Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Chief Technology Officer | January 16, 2019 | January 18, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Five9, Inc.
Report date January 16, 2019 · Filed January 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,975 |
Reported balance
After 2019-01-16 transaction · row 1
1 source rowRow 1 · 2019-01-16 · Grant · Acquired 28,975 · Balance 28,975 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.82 · Expires 2029-01-16 | Direct | 62,324 |
Reported balance
After 2019-01-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-16 · Grant · Acquired 62,324 · Balance 62,324 F1: The option vests as to 25% of shares subject to the option one year after January 2, 2019, and with respect to the remaining 75% of shares subject to the option in 36 equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests as to 25% of shares subject to the option one year after January 2, 2019, and with respect to the remaining 75% of shares subject to the option in 36 equal monthly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| January 16, 2019 Filed Jan 18, 2019 16:45 UTC | Five9, Inc. FIVN · Entity 4346 | GrantEmployee Stock Option (right to buy) · Derivative | 62,324 | $0.00 Strike: $45.82 | $0.00 |
DisclosureSEC source: 0001288847-19-000004 · wf-form4_154784789956678.xml · derivative · entry 2 Rosenberg Jonathan D. · CIK 0001763018 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,324 Underlying: Common Stock · 62,324 shares Expires 2029-01-16 F1 · derivative.exercise_date: The option vests as to 25% of shares subject to the option one year after January 2, 2019, and with respect to the remaining 75% of shares subject to the option in 36 equal monthly installments thereafter. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 16:45 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 28,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-19-000004 · wf-form4_154784789956678.xml · nonDerivative · entry 1 Rosenberg Jonathan D. · CIK 0001763018 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,975 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.