Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOX INCBOX · Entity 3932 | Director | June 25, 2026 | June 29, 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.
BOX INC
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 43,321 |
Reported balance
After 2026-06-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 8,372 · Balance 43,321 F1: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 25, 2027) or (ii) the date of the Issuer's next annual meeting of stockholders. F2: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual restricted stock unit ("RSU") award pursuant to the Issuer's Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of (i) twelve months from date of grant (i.e. June 25, 2027) or (ii) the date of the Issuer's next annual meeting of stockholders.
F2: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Informatica Inc.
Report date November 18, 2025 · Filed November 18, 2025
Section 16 reporting ended · disclosed 2025-11-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-11-18 transaction · row 1
1 source rowRow 1 · 2025-11-18 · Disposition to issuer · Disposed 1,773,882 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 26, 2025 (the "Merger Agreement"), by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by the Reporting Person was converted into the right to receive $25.00 in cash, without interest (the "Merger Consideration"). F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") held by the Reporting Person was assumed and converted into a restricted stock unit award with respect to a number of shares of Salesforce common stock (rounded to the nearest whole share) determined by multiplying the number of shares of Class A Common Stock subject to the RSU by the conversion ratio determined in accordance with the Merger Agreement (the "conversion ratio"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2030-05-11 | Direct | 0 |
Reported balance
After 2025-11-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-18 · Disposition to issuer · Disposed 1,500,000 · Balance 0 F3: At the Effective Time, each option to purchase Class A Common that had a per share exercise price that is less than the Merger Consideration (an "In-the-Money Option") held by the Reporting Person that was outstanding, vested and unexercised immediately before the Effective Time was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock covered by such In-the-Money Option, less a number of shares having a value equal to the total exercise price applicable to such option, without interest and less applicable tax withholdings. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.70 · Expires 2028-02-29 | Direct | 0 |
Reported balance
After 2025-11-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-18 · Disposition to issuer · Disposed 170,000 · Balance 0 F3: At the Effective Time, each option to purchase Class A Common that had a per share exercise price that is less than the Merger Consideration (an "In-the-Money Option") held by the Reporting Person that was outstanding, vested and unexercised immediately before the Effective Time was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock covered by such In-the-Money Option, less a number of shares having a value equal to the total exercise price applicable to such option, without interest and less applicable tax withholdings. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2028-02-29 | Direct | 0 |
Reported balance
After 2025-11-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-18 · Disposition to issuer · Disposed 170,000 · Balance 0 F3: At the Effective Time, each option to purchase Class A Common that had a per share exercise price that is less than the Merger Consideration (an "In-the-Money Option") held by the Reporting Person that was outstanding, vested and unexercised immediately before the Effective Time was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock covered by such In-the-Money Option, less a number of shares having a value equal to the total exercise price applicable to such option, without interest and less applicable tax withholdings. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.70 · Expires 2027-01-23 | Direct | 0 |
Reported balance
After 2025-11-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-11-18 · Disposition to issuer · Disposed 213,181 · Balance 0 F3: At the Effective Time, each option to purchase Class A Common that had a per share exercise price that is less than the Merger Consideration (an "In-the-Money Option") held by the Reporting Person that was outstanding, vested and unexercised immediately before the Effective Time was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock covered by such In-the-Money Option, less a number of shares having a value equal to the total exercise price applicable to such option, without interest and less applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of May 26, 2025 (the "Merger Agreement"), by and among the Issuer, Salesforce, Inc., a Delaware corporation ("Salesforce"), and Phoenix I Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Salesforce ("Merger Sub"), on November 18, 2025 (the "Effective Time"), the Issuer merged with and into Merger Sub (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Salesforce. At the Effective Time, each share of the Issuer's Class A Common Stock held by the Reporting Person was converted into the right to receive $25.00 in cash, without interest (the "Merger Consideration").
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") held by the Reporting Person was assumed and converted into a restricted stock unit award with respect to a number of shares of Salesforce common stock (rounded to the nearest whole share) determined by multiplying the number of shares of Class A Common Stock subject to the RSU by the conversion ratio determined in accordance with the Merger Agreement (the "conversion ratio").
F3: At the Effective Time, each option to purchase Class A Common that had a per share exercise price that is less than the Merger Consideration (an "In-the-Money Option") held by the Reporting Person that was outstanding, vested and unexercised immediately before the Effective Time was cancelled and converted into the right to receive the Merger Consideration in respect of each share of Class A Common Stock covered by such In-the-Money Option, less a number of shares having a value equal to the total exercise price applicable to such option, without interest and less applicable tax withholdings.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2022 Filed Feb 25, 2022 22:58 UTC | Informatica Inc. INFA · Entity 72885 | GrantStock Option (right to buy) · Derivative | 170,000 | $0.00 Strike: $8.70 | $0.00 |
DisclosureSEC source: 0001209191-22-013291 · doc4.xml · derivative · entry 3 Walia Amit · CIK 0001879089 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Class A Common Stock · 170,000 shares Expires 2028-02-29 F4 · derivative.exercise_date: This performance-based stock option was granted on March 1, 2018. On February 23, 2022, the Company's board of directors certified partial achievement (77%) of the goal based on performance to date and amended the option to provide that 77% of the shares (130,900 shares) covered by the option shall vest over three years, of which 33% shall vest on October 27, 2022 and 8.375% shall vest quarterly thereafter, subject to the Reporting Person remaining in continuous service through each vesting date. The performance period for achievement of the full performance goal remains intact and all shares will vest on achievement of the goal (assuming continued employment through goal achievement). Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:58 UTC | Informatica Inc. INFA · Entity 72885 | GrantStock Option (right to buy) · Derivative | 213,181 | $0.00 Strike: $8.70 | $0.00 |
DisclosureSEC source: 0001209191-22-013291 · doc4.xml · derivative · entry 2 Walia Amit · CIK 0001879089 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,181 Underlying: Class A Common Stock · 213,181 shares Expires 2027-01-23 F3 · derivative.exercise_date: This performance-based stock option was granted on January 24, 2017. On February 23, 2022, the Company's board of directors certified partial achievement (77%) of the goal based on performance to date and amended the option to provide that 77% of the shares (164,149 shares) covered by the option shall vest over three years, of which 33% shall vest on October 27, 2022 and 8.375% shall vest quarterly thereafter, subject to the Reporting Person remaining in continuous service through each vesting date. The performance period for achievement of the full performance goal remains intact and all shares will vest on achievement of the goal (assuming continued employment through goal achievement). Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:58 UTC | Informatica Inc. INFA · Entity 72885 | GrantClass A Common Stock | 129,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013291 · doc4.xml · nonDerivative · entry 1 Walia Amit · CIK 0001879089 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526,729 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One sixteenth (1/16th) of the total number of RSUs subject to this award will be scheduled to vest on each of the sixteen (16), consecutive Quarterly Vesting Dates that occur on or immediately following the date that is three (3) months after February 23, 2022 (the "Vesting Commencement Date") (on the same day of the month as the Vesting Commencement Date or if there is no corresponding day in such third month, on the last day of such month), in each case subject to the Reporting Person continuing to be a Service Provider through the applicable vesting date. A "Quarterly Vesting Date" means February 15, May 15, August 15, and November 15 with respect to any calendar year. F2 · balance_after: Includes previously reported RSUs. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:18 UTC | Informatica Inc. INFA · Entity 72885 | GrantClass A Common Stock | 366,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065804 · doc4.xml · nonDerivative · entry 1 Walia Amit · CIK 0001879089 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,598 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One-sixteenth (1/16) of the RSUs will vest on March 3, 2022 and on each Quarterly Vesting Date thereafter, subject to the Reporting Person remaining in continuous service through each applicable vesting date. A "Quarterly Vesting Date" means February 15, May 15, August 15, and November 15 with respect to any calendar year. F2 · balance_after: Includes 31,526 shares of Class A Common Stock currently held through Ithaca MIV LLC. 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.