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JAMES A BEER

CIK 1272505 · EVP & Chief Financial Officer · last filed 2026-09-17

JAMES A BEER is an EVP & Chief Financial Officer who has filed 108 SEC Form 4 insider transactions across 5 companies since 2013. The most recent filing, for ZS, was dated Sep 17, 2026. Across all open-market trades the lifetime net is −$3.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $39.1M across reported positions. 12 SEC filings were submitted jointly with MCKESSON CORP.

"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.

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Disclosed Exposure

$39.14M

Companies

5

Total Filings

108

Lifetime Open-Market Net

-$3.48M

Filer Profile

Reported Address
MCKESSON CORPORATION
ONE POST STREET
SAN FRANCISCO, CA 94104
Related Filers
MCKESSON CORP — 12 joint filings, latest 2017-05-31
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
ZS Director 4,030 $197.31 $795.2K -$231.4K 7 2026-09-17
DOCU Director 21,225 $69.07 $1.47M -$141.3K 33 2026-09-03
ALK Director 25,490 $40.54 $1.03M $0 10 2026-05-14
FORESCOUT TECHNOLOGIES, INC (FSCT) Delisted Director 0 — — -$2.02M 10 2020-08-17
MCK EVP & Chief Financial Officer 40,980 $874.65 $35.84M -$1.09M 9 2017-05-31

Recent Filings

108 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-09-17 ZS Notice (144) −177 -$34.0K EDGAR
2026-09-17 ZS Sell (S) −177 -$34.0K EDGAR
2026-09-03 DOCU Exer (M) +1,096 $0 EDGAR
2026-08-28 DOCU Notice (144) −450 -$28.8K EDGAR
2026-08-28 DOCU Sell (S) −450 -$28.8K EDGAR
2026-06-17 ZS Notice (144) −177 -$22.2K EDGAR
2026-06-17 ZS Sell (S) −177 -$22.2K EDGAR
2026-06-02 DOCU Notice (144) −450 -$24.8K EDGAR
2026-06-02 DOCU Mixed +279 -$24.8K EDGAR
2026-05-14 ALK Grant (A) +5,186 $200.0K EDGAR
Showing 1–10 of 108
Page 1 of 11
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.