Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C3.ai, Inc.AI · Entity 2413 | Senior VP, Operations | June 15, 2025 | June 17, 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 June 15, 2025 · Filed June 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,740 |
Ending reported balance
After 2025-06-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-06-15 · Exercise / conversion · Acquired 10,000 · Balance 19,225 F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Row 2 · 2025-06-16 · Sale · Disposed 5,485 · Balance 13,740 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 $23.94 to $23.97, 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 40,000 |
Reported balance
After 2025-06-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-15 · Exercise / conversion · Disposed 10,000 · Balance 40,000 F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F4: 20% of such RSU award vest on June 15, 2025 and 5% of such RSU award vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement.
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 $23.94 to $23.97, 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: 20% of such RSU award vest on June 15, 2025 and 5% of such RSU award vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date.
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 |
|---|---|---|---|---|---|---|
| August 24, 2024 Filed Aug 27, 2024 17:47 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionClass A Common Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022335 · form4-08272024_090840.xml · nonDerivative · entry 1 Witteveen Merel · CIK 0002028706 · Senior VP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,678 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 · price: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 19:38 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021772 · form4-08202024_110816.xml · derivative · entry 3 Witteveen Merel · CIK 0002028706 · Interim COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 Underlying: Class A Common Stock · 10,000 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. F1 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: 20% of such RSU award vested August 16, 2023 and 5% of such RSU award vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. F2 · derivative.expiration_date: 20% of such RSU award vested August 16, 2023 and 5% of such RSU award vest on a quarterly basis thereafter, so long as the Reporting Person continues to provide services through such vesting date. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 19:38 UTC | C3.ai, Inc. AI · Entity 2413 | Tax withholdingClass A Common Stock | 5,495 | $25.49 | $140,067.55 |
DisclosureSEC source: 0001415889-24-021772 · form4-08202024_110816.xml · nonDerivative · entry 2 Witteveen Merel · CIK 0002028706 · Interim COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,178 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 19:38 UTC | C3.ai, Inc. AI · Entity 2413 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021772 · form4-08202024_110816.xml · nonDerivative · entry 1 Witteveen Merel · CIK 0002028706 · Interim COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,673 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 · price: Each restricted stock unit (RSU) represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. Read SEC document |
| July 26, 2024 Filed Jul 30, 2024 16:17 UTC | C3.ai, Inc. AI · Entity 2413 | Tax withholdingClass A Common Stock | 458 | $27.73 | $12,700.34 |
DisclosureSEC source: 0001415889-24-020342 · form4-07302024_080736.xml · nonDerivative · entry 2 Witteveen Merel · CIK 0002028706 · Interim COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,673 Read SEC document |
| July 26, 2024 Filed Jul 30, 2024 16:17 UTC | C3.ai, Inc. AI · Entity 2413 | GrantClass A Common Stock | 902 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020342 · form4-07302024_080736.xml · nonDerivative · entry 1 Witteveen Merel · CIK 0002028706 · Interim COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,131 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs are fully vested. 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.