Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUBSPOT INCHUBS · Entity 1104 | Director | June 05, 2023 | June 07, 2023 |
| Plum Acquisition Corp. IVPLMK · Entity 6692 | Director | July 09, 2026 | August 20, 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.
HUBSPOT INC
Report date June 05, 2023 · Filed June 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,885 |
Reported balance
After 2023-06-05 transaction · row 1
1 source rowRow 1 · 2023-06-05 · Grant · Acquired 322 · Balance 3,885 F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $464.88 · Expires 2033-06-05 | Direct | 204 |
Reported balance
After 2023-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-05 · Grant · Acquired 204 · Balance 204 F2: This stock option vests in equal quarterly installments over a one-year period from June 5, 2023 (date of grant), with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders). |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders).
F2: This stock option vests in equal quarterly installments over a one-year period from June 5, 2023 (date of grant), with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders).
Plum Acquisition Corp. IV
Report date July 09, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | IndirectSee footnote | 25,000 |
Reported balance
After 2026-07-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-09 · Conversion · Acquired 25,000 · Balance 25,000 F1: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F2: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. |
| Class B ordinary sharesSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2026-07-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-09 · Conversion · Disposed 25,000 · Balance 0 F1: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F3: The reported Class B Shares converted into Class A Shares pursuant to an election by the Reporting Person. F2: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date.
F2: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee.
F3: The reported Class B Shares converted into Class A Shares pursuant to an election by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| July 09, 2026 Filed Aug 20, 2026 20:15 UTC | Plum Acquisition Corp. IV PLMK · Entity 6692 | ConversionClass B ordinary shares · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-092114 · ownership.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A ordinary shares · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F3 · shares: The reported Class B Shares converted into Class A Shares pursuant to an election by the Reporting Person. F1 · derivative.exercise_date: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F1 · derivative.expiration_date: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F2 · ownership.direct: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. F2 · ownership.nature: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. Read SEC document |
| July 09, 2026 Filed Aug 20, 2026 20:15 UTC | Plum Acquisition Corp. IV PLMK · Entity 6692 | ConversionClass A ordinary shares | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-092114 · ownership.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Class B ordinary share, par value $0.0001, ("Class B Shares") will automatically convert into Class A ordinary shares, par value $0.0001, of the Issuer ("Class A Shares") at a ratio of no less than one-to-one following the consummation of the Issuer's initial business combination, or earlier at the option of the holder thereof, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-281144). The Class B Shares have no expiration date. F2 · ownership.direct: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. F2 · ownership.nature: The shares are held by Karnavy Sahai Trust, of which the Reporting Person is the trustee. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:00 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 204 | $0.00 Strike: $464.88 | $0.00 |
DisclosureSEC source: 0001209191-23-035201 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204 Underlying: Common Stock · 204 shares Expires 2033-06-05 F2 · derivative.exercise_date: This stock option vests in equal quarterly installments over a one-year period from June 5, 2023 (date of grant), with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders). Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:00 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035201 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,885 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan, as amended. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2024 annual meeting of stockholders). Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 298 | $0.00 Strike: $370.29 | $0.00 |
DisclosureSEC source: 0001209191-22-035479 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298 Underlying: Common Stock · 298 shares Expires 2032-06-07 F2 · derivative.exercise_date: This stock option vests in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2023 annual meeting of stockholders). Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:19 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035479 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the 2023 annual meeting of stockholders). Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:50 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 242 | $0.00 Strike: $508.81 | $0.00 |
DisclosureSEC source: 0001209191-21-038658 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242 Underlying: Common Stock · 242 shares Expires 2031-06-03 F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2022 annual meeting of stockholders). Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 20:50 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038658 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,133 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2022 annual meeting of stockholders). Read SEC document |
| June 17, 2020 Filed Jun 18, 2020 20:47 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 679 | $0.00 Strike: $196.98 | $0.00 |
DisclosureSEC source: 0001209191-20-037627 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679 Underlying: Common Stock · 679 shares Expires 2030-06-17 F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2021 annual meeting of stockholders). Read SEC document |
| June 17, 2020 Filed Jun 18, 2020 20:47 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037627 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,839 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2021 annual meeting of stockholders). Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 11:27 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 701 | $0.00 Strike: $169.41 | $0.00 |
DisclosureSEC source: 0001209191-19-035367 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701 Underlying: Common Stock · 701 shares Expires 2029-06-05 F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2020 annual meeting of stockholders). Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 11:27 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-035367 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,078 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2020 annual meeting of stockholders). Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:25 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 873 | $0.00 Strike: $132.90 | $0.00 |
DisclosureSEC source: 0001209191-18-036684 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873 Underlying: Common Stock · 873 shares Expires 2028-06-06 F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, the date of the Company's 2019 annual meeting of stockholders). Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:25 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 1,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036684 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2019 annual meeting of stockholders). Read SEC document |
| April 24, 2018 Filed May 2, 2018 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 109 | $0.00 Strike: $106.05 | $0.00 |
DisclosureSEC source: 0001209191-18-027357 · doc4.xml · derivative · entry 2 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109 Underlying: Common Stock · 109 shares Expires 2028-04-24 F2 · derivative.exercise_date: This stock option vests in full immediately prior to the Company's 2018 annual meeting of stockholders. Read SEC document |
| April 24, 2018 Filed May 2, 2018 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027357 · doc4.xml · nonDerivative · entry 1 Sahai Avanish · CIK 0001737993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests immediately prior to the Company's 2018 annual meeting of shareholders. 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.