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 |
|---|---|---|---|---|---|---|
| December 02, 2019 Filed Dec 3, 2019 23:26 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $148.87 | $599,350.62 |
DisclosureSEC source: 0001209191-19-058823 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,815 F3 · 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 |
| December 02, 2019 Filed Dec 3, 2019 23:26 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-058823 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,841 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 01, 2019 Filed Dec 3, 2019 23:26 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-058823 · doc4.xml · derivative · entry 6 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Class A Common Stock · 1,000 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: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F5 · derivative.expiration_date: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| December 01, 2019 Filed Dec 3, 2019 23:26 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-058823 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,967 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 |
| November 20, 2019 Filed Nov 21, 2019 21:06 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 308 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-057591 · doc4.xml · derivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,464 Underlying: Class A Common Stock · 308 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 |
| November 20, 2019 Filed Nov 21, 2019 21:06 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057591 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,967 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 01, 2019 Filed Nov 4, 2019 21:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-054867 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,772 Underlying: Class A Common Stock · 2,874 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 01, 2019 Filed Nov 4, 2019 21:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $142.51 | $573,745.26 |
DisclosureSEC source: 0001209191-19-054867 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,659 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 01, 2019 Filed Nov 4, 2019 21:10 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-054867 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,685 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 22, 2019 Filed Oct 23, 2019 20:07 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 890 | $146.79 | $130,643.10 |
DisclosureSEC source: 0001209191-19-053838 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,811 F1 · 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 |
| October 16, 2019 Filed Oct 18, 2019 20:04 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 3,397 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-053597 · doc4.xml · derivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,646 Underlying: Class A Common Stock · 3,397 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 16, 2019 Filed Oct 18, 2019 20:04 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 3,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053597 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,701 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 14, 2019 Filed Oct 16, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 860 | $154.65 | $132,999.00 |
DisclosureSEC source: 0001209191-19-053281 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,304 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 13, 2019. Read SEC document |
| October 13, 2019 Filed Oct 16, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053281 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Class A Common Stock · 1,750 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 May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F4 · derivative.expiration_date: On May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| October 13, 2019 Filed Oct 16, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053281 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,164 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 |
| October 01, 2019 Filed Oct 3, 2019 20:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-052149 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,043 Underlying: Class A Common Stock · 2,874 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 01, 2019 Filed Oct 3, 2019 20:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $152.51 | $614,005.26 |
DisclosureSEC source: 0001209191-19-052149 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,414 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 01, 2019 Filed Oct 3, 2019 20:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052149 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,440 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 |
| September 17, 2019 Filed Sep 17, 2019 20:58 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 496 | $146.15 | $72,490.40 |
DisclosureSEC source: 0001209191-19-049872 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,566 F1 · 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 |
| September 04, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 504 | $158.00 | $79,632.00 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · nonDerivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,062 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 · 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 September 1, 2019. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · derivative · entry 6 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,917 Underlying: Class A Common Stock · 2,874 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. F6 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $159.68 | $642,871.68 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,566 F3 · 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 |
| September 03, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,592 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 |
| September 01, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · derivative · entry 5 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 1,000 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: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F5 · derivative.expiration_date: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048314 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,718 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 |
| August 01, 2019 Filed Aug 2, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-044224 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,791 Underlying: Class A Common Stock · 2,874 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 |
| August 01, 2019 Filed Aug 2, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $165.52 | $666,383.52 |
DisclosureSEC source: 0001209191-19-044224 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,718 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 |
| August 01, 2019 Filed Aug 2, 2019 20:08 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044224 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,744 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 |
| July 22, 2019 Filed Jul 24, 2019 21:31 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 883 | $170.23 | $150,313.09 |
DisclosureSEC source: 0001209191-19-043076 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,870 F1 · 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 |
| July 15, 2019 Filed Jul 16, 2019 21:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 867 | $175.58 | $152,227.86 |
DisclosureSEC source: 0001209191-19-042208 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,753 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 July 13, 2019. Read SEC document |
| July 13, 2019 Filed Jul 16, 2019 21:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-042208 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Class A Common Stock · 1,750 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 May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F4 · derivative.expiration_date: On May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| July 13, 2019 Filed Jul 16, 2019 21:11 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-042208 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,620 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 |
| July 01, 2019 Filed Jul 3, 2019 20:03 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-041030 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,665 Underlying: Class A Common Stock · 2,874 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 |
| July 01, 2019 Filed Jul 3, 2019 20:03 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $165.40 | $665,900.40 |
DisclosureSEC source: 0001209191-19-041030 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,870 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 |
| July 01, 2019 Filed Jul 3, 2019 20:03 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041030 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,896 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 |
| June 11, 2019 Filed Jun 12, 2019 23:07 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 487 | $163.95 | $79,843.65 |
DisclosureSEC source: 0001209191-19-036534 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,022 F1 · 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 04, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 513 | $150.33 | $77,119.29 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · nonDerivative · entry 4 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,509 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 · 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 June 1, 2019. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · derivative · entry 6 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,539 Underlying: Class A Common Stock · 2,874 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. F6 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $154.86 | $623,466.36 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · nonDerivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,022 F3 · 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 03, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,048 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 |
| June 01, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · derivative · entry 5 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Class A Common Stock · 1,000 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: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F5 · derivative.expiration_date: The Reporting Person was granted 16,000 RSUs under the Issuer's 2013 Equity Incentive Plan, with 1/16 of the RSUs vesting on June 1, 2016, and 1/16 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 22:39 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034534 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,174 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 |
| May 01, 2019 Filed May 2, 2019 20:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to purchase) · Derivative | 2,874 | $0.00 Strike: $26.99 | $0.00 |
DisclosureSEC source: 0001209191-19-027020 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,413 Underlying: Class A Common Stock · 2,874 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 |
| May 01, 2019 Filed May 2, 2019 20:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,026 | $141.12 | $568,149.12 |
DisclosureSEC source: 0001209191-19-027020 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,174 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 |
| May 01, 2019 Filed May 2, 2019 20:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027020 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,200 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 23, 2019 Filed Apr 24, 2019 20:05 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 1,059 | $134.14 | $142,054.26 |
DisclosureSEC source: 0001209191-19-025752 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,326 F1 · 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 16, 2019 Filed Apr 16, 2019 22:44 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 691 | $134.06 | $92,635.46 |
DisclosureSEC source: 0001209191-19-024816 · doc4.xml · nonDerivative · entry 2 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,385 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 January 13, 2019. Read SEC document |
| April 13, 2019 Filed Apr 16, 2019 22:44 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024816 · doc4.xml · derivative · entry 3 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Class A Common Stock · 1,750 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 May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. F4 · derivative.expiration_date: On May 1, 2015, the Reporting Person was granted 35,000 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 5.00% of the RSUs vested on July 13, 2015, and 1/20th of the RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person. Read SEC document |
| April 13, 2019 Filed Apr 16, 2019 22:44 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024816 · doc4.xml · nonDerivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,076 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 |
| April 11, 2019 Filed Apr 12, 2019 20:25 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 37,200 | $0.00 Strike: $135.49 | $0.00 |
DisclosureSEC source: 0001209191-19-024486 · doc4.xml · derivative · entry 1 MATEO ALAN · CIK 0001595244 · EVP Global Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,200 Underlying: Class A Common Stock · 37,200 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. 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, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.