Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMYRIS, INC.AMRS · Entity 91367 | Director | October 23, 2019 | October 25, 2019 |
| INTUIT INC.INTU · Entity 2373 | EVP & CFO | September 12, 2017 | September 13, 2017 |
| Oportun Financial CorpOPRT · Entity 5862 | Director | December 11, 2024 | December 11, 2024 |
| RingCentral, Inc.RNG · Entity 2299 | Director | June 03, 2024 | June 04, 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.
AMYRIS, INC.
Report date October 23, 2019 · Filed October 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,398 |
Reported balance
After 2019-10-23 transaction · row 1
1 source rowRow 1 · 2019-10-23 · Grant · Acquired 2,266 · Balance 7,398 F1: Represents a restricted stock unit award that vests as to 100% of the units on October 23, 2020. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.73 · Expires 2029-10-23 | Direct | 3,466 |
Reported balance
After 2019-10-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-10-23 · Grant · Acquired 3,466 · Balance 3,466 F2: Stock option vests as to 100% of the shares underlying the stock option on October 23, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award that vests as to 100% of the units on October 23, 2020.
F2: Stock option vests as to 100% of the shares underlying the stock option on October 23, 2020.
INTUIT INC.
Report date September 12, 2017 · Filed September 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,785 |
Ending reported balance
After 2017-09-12 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2017-09-12 · Exercise / conversion · Acquired 34,728 · Balance 64,620 Row 2 · 2017-09-12 · Sale · Disposed 34,728 · Balance 29,892 F1: This transaction was executed in multiple trades ranging from $141.00 to $141.37. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2017-09-12 · Exercise / conversion · Acquired 53,000 · Balance 82,892 Row 4 · 2017-09-12 · Sale · Disposed 53,000 · Balance 29,892 Row 5 · 2017-09-12 · Exercise / conversion · Acquired 70,750 · Balance 100,642 Row 6 · 2017-09-12 · Sale · Disposed 100 · Balance 100,542 Row 7 · 2017-09-12 · Sale · Disposed 70,650 · Balance 29,892 Row 8 · 2017-09-12 · Sale · Disposed 26,107 · Balance 3,785 F2: This transaction was executed in multiple trades ranging from $141.51 to $141.92. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.52 · Expires 2019-07-24 | Direct | 0 |
Reported balance
After 2017-09-12 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-09-12 · Exercise / conversion · Disposed 34,728 · Balance 0 F3: Represents the date the award was fully vested. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.11 · Expires 2020-07-23 | Direct | 0 |
Reported balance
After 2017-09-12 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-09-12 · Exercise / conversion · Disposed 53,000 · Balance 0 F3: Represents the date the award was fully vested. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.59 · Expires 2021-07-23 | Direct | 0 |
Reported balance
After 2017-09-12 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-09-12 · Exercise / conversion · Disposed 70,750 · Balance 0 F3: Represents the date the award was fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $141.00 to $141.37. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2: This transaction was executed in multiple trades ranging from $141.51 to $141.92. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: Represents the date the award was fully vested.
Oportun Financial Corp
Report date December 11, 2024 · Filed December 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 140,338 |
Reported balance
After 2024-12-11 transaction · row 1
1 source rowRow 1 · 2024-12-11 · Purchase · Acquired 25,000 · Balance 140,338 F1: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.78 to $3.93 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.78 to $3.93 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
RingCentral, Inc.
Report date June 03, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 31,009 |
Reported balance
After 2024-06-03 transaction · row 1
1 source rowRow 1 · 2024-06-03 · Grant · Acquired 5,829 · Balance 31,009 F1: Represents Restricted Stock Units that will vest in equal quarterly installments over a one year period on September 3, 2024, December 3, 2024, March 3, 2025, and June 3, 2025 (or the date of the Issuer's 2025 annual meeting of stockholders, if earlier than June 3, 2025). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units that will vest in equal quarterly installments over a one year period on September 3, 2024, December 3, 2024, March 3, 2025, and June 3, 2025 (or the date of the Issuer's 2025 annual meeting of stockholders, if earlier than June 3, 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 06, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 300 | $282.75 | $84,825.00 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 8 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,878 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $282.475 to $283.10, inclusive. Read SEC document |
| October 06, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 788 | $281.31 | $221,672.28 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 7 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,178 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $280.74 to $281.725, inclusive. Read SEC document |
| October 06, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $279.59 | $139,795.00 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 6 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,966 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $279.25 to $280.15, inclusive. Read SEC document |
| October 06, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass A Common Stock | 2,388 | $12.30 | $29,372.40 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 5 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,466 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 05, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 2,388 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · derivative · entry 11 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,045 Underlying: Class A Common Stock · 2,388 shares Expires 2021-05-15 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. F10 · derivative.exercise_date: Options are fully vested and exercisable. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 1,088 | $274.70 | $298,873.60 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 4 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $274.355 to $275.07, inclusive. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 900 | $273.18 | $245,862.00 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 3 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,166 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $272.71 to $273.60, inclusive. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 400 | $272.15 | $108,860.00 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 2 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,066 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $271.70 to $272.38, 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 footnotes (2) through (9) to this Form 4. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 18:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass A Common Stock | 2,388 | $12.30 | $29,372.40 |
DisclosureSEC source: 0001209191-20-054219 · doc4.xml · nonDerivative · entry 1 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,466 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 30, 2020 Filed Oct 2, 2020 17:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 1,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000154 · wf-form4_160167345934893.xml · nonDerivative · entry 1 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,994 F1 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on the earlier of: (i) January 30 of the calendar year following the Reporting Person's separation of service from the Issuer or (ii) January 30, 2025. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 2,388 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · derivative · entry 23 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,433 Underlying: Class A Common Stock · 2,388 shares Expires 2021-05-15 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_date: Options are fully vested and exercisable. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 188 | $257.96 | $48,496.48 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 21 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.91 to $258.00, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $257.04 | $128,520.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 20 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,266 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $256.755 to $257.48, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $255.51 | $51,102.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 19 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,766 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.37 to $255.64, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 400 | $254.61 | $101,844.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 18 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,966 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $254.215 to $255.035, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $253.31 | $126,655.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 17 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,366 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $252.75 to $253.65, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $251.69 | $125,845.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 16 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,866 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.34 to $252.03, inclusive. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $250.04 | $25,004.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 15 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,366 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass A Common Stock | 2,388 | $12.30 | $29,372.40 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 14 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,466 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 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 2,388 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · derivative · entry 22 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,821 Underlying: Class A Common Stock · 2,388 shares Expires 2021-05-15 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_date: Options are fully vested and exercisable. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $252.35 | $25,235.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 13 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $252.23 to $252.415, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 351 | $251.30 | $88,206.30 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 12 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,178 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.075 to $251.79, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $249.70 | $49,940.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 11 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,529 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $249.51 to $249.82, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 322 | $248.09 | $79,884.98 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 10 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,729 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.51 to $248.465, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $246.36 | $24,636.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 9 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,051 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $245.25 | $49,050.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 8 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,151 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $244.77 to $245.74, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $242.71 | $48,542.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 7 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,351 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $242.415 to $243.00, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 300 | $241.80 | $72,540.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 6 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,551 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.38 to $242.14, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 215 | $240.22 | $51,647.30 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 5 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,851 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.02 to $240.57, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $238.47 | $23,847.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 4 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,066 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.45 to $238.48, inclusive. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $237.05 | $47,410.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 3 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,166 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.04 to $237.06, 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 footnotes (2) through (17) to this Form 4. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $230.01 | $23,001.00 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 2 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,366 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 19, 2020. Read SEC document |
| September 17, 2020 Filed Sep 21, 2020 16:30 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass A Common Stock | 2,388 | $12.30 | $29,372.40 |
DisclosureSEC source: 0001209191-20-051284 · doc4.xml · nonDerivative · entry 1 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,466 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 |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 3,365 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · derivative · entry 24 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,365 shares Expires 2020-09-26 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. F17 · derivative.exercise_date: Options are fully vested and exercisable. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 600 | $285.10 | $171,060.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 22 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $284.86 to $285.45, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $284.04 | $142,020.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 21 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,678 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $283.68 to $284.44, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 300 | $282.89 | $84,867.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 20 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,178 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $282.465 to $283.20, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $281.74 | $140,870.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 19 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,478 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $281.37 to $282.07, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 700 | $280.20 | $196,140.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 18 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,978 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $280.00 to $280.47, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 565 | $279.24 | $157,770.60 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 17 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,678 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $278.67 to $279.53, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 200 | $277.13 | $55,426.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 16 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,243 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $276.67 to $277.58, inclusive. Read SEC document |
| August 12, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionClass A Common Stock | 3,365 | $13.00 | $43,745.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 15 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,443 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 |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | Exercise / conversionStock Option (right to buy) · Derivative | 3,365 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · derivative · entry 23 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,365 Underlying: Class A Common Stock · 3,365 shares Expires 2020-09-26 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. F17 · derivative.exercise_date: Options are fully vested and exercisable. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $287.99 | $28,799.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 14 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,078 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $286.68 | $28,668.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 13 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,178 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 700 | $285.74 | $200,018.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 12 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,278 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.27 to $286.18, inclusive. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 364 | $284.47 | $103,547.08 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 11 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,978 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $284.01 to $284.93, inclusive. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 500 | $283.36 | $141,680.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 10 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,342 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $282.995 to $283.62, inclusive. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 201 | $281.77 | $56,635.77 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 9 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,842 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $281.37 to $282.075, inclusive. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 16:51 UTC | RingCentral, Inc. RNG · Entity 2299 | SaleClass A Common Stock | 100 | $279.98 | $27,998.00 |
DisclosureSEC source: 0001209191-20-046620 · doc4.xml · nonDerivative · entry 8 Williams R Neil · CIK 0001423081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,043 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.