Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | May 14, 2026 | May 18, 2026 |
| RingCentral, Inc.RNG · Entity 2299 | President and COO | September 14, 2026 | September 16, 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.
CALIX, INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,931 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,967 · Balance 43,931 F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2: Amount of securities beneficially owned includes 4,967 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.
F2: Amount of securities beneficially owned includes 4,967 unvested RSUs.
RingCentral, Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 245,385 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 36,185 · Balance 245,385 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 12, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 11, 2023 Filed May 19, 2023 21:19 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 8,183 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-019125 · wf-form4a_168453116655667.xml · derivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,183 Underlying: Common Stock · 8,183 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 11, 2023) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 22:00 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 30,000 | $57.71 | $1,731,300.00 |
DisclosureSEC source: 0001406666-22-000034 · wf-form4_165956398055033.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,275 F1 · price: Shares sold between $57.38 and $58.30 per share at a weighted average price of $57.71. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:04 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,960 | $0.00 Strike: $33.46 | $0.00 |
DisclosureSEC source: 0001406666-22-000021 · wf-form4_165273146171753.xml · derivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,960 Underlying: Common Stock · 9,960 shares Expires 2032-05-12 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 12, 2022) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:20 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-21-000056 · wf-form4_162128279561080.xml · derivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,073 Underlying: Common Stock · 9,073 shares Expires 2031-05-13 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 13, 2021) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:36 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-20-000038 · wf-form4_158940575021989.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,275 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 12,477 unvested RSUs. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:21 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 21,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-19-000074 · wf-form4_155864287246848.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,798 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 21,148 unvested RSUs. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:10 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 12,000 | $9.55 | $114,600.00 |
DisclosureSEC source: 0001406666-18-000102 · wf-form4_154395778868501.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,650 Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:08 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 18,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-18-000055 · wf-form4_152667406840208.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,650 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 18,320 unvested RSUs. Read SEC document |
| July 18, 2017 Filed Jul 21, 2017 00:14 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 24,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000080 · wf-form4_150059603370838.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,330 F1 · shares: Represents an initial grant of restricted stock units ("RSUs") that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock. F2 · balance_after: Amount of securities beneficially owned includes 24,330 unvested RSUs. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 23:21 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039972 · doc4.xml · derivative · entry 5 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 10,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F1 · kind: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 23:21 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $6.78 | $67,800.00 |
DisclosureSEC source: 0001209191-17-039972 · doc4.xml · derivative · entry 4 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 10,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 23:21 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001209191-17-039972 · doc4.xml · derivative · entry 3 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,397 Underlying: Class B Common Stock · 10,000 shares Expires 2022-08-02 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: The option was immediately exercisable on date of grant. 25% of the shares subject to the option vested on 8/01/2013, and 1/48th of the shares vest each month thereafter over the following 36 months. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 23:21 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 10,000 | $34.68 | $346,800.00 |
DisclosureSEC source: 0001209191-17-039972 · doc4.xml · nonDerivative · entry 2 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,493 F2 · price: Reflects weighted average sale price. Actual sale prices ranged from $34.55 to $34.73 on June 12, 2017. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 23:21 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039972 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,493 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: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. Read SEC document |
| May 22, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | Tax withholdingClass A Common Stock | 4,445 | $34.45 | $153,130.25 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · nonDerivative · entry 3 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,493 F3 · kind: In an exempt disposition to the issuer under rule 16b-3(e), the Reporting Person remitted shares to the issuer in connection with the satisfaction of tax withholding obligations arising out of the vesting of shares with respect to previously vested restricted stock units. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · derivative · entry 6 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 10,000 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F1 · kind: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $6.78 | $67,800.00 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · derivative · entry 5 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 10,000 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. F5 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F5 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F5 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · derivative · entry 4 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,397 Underlying: Class B Common Stock · 10,000 shares Expires 2022-08-02 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: The option was immediately exercisable on date of grant. 25% of the shares subject to the option vested on 8/01/2013, and 1/48th of the shares vest each month thereafter over the following 36 months. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 10,000 | $33.66 | $336,600.00 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · nonDerivative · entry 2 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,938 F2 · price: Reflects weighted average sale price. Actual sale prices ranged from $33.60 to $33.75 on May 19, 2017. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:49 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034705 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,938 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: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:27 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015424 · doc4.xml · derivative · entry 5 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 10,000 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. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F1 · kind: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:27 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $6.78 | $67,800.00 |
DisclosureSEC source: 0001209191-17-015424 · doc4.xml · derivative · entry 4 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 10,000 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. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:27 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001209191-17-015424 · doc4.xml · derivative · entry 3 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,397 Underlying: Class B Common Stock · 10,000 shares Expires 2022-08-02 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: The option was immediately exercisable on date of grant. 25% of the shares subject to the option vested on 8/01/2013, and 1/48th of the shares vest each month thereafter over the following 36 months. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:27 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 10,000 | $26.00 | $260,000.00 |
DisclosureSEC source: 0001209191-17-015424 · doc4.xml · nonDerivative · entry 2 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,938 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 23:27 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015424 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,938 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: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:20 UTC | RingCentral, Inc. RNG · Entity 2299 | GrantClass A Common Stock | 60,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010787 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,938 F1 · shares: Represents Restricted Stock Units (RSU) that will vest and be settled in shares of Class A Common Stock in 16 equal quarterly installments commencing on May 20, 2017. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 21:12 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 3,102 | $22.20 | $68,864.40 |
DisclosureSEC source: 0001209191-16-151962 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,438 F1 · kind: The Reporting Person sold shares to satisfy tax obligations arising out of the vesting of shares with respect to previously reported restricted stock units. F2 · price: Reflects weighted average sale price. Actual sale prices ranged from $22.20 to $22.21 on November 22, 2016. The Reporting Person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:33 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140604 · doc4.xml · derivative · entry 5 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 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. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F1 · kind: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:33 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $6.78 | $135,600.00 |
DisclosureSEC source: 0001209191-16-140604 · doc4.xml · derivative · entry 4 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 20,000 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. F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:33 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001209191-16-140604 · doc4.xml · derivative · entry 3 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,397 Underlying: Class B Common Stock · 20,000 shares Expires 2022-08-02 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: The option was immediately exercisable on date of grant. 25% of the shares subject to the option vested on 8/01/2013, and 1/48th of the shares vest each month thereafter over the following 36 months. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:33 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 20,000 | $22.02 | $440,400.00 |
DisclosureSEC source: 0001209191-16-140604 · doc4.xml · nonDerivative · entry 2 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,540 Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:33 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140604 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,540 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: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. Read SEC document |
| June 06, 2016 Filed Apr 28, 2017 01:39 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028534 · doc4.xml · derivative · entry 5 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F1 · kind: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| June 06, 2016 Filed Apr 28, 2017 01:39 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $6.78 | $135,600.00 |
DisclosureSEC source: 0001209191-17-028534 · doc4.xml · derivative · entry 4 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 20,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock held by a shareholder will convert automatically into one share of Class A Common Stock upon (i) any transfer of such share (subject to certain exceptions), or (ii) the occurrence of certain other specific instances, including the vote of the holders of the Class B Common Stock, as set forth in the issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| June 06, 2016 Filed Apr 28, 2017 01:39 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $6.78 | $0.00 |
DisclosureSEC source: 0001209191-17-028534 · doc4.xml · derivative · entry 3 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,397 Underlying: Class B Common Stock · 20,000 shares Expires 2022-08-02 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: The option was immediately exercisable on date of grant. 25% of the shares subject to the option vested on 8/01/2013, and 1/48th of the shares vest each month thereafter over the following 36 months. F2 · balance_after: The number of shares reported is the number of shares beneficially owned as of the date of this filing and takes into account transactions reported on Form 4 since the date of the transaction reported herein. Read SEC document |
| June 06, 2016 Filed Apr 28, 2017 01:39 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 20,000 | $20.00 | $400,000.00 |
DisclosureSEC source: 0001209191-17-028534 · doc4.xml · nonDerivative · entry 2 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,938 Read SEC document |
| June 06, 2016 Filed Apr 28, 2017 01:39 UTC | RingCentral, Inc. RNG · Entity 2299 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028534 · doc4.xml · nonDerivative · entry 1 Makagon Kira · CIK 0001586648 · EVP, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,938 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: Each Share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock. F2 · balance_after: The number of shares reported is the number of shares beneficially owned as of the date of this filing and takes into account transactions reported on Form 4 since the date of the transaction reported herein. 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.