Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortinet, Inc.FTNT · Entity 2890 | Director · VP, ENGINEERING & CTO | August 01, 2026 | August 04, 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.
Fortinet, Inc.
Report date August 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,918,360 |
Ending reported balance
After 2026-08-03 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-08-01 · Exercise / conversion · Acquired 2,764 · Balance 9,921,124 F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Row 2 · 2026-08-01 · Exercise / conversion · Acquired 2,242 · Balance 9,923,366 F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Row 3 · 2026-08-01 · Exercise / conversion · Acquired 1,300 · Balance 9,924,666 F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Row 4 · 2026-08-01 · Tax withholding · Disposed 3,185 · Balance 9,921,481 F2: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units. Row 5 · 2026-08-03 · Sale · Disposed 700 · Balance 9,920,781 F3: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2026. F4: Represents the weighted average sale price. The lowest price at which shares were sold was $160.04 and the highest price at which shares were sold was $160.79. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (4), (5), (6) and (7) to this Form 4. Row 6 · 2026-08-03 · Sale · Disposed 200 · Balance 9,920,581 F3: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2026. F5: Represents the weighted average sale price. The lowest price at which shares were sold was $161.49 and the highest price at which shares were sold was $162.01. Row 7 · 2026-08-03 · Sale · Disposed 1,421 · Balance 9,919,160 F3: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2026. F6: Represents the weighted average sale price. The lowest price at which shares were sold was $162.615 and the highest price at which shares were sold was $163.57. Row 8 · 2026-08-03 · Sale · Disposed 800 · Balance 9,918,360 F3: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2026. F7: Represents the weighted average sale price. The lowest price at which shares were sold was $163.64 and the highest price at which shares were sold was $164.15. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,527 |
Reported balance
After 2026-08-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-01 · Exercise / conversion · Disposed 2,764 · Balance 5,527 F13: 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") previously granted to the Reporting Person. F14: 25% of the RSUs vested on February 1, 2024, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon settlement. F15: RSUs do not expire; they either vest or are canceled prior to the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,454 |
Reported balance
After 2026-08-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-08-01 · Exercise / conversion · Disposed 2,242 · Balance 13,454 F13: 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") previously granted to the Reporting Person. F16: 25% of the RSUs vested on February 1, 2025, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F15: RSUs do not expire; they either vest or are canceled prior to the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,002 |
Reported balance
After 2026-08-01 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-08-01 · Exercise / conversion · Disposed 1,300 · Balance 13,002 F13: 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") previously granted to the Reporting Person. F17: 25% of the RSUs vested on February 1, 2026, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon settlement. F15: RSUs do not expire; they either vest or are canceled prior to the vesting date. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 25,680,202 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 25,680,202 F8: These securities are held by the 2010 K.A. Family Trust dated May 3, 2010, for which the Reporting Person serves as a trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 4,646,144 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 4,646,144 F11: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 4,646,144 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 4,646,144 F12: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person's spouse. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,513,505 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 5,513,505 F9: Shares held directly by the KAXX Trust under The K.A. Children's Trust dated February 9, 2011, for which the Reporting Person serves as a trustee. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,513,505 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 5,513,505 F10: Shares held directly by the KAJJ Trust under The K.A. Children's Trust dated February 9, 2011, for which the Reporting Person serves as a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person.
F2: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of restricted stock units.
F3: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 4, 2026.
F4: Represents the weighted average sale price. The lowest price at which shares were sold was $160.04 and the highest price at which shares were sold was $160.79. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes (4), (5), (6) and (7) to this Form 4.
F5: Represents the weighted average sale price. The lowest price at which shares were sold was $161.49 and the highest price at which shares were sold was $162.01.
F6: Represents the weighted average sale price. The lowest price at which shares were sold was $162.615 and the highest price at which shares were sold was $163.57.
F7: Represents the weighted average sale price. The lowest price at which shares were sold was $163.64 and the highest price at which shares were sold was $164.15.
F8: These securities are held by the 2010 K.A. Family Trust dated May 3, 2010, for which the Reporting Person serves as a trustee.
F9: Shares held directly by the KAXX Trust under The K.A. Children's Trust dated February 9, 2011, for which the Reporting Person serves as a trustee.
F10: Shares held directly by the KAJJ Trust under The K.A. Children's Trust dated February 9, 2011, for which the Reporting Person serves as a trustee.
F11: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person.
F12: These securities are held by a grantor retained annuity trust for the benefit of the Reporting Person's spouse.
F13: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.
F14: 25% of the RSUs vested on February 1, 2024, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon settlement.
F15: RSUs do not expire; they either vest or are canceled prior to the vesting date.
F16: 25% of the RSUs vested on February 1, 2025, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting.
F17: 25% of the RSUs vested on February 1, 2026, and the remaining 75% of the RSUs will vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the Reporting Person's provision of service to the Issuer on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon settlement.
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 |
|---|---|---|---|---|---|---|
| February 01, 2017 Filed Feb 3, 2017 21:36 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004393 · doc1.xml · nonDerivative · entry 2 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,487,000 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. F2 · kind: Vesting of RSUs granted to the Reporting Person on February 12, 2014. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 21:36 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004393 · doc1.xml · nonDerivative · entry 1 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,484,500 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: Vesting of restricted stock units ("RSUs") granted to the Reporting Person on February 13, 2013. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | SaleCommon Stock | 3,585 | $31.77 | $113,882.90 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · nonDerivative · entry 5 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482,000 F6 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2016. F7 · shares: Represents the aggregate of sales effected on the same day at different prices F8 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $31.65 to $31.93 per share. Full information regarding the number of shares sold at each price shall be provided upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · derivative · entry 12 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 2,500 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. F13 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F3 · kind: Vesting of RSUs granted to the Reporting Person on February 11, 2015. F16 · derivative.exercise_date: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F16 · derivative.expiration_date: 25% of the RSUs vest on February 1, 2016, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · derivative · entry 11 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Commn Stock · 2,500 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. F13 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F2 · kind: Vesting of RSUs granted to the Reporting Person on February 12, 2014. F15 · derivative.exercise_date: 25% of the RSUs vest on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F15 · derivative.expiration_date: 25% of the RSUs vest on February 1, 2015, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · derivative · entry 10 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 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. F13 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's common stock. F1 · kind: Vesting of RSUs granted to the Reporting Person on February 13, 2013. F14 · derivative.exercise_date: 25% of the RSUs vested on February 1, 2014, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. F14 · derivative.expiration_date: 25% of the RSUs vested on February 1, 2014, then the remaining 75% of the RSUs vest in equal installments on each quarterly anniversary thereafter, until such time as the RSUs are 100% vested, subject to the continuing employment of the Reporting Person on each vesting date. Shares of the Issuer's common stock will be delivered to the Reporting Person upon vesting. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Tax withholdingCommon Stock | 3,915 | $31.76 | $124,340.40 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · nonDerivative · entry 4 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485,585 F4 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of on this line were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal and state tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. F5 · price: The price per share was based on the fair market value of the Issuer's common stock on the vesting and release date. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · nonDerivative · entry 3 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489,500 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 · kind: Vesting of RSUs granted to the Reporting Person on February 11, 2015. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · nonDerivative · entry 2 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,487,000 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. F2 · kind: Vesting of RSUs granted to the Reporting Person on February 12, 2014. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:26 UTC | Fortinet, Inc. FTNT · Entity 2890 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084737 · doc1.xml · nonDerivative · entry 1 Xie Michael · CIK 0001475586 · Director · VP, Engineering & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,484,500 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: Vesting of RSUs granted to the Reporting Person on February 13, 2013. 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.