Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Epiphany Technology Acquisition Corp.EPHY · Entity 123266 | Director | January 07, 2021 | January 07, 2021 |
| FISERV INCFISV · Entity 3167 | Director | May 22, 2019 | May 23, 2019 |
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.
Epiphany Technology Acquisition Corp.
Report date January 07, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
FISERV INC
Report date May 22, 2019 · Filed May 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,793 |
Reported balance
After 2019-05-22 transaction · row 1
1 source rowRow 1 · 2019-05-22 · Grant · Acquired 2,143 · Balance 12,793 F1: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CITRIX SYSTEMS INC
Report date September 30, 2022 · Filed October 03, 2022
Section 16 reporting ended · disclosed 2022-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-09-30 transaction · row 1
1 source rowRow 1 · 2022-09-30 · Disposition to issuer · Disposed 4,570 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of January 31, 2022 (the "Merger Agreement"), by and among the Issuer, Picard Parent, Inc. ("Parent"), Picard Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), and for certain limited purposes detailed in the Merger Agreement, TIBCO Software Inc., Merger Sub merged with and into the Issuer on September 30, 2022, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically converted into the right to receive cash in the amount of $104.00, without interest and less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of January 31, 2022 (the "Merger Agreement"), by and among the Issuer, Picard Parent, Inc. ("Parent"), Picard Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), and for certain limited purposes detailed in the Merger Agreement, TIBCO Software Inc., Merger Sub merged with and into the Issuer on September 30, 2022, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically converted into the right to receive cash in the amount of $104.00, without interest and less any applicable withholding taxes.
HUBSPOT INC
Report date July 01, 2020 · Filed July 02, 2020
Section 16 reporting ended · disclosed 2020-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,600 |
Reported balance
After 2020-07-01 transaction · row 1
1 source rowRow 1 · 2020-07-01 · Tax withholding · Disposed 1,508 · Balance 68,600 F1: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by Issuer to cover taxes associated with 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 |
|---|---|---|---|---|---|---|
| September 30, 2022 Filed Oct 3, 2022 09:58 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | Disposition to issuerCommon Stock | 4,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000877890-22-000119 · wf-form4_166480549389953.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of January 31, 2022 (the "Merger Agreement"), by and among the Issuer, Picard Parent, Inc. ("Parent"), Picard Merger Sub, Inc., a direct wholly owned subsidiary of Parent ("Merger Sub"), and for certain limited purposes detailed in the Merger Agreement, TIBCO Software Inc., Merger Sub merged with and into the Issuer on September 30, 2022, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically converted into the right to receive cash in the amount of $104.00, without interest and less any applicable withholding taxes. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 09:51 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 0.536 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-22-000076 · wf-form4_165702910143194.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,570 F1 · shares: The fractional share being reported is a result of the rounding of fractional shares upon final vesting of restricted stock units previously granted to the reporting person. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 15:09 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 8.315 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000373 · wf-form4_164020373226267.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569.464 F1 · shares: On December 21, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 7, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| September 24, 2021 Filed Sep 27, 2021 08:38 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 7.149 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000299 · wf-form4_163274627585627.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,561.149 F1 · shares: On September 24, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 10, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 13:55 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 2,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000265 · wf-form4_162524850074359.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,554 F1 · shares: Grant of restricted stock units that vest in full on the earlier of (i) the first anniversary of the award date or (ii) the day immediately prior to the issuer's next regular meeting of stockholders following the award date. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 14:57 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 0.118 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000209 · wf-form4_162283303788997.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,425 F1 · shares: The fractional share being reported is a result of the rounding of fractional shares upon final vesting of restricted stock units previously granted to the reporting person. Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 08:43 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 4.761 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-21-000081 · wf-form4_161702178929184.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,424.882 F1 · shares: On March 26, 2021, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.37 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, March 12, 2021. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| December 22, 2020 Filed Dec 23, 2020 17:01 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 4.624 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000390 · wf-form4_160876088751533.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,420.121 F1 · shares: On December 22, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, December 8, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 13:13 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 4.497 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000297 · wf-form4_160131316652419.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,415.497 F1 · shares: On September 25, 2020, Citrix Systems, Inc ("Citrix") paid a cash dividend of $0.35 per share on each share of its outstanding common stock. The dividend was payable to all holders of Citrix's common stock on the record date, September 11, 2020. The Reporting Person received certain additional restricted stock units as a result of this cash dividend. These additional units are subject to the same conditions regarding vesting and settlement as the underlying restricted stock units to which they relate. Any fractional shares will round up at vesting. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 15:09 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000239 · wf-form4_159371693931030.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411 F1 · shares: Grant of restricted stock units that vest in full on the earlier of (i) the first anniversary of the award date or (ii) the day immediately prior the issuer's next regular meeting of stockholders following the award date. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,508 | $232.55 | $350,685.40 |
DisclosureSEC source: 0001209191-20-040460 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,600 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:42 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 260 | $213.22 | $55,437.20 |
DisclosureSEC source: 0001209191-20-033571 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,108 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 260 | $160.56 | $41,745.60 |
DisclosureSEC source: 0001209191-20-026768 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,368 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 21:00 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,310 | $125.10 | $163,881.00 |
DisclosureSEC source: 0001209191-20-022665 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,628 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 10:02 UTC | CITRIX SYSTEMS INC CTXS · Entity 123414 | GrantCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0000877890-20-000133 · wf-form4_158592255506937.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 F1 · shares: Grant of restricted stock units that vest in full on the day immediately prior the company's next regular meeting of stockholders following the award date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 172 | $180.61 | $31,064.92 |
DisclosureSEC source: 0001209191-20-016038 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,938 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 11,781 | $0.00 Strike: $173.06 | $0.00 |
DisclosureSEC source: 0001209191-20-006857 · doc4.xml · derivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,781 Underlying: Common Stock · 11,781 shares Expires 2030-02-03 F3 · derivative.exercise_date: This stock option vests over 4 years beginning on January 1, 2020, at a rate of 6.25% every three months. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 174 | $182.91 | $31,826.34 |
DisclosureSEC source: 0001209191-20-006857 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,110 F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 13,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-006857 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,936 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over 4 years beginning on January 1, 2020, at a rate at 6.25% vesting every three months. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 969 | $162.57 | $157,530.33 |
DisclosureSEC source: 0001209191-20-001748 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,103 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $5.76 Strike: $5.76 | $86,400.00 |
DisclosureSEC source: 0001209191-19-061935 · doc4.xml · derivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,223 Underlying: Common Stock · 15,000 shares Expires 2022-05-08 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_date: This stock option is fully vested. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 5,595 | $159.05 | $889,884.75 |
DisclosureSEC source: 0001209191-19-061935 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,072 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.64 to $159.61, inclusive. The reporting person undertakes to provide to HubSpot, Inc., any security holder of HubSpot, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (3) through (5) herein Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 2,001 | $157.77 | $315,697.77 |
DisclosureSEC source: 0001209191-19-061935 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,667 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.59 to $158.32, inclusive. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 7,404 | $157.24 | $1,164,204.96 |
DisclosureSEC source: 0001209191-19-061935 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,868 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $156.57 to $157.56, inclusive. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 15,000 | $5.76 | $86,400.00 |
DisclosureSEC source: 0001209191-19-061935 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,072 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 |
| December 02, 2019 Filed Dec 4, 2019 21:09 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 534 | $146.79 | $78,385.86 |
DisclosureSEC source: 0001209191-19-059043 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,072 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 22:51 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 535 | $156.38 | $83,663.30 |
DisclosureSEC source: 0001209191-19-055011 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,606 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:08 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,399 | $150.76 | $210,913.24 |
DisclosureSEC source: 0001209191-19-052119 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,141 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:35 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option · Derivative | 25,000 | $0.00 Strike: $5.76 | $0.00 |
DisclosureSEC source: 0001209191-19-050549 · doc4.xml · derivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,223 Underlying: Common Stock · 25,000 shares Expires 2022-05-08 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. F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F5 · derivative.exercise_date: This stock option is fully vested. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:35 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 601 | $161.66 | $97,157.66 |
DisclosureSEC source: 0001209191-19-050549 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,540 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $161.59 to $161.79, inclusive. The reporting person undertakes to provide to HubSpot, Inc., any security holder of HubSpot, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (4) herein. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:35 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 16,610 | $160.85 | $2,671,718.50 |
DisclosureSEC source: 0001209191-19-050549 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,141 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.41 to $161.39, inclusive. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:35 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 7,789 | $160.08 | $1,246,863.12 |
DisclosureSEC source: 0001209191-19-050549 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,751 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.41 to $160.40, inclusive. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:35 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0001209191-19-050549 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,540 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. F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:28 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 534 | $197.84 | $105,646.56 |
DisclosureSEC source: 0001209191-19-048527 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,540 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 20:09 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 534 | $177.75 | $94,918.50 |
DisclosureSEC source: 0001209191-19-044504 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,074 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:50 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,400 | $174.76 | $244,664.00 |
DisclosureSEC source: 0001209191-19-040823 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,608 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $5.76 | $0.00 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · derivative · entry 9 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,223 Underlying: Common Stock · 25,000 shares Expires 2022-05-08 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. F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F9 · derivative.exercise_date: This stock option is fully vested. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 867 | $178.84 | $155,054.28 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 8 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,008 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $178.58 to $179.30, inclusive. The reporting person undertakes to provide to HubSpot, Inc., any security holder of HubSpot, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2) through (8) herein. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 475 | $177.73 | $84,421.75 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 7 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,875 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $177.55 to $178.09, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 800 | $177.03 | $141,624.00 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 6 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,350 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $176.53 to $177.48, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 3,875 | $175.12 | $678,590.00 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,150 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.51 to $175.50, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 7,118 | $173.88 | $1,237,677.84 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,025 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $173.50 to $174.49, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 5,290 | $173.20 | $916,228.00 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,143 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.48 to $173.48, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 6,575 | $171.93 | $1,130,439.75 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,433 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.46 to $172.42, inclusive. Read SEC document |
| June 24, 2019 Filed Jun 25, 2019 20:29 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0001209191-19-038923 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,008 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. F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 20:41 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 534 | $162.24 | $86,636.16 |
DisclosureSEC source: 0001209191-19-034763 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,008 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 22, 2019 Filed May 23, 2019 21:34 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032384 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,793 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:07 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 535 | $181.55 | $97,129.25 |
DisclosureSEC source: 0001209191-19-027307 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,542 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:37 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,399 | $166.73 | $233,255.27 |
DisclosureSEC source: 0001209191-19-023169 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,077 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $5.76 | $0.00 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · derivative · entry 7 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,223 Underlying: Common Stock · 25,000 shares Expires 2022-05-08 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. F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F6 · derivative.exercise_date: The stock option is fully vested. 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.