Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ChargePoint Holdings, Inc.CHPT · Entity 6581 | Director | July 21, 2026 | July 22, 2026 |
| RingCentral, Inc.RNG · Entity 2299 | Chief Financial Officer | December 01, 2021 | December 02, 2021 |
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.
ChargePoint Holdings, Inc.
Report date July 21, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,132 |
Reported balance
After 2026-07-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-21 · Grant · Acquired 18,370 · Balance 43,132 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. F2: Effective July 28, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of the securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. |
| Common StockSEC Table I · non-derivative | Direct | 49,812 |
Reported balance
After 2026-07-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-21 · Grant · Acquired 6,680 · Balance 49,812 F3: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement which shall vest in four equal quarterly installments with the final installment vesting on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied in full on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date.
F2: Effective July 28, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of the securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split.
F3: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement which shall vest in four equal quarterly installments with the final installment vesting on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the next annual meeting of stockholders, subject to the Reporting Person's continuous service with the Issuer through such date.
RingCentral, Inc.
Report date December 01, 2021 · Filed December 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 159,605 |
Reported balance
After 2021-12-01 transaction · row 1
1 source rowRow 1 · 2021-12-01 · Sale · Disposed 319 · Balance 159,605 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 12, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 12, 2021.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Informatica Inc.
Report date November 18, 2025 · Filed November 18, 2025
Section 16 reporting ended · disclosed 2025-11-18. 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 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Disposition to issuer · Disposed 27,289 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 26, 2025 (the "Merger Agreement"), by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by the Reporting Person was converted into the right to receive $25.00 in cash, without interest (the "Merger Consideration"). F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") held by the Reporting Person was cancelled and converted into the right to the Merger Consideration in respect of each share of Class A Common Stock subject to such RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 26, 2025 (the "Merger Agreement"), by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by the Reporting Person was converted into the right to receive $25.00 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") held by the Reporting Person was cancelled and converted into the right to the Merger Consideration in respect of each share of Class A Common Stock subject to such RSU.
ZoomInfo Technologies Inc.
Report date May 15, 2024 · Filed May 17, 2024
Section 16 reporting ended · disclosed 2024-05-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,740 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Exercise / conversion · Acquired 8,893 · Balance 39,740 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-15 · Exercise / conversion · Disposed 8,893 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.
F2: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders.
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 22, 2017 Filed May 24, 2017 21:09 UTC | RingCentral, Inc. RNG · Entity 2299 | Tax withholdingClass A Common Stock | 2,356 | $34.45 | $81,164.20 |
DisclosureSEC source: 0001209191-17-035045 · doc4.xml · nonDerivative · entry 1 Dhruv Mitesh · CIK 0001705419 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,054 F1 · 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 reported restricted stock units. F2 · balance_after: Includes 917 shares acquired under the Issuer's Employee Stock Purchase Plan on May 10, 2017. 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.