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 |
|---|---|---|---|---|---|---|
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 100 | $167.33 | $16,733.00 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 6 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,476 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 |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 5,992 | $166.49 | $997,608.08 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,576 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 ranging from $166.24 to $167.18, 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 this footnote. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 12,978 | $165.61 | $2,149,286.58 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,568 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 ranging from $165.22 to $166.21, 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 this footnote. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 4,440 | $164.86 | $731,978.40 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,546 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 ranging from $164.22 to $165.22, 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 this footnote. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 1,490 | $163.67 | $243,868.30 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,986 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 ranging from $163.16 to $164.10, 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 this footnote. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:13 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0000899243-19-009021 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,476 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 |
| March 01, 2019 Filed Mar 5, 2019 02:14 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 353 | $171.92 | $60,687.76 |
DisclosureSEC source: 0001209191-19-016061 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,476 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 02:40 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 10,522 | $0.00 Strike: $159.70 | $0.00 |
DisclosureSEC source: 0001209191-19-007157 · doc4.xml · derivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,522 Underlying: Common Stock · 10,522 shares Expires 2029-02-01 F3 · derivative.exercise_date: This stock option vests over 4 years beginning on January 1, 2019, at a rate of 6.25% every three months. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 02:40 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 353 | $159.72 | $56,381.16 |
DisclosureSEC source: 0001209191-19-007157 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,829 F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 02:40 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 13,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007157 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,182 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, 2019, at a rate of 6.25% vesting every three months. Read SEC document |
| January 02, 2019 Filed Jan 7, 2019 22:38 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 880 | $125.28 | $110,246.40 |
DisclosureSEC source: 0001209191-19-002604 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,377 F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| December 24, 2018 Filed Jan 7, 2019 22:38 UTC | HUBSPOT INC HUBS · Entity 1104 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002604 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,257 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 |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $5.76 | $0.00 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · derivative · entry 7 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,223 Underlying: Common Stock · 15,000 shares Expires 2022-06-18 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. F7 · derivative.exercise_date: This stock option is fully vested. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 800 | $130.07 | $104,056.00 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 6 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,257 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 $129.91 to $130.24, 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) - (6) herein. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 2,250 | $128.72 | $289,620.00 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,057 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 $128.52 to $129.02, inclusive. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 2,564 | $128.02 | $328,243.28 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,307 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 $127.52 to $128.35, inclusive. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 2,987 | $126.89 | $379,020.43 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,871 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 $126.46 to $127.42, inclusive. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 6,399 | $125.85 | $805,314.15 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,858 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 $125.45 to $126.35, inclusive. Read SEC document |
| December 17, 2018 Filed Dec 18, 2018 21:06 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 15,000 | $5.76 | $86,400.00 |
DisclosureSEC source: 0001209191-18-063147 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,257 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 |
| December 03, 2018 Filed Dec 6, 2018 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 767 | $139.94 | $107,333.98 |
DisclosureSEC source: 0001209191-18-061257 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,257 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 21:45 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 767 | $140.95 | $108,108.65 |
DisclosureSEC source: 0001209191-18-057206 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,024 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 22:16 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,249 | $149.27 | $186,438.23 |
DisclosureSEC source: 0001209191-18-053394 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,791 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:39 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: 0001209191-18-051485 · doc4.xml · derivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,223 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: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan. F4 · derivative.exercise_date: This stock option is fully vested. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:39 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 14,774 | $159.98 | $2,363,544.52 |
DisclosureSEC source: 0001209191-18-051485 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,040 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.60 to $160.52, 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) and (3) herein. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:39 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 10,226 | $159.37 | $1,629,717.62 |
DisclosureSEC source: 0001209191-18-051485 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,814 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.60 to $159.55, inclusive. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:39 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0001209191-18-051485 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,040 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: The transactions reported on this Form 4 were effected pursuant to a 10b5-1 trading plan. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:33 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 767 | $145.60 | $111,675.20 |
DisclosureSEC source: 0001209191-18-049831 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,040 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:49 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 767 | $128.60 | $98,636.20 |
DisclosureSEC source: 0001209191-18-045364 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,807 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| July 02, 2018 Filed Jul 18, 2018 20:39 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,249 | $128.10 | $159,996.90 |
DisclosureSEC source: 0001209191-18-043061 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,574 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 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: 0001209191-18-038447 · doc4.xml · derivative · entry 8 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,223 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. F8 · derivative.exercise_date: The original stock option grant of 532,666 shares underlying the option vests over four (4) years beginning on March 1, 2012 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 3,691 | $136.22 | $502,788.02 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 7 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,823 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 $136.05 to $136.55, 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 (7) herein. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 7,400 | $135.56 | $1,003,144.00 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 6 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,514 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 $135.05 to $136.00, inclusive. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 6,318 | $134.62 | $850,529.16 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,914 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 $134.03 to $135.00, inclusive. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 4,091 | $133.50 | $546,148.50 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,232 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 $133.03 to $134.00, inclusive. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 1,400 | $132.23 | $185,122.00 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,323 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 $132.00 to $132.70, inclusive. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 2,100 | $131.10 | $275,310.00 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,723 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 $130.65 to $131.40, inclusive. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 01:30 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0001209191-18-038447 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,823 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 01, 2018 Filed Jun 4, 2018 20:12 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 766 | $125.70 | $96,286.20 |
DisclosureSEC source: 0001209191-18-035026 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,823 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:34 UTC | FISERV INC FISV · Entity 3167 | GrantCommon Stock | 2,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033091 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,650 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. F2 · balance_after: Adjusted to reflect the two-for-one split of Fiserv, Inc. common stock distributed at the close of business on March 19, 2018 to holders of record on March 5, 2018. Read SEC document |
| May 01, 2018 Filed May 2, 2018 20:25 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 767 | $105.30 | $80,765.10 |
DisclosureSEC source: 0001209191-18-027354 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,589 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:47 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 1,249 | $107.50 | $134,267.50 |
DisclosureSEC source: 0001209191-18-023721 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,356 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock · Derivative | 25,000 | $0.00 Strike: $5.76 | $0.00 |
DisclosureSEC source: 0001209191-18-021270 · doc4.xml · derivative · entry 5 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,223 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. F4 · derivative.exercise_date: The original stock option grant of 532,666 shares underlying the option vests over four (4) years beginning on March 1, 2012 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 1 | $119.10 | $119.10 |
DisclosureSEC source: 0001209191-18-021270 · doc4.xml · nonDerivative · entry 4 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,605 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 |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 13,356 | $118.50 | $1,582,686.00 |
DisclosureSEC source: 0001209191-18-021270 · doc4.xml · nonDerivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,606 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 $118.05 to $119.03, 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) and (3) herein. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 11,643 | $117.67 | $1,370,031.81 |
DisclosureSEC source: 0001209191-18-021270 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,962 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 $117.02 to $118.00, inclusive. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 20:54 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 25,000 | $5.76 | $144,000.00 |
DisclosureSEC source: 0001209191-18-021270 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,605 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 |
| March 01, 2018 Filed Mar 5, 2018 21:57 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 13,860 | $0.00 Strike: $112.15 | $0.00 |
DisclosureSEC source: 0001209191-18-016563 · doc4.xml · derivative · entry 3 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,860 Underlying: Common Stock · 13,860 shares Expires 2028-03-01 F3 · derivative.exercise_date: This stock option vests over 4 years beginning on January 1, 2018, at a rate of 6.25% every three months. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:57 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 750 | $112.15 | $84,112.50 |
DisclosureSEC source: 0001209191-18-016563 · doc4.xml · nonDerivative · entry 2 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,605 F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:57 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 17,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016563 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,355 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, 2018, at a rate of 6.25% vesting every three months. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:12 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 509 | $96.35 | $49,042.15 |
DisclosureSEC source: 0001209191-18-007435 · doc4.xml · nonDerivative · entry 1 Sherman J Donald · CIK 0001344702 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,007 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. 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.