Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Asana, Inc.ASAN · Entity 4425 | Director · 10% owner | August 21, 2025 | August 25, 2025 |
| Meta Platforms, Inc.FB · Entity 2790 | 10% owner | September 05, 2012 | September 08, 2012 |
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.
Asana, Inc.
Report date August 21, 2025 · Filed August 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 57,898,436 |
Reported balance
After 2025-08-21 transaction · row 1
1 source rowRow 1 · 2025-08-21 · Purchase · Acquired 122,470 · Balance 57,898,436 F1: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted September 5, 2024. F2: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $13.25 to $13.65 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 4,147,046 |
Reported balance
Holding disclosure · report date 2025-08-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,147,046 F3: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. |
Filing footnotes · ownership attribution and instrument terms
F1: The purchases reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted September 5, 2024.
F2: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $13.25 to $13.65 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F3: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05.
Meta Platforms, Inc.
Report date September 05, 2012 · Filed September 08, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectBy trust | 5,550,000 |
Reported balance
After 2012-09-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2012-09-05 · Sale · Disposed 150,000 · Balance 5,550,000 F2: The range of prices for the shares of Class A common stock is from $18.19 to $18.74. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. |
| Class A common stockSEC Table I · non-derivative | IndirectBy trust | 2,775,000 |
Reported balance
After 2012-09-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2012-09-06 · Sale · Disposed 2,775,000 · Balance 2,775,000 F3: The range of prices for the shares of Class A common stock is from $18.74 to $19.26. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. |
| Class A common stockSEC Table I · non-derivative | IndirectBy trust | 0 |
Reported balance
After 2012-09-07 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2012-09-07 · Sale · Disposed 2,775,000 · Balance 0 F4: The range of prices for the shares of Class A common stock is from $18.78 to $19.42. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F5: Excludes 106,756,629 Class A common stock shares issuable upon conversion of the trust's Class B common stock shares. F1: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy Trust | 106,756,629 |
Reported balance
Holding disclosure · report date 2012-09-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 106,756,629 F6: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F1: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy trust | 174,165 |
Reported balance
Holding disclosure · report date 2012-09-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 174,165 F6: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F7: Shares held of record by Dustin A. Moskovitz, Trustee of The Justin M. Rosenstein 2009 Trust, a trust established pursuant to the Justin M. Rosenstein 2009 Trust Agreement. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy trust | 14,404,516 |
Reported balance
Holding disclosure · report date 2012-09-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 14,404,516 F6: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F8: Shares held of record by Dustin Moskovitz, Trustee of The Dustin Moskovitz 2008 Annuity Trust dated March 10, 2008. |
| Class B common stockSEC Table II · derivative / convertible security | IndirectBy trust | 4,863,335 |
Reported balance
Holding disclosure · report date 2012-09-05 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,863,335 F6: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F9: Shares held of record by Justin M. Rosenstein, Trustee of The Dustin A. Moskovitz 2009 Trust, a trust established pursuant to the Dustin A. Moskovitz 2009 Trust Agreement dated January 1, 2009. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005.
F2: The range of prices for the shares of Class A common stock is from $18.19 to $18.74. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.
F3: The range of prices for the shares of Class A common stock is from $18.74 to $19.26. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.
F4: The range of prices for the shares of Class A common stock is from $18.78 to $19.42. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.
F5: Excludes 106,756,629 Class A common stock shares issuable upon conversion of the trust's Class B common stock shares.
F6: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date.
F7: Shares held of record by Dustin A. Moskovitz, Trustee of The Justin M. Rosenstein 2009 Trust, a trust established pursuant to the Justin M. Rosenstein 2009 Trust Agreement.
F8: Shares held of record by Dustin Moskovitz, Trustee of The Dustin Moskovitz 2008 Annuity Trust dated March 10, 2008.
F9: Shares held of record by Justin M. Rosenstein, Trustee of The Dustin A. Moskovitz 2009 Trust, a trust established pursuant to the Dustin A. Moskovitz 2009 Trust Agreement dated January 1, 2009.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 18,198,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 13 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 18,198,935 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F3 · ownership.nature: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | ConversionExisting Class B Common Stock · Derivative | 18,198,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 12 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 18,198,935 Underlying: Class A Common Stock · 18,198,935 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. F7 · security: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.exercise_price: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.exercise_date: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.expiration_date: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F3 · ownership.nature: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | ConversionSeries C Preferred Stock · Derivative | 18,198,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 11 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Existing Class B Common Stock · 18,198,935 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. F7 · security: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.exercise_price: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.exercise_date: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F7 · derivative.expiration_date: The Series C Preferred Stock converted into Existing Class B Common Stock on a 1:1 basis upon filing of the Restated Charter in connection with the Issuer's direct listing and had no expiration date. F3 · ownership.nature: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherClass B Common Stock · Derivative | 1,229,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 10 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,229,256 Underlying: Class A Common Stock · 1,229,256 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F6 · ownership.nature: The shares are held of record by Justin Rosenstein Trust 2. Dustin Moskovitz is the trustee of the Justin Rosenstein Trust 2 and may be deemed to have voting power and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 1,229,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 9 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 1,229,256 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · ownership.nature: The shares are held of record by Justin Rosenstein Trust 2. Dustin Moskovitz is the trustee of the Justin Rosenstein Trust 2 and may be deemed to have voting power and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherClass B Common Stock · Derivative | 460,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 8 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 460,000 Underlying: Class A Common Stock · 460,000 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F5 · ownership.nature: The shares are held of record by Justin Rosenstein Trust. Dustin Moskovitz is the trustee of the Justin Rosenstein Trust and may be deemed to have voting power and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 460,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 7 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 460,000 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · ownership.nature: The shares are held of record by Justin Rosenstein Trust. Dustin Moskovitz is the trustee of the Justin Rosenstein Trust and may be deemed to have voting power and dispositive power over the shares held by the trust. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherClass B Common Stock · Derivative | 2,604,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 6 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,604,170 Underlying: Class A Common Stock · 2,604,170 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F4 · ownership.nature: The shares are held of record by Dustin Moskovitz Roth IRA. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 2,604,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 5 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 2,604,170 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · ownership.nature: The shares are held of record by Dustin Moskovitz Roth IRA. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherClass B Common Stock · Derivative | 1,743,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 4 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,743,910 Underlying: Class A Common Stock · 1,743,910 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F3 · ownership.nature: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 1,743,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 1,743,910 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F3 · ownership.nature: The shares are held of record by Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherClass B Common Stock · Derivative | 22,395,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,395,830 Underlying: Class A Common Stock · 22,395,830 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · security: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock upon the option of the holder and has no expiration date. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 20:37 UTC | Asana, Inc. ASAN · Entity 4425 | OtherExisting Class B Common Stock · Derivative | 22,395,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051666 · doc4.xml · derivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · Director · President, CEO, & Chair · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 22,395,830 shares Expires not disclosed F1 · security: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_price: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.exercise_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · derivative.expiration_date: Upon filing of the Issuer's Restated Certificate of Incorporation (Restated Charter) in connection with the Issuer's direct listing, each share of the Issuer's existing Class B Common Stock (Existing Class B Common Stock) was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. Read SEC document |
| September 07, 2012 Filed Sep 8, 2012 01:28 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 2,775,000 | $19.09 | $52,971,697.50 |
DisclosureSEC source: 0001181431-12-049433 · rrd355630.xml · nonDerivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 0 F4 · price: The range of prices for the shares of Class A common stock is from $18.78 to $19.42. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F5 · balance_after: Excludes 106,756,629 Class A common stock shares issuable upon conversion of the trust's Class B common stock shares. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| September 06, 2012 Filed Sep 8, 2012 01:28 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 2,775,000 | $18.98 | $52,671,442.50 |
DisclosureSEC source: 0001181431-12-049433 · rrd355630.xml · nonDerivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 2,775,000 F3 · price: The range of prices for the shares of Class A common stock is from $18.74 to $19.26. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| September 05, 2012 Filed Sep 8, 2012 01:28 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $18.53 | $2,779,500.00 |
DisclosureSEC source: 0001181431-12-049433 · rrd355630.xml · nonDerivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 5,550,000 F2 · price: The range of prices for the shares of Class A common stock is from $18.19 to $18.74. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| September 04, 2012 Filed Sep 4, 2012 23:02 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $17.79 | $2,668,995.00 |
DisclosureSEC source: 0001181431-12-048502 · rrd355098.xml · nonDerivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 5,700,000 F4 · price: The range of prices for the shares of Class A common stock is from $17.56 to $18.27. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 31, 2012 Filed Sep 4, 2012 23:02 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $18.16 | $2,724,480.00 |
DisclosureSEC source: 0001181431-12-048502 · rrd355098.xml · nonDerivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 5,850,000 F3 · price: The range of prices for the shares of Class A common stock is from $18.03 to $18.42. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 30, 2012 Filed Sep 4, 2012 23:02 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.19 | $2,878,620.00 |
DisclosureSEC source: 0001181431-12-048502 · rrd355098.xml · nonDerivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,000,000 F2 · price: The range of prices for the shares of Class A common stock is from $19.06 to $19.42. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 29, 2012 Filed Aug 29, 2012 23:21 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.19 | $2,878,770.00 |
DisclosureSEC source: 0001181431-12-047991 · rrd354788.xml · nonDerivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,150,000 F4 · price: The range of prices for the shares of Class A common stock is from $19.08 to $19.37. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 28, 2012 Filed Aug 29, 2012 23:21 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.26 | $2,889,435.00 |
DisclosureSEC source: 0001181431-12-047991 · rrd354788.xml · nonDerivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,300,000 F3 · price: The range of prices for the shares of Class A common stock is from $19.00 to $19.37. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 27, 2012 Filed Aug 29, 2012 23:21 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.22 | $2,883,675.00 |
DisclosureSEC source: 0001181431-12-047991 · rrd354788.xml · nonDerivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,450,000 F2 · price: The range of prices for the shares of Class A common stock is from $19.10 to $19.49. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 24, 2012 Filed Aug 24, 2012 23:58 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.43 | $2,915,025.00 |
DisclosureSEC source: 0001181431-12-047423 · rrd354440.xml · nonDerivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,600,000 F4 · price: The range of prices for the shares of Class A common stock is from $19.26 to $19.66. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 23, 2012 Filed Aug 24, 2012 23:58 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.51 | $2,926,590.00 |
DisclosureSEC source: 0001181431-12-047423 · rrd354440.xml · nonDerivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,750,000 F3 · price: The range of prices for the shares of Class A common stock is from $19.37 to $19.73. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 22, 2012 Filed Aug 24, 2012 23:58 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.31 | $2,896,470.00 |
DisclosureSEC source: 0001181431-12-047423 · rrd354440.xml · nonDerivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 6,900,000 F2 · price: The range of prices for the shares of Class A common stock is from $19.00 to $19.52. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F1 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 21, 2012 Filed Aug 22, 2012 00:37 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.38 | $2,907,600.00 |
DisclosureSEC source: 0001181431-12-046843 · rrd344419.xml · nonDerivative · entry 4 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 7,050,000 F5 · price: The range of prices for the shares of Class A common stock is from $19.09 to $19.95. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 20, 2012 Filed Aug 22, 2012 00:37 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $19.49 | $2,922,885.00 |
DisclosureSEC source: 0001181431-12-046843 · rrd344419.xml · nonDerivative · entry 3 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 7,200,000 F4 · price: The range of prices for the shares of Class A common stock is from $18.79 to $20.03. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 17, 2012 Filed Aug 22, 2012 00:37 UTC | Meta Platforms, Inc. FB · Entity 2790 | ConversionClass B common stock · Derivative | 7,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-12-046843 · rrd344419.xml · derivative · entry 5 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 106,756,629 Underlying: Class A common stock · 7,500,000 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. F6 · derivative.exercise_price: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F1 · price: Converted from shares of Class B common stock into Class A common stock on a one-for-one basis. F6 · derivative.exercise_date: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F6 · derivative.expiration_date: The Class B common stock is convertible into Class A common stock at any time on a one-for-one basis and has no expiration date. F2 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 17, 2012 Filed Aug 22, 2012 00:37 UTC | Meta Platforms, Inc. FB · Entity 2790 | SaleClass A common stock | 150,000 | $20.00 | $2,999,730.00 |
DisclosureSEC source: 0001181431-12-046843 · rrd344419.xml · nonDerivative · entry 2 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 7,350,000 F3 · price: The range of prices for the shares of Class A common stock is from $19.95 to $20.08. Mr. Moskovitz undertakes that he will provide, upon request by the staff of the U.S.Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. Read SEC document |
| August 17, 2012 Filed Aug 22, 2012 00:37 UTC | Meta Platforms, Inc. FB · Entity 2790 | ConversionClass A common stock | 7,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001181431-12-046843 · rrd344419.xml · nonDerivative · entry 1 Moskovitz Dustin A. · CIK 0001549917 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 7,500,000 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 · price: Converted from shares of Class B common stock into Class A common stock on a one-for-one basis. F2 · ownership.nature: Shares held of record by Dustin Moskovitz, Trustee of The Dustin A. Moskovitz Trust dated December 27, 2005. 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.