person · Reporting owner

Scholnick Dan

Disclosed activity across 3 companies

Tapewire entity: 126147
SEC CIK: 0001606272

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
NEW RELIC, INC.NEWR · Entity 108347	Director	June 13, 2022	June 15, 2022

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

NEW RELIC, INC.

Report date June 13, 2022 · Filed June 15, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	40,942	Ending reported balance After 2022-06-13 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2022-06-13 · Exercise / conversion · Acquired 2,640 · Balance 40,795 Row 2 · 2022-06-13 · Exercise / conversion · Acquired 147 · Balance 40,942
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	0	Reported balance After 2022-06-13 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2022-06-13 · Exercise / conversion · Disposed 2,640 · Balance 0 F1: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	444	Reported balance After 2022-06-13 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2022-06-13 · Exercise / conversion · Disposed 147 · Balance 444 F1: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022.

Filing footnotes · ownership attribution and instrument terms

F1: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

MaxPoint Interactive, Inc.

Report date October 10, 2017 · Filed October 12, 2017

Jointly reported with Trinity TVL X, LLC, TVL MANAGEMENT CORP, TRINITY VENTURES X LP, Trinity X Entrepreneurs' Fund, L.P., Trinity X Side-By-Side Fund, L.P., Labatt Nina C., Mehandru Karan

Section 16 reporting ended · disclosed 2017-10-12. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Trinity Ventures X, L.P.	Reported balance After 2017-10-10 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2017-10-10 · Other · Disposed 1,513,962 · Balance 0 F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Trinity X Entrepreneurs' Fund, L.P.	Reported balance After 2017-10-10 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 2 · 2017-10-10 · Other · Disposed 14,751 · Balance 0 F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Trinity X Side-By-Side Fund, L.P.	Reported balance After 2017-10-10 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 3 · 2017-10-10 · Other · Disposed 8,679 · Balance 0 F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share.

F2: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly.

F3: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein.

TUBEMOGUL INC

Report date December 19, 2016 · Filed December 21, 2016

Jointly reported with TVL MANAGEMENT CORP, Trinity X Entrepreneurs' Fund, L.P., Trinity X Side-By-Side Fund, L.P., Fenton Noel J, ORR LAWRENCE K, Tai Augustus O, Wang Fred, Trinity TVL X, LLC

Section 16 reporting ended · disclosed 2016-12-21. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Trinity Ventures X, L.P.	Reported balance After 2016-12-19 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2016-12-19 · Other · Disposed 4,383,749 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Trinity X Entrepreneurs' Fund, L.P.	Reported balance After 2016-12-19 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 2 · 2016-12-19 · Other · Disposed 42,392 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Trinity X Side-By-Side Fund, L.P.	Reported balance After 2016-12-19 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 3 · 2016-12-19 · Other · Disposed 24,824 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Daniel Scholnick	Reported balance After 2016-12-19 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 4 · 2016-12-19 · Other · Disposed 6,496 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F4: The shares were held by Daniel Scholnick.
Common StockSEC Table I · non-derivative	IndirectBy Fenton Family 1994 Trust	Reported balance After 2016-12-19 transaction · row 5 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 5 · 2016-12-19 · Other · Disposed 8,539 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F5: The shares were held by the Fenton Family 1994 Trust (the "Fenton Family Trust"). Mr. Fenton is a trustee of the Fenton Family Trust. Mr. Fenton disclaims beneficial ownership of the shares held by the Fenton Family Trust except to the extent of his proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Lederer-Orr Family Trust	Reported balance After 2016-12-19 transaction · row 6 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 6 · 2016-12-19 · Other · Disposed 9,776 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F6: The shares were held by the Lederer-Orr Family Trust (the "Lederer-Orr Family Trust"). Mr. Orr is a trustee of the Lederer-Orr Family Trust. Mr. Orr disclaims beneficial ownership of the shares held by the Lederer-Orr Family Trust except to the extent of his proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Tai Family Trust	Reported balance After 2016-12-19 transaction · row 7 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 7 · 2016-12-19 · Other · Disposed 12,603 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F7: The shares were held by the Tai Family Trust (the "Tai Family Trust"). Mr. Tai is a trustee of the Tai Family Trust. Mr. Tai disclaims beneficial ownership of the shares held by the Tai Family Trust except to the extent of his proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Wang Family Trust	Reported balance After 2016-12-19 transaction · row 8 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 8 · 2016-12-19 · Other · Disposed 1,941 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F8: The shares were held by the Wang Family Trust (the "Wang Family Trust"). Mr. Wang is a trustee of the Wang Family Trust. Mr. Wang disclaims beneficial ownership of the shares held by the Wang Family Trust except to the extent of his proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy Mehandru Nguyen Revocable Trust Dated October 30, 2015	Reported balance After 2016-12-19 transaction · row 9 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 9 · 2016-12-19 · Other · Disposed 1,936 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F9: The shares were held by the Mehandru Nguyen Revocable Trust Dated October 30, 2015 (the "Mehandru Nguyen Trust"). Mr. Mehandru is a trustee of the Mehandru Nguyen Trust. Mr. Mehandru disclaims beneficial ownership of the shares held by the Mehandru Nguyen Trust except to the extent of his proportionate pecuniary interest therein.
Common StockSEC Table I · non-derivative	IndirectBy TVL Management Corporation	Reported balance After 2016-12-19 transaction · row 10 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 10 · 2016-12-19 · Other · Disposed 2,748 · Balance 0 F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F3: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein. F10: The shares were held by Trinity TVL Management Corporation.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding.

F2: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein.

F3: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein.

F4: The shares were held by Daniel Scholnick.

F5: The shares were held by the Fenton Family 1994 Trust (the "Fenton Family Trust"). Mr. Fenton is a trustee of the Fenton Family Trust. Mr. Fenton disclaims beneficial ownership of the shares held by the Fenton Family Trust except to the extent of his proportionate pecuniary interest therein.

F6: The shares were held by the Lederer-Orr Family Trust (the "Lederer-Orr Family Trust"). Mr. Orr is a trustee of the Lederer-Orr Family Trust. Mr. Orr disclaims beneficial ownership of the shares held by the Lederer-Orr Family Trust except to the extent of his proportionate pecuniary interest therein.

F7: The shares were held by the Tai Family Trust (the "Tai Family Trust"). Mr. Tai is a trustee of the Tai Family Trust. Mr. Tai disclaims beneficial ownership of the shares held by the Tai Family Trust except to the extent of his proportionate pecuniary interest therein.

F8: The shares were held by the Wang Family Trust (the "Wang Family Trust"). Mr. Wang is a trustee of the Wang Family Trust. Mr. Wang disclaims beneficial ownership of the shares held by the Wang Family Trust except to the extent of his proportionate pecuniary interest therein.

F9: The shares were held by the Mehandru Nguyen Revocable Trust Dated October 30, 2015 (the "Mehandru Nguyen Trust"). Mr. Mehandru is a trustee of the Mehandru Nguyen Trust. Mr. Mehandru disclaims beneficial ownership of the shares held by the Mehandru Nguyen Trust except to the extent of his proportionate pecuniary interest therein.

F10: The shares were held by Trinity TVL Management Corporation.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
June 13, 2022 Filed Jun 15, 2022 18:51 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionRestricted Stock Units · Derivative	147	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-22-017272 · wf-form4_165533345869330.xml · derivative · entry 4 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444 Underlying: Common Stock · 147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022. F1 · derivative.expiration_date: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022. Read SEC document
June 13, 2022 Filed Jun 15, 2022 18:51 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionRestricted Stock Units · Derivative	2,640	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-22-017272 · wf-form4_165533345869330.xml · derivative · entry 3 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,640 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022. F1 · derivative.expiration_date: In connection with Mr. Scholnick's resignation, the shares, which were scheduled to vest on August 15, 2022 subject to continuous service to the Company through such date, have been accelerated to vest on June 13, 2022. Read SEC document
June 13, 2022 Filed Jun 15, 2022 18:51 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionCommon Stock	147	$0.00	$0.00	Disclosure SEC source: 0001628280-22-017272 · wf-form4_165533345869330.xml · nonDerivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,942 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
June 13, 2022 Filed Jun 15, 2022 18:51 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionCommon Stock	2,640	$0.00	$0.00	Disclosure SEC source: 0001628280-22-017272 · wf-form4_165533345869330.xml · nonDerivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,795 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
April 18, 2022 Filed Apr 20, 2022 17:33 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	563	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-22-009730 · wf-form4_165049038035605.xml · derivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 563 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document
April 18, 2022 Filed Jun 15, 2022 18:49 UTC Amendment	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	591	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-22-017270 · wf-form4a_165533332583748.xml · derivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591 Underlying: Common Stock · 591 shares Expires not disclosed F1 · derivative.exercise_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. F1 · derivative.expiration_date: Represents Restricted Stock Units ("RSUs"). The RSUs vest in four equal quarterly installments measured from May 15, 2022, with the first such installment vesting on August 15, 2022, in each case subject to the Reporting Person's Continuous Service (as defined in the 2014 Equity Incentive Plan) on such vesting date. Read SEC document
August 18, 2021 Filed Aug 19, 2021 18:56 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	2,640	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-21-017370 · wf-form4_162941380218515.xml · derivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 2,640 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2022, subject to continuous service to the Company through such date. Read SEC document
August 15, 2021 Filed Aug 17, 2021 17:41 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionRestricted Stock Units · Derivative	1,584	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001628280-21-017198 · wf-form4_162923647798884.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,584 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. Read SEC document
August 15, 2021 Filed Aug 17, 2021 17:41 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionCommon Stock	1,584	$0.00	$0.00	Disclosure SEC source: 0001628280-21-017198 · wf-form4_162923647798884.xml · nonDerivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,155 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 19, 2020 Filed Aug 21, 2020 17:08 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	1,584	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-20-047969 · doc4.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584 Underlying: Common Stock · 1,584 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. Read SEC document
August 19, 2020 Filed Aug 21, 2020 17:08 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantStock Option (Right to Buy) · Derivative	3,855	$0.00 Strike: $56.84	$0.00	Disclosure SEC source: 0001209191-20-047969 · doc4.xml · derivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 Underlying: Common Stock · 3,855 shares Expires 2030-08-18 F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2021, subject to continuous service to the Company through such date. Read SEC document
August 15, 2020 Filed Aug 18, 2020 17:59 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionRestricted Stock Units · Derivative	1,579	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-20-047277 · doc4.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,579 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2020, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2020, subject to continuous service to the Company through such date. Read SEC document
August 15, 2020 Filed Aug 18, 2020 17:59 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionCommon Stock	1,579	$0.00	$0.00	Disclosure SEC source: 0001209191-20-047277 · doc4.xml · nonDerivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,571 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 22, 2019 Filed Aug 23, 2019 18:56 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	1,579	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-19-047376 · doc4.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,579 Underlying: Common Stock · 1,579 shares Expires not disclosed F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2020, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2020, subject to continuous service to the Company through such date. Read SEC document
August 22, 2019 Filed Aug 23, 2019 18:56 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantStock Option (Right to Buy) · Derivative	3,987	$0.00 Strike: $57.00	$0.00	Disclosure SEC source: 0001209191-19-047376 · doc4.xml · derivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,987 Underlying: Common Stock · 3,987 shares Expires 2029-08-21 F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2020, subject to continuous service to the Company through such date. Read SEC document
August 15, 2019 Filed Aug 19, 2019 18:09 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionRestricted Stock Units · Derivative	902	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-19-046687 · doc4.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 902 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2019, subject to continuous service to the Company through such date. F1 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2019, subject to continuous service to the Company through such date. Read SEC document
August 15, 2019 Filed Aug 19, 2019 18:09 UTC	NEW RELIC, INC. NEWR · Entity 108347	Exercise / conversionCommon Stock	902	$0.00	$0.00	Disclosure SEC source: 0001209191-19-046687 · doc4.xml · nonDerivative · entry 1 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
August 21, 2018 Filed Aug 23, 2018 17:21 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantRestricted Stock Units · Derivative	902	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-18-048242 · doc4.xml · derivative · entry 3 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 902 Underlying: Common Stock · 902 shares Expires not disclosed F2 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2019, subject to continuous service to the Company through such date. F2 · derivative.expiration_date: All of the shares subject to the award shall vest in one installment on August 15, 2019, subject to continuous service to the Company through such date. Read SEC document
August 21, 2018 Filed Aug 23, 2018 17:21 UTC	NEW RELIC, INC. NEWR · Entity 108347	GrantStock Option (Right to Buy) · Derivative	2,164	$0.00 Strike: $99.83	$0.00	Disclosure SEC source: 0001209191-18-048242 · doc4.xml · derivative · entry 2 Scholnick Dan · CIK 0001606272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 2,164 shares Expires 2028-08-20 F2 · derivative.exercise_date: All of the shares subject to the award shall vest in one installment on August 15, 2019, subject to continuous service to the Company through such date. Read SEC document
October 10, 2017 Filed Oct 12, 2017 17:31 UTC	MaxPoint Interactive, Inc. MXPT · Entity 172511	OtherCommon Stock	8,679	$13.86	$120,290.94	Disclosure SEC source: 0001209191-17-056770 · doc4.xml · nonDerivative · entry 3 Trinity TVL X, LLC · CIK 0001461710 · 10% owner TVL Management CORP · CIK 0001290448 · 10% owner TRINITY VENTURES X LP · CIK 0001456065 · 10% owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · 10% owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · 10% owner Labatt Nina C. · CIK 0001605660 · 10% owner Mehandru Karan · CIK 0001606271 · 10% owner Scholnick Dan · CIK 0001606272 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity X Side-By-Side Fund, L.P. Disclosed balance after: 0 F1 · shares: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2 · ownership.nature: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3 · ownership.nature: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein. Read SEC document
October 10, 2017 Filed Oct 12, 2017 17:31 UTC	MaxPoint Interactive, Inc. MXPT · Entity 172511	OtherCommon Stock	14,751	$13.86	$204,448.86	Disclosure SEC source: 0001209191-17-056770 · doc4.xml · nonDerivative · entry 2 Trinity TVL X, LLC · CIK 0001461710 · 10% owner TVL Management CORP · CIK 0001290448 · 10% owner TRINITY VENTURES X LP · CIK 0001456065 · 10% owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · 10% owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · 10% owner Labatt Nina C. · CIK 0001605660 · 10% owner Mehandru Karan · CIK 0001606271 · 10% owner Scholnick Dan · CIK 0001606272 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity X Entrepreneurs' Fund, L.P. Disclosed balance after: 0 F1 · shares: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2 · ownership.nature: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3 · ownership.nature: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein. Read SEC document
October 10, 2017 Filed Oct 12, 2017 17:31 UTC	MaxPoint Interactive, Inc. MXPT · Entity 172511	OtherCommon Stock	1,513,962	$13.86	$20,983,513.32	Disclosure SEC source: 0001209191-17-056770 · doc4.xml · nonDerivative · entry 1 Trinity TVL X, LLC · CIK 0001461710 · 10% owner TVL Management CORP · CIK 0001290448 · 10% owner TRINITY VENTURES X LP · CIK 0001456065 · 10% owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · 10% owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · 10% owner Labatt Nina C. · CIK 0001605660 · 10% owner Mehandru Karan · CIK 0001606271 · 10% owner Scholnick Dan · CIK 0001606272 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity Ventures X, L.P. Disclosed balance after: 0 F1 · shares: Disposed of upon the closing of the tender offer and merger pursuant to the Agreement and Plan of Merger by and among Harland Clarke Holdings Corp. ("Parent"), Mercury Merger Sub, Inc. ("Purchaser") (an indirect wholly owned subsidiary of Parent), and Issuer, dated as of August 27, 2017 (the "Merger Agreement"), whereby Purchaser acquired each outstanding share of common stock of the issuer for a cash payment of $13.86 per share. F2 · ownership.nature: Trinity TVL X, LLC ("Trinity TVL X") serves as the sole general partner of Trinity Ventures X, L.P. ("Trinity X"), Trinity X Side-By-Side Fund, L.P. ("Trinity X SBS") and Trinity X Entrepreneurs' Fund, L.P. ("Trinity X EF"). As such, Trinity TVL X possesses sole voting and investment control over the shares owned by Trinity X, Trinity X SBS and Trinity X EF, and may be deemed to have indirect beneficial ownership of the securities held by Trinity X, Trinity X SBS and Trinity X EF. Trinity TVL X and TVL Management Corporation own no shares of the Issuer directly. F3 · ownership.nature: Messrs. Orr, Fenton, Chopra, Mehandru and Scholnick, Mrs. Nakache and Ms. Labatt serve as Management Members of Trinity TVL X and Owners of TVL Management Corporation and share voting and dispositive power over the shares held by Trinity X EF, Trinity X SBS and Trinity X. Each Reporting Person disclaims beneficial ownership of the shares held by Trinity X EF, Trinity X SBS and Trinity X except to the extent of his, her or its proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	2,748	$14.00	$38,472.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 10 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By TVL Management Corporation Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F3 · ownership.nature: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein. F10 · ownership.nature: The shares were held by Trinity TVL Management Corporation. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	1,936	$14.00	$27,104.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 9 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Mehandru Nguyen Revocable Trust Dated October 30, 2015 Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F9 · ownership.nature: The shares were held by the Mehandru Nguyen Revocable Trust Dated October 30, 2015 (the "Mehandru Nguyen Trust"). Mr. Mehandru is a trustee of the Mehandru Nguyen Trust. Mr. Mehandru disclaims beneficial ownership of the shares held by the Mehandru Nguyen Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	1,941	$14.00	$27,174.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 8 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Wang Family Trust Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F8 · ownership.nature: The shares were held by the Wang Family Trust (the "Wang Family Trust"). Mr. Wang is a trustee of the Wang Family Trust. Mr. Wang disclaims beneficial ownership of the shares held by the Wang Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	12,603	$14.00	$176,442.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 7 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Tai Family Trust Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F7 · ownership.nature: The shares were held by the Tai Family Trust (the "Tai Family Trust"). Mr. Tai is a trustee of the Tai Family Trust. Mr. Tai disclaims beneficial ownership of the shares held by the Tai Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	9,776	$14.00	$136,864.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 6 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Lederer-Orr Family Trust Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F6 · ownership.nature: The shares were held by the Lederer-Orr Family Trust (the "Lederer-Orr Family Trust"). Mr. Orr is a trustee of the Lederer-Orr Family Trust. Mr. Orr disclaims beneficial ownership of the shares held by the Lederer-Orr Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	8,539	$14.00	$119,546.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 5 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Fenton Family 1994 Trust Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F5 · ownership.nature: The shares were held by the Fenton Family 1994 Trust (the "Fenton Family Trust"). Mr. Fenton is a trustee of the Fenton Family Trust. Mr. Fenton disclaims beneficial ownership of the shares held by the Fenton Family Trust except to the extent of his proportionate pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	6,496	$14.00	$90,944.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 4 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Daniel Scholnick Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F4 · ownership.nature: The shares were held by Daniel Scholnick. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	24,824	$14.00	$347,536.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 3 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity X Side-By-Side Fund, L.P. Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2 · ownership.nature: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3 · ownership.nature: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	42,392	$14.00	$593,488.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 2 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity X Entrepreneurs' Fund, L.P. Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2 · ownership.nature: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3 · ownership.nature: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein. Read SEC document
December 19, 2016 Filed Dec 21, 2016 19:06 UTC	TUBEMOGUL INC TUBE · Entity 180224	OtherCommon Stock	4,383,749	$14.00	$61,372,486.00	Disclosure SEC source: 0001209191-16-156381 · doc4.xml · nonDerivative · entry 1 TVL Management CORP · CIK 0001290448 · Former 10% Owner Trinity X Entrepreneurs' Fund, L.P. · CIK 0001461716 · Former 10% Owner Trinity X Side-By-Side Fund, L.P. · CIK 0001459208 · Former 10% Owner Fenton Noel J · CIK 0001290449 · Former 10% Owner ORR LAWRENCE K · CIK 0001231094 · Former 10% Owner Tai Augustus O · CIK 0001290446 · Former 10% Owner Wang Fred · CIK 0001290451 · Former 10% Owner Scholnick Dan · CIK 0001606272 · Former 10% Owner Trinity TVL X, LLC · CIK 0001461710 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trinity Ventures X, L.P. Disclosed balance after: 0 F1 · kind: Disposed of pursuant to a cash tender offer conducted in accordance with the Agreement and Plan of Merger, dated November 10, 2016, by and among the Issuer, Adobe Systems Incorporated, a Delaware corporation ("Adobe") and Tiger Acquisition Corporation, a Delaware corporation and a wholly owned subsidiary of Adobe in exchange for cash consideration of $14.00 per share, net to the seller in cash, without interest thereon and subject to any required tax withholding. F2 · ownership.nature: Trinity TVL X, LLC is the general partner of Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. and has sole voting and investment power with respect to the shares held by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Trinity TVL X, LLC disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of its pecuniary interest therein. F3 · ownership.nature: Lawrence K. Orr, Noel J. Fenton, Augustus O. Tai, Fred Wang, Patricia Nakache, Ajay Chopra, TVL Management Corporation, Karan Mehandru, Daniel Scholnick and Nina C. Labatt are management members of Trinity TVL X, LLC, and may be deemed to share voting and investment power over the shares owned by Trinity Ventures X, L.P., Trinity X Side-By-Side Fund, L.P. and Trinity X Entrepreneurs' Fund, L.P. Messrs. Chopra, Fenton, Orr, Tai, Scholnick, Mehandru and Wang and Ms. Nakache and Labatt serve as officers of TVL Management Corporation. Each of the Reporting Persons disclaims beneficial ownership of the shares held by the aforementioned entities except to the extent of his, her or its respective pecuniary interest therein. 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.