Steven Cakebread

CIK 1254015 · View on SEC EDGAR ↗

Insider

First SEC filing: Dec. 11, 2019 · Latest: Dec. 11, 2019

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 38 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

38 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 10, 2022 BILL S 100 $114.30 $11,430 953 Direct -9.50% Disposed -56.9% (price as of 2026-08-19)
Nov. 10, 2022 BILL S 13,012 $113.80 $1,480,766 1,053 Direct -92.51% Disposed -56.7% (price as of 2026-08-19)
Nov. 10, 2022 BILL S 6,888 $112.75 $776,622 14,065 Direct -32.87% Disposed -56.3% (price as of 2026-08-19)
March 21, 2022 YEXT S 6,410 $6.58 $42,178 154,012 Direct -4.00% Disposed -4.3% (price as of 2026-08-19)
March 9, 2022 YEXT S 31,127 $5.25 $163,417 135,422 Direct -18.69% Disposed 20.0% (price as of 2026-08-19)
Sept. 9, 2021 BILL S 10b5-1 2,000 $295.00 $590,000 0 Direct -100.00% Disposed -83.3% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 30 $290.68 $8,720 0 Direct -100.00% Disposed -83.0% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 300 $289.38 $86,814 30 Direct -90.91% Disposed -83.0% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 300 $288.23 $86,469 330 Direct -47.62% Disposed -82.9% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 670 $287.01 $192,297 630 Direct -51.54% Disposed -82.8% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 200 $285.58 $57,116 1,300 Direct -13.33% Disposed -82.7% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 300 $283.86 $85,158 1,500 Direct -16.67% Disposed -82.6% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 100 $281.56 $28,156 1,800 Direct -5.26% Disposed -82.5% (price as of 2026-08-19)
Sept. 2, 2021 BILL S 10b5-1 100 $277.97 $27,797 1,900 Direct -5.00% Disposed -82.3% (price as of 2026-08-19)
Aug. 26, 2021 BILL S 10b5-1 100 $222.15 $22,215 0 Direct -100.00% Disposed -77.8% (price as of 2026-08-19)
Aug. 26, 2021 BILL S 10b5-1 300 $221.23 $66,369 100 Direct -75.00% Disposed -77.7% (price as of 2026-08-19)
Aug. 26, 2021 BILL S 10b5-1 611 $220.20 $134,542 400 Direct -60.44% Disposed -77.6% (price as of 2026-08-19)
Aug. 26, 2021 BILL S 10b5-1 600 $219.52 $131,712 1,011 Direct -37.24% Disposed -77.5% (price as of 2026-08-19)
Aug. 26, 2021 BILL S 10b5-1 389 $218.46 $84,981 1,611 Direct -19.45% Disposed -77.4% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 200 $210.54 $42,108 0 Direct -100.00% Disposed -76.6% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 200 $209.18 $41,836 200 Direct -50.00% Disposed -76.4% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 300 $208.06 $62,418 400 Direct -42.86% Disposed -76.3% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 300 $207.02 $62,106 700 Direct -30.00% Disposed -76.2% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 600 $206.15 $123,690 1,000 Direct -37.50% Disposed -76.1% (price as of 2026-08-19)
Aug. 19, 2021 BILL S 10b5-1 400 $204.91 $81,964 1,600 Direct -20.00% Disposed -75.9% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 778 $204.63 $159,202 0 Direct -100.00% Disposed -75.9% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 100 $202.94 $20,294 778 Direct -11.39% Disposed -75.7% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 200 $201.85 $40,370 878 Direct -18.55% Disposed -75.6% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 508 $201.08 $102,149 1,078 Direct -32.03% Disposed -75.5% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 100 $199.45 $19,945 1,586 Direct -5.93% Disposed -75.3% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 214 $197.71 $42,310 1,686 Direct -11.26% Disposed -75.1% (price as of 2026-08-19)
Aug. 12, 2021 BILL S 10b5-1 100 $196.02 $19,602 1,900 Direct -5.00% Disposed -74.8% (price as of 2026-08-19)
Aug. 5, 2021 BILL S 10b5-1 200 $210.61 $42,122 0 Direct -100.00% Disposed -76.6% (price as of 2026-08-19)
Aug. 5, 2021 BILL S 10b5-1 904 $209.71 $189,578 200 Direct -81.88% Disposed -76.5% (price as of 2026-08-19)
Aug. 5, 2021 BILL S 10b5-1 696 $208.86 $145,367 1,104 Direct -38.67% Disposed -76.4% (price as of 2026-08-19)
Aug. 5, 2021 BILL S 10b5-1 200 $206.58 $41,316 1,800 Direct -10.00% Disposed -76.1% (price as of 2026-08-19)
July 29, 2021 BILL S 10b5-1 100 $211.49 $21,149 0 Direct -100.00% Disposed -76.7% (price as of 2026-08-19)
July 29, 2021 BILL S 10b5-1 500 $210.56 $105,280 100 Direct -83.33% Disposed -76.6% (price as of 2026-08-19)
July 29, 2021 BILL S 10b5-1 472 $208.66 $98,488 600 Direct -44.03% Disposed -76.4% (price as of 2026-08-19)
July 29, 2021 BILL S 10b5-1 300 $207.63 $62,289 1,072 Direct -21.87% Disposed -76.2% (price as of 2026-08-19)
July 29, 2021 BILL S 10b5-1 628 $206.13 $129,450 1,372 Direct -31.40% Disposed -76.1% (price as of 2026-08-19)
July 22, 2021 BILL S 10b5-1 1,000 $202.76 $202,760 0 Direct -100.00% Disposed -75.7% (price as of 2026-08-19)
July 22, 2021 BILL S 10b5-1 600 $202.10 $121,260 1,000 Direct -37.50% Disposed -75.6% (price as of 2026-08-19)
July 22, 2021 BILL S 10b5-1 400 $200.93 $80,372 1,600 Direct -20.00% Disposed -75.5% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 100 $188.35 $18,835 0 Direct -100.00% Disposed -73.8% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 200 $187.60 $37,520 100 Direct -66.67% Disposed -73.7% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 300 $186.62 $55,986 300 Direct -50.00% Disposed -73.6% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 400 $185.63 $74,252 600 Direct -40.00% Disposed -73.4% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 100 $183.99 $18,399 1,000 Direct -9.09% Disposed -73.2% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 100 $181.75 $18,175 1,100 Direct -8.33% Disposed -72.9% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 200 $179.76 $35,952 1,200 Direct -14.29% Disposed -72.6% (price as of 2026-08-19)
July 15, 2021 BILL S 10b5-1 600 $179.33 $107,598 1,400 Direct -30.00% Disposed -72.5% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 400 $188.85 $75,540 0 Direct -100.00% Disposed -73.9% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 200 $187.88 $37,576 400 Direct -33.33% Disposed -73.8% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 200 $186.58 $37,316 600 Direct -25.00% Disposed -73.6% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 200 $185.54 $37,108 800 Direct -20.00% Disposed -73.4% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 700 $184.90 $129,430 1,000 Direct -41.18% Disposed -73.3% (price as of 2026-08-19)
July 8, 2021 BILL S 10b5-1 300 $183.62 $55,086 1,700 Direct -15.00% Disposed -73.1% (price as of 2026-08-19)
July 1, 2021 BILL S 10b5-1 100 $184.02 $18,402 0 Direct -100.00% Disposed -73.2% (price as of 2026-08-19)
July 1, 2021 BILL S 10b5-1 200 $183.16 $36,632 100 Direct -66.67% Disposed -73.1% (price as of 2026-08-19)
July 1, 2021 BILL S 10b5-1 200 $181.78 $36,356 300 Direct -40.00% Disposed -72.9% (price as of 2026-08-19)
July 1, 2021 BILL S 10b5-1 400 $180.09 $72,036 500 Direct -44.44% Disposed -72.6% (price as of 2026-08-19)

Showing latest 100 of 1054 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 5, 2025 BILL Restricted Stock Units Common Stock (2,095) — — 2,095 Disposed
Dec. 7, 2023 BILL Restricted Stock Units Common Stock (2,883) — — 2,883 Acquired
Dec. 7, 2023 BILL Restricted Stock Units Common Stock (1,733) — — 1,733 Disposed
Dec. 8, 2022 BILL Restricted Stock Units Common Stock (1,733) — — 1,733 Acquired
Dec. 8, 2022 BILL Restricted Stock Units Common Stock (873) — — 873 Disposed
Nov. 10, 2022 BILL Stock Option (Right to Buy) Common Stock (20,000) $13.40 July 21, 2029 20,000 Disposed
March 20, 2022 YEXT Restricted Stock Unit Common Stock (25,000) — — 25,000 Disposed
March 9, 2022 BILL Restricted Stock Units Common Stock (873) — — 873 Acquired
March 8, 2022 YEXT Restricted Stock Unit Common Stock (100,000) — — 100,000 Disposed
Dec. 9, 2021 BILL Restricted Stock Units Common Stock (953) — — 953 Disposed
Sept. 9, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Sept. 2, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Aug. 26, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Aug. 19, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Aug. 12, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Aug. 5, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
July 29, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
July 22, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
July 15, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
July 8, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
July 1, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
June 24, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
June 17, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
June 10, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
June 3, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
May 28, 2021 BILL Stock Option (Right to Buy) Common Stock (3,334) $13.40 July 21, 2029 3,334 Disposed
May 27, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
May 20, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
May 13, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
May 6, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
April 29, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
April 22, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
April 15, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
April 8, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
April 1, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
March 25, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
March 18, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
March 11, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
March 4, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Feb. 25, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Feb. 18, 2021 BILL Stock Option (Right to Buy) Common Stock (2,000) $13.40 July 21, 2029 2,000 Disposed
Feb. 16, 2021 BILL Restricted Stock Units Common Stock (953) — — 953 Acquired
Feb. 8, 2021 BILL Stock Option (Right to Buy) Common Stock (3,333) $13.40 July 21, 2029 3,333 Disposed
June 12, 2017 YEXT Restricted Stock Unit Common Stock (75,000) — — 75,000 Acquired
June 15, 2010 EHTH Stock Option (right to buy) Common Stock (7,500) $12.20 June 15, 2020 7,500 Acquired
June 9, 2009 EHTH Stock Option (right to buy) Common Stock (3,250) $17.76 June 9, 2019 3,250 Acquired
June 10, 2008 EHTH Stock Option (right to buy) Common Stock (6,250) $23.49 June 10, 2018 6,250 Acquired
Feb. 28, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (1,800) $1.10 June 26, 2012 1,800 Disposed
Feb. 27, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Feb. 26, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Feb. 25, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (6,500) $1.10 June 26, 2012 6,500 Disposed
Feb. 23, 2008 CRM Restricted Stock Units Common Stock (208) — — 208 Disposed
Feb. 20, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,700) $1.10 June 26, 2012 2,700 Disposed
Feb. 13, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
Feb. 8, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
Feb. 5, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
Jan. 31, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed
Jan. 30, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed
Jan. 23, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (6,000) $1.10 June 26, 2012 6,000 Disposed
Jan. 22, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (6,000) $1.10 June 26, 2012 6,000 Disposed
Jan. 11, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (4,000) $1.10 June 26, 2012 4,000 Disposed
Jan. 4, 2008 CRM Non-Qualified Stock Option (right to buy) Common Stock (8,000) $1.10 June 26, 2012 8,000 Disposed
Dec. 31, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
Dec. 18, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Dec. 6, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed
Nov. 30, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Nov. 16, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Nov. 15, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Nov. 9, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Oct. 31, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Oct. 29, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Oct. 12, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Oct. 8, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Oct. 1, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,000) $1.10 June 26, 2012 2,000 Disposed
Sept. 25, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Sept. 12, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (1,000) $1.10 June 26, 2012 1,000 Disposed
Sept. 11, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (1,500) $1.10 June 26, 2012 1,500 Disposed
Sept. 10, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (1,500) $1.10 June 26, 2012 1,500 Disposed
Sept. 6, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (1,000) $1.10 June 26, 2012 1,000 Disposed
Sept. 4, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Aug. 31, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
Aug. 24, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
Aug. 23, 2007 CRM Restricted Stock Units Common Stock (208) — — 208 Disposed
Aug. 7, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
July 31, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
July 27, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
July 6, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
June 25, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (7,500) $1.10 June 26, 2012 7,500 Disposed
June 21, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
June 21, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
June 6, 2007 EHTH Stock Option (right to buy) Common Stock (6,250) $19.25 June 6, 2017 6,250 Acquired
May 30, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
May 25, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (2,500) $1.10 June 26, 2012 2,500 Disposed
May 23, 2007 CRM Restricted Stock Units Common Stock (834) — — 834 Disposed
May 15, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (5,000) $1.10 June 26, 2012 5,000 Disposed
April 30, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (7,000) $1.10 June 26, 2012 7,000 Disposed
April 20, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed
March 30, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (4,000) $1.10 June 26, 2012 4,000 Disposed
March 21, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed
March 6, 2007 CRM Non-Qualified Stock Option (right to buy) Common Stock (3,000) $1.10 June 26, 2012 3,000 Disposed

Showing latest 100 of 232 transactions

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Dec. 11, 2019 BILL Employee Stock Option (Right to Buy)→ Common Stock (100,000) 100,000 Direct
April 12, 2017 YEXT Employee Stock Option (Right to Buy)→ Common Stock (180,000) 180,000 Direct
April 12, 2017 YEXT Employee Stock Option (Right to Buy)→ Common Stock (200,000) 200,000 Direct
April 12, 2017 YEXT Employee Stock Option (Right to Buy)→ Common Stock (1,000,000) 1,000,000 Direct
Oct. 12, 2006 EHTH Stock Option (right to buy)→ Common Stock (25,000) 25,000 Direct
June 22, 2004 CRM Common Stock 250,000 Direct
June 22, 2004 CRM Employee Stock Option (right to buy)→ Common Stock (750,000) 750,000 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

CRM

CFO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2007 $347,342 — — — $234,476 — — $1,736,579

YEXT

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2022 $500,000 — $4,392,000 — $319,457 — $25,312 $5,236,769
2021 $480,000 — — — $349,247 — $26,038 $855,285
2020 $480,000 — — — $435,479 — $23,295 $938,774

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.