Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guidewire Software, Inc.GWRE · Entity 3313 | Director | December 06, 2018 | December 10, 2018 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Director · Chief Executive Officer | June 19, 2024 | June 21, 2024 |
| Zoom Communications, Inc.ZM · Entity 889 | Director | June 11, 2025 | June 14, 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.
Guidewire Software, Inc.
Report date December 06, 2018 · Filed December 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,723 |
Reported balance
After 2018-12-06 transaction · row 1
1 source rowRow 1 · 2018-12-06 · Grant · Acquired 2,091 · Balance 13,723 F1: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 6, 2019 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 6, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 6, 2019 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 6, 2019.
VEEVA SYSTEMS INC
Report date June 19, 2024 · Filed June 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $236.90 · Expires 2034-06-18 | Direct | 2,650,000 |
Reported balance
After 2024-06-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-06-19 · Grant · Acquired 2,650,000 · Balance 2,650,000 F1: The option was granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in this option over five years, with one-fifth of the shares subject to the award vesting on February 1, 2026 and each one-year anniversary thereafter, subject to continued service as Chief Executive Offer to the Issuer by the Reporting Person and provided that the closing price of the Issuer's Class A Common Stock is at or above $236.90 for sixty (60) consecutive trading days any time after February 1, 2025 and prior to February 1, 2030. This option has an exercise price of $236.90. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in this option over five years, with one-fifth of the shares subject to the award vesting on February 1, 2026 and each one-year anniversary thereafter, subject to continued service as Chief Executive Offer to the Issuer by the Reporting Person and provided that the closing price of the Issuer's Class A Common Stock is at or above $236.90 for sixty (60) consecutive trading days any time after February 1, 2025 and prior to February 1, 2030. This option has an exercise price of $236.90.
Zoom Communications, Inc.
Report date June 11, 2025 · Filed June 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,744 |
Reported balance
After 2025-06-11 transaction · row 1
1 source rowRow 1 · 2025-06-11 · Exercise / conversion · Acquired 4,361 · Balance 12,744 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-11 · Exercise / conversion · Disposed 4,361 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,583 |
Reported balance
After 2025-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-12 · Grant · Acquired 3,583 · Balance 3,583 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date). |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,202,720 |
Reported balance
Holding disclosure · report date 2025-06-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,202,720 F3: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. Following the closing of the IPO, all outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the IPO. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date).
F3: Each share of Class B Common Stock is convertible at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Following the closing of the Issuer's IPO, each share of Class B Common Stock held by the Reporting Person will convert automatically into one share of Class A Common Stock upon (a) other than Eric S. Yuan, the death of the Reporting Person, or (b) any transfer by the Reporting Person except certain "Permitted Transfers" described in the Issuer's certificate of incorporation. Following the closing of the IPO, all outstanding shares of Class B Common Stock will convert into shares of Class A Common Stock upon the earliest of (i) six months following the death or incapacity of Mr. Yuan, (ii) six months following the date that Mr. Yuan ceases providing services to the Issuer, (iii) the date specified by the holders of a majority of the shares of Class B Common Stock, and (iv) the 15-year anniversary of the closing of the IPO.
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 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass B Common Stock · Derivative | 58,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · derivative · entry 20 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,126,333 Underlying: Class A Common Stock · 58,333 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. F18 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F18 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F18 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass B Common Stock · Derivative | 58,333 | $0.00 Strike: $3.92 | $0.00 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · derivative · entry 19 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,184,666 Underlying: Class A Common Stock · 58,333 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 · 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F18 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F18 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionStock Option (right to buy) · Derivative | 58,333 | $0.00 Strike: $3.92 | $0.00 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · derivative · entry 18 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275,000 Underlying: Class B Common Stock · 58,333 shares Expires 2023-03-09 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F17 · derivative.exercise_date: The option shares are fully vested and may be exercised at any time. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 2,994 | $172.13 | $515,362.91 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 7 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.98 to $172.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 12,712 | $171.58 | $2,181,170.72 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 6 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,994 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.98 to $171.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,321 | $170.07 | $734,862.53 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 5 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,706 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.62 to $170.55 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 6,078 | $169.03 | $1,027,358.26 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 4 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,027 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.595 to $169.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 4,061 | $167.97 | $682,142.82 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 3 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,105 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.58 to $168.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 28,167 | $167.13 | $4,707,640.84 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 2 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,166 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.575 to $167.57 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 00:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass A Common Stock | 58,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-031550 · wf-form4_167046021590912.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,333 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 18, 2022 Filed Sep 21, 2022 23:32 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000193 · wf-form4_166380314851515.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| September 18, 2022 Filed Sep 21, 2022 23:32 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000193 · wf-form4_166380314851515.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,585 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. Read SEC document |
| June 18, 2022 Filed Jun 22, 2022 23:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000142 · wf-form4_165593920964723.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| June 18, 2022 Filed Jun 22, 2022 23:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000142 · wf-form4_165593920964723.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,349 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. Read SEC document |
| March 18, 2022 Filed Mar 23, 2022 00:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000057 · wf-form4_164799403834625.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,181 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| March 18, 2022 Filed Mar 23, 2022 00:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-22-000057 · wf-form4_164799403834625.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113 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. Read SEC document |
| December 18, 2021 Filed Dec 21, 2021 23:06 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000320 · wf-form4_164012795713234.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,417 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| December 18, 2021 Filed Dec 21, 2021 23:06 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000320 · wf-form4_164012795713234.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,877 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. Read SEC document |
| September 18, 2021 Filed Sep 21, 2021 22:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000256 · wf-form4_163226395278766.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,653 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| September 18, 2021 Filed Sep 21, 2021 22:39 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000256 · wf-form4_163226395278766.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,641 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. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 22:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000174 · wf-form4_162439961449912.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,889 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 22:07 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000174 · wf-form4_162439961449912.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,405 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. Read SEC document |
| March 18, 2021 Filed Mar 22, 2021 22:25 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000056 · wf-form4_161645187996064.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,125 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| March 18, 2021 Filed Mar 22, 2021 22:25 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-21-000056 · wf-form4_161645187996064.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,169 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. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 23:34 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000313 · wf-form4_160868007101268.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,361 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 23:34 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000313 · wf-form4_160868007101268.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,933 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. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass B Common Stock · Derivative | 82,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064684 · doc4.xml · derivative · entry 5 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,126,333 Underlying: Class A Common Stock · 82,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. 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: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one (1) share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one (1) share of Class A Common Stock upon any transfer, whether or not for value, which occurs after the closing of the IPO, except for certain permitted transfers described in, and transfers to any "permitted transferee" as defined in, the Issuer's restated certificate of incorporation in effect after the closing of the IPO. All shares of Class A and Class B Common Stock will convert automatically into shares of a single class of Common Stock upon the earliest to occur of the following: (a) upon the election by the holders of a majority of the then outstanding shares of Class B Common Stock or (b) October 15, 2023. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GiftClass A Common Stock | 41,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064684 · doc4.xml · nonDerivative · entry 4 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By family member Disclosed balance after: 41,000 F2 · kind: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. F3 · shares: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F2 · price: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GiftClass A Common Stock | 41,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064684 · doc4.xml · nonDerivative · entry 3 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By family member Disclosed balance after: 41,000 F2 · kind: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. F3 · shares: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F2 · price: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GiftClass A Common Stock | 82,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064684 · doc4.xml · nonDerivative · entry 2 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. F2 · price: This was a bona fide gift with no payment in consideration. Transactions exempt from Section 16(b) of the Act pursuant to Rule 16b-5 promulgated under the Act. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | ConversionClass A Common Stock | 82,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064684 · doc4.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,000 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 18, 2020 Filed Sep 22, 2020 23:45 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000256 · wf-form4_160081831992230.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 Underlying: Class A Common Stock · 236 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 23:45 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000256 · wf-form4_160081831992230.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 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. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 22:35 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 2,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000183 · wf-form4_159260608257606.xml · derivative · entry 3 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 Underlying: Class A Common Stock · 2,833 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F3 · derivative.exercise_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. F3 · derivative.expiration_date: The Reporting Person received an award of restricted stock units on June 18, 2020, which vest in equal installments on each quarterly anniversary date. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 22:35 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000183 · wf-form4_159260608257606.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 487 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 22:35 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000183 · wf-form4_159260608257606.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461 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. Read SEC document |
| April 29, 2020 Filed May 1, 2020 22:28 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000120 · wf-form4_158837209853827.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487 Underlying: Class A Common Stock · 487 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. Read SEC document |
| April 29, 2020 Filed May 1, 2020 22:28 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000120 · wf-form4_158837209853827.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 974 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. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 23:56 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000025 · wf-form4_158051496169437.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 974 Underlying: Class A Common Stock · 487 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 represents a contingent right to receive one share of Issuer's Class A Common Stock. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29,2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 23:56 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-20-000025 · wf-form4_158051496169437.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487 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. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 23:31 UTC | Zoom Communications, Inc. ZM · Entity 889 | GrantRestricted Stock Units · Derivative | 1,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-19-000036 · wf-form4_157256465531056.xml · derivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461 Underlying: Class A Common Stock · 1,461 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. F2 · derivative.exercise_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29, 2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. F2 · derivative.expiration_date: The Reporting Person received an award of restricted stock units, 1/3 of which will vest on January 29, 2020, 1/3 of which will vest on April 29, 2020, and 1/3 of which will vest on the earlier of (i) July 29, 2020 or (ii) the day immediately preceding the date of the annual meeting of the Issuer's stockholders in 2020. Read SEC document |
| December 06, 2018 Filed Dec 10, 2018 22:06 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 2,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001585821-18-000002 · edgardoc.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,723 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 6, 2019 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 6, 2019. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 177,415 | $0.00 Strike: $60.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003416 · doc4.xml · derivative · entry 5 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,838,635 Underlying: Class A Common Stock · 177,415 shares Expires 2028-01-09 F2 · derivative.exercise_date: Each option is subject to the same service-based vesting schedule described in Footnote 1 above and is additionally subject to a stock price appreciation target which must be sustained for at least 60 consecutive trading days. Each option becomes vested and exercisable only once the service-based vesting condition is satisfied and the applicable stock price appreciation target is achieved. F6 · derivative.exercise_date: The applicable stock price appreciation target is $120/share. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 177,415 | $0.00 Strike: $60.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003416 · doc4.xml · derivative · entry 4 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661,220 Underlying: Class A Common Stock · 177,415 shares Expires 2028-01-09 F2 · derivative.exercise_date: Each option is subject to the same service-based vesting schedule described in Footnote 1 above and is additionally subject to a stock price appreciation target which must be sustained for at least 60 consecutive trading days. Each option becomes vested and exercisable only once the service-based vesting condition is satisfied and the applicable stock price appreciation target is achieved. F5 · derivative.exercise_date: The applicable stock price appreciation target is $110/share. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 177,415 | $0.00 Strike: $60.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003416 · doc4.xml · derivative · entry 3 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,483,805 Underlying: Class A Common Stock · 177,415 shares Expires 2028-01-09 F2 · derivative.exercise_date: Each option is subject to the same service-based vesting schedule described in Footnote 1 above and is additionally subject to a stock price appreciation target which must be sustained for at least 60 consecutive trading days. Each option becomes vested and exercisable only once the service-based vesting condition is satisfied and the applicable stock price appreciation target is achieved. F4 · derivative.exercise_date: The applicable stock price appreciation target is $100/share. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 177,415 | $0.00 Strike: $60.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003416 · doc4.xml · derivative · entry 2 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306,390 Underlying: Class A Common Stock · 177,415 shares Expires 2028-01-09 F2 · derivative.exercise_date: Each option is subject to the same service-based vesting schedule described in Footnote 1 above and is additionally subject to a stock price appreciation target which must be sustained for at least 60 consecutive trading days. Each option becomes vested and exercisable only once the service-based vesting condition is satisfied and the applicable stock price appreciation target is achieved. F3 · derivative.exercise_date: The applicable stock price appreciation target is $90/share. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:14 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 2,128,975 | $0.00 Strike: $60.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003416 · doc4.xml · derivative · entry 1 Gassner Peter P · CIK 0001585821 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,128,975 Underlying: Class A Common Stock · 2,128,975 shares Expires 2028-01-09 F1 · derivative.exercise_date: The option vests and becomes exercisable in 60 equal installments between February 1, 2020 and February 1, 2025, subject to the reporting person's continued service as the Issuer's Chief Executive Officer. Read SEC document |
| December 07, 2017 Filed Dec 9, 2017 01:45 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 2,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001585821-17-000003 · edgardoc.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,632 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 7, 2018 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 7, 2018. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:37 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001585821-16-000012 · edgardoc.xml · nonDerivative · entry 1 Gassner Peter P · CIK 0001585821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,986 F1 · kind: Exempt grant of restricted stock units (RSUs). The RSUs shall vest fully on December 1, 2017 provided the Reporting Person is still providing service to the Company. However, if the Reporting Person's term of board service ends at the next annual meeting of stockholders and the Reporting Person does not stand for reelection but remains in service through such annual meeting of stockholders, then the Reporting Person shall vest in all underlying shares at the time of the next annual stockholder meeting if such meeting occurs before December 1, 2017. 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.