Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTABA INC.YHOO · Entity 13268 | Chief Financial Officer | June 06, 2017 | June 08, 2017 |
| C3.ai, Inc.AI · Entity 2413 | Director | June 26, 2025 | June 30, 2025 |
| Fortinet, Inc.FTNT · Entity 2890 | Director | September 30, 2026 | October 02, 2026 |
| GoPro, Inc.GPRO · Entity 6232 | Director | June 04, 2024 | June 06, 2024 |
| Kodiak AI, Inc.KDK · Entity 5204 | Director | June 12, 2026 | June 16, 2026 |
| RingCentral, Inc.RNG · Entity 2299 | Director | January 02, 2026 | January 05, 2026 |
| TRINET GROUP, INC.TNET · Entity 4202 | Director | May 01, 2020 | May 05, 2020 |
| WEALTHFRONT CORPWLTH · Entity 4762 | Director | September 10, 2026 | September 11, 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.
ALTABA INC.
Report date June 06, 2017 · Filed June 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 552,495 |
Ending reported balance
After 2017-06-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-06 · Tax withholding · Disposed 376 · Balance 554,096 F1: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 720 restricted stock units granted to the reporting person on March 6, 2015. Row 2 · 2017-06-07 · Tax withholding · Disposed 1,601 · Balance 552,495 F2: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,068 restricted stock units granted to the reporting person on March 7, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 720 restricted stock units granted to the reporting person on March 6, 2015.
F2: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,068 restricted stock units granted to the reporting person on March 7, 2016.
C3.ai, Inc.
Report date June 26, 2025 · Filed June 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.72 · Expires 2035-06-25 | Direct | 54,722 |
Reported balance
After 2025-06-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-06-26 · Grant · Acquired 54,722 · Balance 54,722 F1: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter commencing after June 26, 2025 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, such shares shall vest only following the fifth anniversary of the Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods. |
Filing footnotes · ownership attribution and instrument terms
F1: Provided the Reporting Person remains a director of the Company and attends in person the regularly scheduled meeting of the Board during each fiscal quarter commencing after June 26, 2025 (the "Vesting Commencement Date"), then 5% of the shares subject to the option shall vest on the last day of such fiscal quarter (the "Quarterly Shares") during the term of the option, provided, however, if the Reporting Person fails to attend any such regularly scheduled meeting, then vesting for the Quarterly Shares shall not occur and will be suspended (any such suspended Quarterly Shares being referred to collectively as the "Suspended Shares"). For any Suspended Shares, such shares shall vest only following the fifth anniversary of the Vesting Commencement Date, if the Reporting Person satisfies the attendance requirements in subsequent periods.
Fortinet, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,928 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Exercise / conversion · Acquired 459 · Balance 23,928 F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,377 |
Reported balance
After 2026-09-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-30 · Exercise / conversion · Disposed 459 · Balance 1,377 F4: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026. F5: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting. F6: RSUs do not expire; they either vest or are canceled prior to vest date. |
| Common StockSEC Table I · non-derivative | IndirectBy Goldman-Valeriote Family Trust u/a/d 11/15/95 | 19,250 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,250 F2: The Reporting Person is a trustee of the Trust and may be deemed to have voting and dispositive power with regard to the shares held by the Trust. The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy GV Partners L.P. | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 F3: GV Partners L.P. is a family limited partnership of which the Reporting Person is the managing member. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on August 12, 2026.
F2: The Reporting Person is a trustee of the Trust and may be deemed to have voting and dispositive power with regard to the shares held by the Trust. The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his pecuniary interest therein.
F3: GV Partners L.P. is a family limited partnership of which the Reporting Person is the managing member.
F4: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.
F5: The RSUs will vest in substantially equal increments on each of September 30, 2026, December 31, 2026, March 31, 2027, and the earlier of (i) June 30, 2027 and (ii) the date immediately preceding the Issuer's 2027 annual meeting of stockholders, subject to the Reporting Person's provision of services to the Issuer on each vesting date. Shares of the Issuer's Common Stock will be delivered to the Reporting Person following vesting.
F6: RSUs do not expire; they either vest or are canceled prior to vest date.
GoPro, Inc.
Report date June 04, 2024 · Filed June 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 86,660 |
Reported balance
After 2024-06-04 transaction · row 1
1 source rowRow 1 · 2024-06-04 · Grant · Acquired 80,992 · Balance 86,660 F1: Represents an award of restricted stock units that will vest 25% on each of September 4, 2024, December 4, 2024, March 4, 2025, and upon the earlier of (i) the date of the Issuer's 2025 annual stockholder meeting or (ii) June 4, 2025, subject to the Reporting Person's continuous service. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Goldman-Valeriote Family Trust UAD 11/15/95 | 214,750 |
Reported balance
Holding disclosure · report date 2024-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 214,750 F2: Mr. Goldman and spouse are the co-trustees of the Goldman-Valeriote Family Trust UAD 11/15/95. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units that will vest 25% on each of September 4, 2024, December 4, 2024, March 4, 2025, and upon the earlier of (i) the date of the Issuer's 2025 annual stockholder meeting or (ii) June 4, 2025, subject to the Reporting Person's continuous service.
F2: Mr. Goldman and spouse are the co-trustees of the Goldman-Valeriote Family Trust UAD 11/15/95.
Kodiak AI, Inc.
Report date June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,758 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 31,758 · Balance 31,758 F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. The RSUs shall vest on the earlier of the twelve-month anniversary of June 12, 2026 or the day before the next annual stockholder meeting, subject to the Reporting Person continuing to be a Service Provider through such date.
RingCentral, Inc.
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 43,959 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 10,118 · Balance 43,959 F1: Represents Restricted Stock Units that will vest in equal quarterly installments over a one year period commencing on January 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units that will vest in equal quarterly installments over a one year period commencing on January 2, 2026.
TRINET GROUP, INC.
Report date May 01, 2020 · Filed May 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 82,245 |
Last balance in matching sequence
After 2020-05-05 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-05-01 · Sale · Disposed 2,400 · Balance 84,681 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.00 to $47.08, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F2: Shares held directly by the Goldman-Valeriote Family Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust. Row 2 · 2020-05-05 · Sale · Disposed 2,436 · Balance 82,245 F2: Shares held directly by the Goldman-Valeriote Family Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 32,670 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 32,670 F3: Shares held directly by the Kenneth A. Goldman GRAT (the "Goldman GRAT"). The Reporting Person serves as the trustee of the Goldman GRAT. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 32,670 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,670 F4: Shares held directly by the Susan Valeriote GRAT (the "Valeriote GRAT"). The Reporting Person's spouse serves as the trustee of the Valeriote GRAT. |
| Common StockSEC Table I · non-derivative | Direct | 5,773 |
Reported balance
Holding disclosure · report date 2020-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,773 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.00 to $47.08, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
F2: Shares held directly by the Goldman-Valeriote Family Trust (the "Trust"). The Reporting Person and his spouse serve as trustees and beneficiaries of the Trust.
F3: Shares held directly by the Kenneth A. Goldman GRAT (the "Goldman GRAT"). The Reporting Person serves as the trustee of the Goldman GRAT.
F4: Shares held directly by the Susan Valeriote GRAT (the "Valeriote GRAT"). The Reporting Person's spouse serves as the trustee of the Valeriote GRAT.
WEALTHFRONT CORP
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,655 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 10,000 · Balance 49,655 F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Goldman-Valeriote Family Trust | 48,359 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 48,359 F2: The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.
F2: The reported securities are directly held by the Goldman-Valeriote Family Trust, for which the reporting person serves as trustee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NXP Semiconductors N.V.
Report date June 01, 2022 · Filed June 02, 2022
Section 16 reporting ended · disclosed 2022-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,342 |
Ending reported balance
After 2022-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-01 · Exercise / conversion · Acquired 1,090 · Balance 4,882 F1: This reporting person retired from the Board at the expiration of his term at the June 1, 2022 Annual General Meeting. Row 2 · 2022-06-01 · Tax withholding · Disposed 540 · Balance 4,342 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-06-01 · Exercise / conversion · Disposed 1,090 · Balance 0 F2: Each Restricted Stock Unit represents the conditional right to receive one share of common stock. F3: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the 11/2/2021 grant date or (ii) the date of the next annual general meeting of shareholders of NXP Semiconductors N.V. after the grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 3,000 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,448 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12,448 |
Filing footnotes · ownership attribution and instrument terms
F1: This reporting person retired from the Board at the expiration of his term at the June 1, 2022 Annual General Meeting.
F2: Each Restricted Stock Unit represents the conditional right to receive one share of common stock.
F3: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the 11/2/2021 grant date or (ii) the date of the next annual general meeting of shareholders of NXP Semiconductors N.V. after the grant date.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 50,806 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and at the Effective Time, each of the Reporting Person's shares of Company Class A Common Stock and Class B Common Stock (collectively the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive a cash payment equal to product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Goldman-Valeriote Family Trust u/a/d 11/15/95 | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 30,058 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and at the Effective Time, each of the Reporting Person's shares of Company Class A Common Stock and Class B Common Stock (collectively the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F3: Reporting Person is a trustee of the Goldman-Valeriote Family Trust u/a/d 11/15/95 (the "Trust") and may be deemed to have voting and dispositive power with regard to the shares held by the Trust. The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his proportionate pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 49,026 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and at the Effective Time, each of the Reporting Person's shares of Company Class A Common Stock and Class B Common Stock (collectively the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy GV Partners L.P. | 0 |
Reported balance
After 2025-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-14 · Disposition to issuer · Disposed 100,000 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and at the Effective Time, each of the Reporting Person's shares of Company Class A Common Stock and Class B Common Stock (collectively the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration"). F4: GV Partners L.P. is a family limited partnership of which the Reporting Person is the managing member. |
| Stock Option (Right to buy Class B Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $3.24 | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-14 · Disposition to issuer · Disposed 75,000 · Balance 0 F5: Pursuant to the Merger Agreement, at the Effective Time, Company Stock Options, whether or not vested and exercisable, outstanding immediately prior to the Effective Time, with a per share exercise price that is less than the Merger Consideration were automatically canceled and converted into the right to receive a cash payment equal to the product obtained by multiplying the excess of the Merger Consideration over the per share exercise price of such Company Stock Options by the number of shares of Common Stock issuable upon exercise of such Company Stock Option immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora, Inc. (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent, and at the Effective Time, each of the Reporting Person's shares of Company Class A Common Stock and Class B Common Stock (collectively the "Common Stock") issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash in an amount equal to $10.00 per share, without interest thereon and subject to any applicable withholding taxes (the "Merger Consideration").
F2: Includes unvested restricted stock units ("RSUs") of the Company. Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's RSUs, whether or not vested, outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive a cash payment equal to product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
F3: Reporting Person is a trustee of the Goldman-Valeriote Family Trust u/a/d 11/15/95 (the "Trust") and may be deemed to have voting and dispositive power with regard to the shares held by the Trust. The Reporting Person disclaims beneficial ownership of the shares held by the Trust except to the extent of his proportionate pecuniary interest therein.
F4: GV Partners L.P. is a family limited partnership of which the Reporting Person is the managing member.
F5: Pursuant to the Merger Agreement, at the Effective Time, Company Stock Options, whether or not vested and exercisable, outstanding immediately prior to the Effective Time, with a per share exercise price that is less than the Merger Consideration were automatically canceled and converted into the right to receive a cash payment equal to the product obtained by multiplying the excess of the Merger Consideration over the per share exercise price of such Company Stock Options by the number of shares of Common Stock issuable upon exercise of such Company Stock Option immediately prior to the Effective Time.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 5,951 | $45.64 | $271,603.64 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 6 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,313 F6 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 11,403 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 13,651 | $45.64 | $623,031.64 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 5 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,264 F5 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 28,530 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | GrantCommon Stock | 6,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 4 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,915 F4 · shares: On March 7, 2016, the reporting person was granted a performance-based restricted stock unit award by the Company, a tranche of which was eligible to vest based on certain financial objectives for performance year 2016. The "target" number of shares subject to the award was previously reported in Table I of Form 4. On March 6, 2017, the Company determined that, based on the Company's 2016 performance, the award tranche allocated to 2016 vested at 117 percent of target. The incremental above-target vesting amount for 2016 performance is reported above. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | GrantCommon Stock | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 3 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,658 F3 · shares: On March 6, 2015, the reporting person was granted a performance-based restricted stock unit award by the Company, a tranche of which was eligible to vest based on certain financial objectives for performance year 2016. The "target" number of shares subject to the award was previously reported in Table I of Form 4. On March 6, 2017, the Company determined that, based on the Company's 2016 performance, the award tranche allocated to 2016 vested at 117 percent of target. The incremental above-target vesting amount for 2016 performance is reported above. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | GrantCommon Stock | 1,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,191 F2 · shares: On February 27, 2014, the reporting person was granted a performance-based restricted stock unit award by the Company, a tranche of which was eligible to vest based on certain financial objectives for performance year 2016. The "target" number of shares subject to the award was previously reported in Table I of Form 4. On March 6, 2017, the Company determined that, based on the Company's 2016 performance, the award tranche allocated to 2016 vested at 117 percent of target. The incremental above-target vesting amount for 2016 performance is reported above. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 00:40 UTC | ALTABA INC. YHOO · Entity 13268 | GrantCommon Stock | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010944 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,535 F1 · shares: On February 28, 2013, the reporting person was granted a performance-based restricted stock unit award by Yahoo! Inc. (the "Company"), a portion (or "tranche") of which was eligible to vest based on certain financial objectives for performance year 2016. The "target" number of shares subject to the award was previously reported in Table I of Form 4. On March 6, 2017, the Company determined that, based on the Company's 2016 performance, the award tranche allocated to 2016 vested at 117 percent of target. The incremental above-target vesting amount for 2016 performance is reported above. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:16 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 765 | $45.66 | $34,929.90 |
DisclosureSEC source: 0001127602-17-009330 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,390 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,033 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:16 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 306 | $45.71 | $13,987.26 |
DisclosureSEC source: 0001127602-17-009330 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,155 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 813 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 23:43 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GrantRestricted Stock Units · Derivative | 7,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000054 · wf-form4_148780700464405.xml · derivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 Underlying: Common Stock · 7,588 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Units represents a contingent right to receive one share of TNET common stock. F2 · derivative.exercise_date: The Restricted Stock Units will vest 100% on February 17, 2018. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F2 · derivative.expiration_date: The Restricted Stock Units will vest 100% on February 17, 2018. The Restricted Stock Units are also subject to accelerated vesting upon certain events. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:15 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,153 | $44.37 | $51,158.61 |
DisclosureSEC source: 0001127602-17-004640 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,461 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,067 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:15 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 271 | $44.42 | $12,037.82 |
DisclosureSEC source: 0001127602-17-004640 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,614 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 719 restricted stock units granted to the reporting person on March 6, 2015. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:37 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionRestricted Stock Units · Derivative | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000018 · wf-form4_148651063248387.xml · derivative · entry 4 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,663 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: Restricted Stock Units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The Restricted Stock Units vested 100% on February 5, 2017. The Restricted Stock Units are also subject to accelerated vesting upon certain events. F3 · derivative.expiration_date: The Restricted Stock Units vested 100% on February 5, 2017. The Restricted Stock Units are also subject to accelerated vesting upon certain events. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:37 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000018 · wf-form4_148651063248387.xml · nonDerivative · entry 3 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Goldman-Valeriote Family Trust Disclosed balance after: 130,679 F2 · ownership.nature: The reporting person is a Co-Trustee of the Goldman-Valeriote Family Trust dtd 11/15/95 and shares voting and dispositive power over the shares held by the trust. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:37 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 14,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-17-000018 · wf-form4_148651063248387.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 23:37 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionCommon Stock | 14,663 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000937098-17-000018 · wf-form4_148651063248387.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,663 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: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 22:12 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 764 | $44.42 | $33,936.88 |
DisclosureSEC source: 0001127602-17-003144 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,885 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,032 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:12 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 306 | $44.42 | $13,592.52 |
DisclosureSEC source: 0001127602-17-003144 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,649 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 812 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| January 07, 2017 Filed Jan 11, 2017 00:07 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,275 | $41.23 | $52,568.25 |
DisclosureSEC source: 0001127602-17-001482 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,955 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,067 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| January 06, 2017 Filed Jan 11, 2017 00:07 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 316 | $41.23 | $13,028.68 |
DisclosureSEC source: 0001127602-17-001482 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,230 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 720 restricted stock units granted to the reporting person on March 6, 2015. Read SEC document |
| December 29, 2016 Filed Dec 29, 2016 22:06 UTC | ALTABA INC. YHOO · Entity 13268 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-071028 · form4.xml · nonDerivative · entry 3 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,546 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 22:06 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,061 | $38.73 | $41,092.53 |
DisclosureSEC source: 0001127602-16-071028 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,546 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,032 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 22:06 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 424 | $38.92 | $16,502.08 |
DisclosureSEC source: 0001127602-16-071028 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,607 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 812 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 22:07 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,601 | $40.52 | $64,872.52 |
DisclosureSEC source: 0001127602-16-069514 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,031 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,068 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 22:07 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 376 | $39.97 | $15,028.72 |
DisclosureSEC source: 0001127602-16-069514 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,632 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 719 restricted stock units granted to the reporting person on March 6, 2015. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 22:15 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,061 | $41.45 | $43,978.45 |
DisclosureSEC source: 0001127602-16-068604 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,008 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,032 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| November 27, 2016 Filed Nov 29, 2016 22:15 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 425 | $40.87 | $17,369.75 |
DisclosureSEC source: 0001127602-16-068604 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,069 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 813 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 01:36 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,601 | $41.05 | $65,721.05 |
DisclosureSEC source: 0001127602-16-066468 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,494 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,067 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| November 06, 2016 Filed Nov 9, 2016 01:36 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 376 | $40.28 | $15,145.28 |
DisclosureSEC source: 0001127602-16-066468 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,095 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 719 restricted stock units granted to the reporting person on March 6, 2015. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 22:58 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,061 | $41.78 | $44,328.58 |
DisclosureSEC source: 0001127602-16-065567 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,471 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,032 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 22:58 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 424 | $41.87 | $17,752.88 |
DisclosureSEC source: 0001127602-16-065567 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,532 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 812 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 21:19 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 3,928 | $42.55 | $167,136.40 |
DisclosureSEC source: 0001127602-16-065385 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,956 F1 · shares: Represents shares withheld by Yahoo! Inc. to satisfy tax withholding obligations in connection with the vesting of 7,526 restricted stock units granted to the reporting person on October 25, 2012. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 21:45 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,601 | $43.22 | $69,195.22 |
DisclosureSEC source: 0001127602-16-064626 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,884 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,067 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 21:45 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 376 | $43.68 | $16,423.68 |
DisclosureSEC source: 0001127602-16-064626 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,485 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 720 restricted stock units granted to the reporting person on March 6, 2015. Read SEC document |
| September 28, 2016 Filed Sep 29, 2016 21:03 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,061 | $43.69 | $46,355.09 |
DisclosureSEC source: 0001127602-16-063428 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,861 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 2,032 restricted stock units granted to the reporting person on February 28, 2013. Read SEC document |
| September 27, 2016 Filed Sep 29, 2016 21:03 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 424 | $43.37 | $18,388.88 |
DisclosureSEC source: 0001127602-16-063428 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,922 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 812 restricted stock units granted to the reporting person on February 27, 2014. Read SEC document |
| September 25, 2016 Filed Sep 27, 2016 20:59 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 3,928 | $42.80 | $168,118.40 |
DisclosureSEC source: 0001127602-16-063279 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,346 F1 · shares: Represents shares withheld by Yahoo! Inc. to satisfy tax withholding obligations in connection with the vesting of 7,526 restricted stock units granted to the reporting person on October 25, 2012. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:00 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $0.50 | $0.00 |
DisclosureSEC source: 0000937098-16-000198 · wf-form4_147467161350623.xml · derivative · entry 5 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2023-02-05 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: Option is subject to a 1-year vesting schedule, with 100% vesting upon the 12-month anniversary of February 5, 2013. The Option is also subject to accelerated vesting upon certain events. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:00 UTC | TRINET GROUP, INC. TNET · Entity 4202 | SaleCommon Stock | 40,000 | $20.70 | $827,832.00 |
DisclosureSEC source: 0000937098-16-000198 · wf-form4_147467161350623.xml · nonDerivative · entry 4 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Goldman-Valeriote Family Trust Disclosed balance after: 116,016 F2 · kind: The sales reported on this Form 4 were effected pursuant to a 10b5-1 trading plan previously established. F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.50 to $20.96, inclusive. The Reporting Person undertakes to provide to TriNet Group, Inc., any security holder of TriNet Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F1 · ownership.nature: The Reporting Person is a Co-Trustee of the Goldman-Valeriote Family Trust dtd 11/15/95 and shares voting and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:00 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-16-000198 · wf-form4_147467161350623.xml · nonDerivative · entry 3 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Goldman-Valeriote Family Trust Disclosed balance after: 156,016 F1 · ownership.nature: The Reporting Person is a Co-Trustee of the Goldman-Valeriote Family Trust dtd 11/15/95 and shares voting and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:00 UTC | TRINET GROUP, INC. TNET · Entity 4202 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000937098-16-000198 · wf-form4_147467161350623.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 23:00 UTC | TRINET GROUP, INC. TNET · Entity 4202 | Exercise / conversionCommon Stock | 20,000 | $0.50 | $10,000.00 |
DisclosureSEC source: 0000937098-16-000198 · wf-form4_147467161350623.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 21:35 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 1,601 | $44.35 | $71,004.35 |
DisclosureSEC source: 0001127602-16-062278 · form4.xml · nonDerivative · entry 2 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622,274 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of 3,068 restricted stock units granted to the reporting person on March 7, 2016. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 21:35 UTC | ALTABA INC. YHOO · Entity 13268 | Tax withholdingCommon Stock | 376 | $44.71 | $16,810.96 |
DisclosureSEC source: 0001127602-16-062278 · form4.xml · nonDerivative · entry 1 GOLDMAN KENNETH A · CIK 0001218470 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,875 F1 · shares: Represents shares withheld by Yahoo! Inc. ("Company") to satisfy tax withholding obligations in connection with the vesting of 719 restricted stock units granted to the reporting person on March 6, 2015. 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.