TapewireFind a company

organization · Reporting owner

Greylock XII Limited Partnership

Disclosed activity across 4 companies

Tapewire entity
139700
SEC CIK
0001413950

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Oportun Financial CorpOPRT · Entity 586210% ownerMarch 03, 2021May 05, 2021

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.

Oportun Financial Corp

Report date March 03, 2021 · Filed May 05, 2021

Jointly reported with Greylock XII GP LLC, Greylock XII-A Limited Partnership

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Greylock XII Limited Partnership2,356,842 Reported balance After 2021-03-03 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2021-03-03 · Sale · Disposed 239,401 · Balance 2,356,842

F1: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Common StockSEC Table I · non-derivativeIndirectBy Greylock XII-A Limited Partnership261,866 Reported balance After 2021-03-03 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2021-03-03 · Sale · Disposed 26,599 · Balance 261,866

F2: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Filing footnotes · ownership attribution and instrument terms

F1: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F2: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Past disclosures · reporting ended (3)

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

Apptio Inc

Report date May 09, 2017 · Filed May 11, 2017

Jointly reported with Greylock XII GP LLC, Greylock XII-A Limited Partnership

Section 16 reporting ended · disclosed 2017-05-11. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy Greylock XII Limited Partnership0 Reported balance After 2017-05-09 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2017-05-09 · Sale · Disposed 2,708,897 · Balance 0

F1: The shares are held directly by Greylock XII LP. Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Class A Common StockSEC Table I · non-derivativeIndirectBy Greylock XII-A Limited Partnership0 Reported balance After 2017-05-09 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2017-05-09 · Sale · Disposed 300,986 · Balance 0

F2: The shares are held directly by Greylock XII-A LP. Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Filing footnotes · ownership attribution and instrument terms

F1: The shares are held directly by Greylock XII LP. Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F2: The shares are held directly by Greylock XII-A LP. Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Cloudera, Inc.

Report date October 02, 2017 · Filed October 02, 2017

Jointly reported with Greylock XII GP LLC, Greylock XII-A Limited Partnership

Section 16 reporting ended · disclosed 2017-10-02. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Greylock XII Limited Partnership8,923,172 Reported balance After 2017-10-02 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2017-10-02 · Sale · Disposed 3,217,588 · Balance 8,923,172

F1: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of September 27, 2017 by and between the Issuer, the several underwriters and the selling stockholders identified therein. On September 28, 2017, the underwriters exercised their option under the underwriting agreement to purchase additional shares of Common Stock from the Issuer and the selling stockholders in full.

F2: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII Limited Partnership and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Common StockSEC Table I · non-derivativeIndirectBy Greylock XII-A Limited Partnership991,458 Reported balance After 2017-10-02 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2017-10-02 · Sale · Disposed 357,510 · Balance 991,458

F1: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of September 27, 2017 by and between the Issuer, the several underwriters and the selling stockholders identified therein. On September 28, 2017, the underwriters exercised their option under the underwriting agreement to purchase additional shares of Common Stock from the Issuer and the selling stockholders in full.

F3: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP Limited Liability Company is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Filing footnotes · ownership attribution and instrument terms

F1: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of September 27, 2017 by and between the Issuer, the several underwriters and the selling stockholders identified therein. On September 28, 2017, the underwriters exercised their option under the underwriting agreement to purchase additional shares of Common Stock from the Issuer and the selling stockholders in full.

F2: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII Limited Partnership and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F3: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP Limited Liability Company is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Redfin Corp

Report date February 27, 2018 · Filed March 01, 2018

Jointly reported with Greylock XII GP LLC, Greylock XII-A Limited Partnership

Section 16 reporting ended · disclosed 2018-03-01. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Greylock XII Limited Partnership5,618,937 Reported balance After 2018-02-27 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2018-02-27 · Other · Disposed 1,859,625 · Balance 5,618,937

F1: Represents a pro-rata, in-kind distribution by Greylock XII Limited Partnership ("Greylock XII LP") and its affiliated funds and associated persons, without additional consideration, to their respective partners, members and assigns. Such distribution was made in accordance with the exemption afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F2: The shares are held directly by Greylock XII LP. Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Common StockSEC Table I · non-derivativeIndirectBy Greylock XII-A Limited Partnership624,325 Reported balance After 2018-02-27 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 2 · 2018-02-27 · Other · Disposed 206,625 · Balance 624,325

F3: Represents a pro-rata, in-kind distribution by Greylock XII-A Limited Partnership ("Greylock XII-A LP") and its affiliated funds and associated persons, without additional consideration, to their respective partners, members and assigns. Such distribution was made in accordance with the exemption afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F4: The shares are held directly by Greylock XII-A LP. Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a pro-rata, in-kind distribution by Greylock XII Limited Partnership ("Greylock XII LP") and its affiliated funds and associated persons, without additional consideration, to their respective partners, members and assigns. Such distribution was made in accordance with the exemption afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F2: The shares are held directly by Greylock XII LP. Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F3: Represents a pro-rata, in-kind distribution by Greylock XII-A Limited Partnership ("Greylock XII-A LP") and its affiliated funds and associated persons, without additional consideration, to their respective partners, members and assigns. Such distribution was made in accordance with the exemption afforded by Rules 16a-13 and 16a-9 of the Securities Exchange Act of 1934, as amended.

F4: The shares are held directly by Greylock XII-A LP. Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Transaction history

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries E Preferred Stock · Derivative 14,985 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 10

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII-A Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 14,985 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F3 · ownership.nature: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims any beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries D Preferred Stock · Derivative 40,926 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 9

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII-A Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 40,926 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F3 · ownership.nature: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims any beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries C Preferred Stock · Derivative 72,492 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 8

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII-A Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 72,492 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F3 · ownership.nature: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims any beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries B Preferred Stock · Derivative 143,364 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 7

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII-A Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 143,364 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F3 · ownership.nature: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims any beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries A Preferred Stock · Derivative 218,026 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 6

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII-A Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 218,026 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F3 · ownership.nature: The shares are held directly by Greylock XII-A Limited Partnership ("Greylock XII-A LP"). Greylock XII GP is the sole General Partner of Greylock XII-A LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII-A LP. Greylock XII GP disclaims any beneficial ownership of the securities held by Greylock XII-A LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries E Preferred Stock · Derivative 134,874 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 5

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 134,874 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries D Preferred Stock · Derivative 368,340 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 4

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 368,340 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries C Preferred Stock · Derivative 652,431 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 3

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 652,431 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries B Preferred Stock · Derivative 1,290,276 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 2

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 1,290,276 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Read SEC document
September 28, 2016 Filed Sep 28, 2016 12:42 UTC Apptio Inc APTI · Entity 161106 ConversionSeries A Preferred Stock · Derivative 1,962,223 $0.00 $0.00
Disclosure

SEC source: 0000899243-16-030209 · doc4.xml · derivative · entry 1

Greylock XII GP LLC · CIK 0001413877 · 10% owner

Greylock XII Limited Partnership · CIK 0001413950 · 10% owner

Greylock XII-A Limited Partnership · CIK 0001496057 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · By Greylock XII Limited Partnership

Disclosed balance after: 0

Underlying: Class B Common Stock · 1,962,223 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_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F1 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering and had no expiration date.

F2 · ownership.nature: The shares are held directly by Greylock XII Limited Partnership ("Greylock XII LP"). Greylock XII GP Limited Liability Company ("Greylock XII GP") is the sole General Partner of Greylock XII LP and may be deemed to share voting and dispositive power with respect to the shares held by Greylock XII LP. Greylock XII GP disclaims beneficial ownership of the securities held by Greylock XII LP except to the extent of any pecuniary interest therein and the inclusion of these securities in this report shall not be deemed an admission by Greylock XII GP of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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.