Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ServiceTitan, Inc.TTAN · Entity 3576 | Chief Accounting Officer | September 23, 2026 | September 23, 2026 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Chief Accounting Officer | July 01, 2023 | July 03, 2023 |
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.
ServiceTitan, Inc.
Report date September 23, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 61,714.75 |
Reported balance
After 2026-09-23 transaction · row 1
1 source rowRow 1 · 2026-09-23 · Sale · Disposed 4,380 · Balance 61,714.75 |
VEEVA SYSTEMS INC
Report date July 01, 2023 · Filed July 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,523 |
Ending reported balance
After 2023-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-01 · Exercise / conversion · Acquired 139 · Balance 8,572 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Row 2 · 2023-07-01 · Tax withholding · Disposed 49 · Balance 8,523 F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 418 |
Reported balance
After 2023-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-07-01 · Exercise / conversion · Disposed 139 · Balance 418 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F4: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2023, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct.
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.
F4: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2023, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| June 05, 2019 Filed Jun 6, 2019 20:47 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to buy) · Derivative | 833 | $0.00 Strike: $3.92 | $0.00 |
DisclosureSEC source: 0001209191-19-035109 · doc4.xml · derivative · entry 3 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,501 Underlying: Class B Common Stock · 833 shares Expires 2023-03-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 20:47 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 833 | $157.69 | $131,356.94 |
DisclosureSEC source: 0001209191-19-035109 · doc4.xml · nonDerivative · entry 2 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person. Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 20:47 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass A Common Stock | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-035109 · doc4.xml · nonDerivative · entry 1 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · derivative · entry 7 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670 Underlying: Class A Common Stock · 670 shares Expires not disclosed F6 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F7 · derivative.exercise_date: The RSUs were granted under the Issuer's 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2019, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F7 · derivative.expiration_date: The RSUs were granted under the Issuer's 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2019, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 2,010 | $0.00 Strike: $135.49 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · derivative · entry 6 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,010 Underlying: Class A Common Stock · 2,010 shares Expires 2029-04-10 F1 · security: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F5 · derivative.exercise_date: The options were granted under the Issuer's 2013 Equity Incentive Plan ("Plan"). The Reporting Person vests ownership in this option over four years, with 25% of the shares subject to the award vesting April 1, 2020, and 1/4 of the shares vesting on an annual basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass B Common Stock · Derivative | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · derivative · entry 5 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 833 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantClass B Common Stock · Derivative | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · derivative · entry 4 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833 Underlying: Class A Common Stock · 833 shares Expires not disclosed F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to buy) · Derivative | 833 | $0.00 Strike: $3.92 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · derivative · entry 3 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,334 Underlying: Class B Common Stock · 833 shares Expires 2023-03-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 833 | $135.54 | $112,905.65 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · nonDerivative · entry 2 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person. Read SEC document |
| April 11, 2019 Filed Apr 12, 2019 22:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass A Common Stock | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024513 · doc4.xml · nonDerivative · entry 1 O'Connor Michele · CIK 0001771322 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. 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.