Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 10x Genomics, Inc.TXG · Entity 2172 | Director | June 04, 2026 | June 08, 2026 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | EVP Global Sales | April 23, 2024 | April 23, 2024 |
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.
10x Genomics, Inc.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 85,877 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 8,829 · Balance 85,877 F1: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting. 1/4th of the RSUs shall vest on each quarterly anniversary measured from May 21, 2026, subject to the Reporting Person continuing as a service provider through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock upon vesting. 1/4th of the RSUs shall vest on each quarterly anniversary measured from May 21, 2026, subject to the Reporting Person continuing as a service provider through each such date.
VEEVA SYSTEMS INC
Report date April 23, 2024 · Filed April 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,983 |
Reported balance
After 2024-04-23 transaction · row 1
1 source rowRow 1 · 2024-04-23 · Sale · Disposed 3,391 · Balance 21,983 F1: This transaction was effected pursuant to Rule 10b5-1 trading plan adopted by the Reporting Person on July 3, 2023. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Carol Mateo TTEE U/A 11/30/20 | 7,349 |
Reported balance
Holding disclosure · report date 2024-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,349 F2: Shares held by The Carol Mateo Trust dated November 30, 2020 (the "Trust"). The Reporting Person is not a trustee and beneficiary of the Trust and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust. The Reporting Person disclaims beneficial ownership of the reported shares held by the Trust, except to the extent, if any, of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to Rule 10b5-1 trading plan adopted by the Reporting Person on July 3, 2023.
F2: Shares held by The Carol Mateo Trust dated November 30, 2020 (the "Trust"). The Reporting Person is not a trustee and beneficiary of the Trust and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust. The Reporting Person disclaims beneficial ownership of the reported shares held by the Trust, except to the extent, if any, of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 15, 2021 Filed Apr 19, 2021 20:46 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 4,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027301 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,360 Underlying: Class A Common Stock · 4,360 shares Expires not disclosed F3 · 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. F4 · 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% of the RSUs vesting on July 1, 2021, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F4 · 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% of the RSUs vesting on July 1, 2021, 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 15, 2021 Filed Apr 19, 2021 20:46 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 13,080 | $0.00 Strike: $275.82 | $0.00 |
DisclosureSEC source: 0001209191-21-027301 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,080 Underlying: Class A Common Stock · 13,080 shares Expires 2031-04-14 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. F2 · 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, 2022, 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 09, 2021 Filed Apr 13, 2021 20:16 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,347 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-026436 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,281 Underlying: Class A Common Stock · 2,347 shares Expires 2025-04-30 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. F4 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 20:16 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,347 | $262.16 | $615,289.52 |
DisclosureSEC source: 0001209191-21-026436 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 20:16 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,347 | $26.99 | $63,345.53 |
DisclosureSEC source: 0001209191-21-026436 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,944 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 05, 2021 Filed Apr 5, 2021 23:49 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 1 | $265.48 | $265.48 |
DisclosureSEC source: 0001209191-21-025500 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on April 1, 2021. Read SEC document |
| April 05, 2021 Filed Apr 5, 2021 23:49 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 693 | $265.98 | $184,324.14 |
DisclosureSEC source: 0001209191-21-025500 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,598 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on April 1, 2021. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:49 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025500 · doc4.xml · derivative · entry 5 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,347 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. F2 · 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. F5 · derivative.exercise_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F5 · derivative.expiration_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:49 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025500 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,291 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. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:25 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,347 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-020161 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,628 Underlying: Class A Common Stock · 2,347 shares Expires 2025-04-30 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. F4 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:25 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,347 | $256.74 | $602,568.78 |
DisclosureSEC source: 0001209191-21-020161 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:25 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,347 | $26.99 | $63,345.53 |
DisclosureSEC source: 0001209191-21-020161 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 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 |
| February 10, 2021 Filed Feb 12, 2021 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,347 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-010117 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,975 Underlying: Class A Common Stock · 2,347 shares Expires 2025-04-30 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. F4 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,347 | $306.42 | $719,167.74 |
DisclosureSEC source: 0001209191-21-010117 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,347 | $26.99 | $63,345.53 |
DisclosureSEC source: 0001209191-21-010117 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 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 |
| February 05, 2021 Filed Feb 8, 2021 22:04 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-008525 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,322 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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. F4 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 22:04 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $290.21 | $773,699.86 |
DisclosureSEC source: 0001209191-21-008525 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 22:04 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,765 | $26.99 | $47,637.35 |
DisclosureSEC source: 0001209191-21-008525 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,610 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 |
| January 11, 2021 Filed Jan 13, 2021 21:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,347 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-003419 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,087 Underlying: Class A Common Stock · 2,347 shares Expires 2025-04-30 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. F4 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,347 | $288.54 | $677,203.38 |
DisclosureSEC source: 0001209191-21-003419 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,845 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 21:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,347 | $26.99 | $63,345.53 |
DisclosureSEC source: 0001209191-21-003419 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,192 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 |
| January 05, 2021 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 511 | $270.02 | $137,980.22 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · nonDerivative · entry 5 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 F5 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on January 1, 2021. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 6 | $271.35 | $1,628.10 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · nonDerivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,257 F5 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on January 1, 2021. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:45 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-21-002518 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,434 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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 |
| January 05, 2021 Filed Jan 7, 2021 21:45 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $270.02 | $719,873.32 |
DisclosureSEC source: 0001209191-21-002518 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,845 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:45 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,765 | $26.99 | $47,637.35 |
DisclosureSEC source: 0001209191-21-002518 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,511 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 |
| January 01, 2021 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · derivative · entry 6 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,347 Underlying: Class A Common Stock · 1,348 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 Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F3 · 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. F6 · derivative.exercise_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F6 · derivative.expiration_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,263 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| December 29, 2020 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GiftClass A Stock | 7,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Indirect · By Carol Mateo TTEE U/A 11/30/2020 Disclosed balance after: 7,349 F1 · kind: This was a bona fide gift with no payment in consideration. F2 · ownership.nature: Shares held by The Carol Mateo Trust dated November 30, 2020 (the "Trust"). The Reporting Person is not a trustee and beneficiary of the Trust and may be deemed to share voting and dispositive power with regard to the reported shares held by the Trust. The Reporting Person disclaims beneficial ownership of the reported shares held by the Trust, except to the extent, if any, of his pecuniary interest therein. Read SEC document |
| December 29, 2020 Filed Jan 5, 2021 23:24 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GiftClass A Stock | 7,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001561 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 F1 · kind: This was a bona fide gift with no payment in consideration. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 21:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,347 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-063224 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,199 Underlying: Class A Common Stock · 2,347 shares Expires 2025-04-30 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 |
| December 10, 2020 Filed Dec 14, 2020 21:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,347 | $258.11 | $605,784.17 |
DisclosureSEC source: 0001209191-20-063224 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,264 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 21:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,347 | $26.99 | $63,345.53 |
DisclosureSEC source: 0001209191-20-063224 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,611 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 |
| December 07, 2020 Filed Dec 9, 2020 21:34 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-062515 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,546 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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 |
| December 07, 2020 Filed Dec 9, 2020 21:34 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $271.24 | $723,125.84 |
DisclosureSEC source: 0001209191-20-062515 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,264 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:34 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,765 | $26.99 | $47,637.35 |
DisclosureSEC source: 0001209191-20-062515 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,930 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 |
| November 05, 2020 Filed Nov 9, 2020 21:40 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-057460 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,311 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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 |
| November 05, 2020 Filed Nov 9, 2020 21:40 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $295.11 | $786,763.26 |
DisclosureSEC source: 0001209191-20-057460 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,165 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:40 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,765 | $26.99 | $47,637.35 |
DisclosureSEC source: 0001209191-20-057460 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,831 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 |
| October 20, 2020 Filed Oct 22, 2020 21:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 3,335 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-055582 · doc4.xml · derivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,076 Underlying: Class A Common Stock · 3,335 shares Expires 2025-04-30 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. F2 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 21:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 3,335 | $26.99 | $90,011.65 |
DisclosureSEC source: 0001209191-20-055582 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,066 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 |
| October 05, 2020 Filed Oct 7, 2020 20:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-054121 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,411 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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 |
| October 05, 2020 Filed Oct 7, 2020 20:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $275.14 | $733,523.24 |
DisclosureSEC source: 0001209191-20-054121 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,731 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 20:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-054121 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,397 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 |
| October 02, 2020 Filed Oct 6, 2020 00:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 20 | $274.03 | $5,480.66 |
DisclosureSEC source: 0001209191-20-053922 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,632 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on October 1, 2020. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 00:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 667 | $267.60 | $178,489.20 |
DisclosureSEC source: 0001209191-20-053922 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,652 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with RSU vesting on October 1, 2020. Read SEC document |
| October 01, 2020 Filed Oct 6, 2020 00:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053922 · doc4.xml · derivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,695 Underlying: Class A Common Stock · 1,347 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. F2 · 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. F4 · derivative.exercise_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F4 · derivative.expiration_date: On April 14, 2020, the Reporting Person was granted 4,940 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 18.182% of the RSUs vested on July 1, 2020, and 27.273% of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| October 01, 2020 Filed Oct 6, 2020 00:27 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053922 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,319 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. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 00:16 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 1,765 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-20-049895 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,176 Underlying: Class A Common Stock · 1,765 shares Expires 2025-04-30 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 |
| September 08, 2020 Filed Sep 10, 2020 00:16 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,666 | $259.35 | $691,427.10 |
DisclosureSEC source: 0001209191-20-049895 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,972 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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.