Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Navan, Inc.NAVN · Entity 3707 | Director | August 20, 2026 | August 24, 2026 |
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.
Navan, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 46,205 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 394 · Balance 46,205 F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy PI Opportunities Fund II | 2,705,707 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,705,707 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Napean Trading and Investment Company (Singapore) PTE. LTC. | 5,874,257 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,874,257 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Anaplan, Inc.
Report date June 22, 2022 · Filed June 27, 2022
Section 16 reporting ended · disclosed 2022-06-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-22 transaction · row 1
1 source rowRow 1 · 2022-06-22 · Disposition to issuer · Disposed 62,820 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. |
| Common StockSEC Table I · non-derivative | IndirectBy Napean Trading and Investment Company (Singapore) Pte. LTD | 0 |
Reported balance
After 2022-06-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-06-22 · Disposition to issuer · Disposed 2,063,404 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. F2: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.63 · Expires 2029-06-05 | Direct | 0 |
Reported balance
After 2022-06-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-22 · Disposition to issuer · Disposed 2,770 · Balance 0 F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled.
F2: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein.
F3: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 22:50 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 394 | $28.56 | $11,252.64 |
DisclosureSEC source: 0001753516-26-000006 · form4-08242026_100803.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,205 F1 · shares: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:23 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 9,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001753516-26-000004 · form4-06292026_080645.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,811 F1 · shares: Represents restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs are subject to a time-based service condition. The time-based service condition will be satisfied in full on the earlier of (i) the first anniversary of the date of the grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of the grant, subject to the Reporting Person's continued service through such vesting date. F2 · balance_after: Includes 9,959 RSUs, each of which represents a contingent right to receive one share of Issuer's Class A Common Stock upon vesting. Read SEC document |
| May 20, 2026 Filed May 22, 2026 21:13 UTC | Navan, Inc. NAVN · Entity 3707 | GrantClass A Common Stock | 607 | $18.54 | $11,253.78 |
DisclosureSEC source: 0001753516-26-000002 · form4-05222026_090503.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,852 F1 · shares: Represents Class A Common Stock underlying restricted stock units that are fully vested on the grant date issued to the Reporting Person in lieu of a cash retainer for board service in the amount of $11,250. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | OtherWarrant (Right to Buy) · Derivative | 4,708 | $0.00 Strike: $0.03 | $0.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 10 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,708 shares Expires not disclosed F6 · price: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. F6 · derivative.exercise_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. F6 · derivative.expiration_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | OtherWarrant (Right to Buy) · Derivative | 784,685 | $0.00 Strike: $0.03 | $0.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 9 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC Disclosed balance after: 0 Underlying: Class A Common Stock · 784,685 shares Expires not disclosed F6 · derivative.exercise_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. F6 · derivative.expiration_date: These warrants were exercised upon the closing of the IPO pursuant to an irrevocable commitment by the holder. F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionSimple Agreement for Future Equity · Derivative | Not disclosed | $0.00 | $600,000.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 8 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,537 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. F5 · derivative.exercise_price: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F5 · reported_value: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F5 · derivative.exercise_date: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F5 · derivative.expiration_date: This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionSimple Agreement for Future Equity · Derivative | Not disclosed | $0.00 | $100,000,000.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 7 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC. Disclosed balance after: 0 Underlying: Class A Common Stock · 5,089,572 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. F4 · derivative.exercise_price: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F4 · reported_value: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F4 · derivative.exercise_date: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F4 · derivative.expiration_date: This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, automatically converted into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and had no expiration date. F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionSeries G-1 Preferred Stock · Derivative | 8,010,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · derivative · entry 6 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PI Opportunities Fund II Disclosed balance after: 0 Underlying: Class A Common Stock · 2,705,707 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: Each share of Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO. F1 · derivative.exercise_date: Each share of Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO. F1 · derivative.expiration_date: Each share of Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO. F2 · ownership.nature: These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | OtherClass A Common Stock | 4,708 | $0.03 | $141.24 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 5 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,245 Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | OtherClass A Common Stock | 784,685 | $0.03 | $23,540.55 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 4 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC. Disclosed balance after: 5,874,257 F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 30,537 | $21.25 | $648,911.25 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,537 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 5,089,572 | $21.25 | $108,153,405.00 |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Napean Trading and Investment Company (Singapore) PTE. LTC. Disclosed balance after: 5,089,572 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · ownership.nature: These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 22:10 UTC | Navan, Inc. NAVN · Entity 3707 | ConversionClass A Common Stock | 2,705,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001753516-25-000007 · form4-11042025_101120.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By PI Opportunities Fund II Disclosed balance after: 2,705,707 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: Each share of Series G-1 Preferred Stock automatically converted into shares of Class A Common Stock immediately prior to the closing of the Issuer's initial public offering ("IPO") for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's IPO. F2 · ownership.nature: These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerStock Option (right to buy) · Derivative | 2,770 | $19.12 Strike: $44.63 | $52,962.40 |
DisclosureSEC source: 0000899243-22-024275 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,770 shares Expires 2029-06-05 F3 · price: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. F3 · derivative.exercise_date: The Stock Option, which provided for service-based vesting in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant and (ii) the one-year anniversary of the Date of Grant, was cancelled pursuant to the Merger Agreement in exchange for a cash payment representing the difference between the per share exercise price of the option and the $63.75 per share merger consideration, less all applicable deductions and withholdings required to be withheld in respect of such payment. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerCommon Stock | 2,063,404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-024275 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 0 F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. F2 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| June 22, 2022 Filed Jun 27, 2022 21:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | Disposition to issuerCommon Stock | 62,820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-024275 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of March 20, 2022, as amended by that certain Amendment to the Agreement and Plan of Merger, dated as of June 6, 2022 (the "Merger Agreement") by and among the Issuer, Anaplan Holdings, LLC (f/k/a Alpine Parent, LLC), a Delaware limited liability company, and Alpine Merger Sub, Inc., a Delaware corporation, whereby, immediately prior to the effective time of the merger contemplated therein (the "Effective Time"), all issued and outstanding shares of Issuer common stock were converted into the right to receive $63.75 per share in cash and, when so converted, automatically cancelled. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:35 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,537 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-023172 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,537 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. F3 · derivative.exercise_price: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F3 · derivative.exercise_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F3 · derivative.expiration_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:35 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-023172 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,820 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: The Reporting Person received restricted stock units ("RSUs") that represent a contingent right to receive one share of Common Stock for each RSU upon the satisfaction of applicable vesting conditions. The shares were issued pursuant to vested RSUs. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 21:02 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 125,000 | $68.03 | $8,503,387.50 |
DisclosureSEC source: 0001540755-21-000041 · wf-form4_163114936201022.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 2,063,404 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $67.75 to $68.69, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F2 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| September 02, 2021 Filed Sep 8, 2021 21:02 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 225,000 | $66.77 | $15,023,407.50 |
DisclosureSEC source: 0001540755-21-000041 · wf-form4_163114936201022.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 2,188,404 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F2 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| September 02, 2021 Filed Sep 15, 2021 20:26 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 7,871 | $67.63 | $532,352.72 |
DisclosureSEC source: 0001540755-21-000057 · wf-form4a_163175197142099.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 2,188,404 F1 · kind: On September 8, 2021, the Reporting Person filed a Form 4 reporting on an aggregate basis open market sales of 225,000 shares of common stock (the "Original Report"). The Original Report included a weighted average price received by the Reporting Person in Column 4, but did not include the range of prices received in the sales. Accordingly, the relevant line item in the Original Report is being amended hereby to include the range of prices received by the Reporting Person and to separately report the transactions that occurred within one-dollar price ranges. This amended report does not report the sale of any additional shares of common stock. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $67.51 to $67.89, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F3 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| September 02, 2021 Filed Sep 15, 2021 20:26 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 192,029 | $66.95 | $12,856,821.62 |
DisclosureSEC source: 0001540755-21-000057 · wf-form4a_163175197142099.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 2,196,275 F1 · kind: On September 8, 2021, the Reporting Person filed a Form 4 reporting on an aggregate basis open market sales of 225,000 shares of common stock (the "Original Report"). The Original Report included a weighted average price received by the Reporting Person in Column 4, but did not include the range of prices received in the sales. Accordingly, the relevant line item in the Original Report is being amended hereby to include the range of prices received by the Reporting Person and to separately report the transactions that occurred within one-dollar price ranges. This amended report does not report the sale of any additional shares of common stock. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $66.51 to $67.50, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F3 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| September 02, 2021 Filed Sep 15, 2021 20:26 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 25,100 | $66.01 | $1,656,873.59 |
DisclosureSEC source: 0001540755-21-000057 · wf-form4a_163175197142099.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 2,388,304 F1 · kind: On September 8, 2021, the Reporting Person filed a Form 4 reporting on an aggregate basis open market sales of 225,000 shares of common stock (the "Original Report"). The Original Report included a weighted average price received by the Reporting Person in Column 4, but did not include the range of prices received in the sales. Accordingly, the relevant line item in the Original Report is being amended hereby to include the range of prices received by the Reporting Person and to separately report the transactions that occurred within one-dollar price ranges. This amended report does not report the sale of any additional shares of common stock. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $65.51 to $66.50, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. F3 · ownership.nature: Mr. Kaveripatnam is affiliated with Premji Invest. Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 19:01 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 3,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041669 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,537 Underlying: Common Stock · 3,537 shares Expires not disclosed F2 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the next regular annual meeting of the Company's stockholders; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:10 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038356 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,965 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 Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 18:10 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 4,965 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-038356 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,283 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 20:17 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,243 | $80.24 | $99,738.32 |
DisclosureSEC source: 0001209191-21-009065 · doc4.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,318 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $80.07 to $80.50, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 20:17 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 4,480 | $79.48 | $356,075.78 |
DisclosureSEC source: 0001209191-21-009065 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,561 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $79.03 to $80.00, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 20:17 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 6,277 | $78.59 | $493,300.01 |
DisclosureSEC source: 0001209191-21-009065 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,041 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $78.03 to $79.015, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 18:01 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,418 | $76.27 | $108,152.42 |
DisclosureSEC source: 0001209191-21-007851 · doc4.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,318 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $76.1150 to $76.6250, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 18:01 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 2,034 | $75.50 | $153,572.70 |
DisclosureSEC source: 0001209191-21-007851 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,736 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $75.01 to $75.92, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 18:01 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 6,364 | $75.05 | $477,619.47 |
DisclosureSEC source: 0001209191-21-007851 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,770 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $75.00 to $75.18, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| December 28, 2020 Filed Dec 30, 2020 17:17 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 2,184 | $75.31 | $164,467.65 |
DisclosureSEC source: 0001209191-20-065551 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,134 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $75.00 to $75.80, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 17:22 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 3,838 | $70.13 | $269,168.15 |
DisclosureSEC source: 0001209191-20-060758 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,318 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $70.00 to $70.33, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 17:22 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 8,162 | $69.32 | $565,776.78 |
DisclosureSEC source: 0001209191-20-060758 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,156 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $69.00 to $69.92, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 17:58 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 12,000 | $67.01 | $804,127.20 |
DisclosureSEC source: 0001209191-20-059747 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,318 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $67.00 to $67.085, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:42 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034863 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,965 Underlying: Common Stock · 4,965 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:42 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionRestricted Stock Units · Derivative | 3,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034863 · doc4.xml · derivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,602 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 Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F1 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 19:42 UTC | Anaplan, Inc. PLAN · Entity 125824 | Exercise / conversionCommon Stock | 3,602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-034863 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,318 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: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:20 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 1,522 | $52.51 | $79,926.00 |
DisclosureSEC source: 0000899243-19-024204 · doc4.xml · nonDerivative · entry 4 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,716 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $52.42 to $52.70, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 20:20 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 33,478 | $51.87 | $1,736,403.43 |
DisclosureSEC source: 0000899243-19-024204 · doc4.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,238 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $51.38 to $52.21, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 20:20 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 29,897 | $52.96 | $1,583,360.07 |
DisclosureSEC source: 0000899243-19-024204 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,716 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $52.62 to $53.33, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 20:20 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 15,103 | $51.95 | $784,561.58 |
DisclosureSEC source: 0000899243-19-024204 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,613 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices within the range of $51.62 to $52.59, inclusive. The Reporting Person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range(s) set forth in this footnote of this Form 4. Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 19:26 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 45,000 | $49.60 | $2,231,901.00 |
DisclosureSEC source: 0000899243-19-018556 · doc4.xml · nonDerivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,716 F4 · price: Represents a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.33 to $49.90. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 19:26 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 225,000 | $49.67 | $11,174,737.50 |
DisclosureSEC source: 0000899243-19-018556 · doc4.xml · nonDerivative · entry 2 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 8,407,500 F3 · price: Represents a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.15 to $50.08. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F1 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of Anaplan's board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 19:26 UTC | Anaplan, Inc. PLAN · Entity 125824 | SaleCommon Stock | 225,000 | $49.37 | $11,107,777.50 |
DisclosureSEC source: 0000899243-19-018556 · doc4.xml · nonDerivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. Ltd. Disclosed balance after: 8,632,500 F2 · price: Represents a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.15 to $49.91. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, the issuer or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F1 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of Anaplan's board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 17:31 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantStock Option (right to buy) · Derivative | 2,593 | $0.00 Strike: $44.63 | $0.00 |
DisclosureSEC source: 0000899243-19-016067 · doc4.xml · derivative · entry 4 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 Underlying: Common Stock · 2,593 shares Expires 2029-06-05 F3 · derivative.exercise_date: The Option shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 17:31 UTC | Anaplan, Inc. PLAN · Entity 125824 | GrantRestricted Stock Units · Derivative | 3,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-016067 · doc4.xml · derivative · entry 3 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,602 Underlying: Common Stock · 3,602 shares Expires not disclosed F2 · derivative.exercise_price: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.exercise_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. F2 · derivative.expiration_date: The Reporting Person was granted restricted stock units ("RSUs") which represent a contingent right to receive one share of Common Stock for each RSU. The RSU shall vest in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| June 05, 2019 Filed Jul 26, 2019 18:03 UTC Amendment | Anaplan, Inc. PLAN · Entity 125824 | GrantStock Option (right to buy) · Derivative | 2,770 | $0.00 Strike: $44.63 | $0.00 |
DisclosureSEC source: 0000899243-19-020468 · doc4a.xml · derivative · entry 1 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 Underlying: Common Stock · 2,770 shares Expires 2029-06-05 F1 · derivative.exercise_date: On June 7, 2019, the Reporting Person filed a Form 4 which inadvertently excluded 177 shares subject to the reported stock option. This amendment reports the correct number of shares subject to the reported stock option. The stock option vests in full on the earlier of: (i) the date of the regular annual meeting of the Company's stockholders held in the year following the Date of Grant; and (ii) the one-year anniversary of the Date of Grant, provided that the Reporting Person remains in continuous service on such vesting date. Read SEC document |
| October 16, 2018 Filed Oct 18, 2018 17:04 UTC | Anaplan, Inc. PLAN · Entity 125824 | ConversionSeries F Convertible Preferred Stock · Derivative | 2,272,727 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-026968 · doc4.xml · derivative · entry 8 Kaveripatnam Sandesh · CIK 0001753516 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Napean Trading and Investment Company (Singapore) Pte. LTD Disclosed balance after: 0 Underlying: Common Stock · 2,272,727 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. F4 · derivative.exercise_price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · price: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.exercise_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F4 · derivative.expiration_date: The reported security converted into the Issuer's Common Stock on a 1-for-1 basis automatically immediately prior to the closing of the Issuer's initial public offering without payment of further consideration. The shares have no expiration date. F3 · ownership.nature: Napean Trading and Investment Co (Singapore) Pte. Ltd. is an entity affiliated with Premji Invest. Sandesh Kaveripatnam is a member of our board of directors and is a partner of Napean Trading and Investment Co (Singapore) Pte. Ltd and as such Mr. Kaveripatnam may be deemed to have voting and investment power with respect to such shares. Mr. Kaveripatnam disclaims beneficial ownership of the shares held by the aforementioned entity except to the extent of any pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.