Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Former Chief Financial Officer | April 01, 2024 | April 02, 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.
VEEVA SYSTEMS INC
Report date April 01, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,824 |
Ending reported balance
After 2024-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-01 · Exercise / conversion · Acquired 1,296 · Balance 9,287 F1: 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Row 2 · 2024-04-01 · Tax withholding · Disposed 463 · Balance 8,824 F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Exercise / conversion · Disposed 1,296 · Balance 0 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1: 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: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2023, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.
F4: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2023, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.
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 02, 2020 Filed Oct 5, 2020 20:19 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 175 | $267.60 | $46,830.00 |
DisclosureSEC source: 0001209191-20-053914 · doc4.xml · nonDerivative · entry 3 Bowman Brent R · CIK 0001816980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with restricted stock vesting on October 1, 2020. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 20:19 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | SaleClass A Common Stock | 5 | $274.29 | $1,371.45 |
DisclosureSEC source: 0001209191-20-053914 · doc4.xml · nonDerivative · entry 2 Bowman Brent R · CIK 0001816980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484 F3 · kind: The sales reported on this Form 4 were effected pursuant to Rule 10b5-1 trading plans adopted by the Reporting Person and were made to cover taxes associated with restricted stock vesting on October 1, 2020. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:19 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053914 · doc4.xml · derivative · entry 4 Bowman Brent R · CIK 0001816980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981 Underlying: Class A Common Stock · 489 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F4 · derivative.exercise_date: On July 13, 2020, the Reporting Person was granted 1,470 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 33.33% of the RSUs vested on October 1, 2020, with 33.33% of the remaining RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person after October 1, 2020. F4 · derivative.expiration_date: On July 13, 2020, the Reporting Person was granted 1,470 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 33.33% of the RSUs vested on October 1, 2020, with 33.33% of the remaining RSUs vesting for each quarter of continuous service to the Issuer by the Reporting Person after October 1, 2020. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:19 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053914 · doc4.xml · nonDerivative · entry 1 Bowman Brent R · CIK 0001816980 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.