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person · Reporting owner

Sherman J Donald

Disclosed activity across 4 companies

Tapewire entity
123427
SEC CIK
0001344702

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Epiphany Technology Acquisition Corp.EPHY · Entity 123266DirectorJanuary 07, 2021January 07, 2021
FISERV INCFISV · Entity 3167DirectorMay 22, 2019May 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect12,793 Reported balance After 2019-05-22 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-09-30 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect68,600 Reported balance After 2020-07-01 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 02, 2018 Filed Jan 4, 2018 21:07 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 2,754 $89.45 $246,345.30
Disclosure

SEC source: 0001209191-18-001900 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,516

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
December 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,264 $0.00 Strike: $5.76 $0.00
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · derivative · entry 6

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 433,223

Underlying: Common Stock · 6,264 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.

F3 · 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
December 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,297 $0.00 Strike: $34.76 $0.00
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · derivative · entry 5

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,370

Underlying: Common Stock · 2,297 shares

Expires 2025-02-10

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_date: The original stock option grant of 16,667 shares underlying the option vests over four (4) years beginning on January 1, 2015 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.

Read SEC document
December 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,248 $0.00 Strike: $16.14 $0.00
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · derivative · entry 4

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Common Stock · 1,248 shares

Expires 2024-01-29

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 · derivative.exercise_date: The original stock option grant of 5,000 shares underlying the option vests over four (4) years beginning on January 1, 2014 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.

Read SEC document
December 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionCommon Stock 6,264 $5.76 $36,080.64
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · nonDerivative · entry 3

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,270

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 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionCommon Stock 2,297 $34.76 $79,843.72
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · nonDerivative · entry 2

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,006

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 21, 2017 Filed Dec 26, 2017 21:16 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionCommon Stock 1,248 $16.14 $20,142.72
Disclosure

SEC source: 0001209191-17-067209 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,709

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 01, 2017 Filed Dec 5, 2017 21:29 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $81.20 $47,502.00
Disclosure

SEC source: 0001209191-17-063931 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,461

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
November 01, 2017 Filed Nov 3, 2017 20:33 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $85.95 $50,280.75
Disclosure

SEC source: 0001209191-17-059179 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,046

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
October 02, 2017 Filed Oct 4, 2017 20:24 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $84.45 $49,403.25
Disclosure

SEC source: 0001209191-17-055837 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,631

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
September 01, 2017 Filed Sep 6, 2017 20:20 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $73.15 $42,792.75
Disclosure

SEC source: 0001209191-17-051612 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,216

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
August 01, 2017 Filed Aug 3, 2017 23:20 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 584 $73.65 $43,011.60
Disclosure

SEC source: 0001209191-17-047529 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,801

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
July 03, 2017 Filed Jul 7, 2017 01:14 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $63.65 $37,235.25
Disclosure

SEC source: 0001209191-17-044256 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,385

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
June 01, 2017 Filed Jun 5, 2017 20:08 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $73.85 $43,202.25
Disclosure

SEC source: 0001209191-17-037676 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,970

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
May 24, 2017 Filed May 25, 2017 18:28 UTC FISERV INC FISV · Entity 3167 GrantStock Option (right to buy) · Derivative 2,144 $0.00 Strike: $122.76 $0.00
Disclosure

SEC source: 0001209191-17-035271 · doc4.xml · derivative · entry 2

Sherman J Donald · CIK 0001344702 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,144

Underlying: Common Stock · 2,144 shares

Expires 2027-05-24

F2 · derivative.exercise_date: These options 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 24, 2017 Filed May 25, 2017 18:28 UTC FISERV INC FISV · Entity 3167 GrantCommon Stock 701 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-035271 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,989

F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv 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, 2017 Filed May 3, 2017 01:29 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $67.10 $39,253.50
Disclosure

SEC source: 0001209191-17-029482 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,555

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
April 03, 2017 Filed Apr 5, 2017 20:28 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 585 $61.35 $35,889.75
Disclosure

SEC source: 0001209191-17-025665 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,140

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
March 20, 2017 Filed Mar 22, 2017 21:25 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 30,000 $0.00 Strike: $5.76 $0.00
Disclosure

SEC source: 0001209191-17-022358 · doc4.xml · derivative · entry 5

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 439,487

Underlying: Common Stock · 30,000 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: 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, 2017 Filed Mar 22, 2017 21:25 UTC HUBSPOT INC HUBS · Entity 1104 SaleCommon Stock 24,885 $64.41 $1,602,867.74
Disclosure

SEC source: 0001209191-17-022358 · doc4.xml · nonDerivative · entry 4

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,725

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 $64 to $64.85, 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 20, 2017 Filed Mar 22, 2017 21:25 UTC HUBSPOT INC HUBS · Entity 1104 SaleCommon Stock 5,115 $63.72 $325,938.03
Disclosure

SEC source: 0001209191-17-022358 · doc4.xml · nonDerivative · entry 3

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 104,610

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 $63.35 to $63.975, 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 20, 2017 Filed Mar 22, 2017 21:25 UTC HUBSPOT INC HUBS · Entity 1104 SaleCommon Stock 30,000 $64.50 $1,934,970.00
Disclosure

SEC source: 0001209191-17-022358 · doc4.xml · nonDerivative · entry 2

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,725

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 $63.95 to $64.9, 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 20, 2017 Filed Mar 22, 2017 21:25 UTC HUBSPOT INC HUBS · Entity 1104 Exercise / conversionCommon Stock 30,000 $5.76 $172,800.00
Disclosure

SEC source: 0001209191-17-022358 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 139,725

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, 2017 Filed Mar 3, 2017 21:05 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 404 $60.65 $24,502.60
Disclosure

SEC source: 0001209191-17-017415 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,725

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
February 01, 2017 Filed Feb 3, 2017 23:11 UTC HUBSPOT INC HUBS · Entity 1104 GrantStock Option (right to buy) · Derivative 21,602 $0.00 Strike: $52.80 $0.00
Disclosure

SEC source: 0001209191-17-007804 · doc4.xml · derivative · entry 3

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,602

Underlying: Common Stock · 21,602 shares

Expires 2027-02-01

F3 · derivative.exercise_date: This stock option vests over 4 years beginning on January 1, 2017, at a rate of 25% of the original grant amount after 12 months and in 36 equal monthly installments thereafter.

Read SEC document
February 01, 2017 Filed Feb 3, 2017 23:11 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 403 $52.80 $21,278.40
Disclosure

SEC source: 0001209191-17-007804 · doc4.xml · nonDerivative · entry 2

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,129

F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
February 01, 2017 Filed Feb 3, 2017 23:11 UTC HUBSPOT INC HUBS · Entity 1104 GrantCommon Stock 28,089 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-007804 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,532

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, 2017, at a rate of 25% after 12 months and in 36 equal monthly installments thereafter.

Read SEC document
January 03, 2017 Filed Jan 5, 2017 23:07 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 2,726 $47.85 $130,439.10
Disclosure

SEC source: 0001209191-17-002313 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,443

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
December 01, 2016 Filed Dec 5, 2016 23:23 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 204 $52.75 $10,761.00
Disclosure

SEC source: 0001209191-16-153475 · doc4.xml · nonDerivative · entry 2

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,169

F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
December 01, 2016 Filed Dec 5, 2016 23:23 UTC HUBSPOT INC HUBS · Entity 1104 SaleCommon Stock 10,000 $56.00 $560,000.00
Disclosure

SEC source: 0001209191-16-153475 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,373

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
November 01, 2016 Filed Nov 4, 2016 00:50 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 204 $51.60 $10,526.40
Disclosure

SEC source: 0001209191-16-148303 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,373

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
October 03, 2016 Filed Oct 4, 2016 22:05 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 204 $57.60 $11,750.40
Disclosure

SEC source: 0001209191-16-144635 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,577

F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
September 01, 2016 Filed Sep 7, 2016 00:31 UTC HUBSPOT INC HUBS · Entity 1104 Tax withholdingCommon Stock 204 $56.13 $11,450.52
Disclosure

SEC source: 0001209191-16-140314 · doc4.xml · nonDerivative · entry 2

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,781

F2 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units.

Read SEC document
September 01, 2016 Filed Sep 7, 2016 00:31 UTC HUBSPOT INC HUBS · Entity 1104 SaleCommon Stock 10,000 $54.90 $549,000.00
Disclosure

SEC source: 0001209191-16-140314 · doc4.xml · nonDerivative · entry 1

Sherman J Donald · CIK 0001344702 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,985

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.