaining RSUs vest in three equal annual installments beginning on November 15, 2018. F2 · derivative.expiration_date: On April 25, 2018, 25,000 RSUs vested and became issuable and the remaining RSUs vest in three equal annual installments beginning on November 15, 2018. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 16:21 UTC | FORESCOUT TECHNOLOGIES, INC FSCT · Entity 147163 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-026569 · doc4.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Issuer common stock. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 21:14 UTC | ALASKA AIR GROUP, INC. ALK · Entity 3976 | GrantCOMMON STOCK | 794 | $84.99 | $67,482.06 |
DisclosureSEC source: 0001246360-17-002516 · form.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794 F1 · kind: COMMON SHARES GRANTED UNDER ALASKA AIR GROUP'S 2016 PERFORMANCE INCENTIVE PLAN IN CONNECTION WITH THE REPORTING PERSON'S APPOINTMENT TO SERVE ON THE COMPANY'S BOARD OF DIRECTORS UNTIL THE 2018 ANNUAL STOCKHOLDERS MEETING. F2 · shares: THE PRICE REPORTED IN COLUMN 4 REPRESENTS THE COST BASIS FOR THE SHARES ISSUED. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:47 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units (RSUs) · Derivative | 12,059 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000011 · edgar.xml · derivative · entry 3 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,059 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. F3 · derivative.exercise_date: These units granted 5/27/2014 vested 100% on 5/27/2017. F3 · derivative.expiration_date: These units granted 5/27/2014 vested 100% on 5/27/2017. Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:47 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 5,387 | $161.20 | $868,384.40 |
DisclosureSEC source: 0001444054-17-000011 · edgar.xml · nonDerivative · entry 2 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 22,152 F2 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. F1 · balance_after: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al Read SEC document |
| May 27, 2017 Filed May 31, 2017 21:47 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 12,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000011 · edgar.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 27,539 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 · balance_after: Held in the James Alexander Beer TTEE Lael L Beer TTEE U/A dated 12/15/2006 by James Alexander Beer et al Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:53 UTC | MCKESSON CORP MCK · Entity 2904 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 32,254 | $0.00 Strike: $159.00 | $0.00 |
DisclosureSEC source: 0001444054-17-000007 · edgar.xml · derivative · entry 1 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,254 Underlying: Common Stock · 32,254 shares Expires 2024-05-23 F1 · derivative.exercise_date: This option granted 5/23/2017 vests 25% annually commencing on the first anniversary of the grant date. Read SEC document |
| October 09, 2016 Filed Oct 11, 2016 22:04 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionRestricted Stock Units · Derivative | 6,416 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001444054-16-000049 · edgar.xml · derivative · entry 3 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,416 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_date: These units granted 10/29/2013 vested 100% on 10/9/2016. F2 · derivative.expiration_date: These units granted 10/29/2013 vested 100% on 10/9/2016. Read SEC document |
| October 09, 2016 Filed Oct 11, 2016 22:04 UTC | MCKESSON CORP MCK · Entity 2904 | Tax withholdingCommon Stock | 3,348 | $165.82 | $555,165.36 |
DisclosureSEC source: 0001444054-16-000049 · edgar.xml · nonDerivative · entry 2 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,480 F1 · shares: This transaction represents a withholding of shares to cover taxes applicable to a vesting of RSUs also reported on this Form 4. Read SEC document |
| October 09, 2016 Filed Oct 11, 2016 22:04 UTC | MCKESSON CORP MCK · Entity 2904 | Exercise / conversionCommon Stock | 6,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001444054-16-000049 · edgar.xml · nonDerivative · entry 1 BEER JAMES A · CIK 0001272505 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,828 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. 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.