Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADOBE INC.ADBE · Entity 2895 | SVP & CAO | July 24, 2024 | July 26, 2024 |
| Gen Digital Inc.SYMC · Entity 2098 | SVP and CAO | June 09, 2017 | June 13, 2017 |
| Workday, Inc.WDAY · Entity 1785 | Chief Accounting Officer | October 12, 2026 | October 14, 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.
ADOBE INC.
Report date July 24, 2024 · Filed July 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,797.4464 |
Ending reported balance
After 2024-07-25 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-07-24 · Exercise / conversion · Acquired 101 · Balance 2,898.4464 Row 2 · 2024-07-24 · Tax withholding · Disposed 50 · Balance 2,848.4464 F1: Shares surrendered to pay tax liability due at vesting. Row 3 · 2024-07-24 · Exercise / conversion · Acquired 91 · Balance 2,939.4464 Row 4 · 2024-07-24 · Tax withholding · Disposed 45 · Balance 2,894.4464 F1: Shares surrendered to pay tax liability due at vesting. Row 5 · 2024-07-25 · Sale · Disposed 97 · Balance 2,797.4464 F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 2, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 201 |
Reported balance
After 2024-07-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-07-24 · Exercise / conversion · Disposed 101 · Balance 201 F3: Vests 25% on the first anniversary of the January 24, 2021 vesting commencement date and then 6.25% quarterly thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 546 |
Reported balance
After 2024-07-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-07-24 · Exercise / conversion · Disposed 91 · Balance 546 F4: Vests 25% on the first anniversary of the January 24, 2022 vesting commencement date and then 6.25% quarterly thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares surrendered to pay tax liability due at vesting.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 2, 2024.
F3: Vests 25% on the first anniversary of the January 24, 2021 vesting commencement date and then 6.25% quarterly thereafter.
F4: Vests 25% on the first anniversary of the January 24, 2022 vesting commencement date and then 6.25% quarterly thereafter.
Gen Digital Inc.
Report date June 09, 2017 · Filed June 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,405 |
Reported balance
After 2017-06-09 transaction · row 1
1 source rowRow 1 · 2017-06-09 · Grant · Acquired 8,734 · Balance 48,405 F1: Represents shares that are issuable pursuant to restricted stock units. 30% vests on June 1, 2018, 30% vests on June 1, 2019 and 40% vests on June 1, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that are issuable pursuant to restricted stock units. 30% vests on June 1, 2018, 30% vests on June 1, 2019 and 40% vests on June 1, 2020.
Workday, Inc.
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 69,309 |
Reported balance
After 2026-10-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-12 · Sale · Disposed 918 · Balance 69,309 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person dated October 14, 2025. F2: Includes 57,959 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement. All grants are subject to the Reporting Person's continued service with the Issuer on the applicable vesting dates. |
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 previously adopted by the Reporting Person dated October 14, 2025.
F2: Includes 57,959 restricted stock units (RSUs), each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement. All grants are subject to the Reporting Person's continued service with the Issuer on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| January 24, 2021 Filed Jan 26, 2021 23:06 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-21-000020 · wf-form4_161170235879415.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 44 shares acquired on December 31, 2021 pursuant to Adobe's 2020 Employee Stock Purchase Plan. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 21:42 UTC | ADOBE INC. ADBE · Entity 2895 | SaleCommon Stock | 948 | $475.61 | $450,878.28 |
DisclosureSEC source: 0000796343-20-000254 · wf-form4_160815494237555.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person July 19, 2019. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 21:24 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 1,879 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-20-000242 · wf-form4_160737624686541.xml · derivative · entry 3 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757 Underlying: Common Stock · 1,879 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 3, 2018 grant date. F3 · derivative.expiration_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 3, 2018 grant date. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 21:24 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 931 | $484.28 | $450,864.68 |
DisclosureSEC source: 0000796343-20-000242 · wf-form4_160737624686541.xml · nonDerivative · entry 2 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,126 F2 · shares: Shares surrendered to pay tax liability due at vesting. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 21:24 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 1,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-20-000242 · wf-form4_160737624686541.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,057 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 67 shares acquired on June 30, 2020 pursuant to Adobe's 2020 Employee Stock Purchase Plan. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:28 UTC | ADOBE INC. ADBE · Entity 2895 | GrantRestricted Stock Units · Derivative | 947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-20-000051 · wf-form4_158335729467384.xml · derivative · entry 2 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947 Underlying: Common Stock · 947 shares Expires not disclosed F1 · derivative.exercise_date: Vests 50% on the first and second anniversaries of the March 2, 2020 vesting commencement date. F1 · derivative.expiration_date: Vests 50% on the first and second anniversaries of the March 2, 2020 vesting commencement date. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 00:27 UTC | ADOBE INC. ADBE · Entity 2895 | GrantRestricted Stock Units · Derivative | 577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-20-000027 · wf-form4_158025765529622.xml · derivative · entry 3 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 Underlying: Common Stock · 577 shares Expires not disclosed F4 · derivative.exercise_date: Vests 25% on the first anniversary of the January 24, 2020 vesting commencement date and then 6.25% quarterly thereafter. F4 · derivative.expiration_date: Vests 25% on the first anniversary of the January 24, 2020 vesting commencement date and then 6.25% quarterly thereafter. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 00:27 UTC | ADOBE INC. ADBE · Entity 2895 | GrantPerformance Shares · Derivative | 1,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-20-000027 · wf-form4_158025765529622.xml · derivative · entry 2 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154 Underlying: Common Stock · 1,154 shares Expires not disclosed F2 · shares: Represents 200% of the target payout (the maximum number of Performance Shares that will be earned, if at all) following the three-year performance period. F3 · derivative.exercise_date: The Performance Shares will vest in full upon the certification of performance goal achievement following the three-year anniversary of the January 24, 2020 vesting commencement date if the performance goal is achieved. F3 · derivative.expiration_date: The Performance Shares will vest in full upon the certification of performance goal achievement following the three-year anniversary of the January 24, 2020 vesting commencement date if the performance goal is achieved. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 21:11 UTC | ADOBE INC. ADBE · Entity 2895 | SaleCommon Stock | 948 | $319.27 | $302,667.96 |
DisclosureSEC source: 0000796343-19-000188 · wf-form4_157670349143159.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person July 19, 2019. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:17 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionRestricted Stock Units · Derivative | 1,879 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-19-000177 · wf-form4_157549425629040.xml · derivative · entry 3 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,636 Underlying: Common Stock · 1,879 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 3, 2018 grant date. F3 · derivative.expiration_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 3, 2018 grant date. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:17 UTC | ADOBE INC. ADBE · Entity 2895 | Tax withholdingCommon Stock | 931 | $303.91 | $282,940.21 |
DisclosureSEC source: 0000796343-19-000177 · wf-form4_157549425629040.xml · nonDerivative · entry 2 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022 F2 · shares: Shares surrendered to pay tax liability due at vesting of Restricted Stock Units. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:17 UTC | ADOBE INC. ADBE · Entity 2895 | Exercise / conversionCommon Stock | 1,879 | $0.00 | $0.00 |
DisclosureSEC source: 0000796343-19-000177 · wf-form4_157549425629040.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 74 shares acquired on June 28, 2019 pursuant to Adobe's 1997 Employee Stock Purchase Plan, as amended. Read SEC document |
| December 03, 2018 Filed Dec 3, 2018 22:06 UTC | ADOBE INC. ADBE · Entity 2895 | GrantRestricted Stock Units · Derivative | 7,515 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000796343-18-000185 · wf-form4_154387476943914.xml · derivative · entry 1 Garfield Mark S. · CIK 0001602315 · VP, CAO & Corp. Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,515 Underlying: Common Stock · 7,515 shares Expires not disclosed F1 · derivative.exercise_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 03, 2018 grant date. F1 · derivative.expiration_date: Vests at a rate of 1/4 annually on the first, second, third and fourth anniversaries of the December 03, 2018 grant date. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 21:04 UTC | Gen Digital Inc. SYMC · Entity 2098 | GrantCommon Stock | 8,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039533 · doc4.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,405 F1 · shares: Represents shares that are issuable pursuant to restricted stock units. 30% vests on June 1, 2018, 30% vests on June 1, 2019 and 40% vests on June 1, 2020. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 20:44 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 11,397 | $30.06 | $342,625.73 |
DisclosureSEC source: 0001209191-17-037770 · doc4.xml · nonDerivative · entry 2 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,671 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. F2 · shares: Represents the aggregate of sales effected on the same day at different prices pursuant to the plan in footnote (1). F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $29.89 to $30.25 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 |
| June 01, 2017 Filed Jun 5, 2017 20:44 UTC | Gen Digital Inc. SYMC · Entity 2098 | Tax withholdingCommon Stock | 12,440 | $30.34 | $377,429.60 |
DisclosureSEC source: 0001209191-17-037770 · doc4.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,068 Read SEC document |
| May 23, 2017 Filed May 24, 2017 20:45 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 18,069 | $29.39 | $531,031.65 |
DisclosureSEC source: 0001209191-17-034999 · doc4.xml · nonDerivative · entry 3 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,508 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. F2 · shares: Represents the aggregate of sales effected on the same day at different prices pursuant to the plan in footnote (1). F3 · price: Represents the weighted average sales price per share. The shares sold at prices ranging from $29.23 to $29.69 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 |
| May 22, 2017 Filed May 24, 2017 20:45 UTC | Gen Digital Inc. SYMC · Entity 2098 | Exercise / conversionPerformance-based Restricted Stock Units · Derivative | 29,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034999 · doc4.xml · derivative · entry 4 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,246 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: Represents performance-based restricted stock units (PRUs) originally reported by the reporting person in a Form 4 filed with the Commission on May 13, 2015. F4 · derivative.exercise_date: Represents performance-based restricted stock units (PRUs) originally reported by the reporting person in a Form 4 filed with the Commission on May 13, 2015. F4 · derivative.expiration_date: Represents performance-based restricted stock units (PRUs) originally reported by the reporting person in a Form 4 filed with the Commission on May 13, 2015. F4 · balance_after: Represents performance-based restricted stock units (PRUs) originally reported by the reporting person in a Form 4 filed with the Commission on May 13, 2015. Read SEC document |
| May 22, 2017 Filed May 24, 2017 20:45 UTC | Gen Digital Inc. SYMC · Entity 2098 | Tax withholdingCommon Stock | 11,177 | $29.58 | $330,615.66 |
DisclosureSEC source: 0001209191-17-034999 · doc4.xml · nonDerivative · entry 2 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,577 Read SEC document |
| May 22, 2017 Filed May 24, 2017 20:45 UTC | Gen Digital Inc. SYMC · Entity 2098 | Exercise / conversionCommon Stock | 29,246 | $29.58 | $865,096.68 |
DisclosureSEC source: 0001209191-17-034999 · doc4.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,754 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 |
| March 08, 2017 Filed Mar 9, 2017 21:31 UTC | Gen Digital Inc. SYMC · Entity 2098 | SaleCommon Stock | 3,002 | $29.25 | $87,808.50 |
DisclosureSEC source: 0001209191-17-019623 · doc4.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,508 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:34 UTC | Gen Digital Inc. SYMC · Entity 2098 | Tax withholdingCommon Stock | 1,979 | $29.09 | $57,569.11 |
DisclosureSEC source: 0001209191-17-016637 · doc4.xml · nonDerivative · entry 1 Garfield Mark S. · CIK 0001602315 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,510 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.