Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SailPoint, Inc.SAIL · Entity 3487 | Director · Chief Executive Officer | 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 | 7,874,621 |
Ending reported balance
After 2026-10-07 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-06 · Sale · Disposed 91,986 · Balance 8,001,884 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 91,986 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 11,907 · Balance 7,989,977 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 11,907 shares in multiple trades at prices ranging from $20.865 to $21.22 per share. Row 3 · 2026-10-07 · Sale · Disposed 114,913 · Balance 7,875,064 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 114,913 shares in multiple trades at prices ranging from $19.409 to $20.40 per share. Row 4 · 2026-10-07 · Sale · Disposed 443 · Balance 7,874,621 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 443 shares in multiple trades at prices ranging from $20.44 to $20.445 per share. |
| Common StockSEC Table I · non-derivative | IndirectBy McClain GMM 2015 Trust | 52,004 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 52,004 F7: The Reporting Person is a trustee for each of McClain GMM 2015 Trust and Paul N. McClain Gift Trust (together, the "Trusts"). The beneficiary of each of the Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Trusts except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Paul N. McClain Gift Trust | 17,335 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 17,335 F7: The Reporting Person is a trustee for each of McClain GMM 2015 Trust and Paul N. McClain Gift Trust (together, the "Trusts"). The beneficiary of each of the Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Trusts except to the extent of his pecuniary interest therein. |
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 91,986 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 11,907 shares in multiple trades at prices ranging from $20.865 to $21.22 per share.
F5: On October 7, 2026, the Reporting Person sold 114,913 shares in multiple trades at prices ranging from $19.409 to $20.40 per share.
F6: On October 7, 2026, the Reporting Person sold 443 shares in multiple trades at prices ranging from $20.44 to $20.445 per share.
F7: The Reporting Person is a trustee for each of McClain GMM 2015 Trust and Paul N. McClain Gift Trust (together, the "Trusts"). The beneficiary of each of the Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Trusts except to the extent of his pecuniary interest therein.
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 720,192 · 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. |
| Common StockSEC Table I · non-derivative | IndirectBy McClain Charitable Remainder Unitrust | 0 |
Reported balance
After 2022-08-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-08-16 · Disposition to issuer · Disposed 255,994 · 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. F3: The Reporting Person is a co-trustee for the McClain Charitable Remainder Unitrust (the "Unitrust"), and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Unitrust; however, the Reporting Person disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy McClain RHD 2015 Trust | 0 |
Reported balance
After 2022-08-16 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-08-16 · Disposition to issuer · Disposed 48,000 · 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. F4: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy McClain ADM 2015 Trust | 0 |
Reported balance
After 2022-08-16 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-08-16 · Disposition to issuer · Disposed 48,000 · 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. F4: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy McClain GMM 2015 Trust | 0 |
Reported balance
After 2022-08-16 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2022-08-16 · Disposition to issuer · Disposed 48,000 · 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. F4: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. |
| 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-08-16 · Disposition to issuer · Disposed 200,000 · Balance 0 F5: 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 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 by 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-08-16 · Disposition to issuer · Disposed 113,646 · Balance 0 F5: 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 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-08-16 · Disposition to issuer · Disposed 125,698 · Balance 0 F5: 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 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 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-08-16 · Disposition to issuer · Disposed 72,476 · Balance 0 F5: 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 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 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-08-16 · Disposition to issuer · Disposed 118,586 · Balance 0 F5: 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. F10: 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: The Reporting Person is a co-trustee for the McClain Charitable Remainder Unitrust (the "Unitrust"), and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Unitrust; however, the Reporting Person disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein.
F4: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein.
F5: 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 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 by the fourth anniversary of the date of grant.
F7: 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.
F8: 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.
F9: 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.
F10: 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 |
|---|---|---|---|---|---|---|
| October 07, 2026 Filed Oct 8, 2026 21:05 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 443 | $20.44 | $9,054.92 |
DisclosureSEC source: 0001722498-26-000034 · wk-form4_1791493513.xml · nonDerivative · entry 4 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,874,621 F1 · kind: 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 · price: 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 · price: On October 7, 2026, the Reporting Person sold 443 shares in multiple trades at prices ranging from $20.44 to $20.445 per share. Read SEC document |
| October 07, 2026 Filed Oct 8, 2026 21:05 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 114,913 | $19.71 | $2,264,912.25 |
DisclosureSEC source: 0001722498-26-000034 · wk-form4_1791493513.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,875,064 F1 · kind: 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 · price: 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 · price: On October 7, 2026, the Reporting Person sold 114,913 shares in multiple trades at prices ranging from $19.409 to $20.40 per share. Read SEC document |
| October 06, 2026 Filed Oct 8, 2026 21:05 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 11,907 | $21.03 | $250,407.78 |
DisclosureSEC source: 0001722498-26-000034 · wk-form4_1791493513.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,989,977 F1 · kind: 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 · price: 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 · price: On October 6, 2026, the Reporting Person sold 11,907 shares in multiple trades at prices ranging from $20.865 to $21.22 per share. Read SEC document |
| October 06, 2026 Filed Oct 8, 2026 21:05 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 91,986 | $20.27 | $1,864,335.45 |
DisclosureSEC source: 0001722498-26-000034 · wk-form4_1791493513.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,001,884 F1 · kind: 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 · price: On October 6, 2026, the Reporting Person sold 91,986 shares in multiple trades at prices ranging from $19.864 to $20.86 per share. F3 · price: 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. Read SEC document |
| July 08, 2026 Filed Jul 9, 2026 20:55 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 93,260 | $15.42 | $1,437,621.55 |
DisclosureSEC source: 0001722498-26-000028 · wk-form4_1783630499.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,093,870 F1 · kind: 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 · price: 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 · price: On July 8, 2026, the Reporting Person sold 93,260 shares in multiple trades at prices ranging from $15.115 to $16.015 per share. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 20:55 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 41,329 | $16.73 | $691,392.84 |
DisclosureSEC source: 0001722498-26-000028 · wk-form4_1783630499.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,187,130 F1 · kind: 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 · price: 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 · price: On July 7, 2026, the Reporting Person sold 41,329 shares in multiple trades at prices ranging from $16.55 to $16.95 per share. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 20:55 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 76,865 | $16.05 | $1,233,798.55 |
DisclosureSEC source: 0001722498-26-000028 · wk-form4_1783630499.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,228,459 F1 · kind: 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 · price: On July 7, 2026, the Reporting Person sold 76,865 shares in multiple trades at prices ranging from $15.55 to $16.545 per share. F3 · price: 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. Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 00:00 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 4,342 | $12.21 | $53,015.82 |
DisclosureSEC source: 0001722498-26-000022 · wk-form4_1775779200.xml · nonDerivative · entry 4 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,305,324 F1 · kind: 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. Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 00:00 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 88,532 | $11.42 | $1,011,283.33 |
DisclosureSEC source: 0001722498-26-000022 · wk-form4_1775779200.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,309,666 F1 · kind: 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 · price: 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 · price: On April 9, 2026, the Reporting Person sold 88,532 shares in multiple trades at prices ranging from $11.135 to $12.01 per share. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 00:00 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 67,262 | $12.80 | $860,993.96 |
DisclosureSEC source: 0001722498-26-000022 · wk-form4_1775779200.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,398,198 F1 · kind: 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 · price: 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 · price: On April 8, 2026, the Reporting Person sold 67,262 shares in multiple trades at prices ranging from $12.40 to $13.21 per share. Read SEC document |
| April 07, 2026 Filed Apr 10, 2026 00:00 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 67,328 | $12.72 | $856,540.08 |
DisclosureSEC source: 0001722498-26-000022 · wk-form4_1775779200.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,465,460 F1 · kind: 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 · price: On April 7, 2026, the Reporting Person sold 67,328 shares in multiple trades at prices ranging from $12.46 to $13.095 per share. F3 · price: 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. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:47 UTC | SailPoint, Inc. SAIL · Entity 3487 | GrantCommon Stock | 1,498,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001722498-26-000014 · wk-form4_1772833663.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,532,788 Read SEC document |
| January 08, 2026 Filed Jan 9, 2026 00:58 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 52,799 | $19.57 | $1,033,334.51 |
DisclosureSEC source: 0001722498-26-000012 · wk-form4_1767920287.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,034,417 F1 · kind: 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 · price: 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 · price: On January 8, 2026, the Reporting Person sold 52,799 shares in multiple trades at prices ranging from $19.415 to $20.08 per share. Read SEC document |
| January 07, 2026 Filed Jan 9, 2026 00:58 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 51,986 | $19.90 | $1,034,666.96 |
DisclosureSEC source: 0001722498-26-000012 · wk-form4_1767920287.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,087,216 F1 · kind: 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 · price: 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 · price: On January 7, 2026, the Reporting Person sold 51,986 shares in multiple trades at prices ranging from $19.455 to $20.23 per share. Read SEC document |
| January 06, 2026 Filed Jan 9, 2026 00:58 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 61,106 | $19.23 | $1,175,123.38 |
DisclosureSEC source: 0001722498-26-000012 · wk-form4_1767920287.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,139,202 F1 · kind: 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 · price: On January 6, 2026, the Reporting Person sold 61,106 shares in multiple trades at prices ranging from $18.93 to $19.63 per share. F3 · price: 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. Read SEC document |
| October 09, 2025 Filed Oct 9, 2025 23:31 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 175,425 | $22.42 | $3,933,624.95 |
DisclosureSEC source: 0001722498-25-000003 · wk-form4_1760052671.xml · nonDerivative · entry 5 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,200,308 F1 · kind: These trades were executed 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 · price: 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. F7 · price: On October 9, 2025, the Reporting Person sold 175,425 shares in multiple trades at prices ranging from $21.85 to $22.82 per share. Read SEC document |
| October 08, 2025 Filed Oct 9, 2025 23:31 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 27,742 | $22.91 | $635,577.54 |
DisclosureSEC source: 0001722498-25-000003 · wk-form4_1760052671.xml · nonDerivative · entry 4 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,375,733 F1 · kind: These trades were executed 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 · price: 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 · price: On October 8, 2025, the Reporting Person sold 27,742 shares in multiple trades at prices ranging from $22.79 to $23.09 per share. Read SEC document |
| October 08, 2025 Filed Oct 9, 2025 23:31 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 120,261 | $22.34 | $2,686,666.82 |
DisclosureSEC source: 0001722498-25-000003 · wk-form4_1760052671.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,403,475 F1 · kind: These trades were executed 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 · price: 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 · price: On October 8, 2025, the Reporting Person sold 120,261 shares in multiple trades at prices ranging from $21.79 to $22.785 per share. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 23:31 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 55,256 | $23.24 | $1,283,978.15 |
DisclosureSEC source: 0001722498-25-000003 · wk-form4_1760052671.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,523,736 F1 · kind: These trades were executed 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 · price: 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 · price: On October 7, 2025, the Reporting Person sold 55,256 shares in multiple trades at prices ranging from $22.84 to $23.755 per share. Read SEC document |
| October 07, 2025 Filed Oct 9, 2025 23:31 UTC | SailPoint, Inc. SAIL · Entity 3487 | SaleCommon Stock | 89,802 | $22.13 | $1,987,605.63 |
DisclosureSEC source: 0001722498-25-000003 · wk-form4_1760052671.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,578,992 F1 · kind: These trades were executed 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 · price: On October 7, 2025, the Reporting Person sold 89,802 shares in multiple trades at prices ranging from $21.815 to $22.81 per share. F3 · price: 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. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:52 UTC | SailPoint, Inc. SAIL · Entity 3487 | GrantCommon Stock | 3,346,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-017120 · ownership.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,668,794 Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerStock Option (right to buy) · Derivative | 118,586 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · derivative · entry 10 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 118,586 shares Expires 2032-02-10 F5 · kind: 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 · derivative.exercise_date: 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. F10 · derivative.exercise_date: 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. F5 · derivative.underlying_shares: 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. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerStock Option (right to buy) · Derivative | 72,476 | $0.00 Strike: $60.78 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · derivative · entry 9 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 72,476 shares Expires 2031-02-17 F5 · kind: 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 · derivative.exercise_date: 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 · derivative.exercise_date: 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. F5 · derivative.underlying_shares: 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. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerStock Option (right to buy) · Derivative | 125,698 | $0.00 Strike: $25.42 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · derivative · entry 8 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,698 shares Expires 2030-02-05 F5 · kind: 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 · derivative.exercise_date: 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 · derivative.exercise_date: 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. F5 · derivative.underlying_shares: 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. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerStock Option (right to buy) · Derivative | 113,646 | $0.00 Strike: $29.92 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · derivative · entry 7 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 113,646 shares Expires 2029-02-07 F5 · kind: 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 · derivative.exercise_date: 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 · derivative.exercise_date: 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. F5 · derivative.underlying_shares: 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. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · derivative · entry 6 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2027-11-16 F5 · kind: 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 · derivative.exercise_date: 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 · derivative.exercise_date: 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 by the fourth anniversary of the date of grant. F5 · derivative.underlying_shares: 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. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerCommon Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · nonDerivative · entry 5 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain GMM 2015 Trust Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. F4 · ownership.nature: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerCommon Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · nonDerivative · entry 4 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain ADM 2015 Trust Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. F4 · ownership.nature: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerCommon Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain RHD 2015 Trust Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. F4 · ownership.nature: The Reporting Person is a co-trustee for each of McClain RHD 2015 Trust (the "RHD Trust"), McClain ADM 2015 Trust (the "ADM Trust") and McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). The beneficiary of each of the Family Trusts is an immediate family member of the Reporting Person. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Family Trusts; however, the Reporting Person disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerCommon Stock | 255,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain Charitable Remainder Unitrust Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. F3 · ownership.nature: The Reporting Person is a co-trustee for the McClain Charitable Remainder Unitrust (the "Unitrust"), and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, the Reporting Person may be deemed to beneficially own all of the shares held by the Unitrust; however, the Reporting Person disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 21:51 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Disposition to issuerCommon Stock | 720,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000100 · wf-form4_166068668902326.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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 · shares: 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. F1 · price: 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 · price: 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. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:07 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 5,000 | $40.80 | $204,000.00 |
DisclosureSEC source: 0001627857-22-000044 · wf-form4_164746479905264.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain Charitable Remainder Unitrust Disclosed balance after: 255,994 F2 · price: On March 15, 2022, pursuant to a plan of disposition adopted by the McClain Charitable Remainder Unitrust (the "Unitrust") on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Unitrust 10b5-1 Plan"), the Unitrust sold 5,000 shares in a single trade at a price of $40.80 per share. No more than 100,000 shares may be sold in the aggregate under the Unitrust 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 100,000 shares in the aggregate have been sold. F3 · ownership.nature: Mr. McClain is a co-trustee for the Unitrust, and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Unitrust; however, Mr. McClain disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:07 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 25,000 | $40.80 | $1,020,000.00 |
DisclosureSEC source: 0001627857-22-000044 · wf-form4_164746479905264.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 720,192 F1 · price: On March 15, 2022, pursuant to a plan of disposition adopted by Mr. McClain on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. McClain sold 25,000 shares in a single trade at a price of $40.80 per share. No more than 300,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 300,000 shares in the aggregate have been sold. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:24 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 1,656 | $41.37 | $68,508.72 |
DisclosureSEC source: 0001627857-22-000034 · wf-form4_164625982438910.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745,192 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:24 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 2,871 | $41.37 | $118,773.27 |
DisclosureSEC source: 0001627857-22-000034 · wf-form4_164625982438910.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,848 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:24 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | Tax withholdingCommon Stock | 4,549 | $41.37 | $188,192.13 |
DisclosureSEC source: 0001627857-22-000034 · wf-form4_164625982438910.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,719 Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:50 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 5,000 | $40.21 | $201,050.00 |
DisclosureSEC source: 0001627857-22-000018 · wf-form4_164504821387439.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain Charitable Remainder Unitrust Disclosed balance after: 260,994 F2 · price: On February 15, 2022, pursuant to a plan of disposition adopted by the McClain Charitable Remainder Unitrust (the "Unitrust") on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Unitrust 10b5-1 Plan"), the Unitrust sold 5,000 shares in a single trade at a price of $40.21 per share. No more than 100,000 shares may be sold in the aggregate under the Unitrust 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 100,000 shares in the aggregate have been sold. F3 · ownership.nature: Mr. McClain is a co-trustee for the Unitrust, and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Unitrust; however, Mr. McClain disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:50 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 25,000 | $40.21 | $1,005,250.00 |
DisclosureSEC source: 0001627857-22-000018 · wf-form4_164504821387439.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 754,268 F1 · price: On February 15, 2022, pursuant to a plan of disposition adopted by Mr. McClain on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. McClain sold 25,000 shares in a single trade at a price of $40.21 per share. No more than 300,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 300,000 shares in the aggregate have been sold. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 23:55 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantStock Option (right to buy) · Derivative | 118,586 | $0.00 Strike: $39.75 | $0.00 |
DisclosureSEC source: 0001627857-22-000016 · wf-form4_164488292437884.xml · derivative · entry 6 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,586 Underlying: Common Stock · 118,586 shares Expires 2032-02-10 F3 · derivative.exercise_date: Stock options granted on February 10, 2022, 25% of which vest on the one-year anniversary of the date of grant and 1/48th of which vest on each monthly anniversary of the date of grant thereafter, such that 100% of the award will be vested on the fourth anniversary of the date of grant. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 23:55 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GrantCommon Stock | 110,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-22-000016 · wf-form4_164488292437884.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 779,268 Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 15,000 | $41.28 | $619,200.00 |
DisclosureSEC source: 0001627857-22-000004 · wf-form4_164271734496502.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain Charitable Remainder Unitrust Disclosed balance after: 265,994 F2 · price: On January 18, 2022, pursuant to a plan of disposition adopted by the McClain Charitable Remainder Unitrust (the "Unitrust") on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Unitrust 10b5-1 Plan"), the Unitrust sold 15,000 shares in a single trade at a price of $41.28 per share. No more than 100,000 shares may be sold in the aggregate under the Unitrust 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 100,000 shares in the aggregate have been sold. F3 · ownership.nature: Mr. McClain is a co-trustee for the Unitrust, and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Unitrust; however, Mr. McClain disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:22 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 25,000 | $41.28 | $1,032,000.00 |
DisclosureSEC source: 0001627857-22-000004 · wf-form4_164271734496502.xml · nonDerivative · entry 1 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 669,152 F1 · price: On January 18, 2022, pursuant to a plan of disposition adopted by Mr. McClain on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. McClain sold 25,000 shares in a single trade at a price of $41.28 per share. No more than 300,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 300,000 shares in the aggregate have been sold. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 5,000 | $46.44 | $232,200.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 9 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain Charitable Remainder Unitrust Disclosed balance after: 280,994 F5 · price: On December 15, 2021, pursuant to a plan of disposition adopted by the McClain Charitable Remainder Unitrust (the "Unitrust") on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "Unitrust 10b5-1 Plan"), the Unitrust sold 5,000 shares in a single trade at a price of $46.44 per share. No more than 100,000 shares may be sold in the aggregate under the Unitrust 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 100,000 shares in the aggregate have been sold. F6 · ownership.nature: Mr. McClain is a co-trustee for the Unitrust, and he shares investment control over, and may be deemed to have a pecuniary interest in, the shares held by the Unitrust. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Unitrust; however, Mr. McClain disclaims beneficial ownership of the shares held by the Unitrust except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | SaleCommon Stock | 25,000 | $46.44 | $1,161,000.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 8 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,152 F4 · price: On December 15, 2021, pursuant to a plan of disposition adopted by Mr. McClain on May 23, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 (the "10b5-1 Plan"), Mr. McClain sold 25,000 shares in a single trade at a price of $46.44 per share. No more than 300,000 shares may be sold in the aggregate under the 10b5-1 Plan, which terminates no later than July 15, 2022, regardless of whether the maximum of 300,000 shares in the aggregate have been sold. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 7 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,152 F3 · kind: This transaction involves a gift to a charitable trust. Read SEC document |
| December 07, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 6 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain GMM 2015 Trust Disclosed balance after: 48,000 F1 · kind: On December 7, 2021, Mr. McClain gifted 20,000 shares to each of the McClain RHD 2015 Trust (the "RHD Trust"), the McClain ADM 2015 Trust (the "ADM Trust") and the McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). F2 · ownership.nature: Mr. McClain is a co-trustee for each of the Family Trusts. The beneficiary of each of the Family Trusts is an immediate family member of Mr. McClain's. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Family Trusts; however, Mr. McClain disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 5 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain ADM 2015 Trust Disclosed balance after: 48,000 F1 · kind: On December 7, 2021, Mr. McClain gifted 20,000 shares to each of the McClain RHD 2015 Trust (the "RHD Trust"), the McClain ADM 2015 Trust (the "ADM Trust") and the McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). F2 · ownership.nature: Mr. McClain is a co-trustee for each of the Family Trusts. The beneficiary of each of the Family Trusts is an immediate family member of Mr. McClain's. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Family Trusts; however, Mr. McClain disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 4 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By McClain RHD 2015 Trust Disclosed balance after: 48,000 F1 · kind: On December 7, 2021, Mr. McClain gifted 20,000 shares to each of the McClain RHD 2015 Trust (the "RHD Trust"), the McClain ADM 2015 Trust (the "ADM Trust") and the McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). F2 · ownership.nature: Mr. McClain is a co-trustee for each of the Family Trusts. The beneficiary of each of the Family Trusts is an immediate family member of Mr. McClain's. As such, Mr. McClain may be deemed to beneficially own all of the shares held by the Family Trusts; however, Mr. McClain disclaims beneficial ownership of the shares held by the Family Trusts except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 3 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 799,152 F1 · kind: On December 7, 2021, Mr. McClain gifted 20,000 shares to each of the McClain RHD 2015 Trust (the "RHD Trust"), the McClain ADM 2015 Trust (the "ADM Trust") and the McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). Read SEC document |
| December 07, 2021 Filed Dec 17, 2021 21:29 UTC | Sailpoint Technologies Holdings, Inc. SAIL · Entity 124531 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001627857-21-000136 · wf-form4_163977654452420.xml · nonDerivative · entry 2 McClain Mark D. · CIK 0001722498 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819,152 F1 · kind: On December 7, 2021, Mr. McClain gifted 20,000 shares to each of the McClain RHD 2015 Trust (the "RHD Trust"), the McClain ADM 2015 Trust (the "ADM Trust") and the McClain GMM 2015 Trust (the "GMM Trust", and together with the RHD Trust and the ADM Trust, the "Family Trusts"). 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.