JAMES A BEER
CIK 1272505 · EVP & Chief Financial Officer · last filed 2026-06-02
JAMES A BEER is an EVP & Chief Financial Officer who has filed 96 SEC Form 4 insider transactions across 5 companies since 2013. The most recent filing, for DOCU, was dated Jun 2, 2026. Across all open-market trades the lifetime net is −$3.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $34.9M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$34.85M
5
96
-$3.40M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| DOCU | Director | 21,029 | $45.03 | $946.9K | -$112.4K | 31 | 2026-06-02 |
| ALK | Director | 25,490 | $47.32 | $1.21M | $0 | 10 | 2026-05-14 |
| ZS | Director | 4,384 | $129.52 | $567.8K | -$175.2K | 5 | 2026-03-19 |
| FORESCOUT TECHNOLOGIES, INC (FSCT) Delisted | Director | 0 | — | — | -$2.02M | 10 | 2020-08-17 |
| MCK | EVP & Chief Financial Officer | 40,980 | $784.05 | $32.13M | -$1.09M | 9 | 2017-05-31 |
Recent Filings
96 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-02 | DOCU | Mixed | +279 | -$24.8K | EDGAR |
| 2026-05-14 | ALK | Grant (A) | +5,186 | $200.0K | EDGAR |
| 2026-03-19 | ZS | Sell (S) | −177 | -$27.2K | EDGAR |
| 2026-03-03 | DOCU | Mixed | +279 | -$20.3K | EDGAR |
| 2026-01-13 | ZS | Grant (A) | +1,076 | $0 | EDGAR |
| 2026-01-02 | ZS | Sell (S) | −653 | -$148.0K | EDGAR |
| 2025-12-02 | DOCU | Mixed | +279 | -$30.8K | EDGAR |
| 2025-09-17 | DOCU | Sell (S) | −450 | -$36.6K | EDGAR |
| 2025-09-02 | DOCU | Exer (M) | +729 | $0 | EDGAR |
| 2025-05-30 | DOCU | Mixed | +1,069 | $0 | EDGAR |