Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SailPoint, Inc.SAIL · Entity 3487 | General Counsel and Secretary | October 06, 2026 | October 08, 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.
SailPoint, Inc.
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,268,311 |
Ending reported balance
After 2026-10-07 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-06 · Sale · Disposed 18,631 · Balance 1,294,090 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F2: On October 6, 2026, the Reporting Person sold 18,631 shares in multiple trades at prices ranging from $19.864 to $20.86 per share. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. Row 2 · 2026-10-06 · Sale · Disposed 2,412 · Balance 1,291,678 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F4: On October 6, 2026, the Reporting Person sold 2,412 shares in multiple trades at prices ranging from $20.865 to $21.22 per share. Row 3 · 2026-10-07 · Sale · Disposed 23,277 · Balance 1,268,401 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F5: On October 7, 2026, the Reporting Person sold 23,277 shares in multiple trades at prices ranging from $19.409 to $20.40 per share. Row 4 · 2026-10-07 · Sale · Disposed 90 · Balance 1,268,311 F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person. F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected. F6: On October 7, 2026, the Reporting Person sold 90 shares in multiple trades at prices ranging from $20.44 to $20.445 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: These trades were executed under a Rule 10b5-1 trading plan and pursuant to a mandatory sell-to-cover provision in the Reporting Person's underlying Restricted Stock Unit Agreement for the satisfaction of tax withholding obligations in connection with the vesting of restricted stock units and consequently do not represent discretionary trades by the Reporting Person.
F2: On October 6, 2026, the Reporting Person sold 18,631 shares in multiple trades at prices ranging from $19.864 to $20.86 per share.
F3: The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer or any security holder of the Issuer, upon request, full information regarding the number of shares and prices at which the trades were effected.
F4: On October 6, 2026, the Reporting Person sold 2,412 shares in multiple trades at prices ranging from $20.865 to $21.22 per share.
F5: On October 7, 2026, the Reporting Person sold 23,277 shares in multiple trades at prices ranging from $19.409 to $20.40 per share.
F6: On October 7, 2026, the Reporting Person sold 90 shares in multiple trades at prices ranging from $20.44 to $20.445 per share.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sailpoint Technologies Holdings, Inc.
Report date August 16, 2022 · Filed August 16, 2022
Section 16 reporting ended · disclosed 2022-08-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 1
1 source rowRow 1 · 2022-08-16 · Disposition to issuer · Disposed 59,609 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated April 10, 2022 (the Merger Agreement), by and among SailPoint Technologies Holdings, Inc. (Issuer), SailPoint Intermediate Holdings III, LP (f/k/a Project Hotel California Holdings, LP) (Parent) and Project Hotel California Merger Sub, Inc. (Merger Sub), on August 16, 2022, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly-owned subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the Merger). At the effective time of the Merger, each then outstanding share of Issuer common stock was cancelled and extinguished and automatically converted into the right to receive an amount in cash equal to $65.25, without interest thereon and less any applicable withholding taxes. F2: Includes restricted stock units (RSUs). At the Effective Time, each RSU award that was vested and outstanding immediately prior to the Effective Time (Vested RSU) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares of such Vested RSU, subject to any required withholding of taxes. Each RSU that was outstanding immediately prior to the Effective Time and not a Vested RSU (Unvested RSU) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares underlying such RSU, in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Effective Time. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.17 · Expires 2027-03-24 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-08-16 · Disposition to issuer · Disposed 15,384 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F4: This Option was granted on March 24, 2017. As to 35,000 shares, 25% vested on March 13, 2018 and the remaining 75% vested in equal installments on a monthly basis over the 36-month period following March 13, 2018. As to the other 35,000 shares, (i) 7,280 vested on January 15, 2018; (ii) 26,250 vested in equal installments on each of January 15, 2019, January 15, 2020, and January 15, 2021; and (iii) 1,470 vested on April 15, 2021. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.00 · Expires 2027-11-16 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-16 · Disposition to issuer · Disposed 12,741 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F5: This Option was granted on November 16, 2017. 25% vested on the first anniversary of the date of grant and then 1/48th vested each month thereafter, such that 100% of the award had vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.92 · Expires 2029-02-07 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-08-16 · Disposition to issuer · Disposed 24,623 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F6: This Option was granted on February 7, 2019. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.42 · Expires 2030-02-05 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-08-16 · Disposition to issuer · Disposed 25,139 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: This Option was granted on February 5, 2020. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.78 · Expires 2031-02-17 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-08-16 · Disposition to issuer · Disposed 18,119 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F8: This Option was granted on February 17, 2021. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.75 · Expires 2032-02-10 | Direct | 0 |
Reported balance
After 2022-08-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-08-16 · Disposition to issuer · Disposed 29,646 · Balance 0 F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F9: This Option was granted on February 10, 2022. 25% vests on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated April 10, 2022 (the Merger Agreement), by and among SailPoint Technologies Holdings, Inc. (Issuer), SailPoint Intermediate Holdings III, LP (f/k/a Project Hotel California Holdings, LP) (Parent) and Project Hotel California Merger Sub, Inc. (Merger Sub), on August 16, 2022, Merger Sub merged with and into Issuer, with Issuer surviving the merger as a wholly-owned subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the Merger). At the effective time of the Merger, each then outstanding share of Issuer common stock was cancelled and extinguished and automatically converted into the right to receive an amount in cash equal to $65.25, without interest thereon and less any applicable withholding taxes.
F2: Includes restricted stock units (RSUs). At the Effective Time, each RSU award that was vested and outstanding immediately prior to the Effective Time (Vested RSU) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares of such Vested RSU, subject to any required withholding of taxes. Each RSU that was outstanding immediately prior to the Effective Time and not a Vested RSU (Unvested RSU) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to $65.25 multiplied by the total number of shares underlying such RSU, in each case subject to the same terms and conditions that applied to the Unvested RSU as in effect immediately prior to the Effective Time.
F3: Each option to purchase shares of Issuer common stock (Option) that was vested and outstanding immediately prior to the Effective Time (Vested Option) was automatically cancelled and converted into the right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Vested Option, multiplied by (y) the total number of shares underlying such Vested Option, subject to any required withholding of taxes. Each Option that was outstanding but unvested immediately prior to the Effective Time (Unvested Option) was automatically converted into the contingent right to receive an amount in cash, without interest, equal to (x) the difference between $65.25 and the per share exercise price of such Unvested Option multiplied by (y) the total number of shares underlying such Unvested Option, in each case subject to the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time.
F4: This Option was granted on March 24, 2017. As to 35,000 shares, 25% vested on March 13, 2018 and the remaining 75% vested in equal installments on a monthly basis over the 36-month period following March 13, 2018. As to the other 35,000 shares, (i) 7,280 vested on January 15, 2018; (ii) 26,250 vested in equal installments on each of January 15, 2019, January 15, 2020, and January 15, 2021; and (iii) 1,470 vested on April 15, 2021.
F5: This Option was granted on November 16, 2017. 25% vested on the first anniversary of the date of grant and then 1/48th vested each month thereafter, such that 100% of the award had vested on the fourth anniversary of the date of grant.
F6: This Option was granted on February 7, 2019. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F7: This Option was granted on February 5, 2020. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F8: This Option was granted on February 17, 2021. 25% vested on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
F9: This Option was granted on February 10, 2022. 25% vests on the first anniversary of the date of grant and then 1/48th vests each month thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant.
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 16, 2021 Filed Feb 18, 2021 17:11 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 729 | $3.17 | $2,310.93 |
DisclosureSEC source: 0001209191-21-011948 · doc4.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,596 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: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 17:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 729 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001209191-21-004709 · doc4.xml · derivative · entry 3 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,063 Underlying: Common Stock · 729 shares Expires 2027-03-24 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: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F3 · derivative.exercise_date: On March 24, 2017, the reporting person was granted an option to purchase 70,000 shares of common stock. As to 35,000 shares, 25% vested on March 13, 2018 and the remaining 75% vest in equal installments on a monthly basis over the 36-month period following March 13, 2018. As to the other 35,000 shares, (i) 7,280 vested on January 15, 2018; (ii) 26,250 vested in equal installments on each of January 15, 2019, January 15, 2020, and January 15, 2021; and (iii) 1,470 vest on April 15, 2021. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 17:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 729 | $57.13 | $41,647.77 |
DisclosureSEC source: 0001209191-21-004709 · doc4.xml · nonDerivative · entry 2 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867 F1 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F2 · price: Pursuant to the 10b5-1 Plan, the reporting person sold 729 shares in a single trade at a price of $57.13 per share. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 17:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 729 | $3.17 | $2,310.93 |
DisclosureSEC source: 0001209191-21-004709 · doc4.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,596 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: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 16:47 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 729 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001209191-20-064439 · doc4.xml · derivative · entry 3 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,792 Underlying: Common Stock · 729 shares Expires 2027-03-24 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: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F3 · derivative.exercise_date: On March 24, 2017, the reporting person was granted an option to purchase 70,000 shares of common stock. As to 35,000 shares, 25% vested on March 13, 2018 and the remaining 75% vest in equal installments on a monthly basis over the 36-month period following March 13, 2018. As to the other 35,000 shares, (i) 7,280 vested on January 15, 2018; (ii) 26,250 vest in equal installments on each of January 15, 2019, January 15, 2020, and January 15, 2021; and (iii) 1,470 vest on April 15, 2021. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 16:47 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 729 | $52.03 | $37,929.87 |
DisclosureSEC source: 0001209191-20-064439 · doc4.xml · nonDerivative · entry 2 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,867 F1 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F2 · price: Pursuant to the 10b5-1 Plan, the reporting person sold 729 shares in a single trade at a price of 52.03 per share. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 16:47 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 729 | $3.17 | $2,310.93 |
DisclosureSEC source: 0001209191-20-064439 · doc4.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,596 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: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 17:03 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 500 | $43.79 | $21,894.00 |
DisclosureSEC source: 0001209191-20-060263 · doc4.xml · nonDerivative · entry 2 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,368 F2 · price: On November 23, 2020, pursuant to the 10b5-1 Plan, Mr. Schmitt sold 500 shares in multiple trades at prices ranging from $43.73 to $43.85 per share. The price reported above reflects the weighted average sale price. Mr. Schmitt hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 17:03 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 6,791 | $43.11 | $292,747.79 |
DisclosureSEC source: 0001209191-20-060263 · doc4.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,868 F1 · price: On November 23, 2020, pursuant to a plan of disposition adopted by Mr. Schmitt on March 13, 2020 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. Schmitt sold 6,791 shares in multiple trades at prices ranging from $42.68 to $43.41 per share. The price reported above reflects the weighted average sale price. Mr. Schmitt hereby undertakes to provide to the Securities and Exchange Commission staff, the issuer or any security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 17:07 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 499 | $42.51 | $21,212.49 |
DisclosureSEC source: 0001209191-20-058776 · doc4.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,659 F1 · price: On November 16, 2020, pursuant to a plan of disposition adopted by Mr. Schmitt on March 13, 2020 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. Schmitt sold 499 shares in a single trade at a price of $42.51 per share. No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. Read SEC document |
| November 16, 2020 Filed Dec 18, 2020 16:35 UTC Amendment | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionStock Option (right to buy) · Derivative | 499 | $0.00 Strike: $3.17 | $0.00 |
DisclosureSEC source: 0001209191-20-064431 · doc4a.xml · derivative · entry 2 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,521 Underlying: Common Stock · 499 shares Expires 2027-03-24 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: The Form 4 filed by the reporting person on November 17, 2020 reported a sale of 499 shares that was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). That original form inadvertently omitted the reporting person's exercise of an option to purchase 499 shares, which was effected purusant to the 10b5-1 Plan and occurred immediately prior to the previously reported sale. No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F3 · derivative.exercise_date: On March 24, 2017, the reporting person was granted an option to purchase 70,000 shares of common stock. As to 35,000 shares, 25% vested on March 13, 2018 and the remaining 75% vest in equal installments on a monthly basis over the 36-month period following March 13, 2018. As to the other 35,000 shares, (i) 7,280 vested on January 15, 2018; (ii) 26,250 vest in equal installments on each of January 15, 2019, January 15, 2020, and January 15, 2021; and (iii) 1,470 vest on April 15, 2021. Read SEC document |
| November 16, 2020 Filed Dec 18, 2020 16:35 UTC Amendment | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Exercise / conversionCommon Stock | 499 | $3.17 | $1,581.83 |
DisclosureSEC source: 0001209191-20-064431 · doc4a.xml · nonDerivative · entry 1 Schmitt Christopher · CIK 0001820482 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,657 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: The Form 4 filed by the reporting person on November 17, 2020 reported a sale of 499 shares that was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2020 (the "10b5-1 Plan"). That original form inadvertently omitted the reporting person's exercise of an option to purchase 499 shares, which was effected purusant to the 10b5-1 Plan and occurred immediately prior to the previously reported sale. No more than 50,702 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than April 16, 2021, regardless of whether the maximum of 50,702 shares in the aggregate have been sold. F2 · balance_after: Immediately following execution of the exercise and sale pursuant to the 10b5-1 Plan on November 16, 2020, the reporting person beneficially owned 47,158 shares. 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.