Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C3.ai, Inc.AI · Entity 2413 | EVP & Chief Commercial Officer | September 30, 2025 | October 02, 2025 |
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.
C3.ai, Inc.
Report date September 30, 2025 · Filed October 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,011,327 |
Ending reported balance
After 2025-10-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-30 · Grant · Acquired 470,420 · Balance 1,481,747 F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. The RSUs are fully vested. Row 2 · 2025-10-01 · Sale · Disposed 240,121 · Balance 1,241,626 F2: Pursuant to the Issuer's policies and practice, these shares of Class A Common Stock were automatically withheld and sold by the Issuer to satisfy the Reporting Person's tax withholding obligations related to the vesting of RSUs reported herein. F3: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $17.085 to $17.50, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2025-10-01 · Sale · Disposed 230,299 · Balance 1,011,327 F4: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan dated June 23, 2025. F3: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $17.085 to $17.50, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. The RSUs are fully vested.
F2: Pursuant to the Issuer's policies and practice, these shares of Class A Common Stock were automatically withheld and sold by the Issuer to satisfy the Reporting Person's tax withholding obligations related to the vesting of RSUs reported herein.
F3: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $17.085 to $17.50, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F4: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan dated June 23, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2025 Filed Oct 2, 2025 20:29 UTC | C3.ai, Inc. AI · Entity 2413 | SaleClass A Common Stock | 230,299 | $17.29 | $3,981,846.68 |
DisclosureSEC source: 0002075167-25-000005 · form4-10022025_081009.xml · nonDerivative · entry 3 Schilling Robert David · CIK 0002075167 · EVP & Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,011,327 F4 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan dated June 23, 2025. F3 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $17.085 to $17.50, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 20:29 UTC | C3.ai, Inc. AI · Entity 2413 | SaleClass A Common Stock | 240,121 | $17.29 | $4,151,668.08 |
DisclosureSEC source: 0002075167-25-000005 · form4-10022025_081009.xml · nonDerivative · entry 2 Schilling Robert David · CIK 0002075167 · EVP & Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,241,626 F2 · kind: Pursuant to the Issuer's policies and practice, these shares of Class A Common Stock were automatically withheld and sold by the Issuer to satisfy the Reporting Person's tax withholding obligations related to the vesting of RSUs reported herein. F3 · price: The price reported is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $17.085 to $17.50, inclusive. The Reporting Person will provide upon request to the staff of the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:29 UTC | C3.ai, Inc. AI · Entity 2413 | GrantClass A Common Stock | 470,420 | $0.00 | $0.00 |
DisclosureSEC source: 0002075167-25-000005 · form4-10022025_081009.xml · nonDerivative · entry 1 Schilling Robert David · CIK 0002075167 · EVP & Chief Commercial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,481,747 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. The RSUs are fully vested. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 23:46 UTC | C3.ai, Inc. AI · Entity 2413 | GrantClass A Common Stock | 1,011,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018570 · form4-06302025_110629.xml · nonDerivative · entry 1 Schilling Robert David · CIK 0002075167 · EVP & Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,011,327 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock upon settlement. 20% of each such RSU award shall vest on June 26, 2026 and 5% of each such RSU award shall vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting dates. 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.