Comparable stake leader
David H. Morton Jr.
SEC ownership of Anaplan, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001540755.
Disclosed value leader
David H. Morton Jr.
Comparable rows
0/2
Latest evidence
10 Dec 2021
- SEC evidence covered
- 3/4/5
- Largest SEC-reported holder
- David H. Morton Jr.
- Latest parsed evidence date
- 10 Dec 2021
- CIK
- 0001540755
- Location
- San Francisco, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Who this page is about.
2 identity fields
Ownership snapshot
Top shareholders of Anaplan, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David H. Morton Jr.
Disclosed value leader
David H. Morton Jr.
Comparable rows
0/2
Latest evidence
10 Dec 2021
3/4/5
Highest disclosed value: $4,620,503
2 rows are not safely comparable across share classes.
Quick read
David H. Morton Jr. has the largest disclosed position value at $4.62M.
0 of 2 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens David H. Morton Jr.'s linked filing trail.
Disclosed position value
Top 2
David H. Morton Jr.
$4.62M
Gagan Dhingra
$825.3K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David H. Morton Jr. |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$4,620,503
73,089 shares
mixed-class rows
|
— | 10 Jun 2021 |
| Gagan Dhingra |
3/4/5
VP & Chief Accounting Officer
|
—
mixed-class rows
|
$825,335
13,043 shares
mixed-class rows
|
— | 10 Dec 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Anaplan, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
David H. Morton Jr.
Net 12M change
$0
Latest report
22 Jun 2022
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| David H. Morton Jr. | Chief Financial Officer | $4,620,503 | Mixed | 10 Jun 2021 | ||
| Gagan Dhingra | VP & Chief Accounting Officer | $825,335 | Mixed | 10 Dec 2021 | ||
| Susan L. Bostrom | Director | Mixed | 22 Jun 2022 | |||
| Frank Calderoni | Chairman and CEO, Director | Mixed | 22 Jun 2022 | |||
| BEAUCHAMP ROBERT E | Director | Mixed | 22 Jun 2022 | |||
| Ana G. Pinczuk | Chief Development Officer | Mixed | 22 Jun 2022 | |||
| David F. Conte | Director | Mixed | 22 Jun 2022 | |||
| Sandesh Kaveripatnam | Director | Mixed | 22 Jun 2022 | |||
| E. Major Reid | Director | Mixed | 22 Jun 2022 | |||
| Vikas D. Mehta | Chief Financial Officer | Mixed | 22 Jun 2022 | |||
| William Schuh | Chief Revenue Officer | Mixed | 22 Jun 2022 | |||
| Suresh Vasudevan | Director | Mixed | 22 Jun 2022 | |||
| Allan Leinwand | Director | Mixed | 22 Jun 2022 | |||
| Yvonne Wassenaar | Director | Mixed | 22 Jun 2022 |
Recent insider transactions for Anaplan, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.