Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Freshworks Inc.FRSH · Entity 2193 | Chief Revenue Officer | November 01, 2022 | November 03, 2022 |
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.
Freshworks Inc.
Report date November 01, 2022 · Filed November 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 208,515 |
Reported balance
After 2022-11-01 transaction · row 1
1 source rowRow 1 · 2022-11-01 · Tax withholding · Disposed 6,339 · Balance 208,515 F1: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| November 01, 2022 Filed Nov 3, 2022 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 6,339 | $13.16 | $83,421.24 |
DisclosureSEC source: 0001209191-22-055662 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,515 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 17:24 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 98,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053685 · doc4.xml · derivative · entry 5 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,261 Underlying: Class A Common Stock · 98,967 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 17:24 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 187,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053685 · doc4.xml · derivative · entry 4 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,228 Underlying: Class A Common Stock · 187,970 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 17:24 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 187,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053685 · doc4.xml · derivative · entry 3 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,880 Underlying: Class B Common Stock · 187,970 shares Expires 2030-11-22 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 represents a contingent right to receive one share of Class B Common Stock. F3 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/4th of the shares subject to the RSU vest on the first anniversary of October 12, 2020, and the remaining shares will vest in equal installments every six months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 17:24 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 98,967 | $12.92 | $1,278,653.64 |
DisclosureSEC source: 0001209191-22-053685 · doc4.xml · nonDerivative · entry 2 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,854 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 17:24 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 98,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053685 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,821 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. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:16 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 6,339 | $13.47 | $85,386.33 |
DisclosureSEC source: 0001209191-22-044332 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,854 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. F2 · balance_after: Includes 1,051 shares of Class A common stock purchased pursuant to the Issuer's Employee Stock Purchase Plan (ESPP) for the ESPP purchase period September 22, 2021 through May 15, 2022. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% the closing price of the Issuer's Class A common stock on May 13, 2022. Read SEC document |
| May 01, 2022 Filed May 2, 2022 20:51 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 220,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026545 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,142 F1 · shares: Represents grants of Restricted Stock Unit (RSU) awards. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. With respect to 192,625 of the RSUs, 1/16 of the shares subject to the RSUs shall vest in equal quarterly installments over four years following May 1, 2022, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). With respect to 27,517 of the RSUs, 1/4 of the shares subject to the RSUs shall vest in equal annual installments over four years following May 1, 2022, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 19:47 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 1,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025238 · doc4.xml · derivative · entry 3 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,258 Underlying: Class A Common Stock · 1,984 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 share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 19:47 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 1,984 | $20.00 | $39,680.00 |
DisclosureSEC source: 0001209191-22-025238 · doc4.xml · nonDerivative · entry 2 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 19:47 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 1,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025238 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,984 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. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 16:53 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 98,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024445 · doc4.xml · derivative · entry 5 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,242 Underlying: Class A Common Stock · 98,967 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 16:53 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 187,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024445 · doc4.xml · derivative · entry 4 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,209 Underlying: Class A Common Stock · 187,970 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 16:53 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 187,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024445 · doc4.xml · derivative · entry 3 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939,850 Underlying: Class B Common Stock · 187,970 shares Expires 2030-11-22 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 represents a contingent right to receive one share of Class B Common Stock. F3 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/4th of the shares subject to the RSU vest on the first anniversary of October 12, 2020, and the remaining shares will vest in equal installments every six months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 16:53 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 98,967 | $18.38 | $1,819,013.46 |
DisclosureSEC source: 0001209191-22-024445 · doc4.xml · nonDerivative · entry 2 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| April 12, 2022 Filed Apr 14, 2022 16:53 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 98,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-024445 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,967 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. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 20:32 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 39,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010428 · doc4.xml · derivative · entry 5 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,239 Underlying: Class A Common Stock · 39,904 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 20:32 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 75,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010428 · doc4.xml · derivative · entry 4 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,143 Underlying: Class A Common Stock · 75,188 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 20:32 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 75,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010428 · doc4.xml · derivative · entry 3 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127,820 Underlying: Class B Common Stock · 75,188 shares Expires 2030-11-22 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 represents a contingent right to receive one share of Class B Common Stock. F3 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/4th of the shares subject to the RSU vest on the first anniversary of October 12, 2020, and the remaining shares will vest in equal installments every six months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 20:32 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 39,904 | $18.41 | $734,632.64 |
DisclosureSEC source: 0001209191-22-010428 · doc4.xml · nonDerivative · entry 2 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 20:32 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 39,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010428 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,904 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. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 21:44 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 177,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063518 · doc4.xml · derivative · entry 5 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,955 Underlying: Class A Common Stock · 177,797 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. F5 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 21:44 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 177,797 | $38.35 | $6,818,514.95 |
DisclosureSEC source: 0001209191-21-063518 · doc4.xml · nonDerivative · entry 2 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents the number of shares sold by the Reporting Person to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units previously reported on a Form 3 filed on September 21, 2021, and does not represent a discretionary sale by the Reporting Person. F2 · price: The reported price in Column 4 is the price applied to the Reporting Person's account by the broker and represents a weighted average sale price for a block sale. Read SEC document |
| November 05, 2021 Filed Nov 8, 2021 21:44 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 177,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063518 · doc4.xml · nonDerivative · entry 1 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,797 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. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:44 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 300,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063518 · doc4.xml · derivative · entry 4 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,752 Underlying: Class A Common Stock · 300,752 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. F5 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · shares: The shares of Class B common stock being issued represent vested Restricted Stock Units that are settled in connection with a partial early release from certain lock-up provisions. The remaining vested Restricted Stock Units will not be settled until the remaining lock-up provisions expire. F5 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:44 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 300,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063518 · doc4.xml · derivative · entry 3 Morales Jose · CIK 0001872278 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,203,008 Underlying: Class B Common Stock · 300,752 shares Expires 2030-11-22 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. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F4 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/4th of the shares subject to the RSU vest on the first anniversary of October 12, 2020, and the remaining shares will vest in equal installments every six months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. 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.