Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Freshworks Inc.FRSH · Entity 2193 | Chief Accounting Officer | October 02, 2026 | October 05, 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.
Freshworks Inc.
Report date October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 379,639 |
Ending reported balance
After 2026-10-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-10-02 · Tax withholding · Disposed 2,086 · Balance 387,210 F1: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 13, 2025. Row 2 · 2026-10-02 · Tax withholding · Disposed 4,079 · Balance 383,131 F2: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on January 2, 2026. Row 3 · 2026-10-05 · Sale · Disposed 3,492 · Balance 379,639 F3: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.81 to $13.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 13, 2025.
F2: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on January 2, 2026.
F3: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.81 to $13.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 5, 2026 21:56 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 3,492 | $12.98 | $45,326.16 |
DisclosureSEC source: 0001544522-26-000162 · form4.xml · nonDerivative · entry 3 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 379,639 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.81 to $13.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 21:56 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 4,079 | $12.78 | $52,129.62 |
DisclosureSEC source: 0001544522-26-000162 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 383,131 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on January 2, 2026. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 21:56 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,086 | $12.78 | $26,659.08 |
DisclosureSEC source: 0001544522-26-000162 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 387,210 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 13, 2025. Read SEC document |
| September 02, 2026 Filed Sep 3, 2026 21:25 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 52,767 | $13.25 | $699,162.75 |
DisclosureSEC source: 0001544522-26-000142 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 389,296 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.18 to $13.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:25 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 14,081 | $13.46 | $189,530.26 |
DisclosureSEC source: 0001544522-26-000142 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 442,063 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on September 1, 2024. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 00:15 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 3,470 | $10.13 | $35,151.10 |
DisclosureSEC source: 0001544522-26-000122 · form4.xml · nonDerivative · entry 3 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 456,144 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 00:15 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 4,123 | $10.34 | $42,631.82 |
DisclosureSEC source: 0001544522-26-000122 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 459,614 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on January 2, 2026. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 00:15 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,086 | $10.34 | $21,569.24 |
DisclosureSEC source: 0001544522-26-000122 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 463,737 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 13, 2025. Read SEC document |
| June 17, 2026 Filed Jun 18, 2026 21:03 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 10,530 | $9.18 | $96,665.40 |
DisclosureSEC source: 0001544522-26-000102 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,823 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted March 18, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.97 to $9.53 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:01 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 14,368 | $10.68 | $153,450.24 |
DisclosureSEC source: 0001544522-26-000098 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,353 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on September 1, 2024. F2 · balance_after: Includes 890 shares of Class A common stock purchased pursuant to the Issuer's Employee Stock Purchase Plan (ESPP) for the ESPP purchase period from November 17, 2025 through May 15, 2025. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's Class A common stock on May 15, 2026. Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 22:20 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 4,161 | $8.32 | $34,619.52 |
DisclosureSEC source: 0001544522-26-000066 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,831 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on January 2, 2026. Read SEC document |
| April 02, 2026 Filed Apr 3, 2026 22:20 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,128 | $8.32 | $17,704.96 |
DisclosureSEC source: 0001544522-26-000066 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,992 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 13, 2025. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:04 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 14,363 | $7.82 | $112,318.66 |
DisclosureSEC source: 0001544522-26-000044 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,120 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on September 1, 2024. Read SEC document |
| January 06, 2026 Filed Jan 6, 2026 23:32 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 765 | $11.61 | $8,881.65 |
DisclosureSEC source: 0001544522-26-000010 · form4.xml · nonDerivative · entry 3 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 510,483 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2025. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:32 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 120,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001544522-26-000010 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 511,248 F2 · shares: Represents the grant of Restricted Stock Unit (RSU) award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs shall vest in equal quarterly installments over four years following January 2, 2026, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:32 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,333 | $11.60 | $27,062.80 |
DisclosureSEC source: 0001544522-26-000010 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 390,378 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the reporting person on February 13, 2025. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:51 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 5,846 | $12.06 | $70,502.76 |
DisclosureSEC source: 0001544522-25-000123 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 392,711 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2025. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:51 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 14,394 | $11.85 | $170,568.90 |
DisclosureSEC source: 0001544522-25-000123 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 398,557 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on September 1, 2024. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 22:00 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 644 | $12.05 | $7,760.20 |
DisclosureSEC source: 0001544522-25-000113 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 412,951 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2025. F2 · balance_after: Includes 644 shares of Class A common stock purchased pursuant to the Issuer's Employee Stock Purchase Plan (ESPP) for the ESPP purchase period from May 16, 2025 through November 14, 2025. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's Class A common stock on November 14, 2025. Read SEC document |
| October 06, 2025 Filed Oct 7, 2025 00:04 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 866 | $11.45 | $9,915.70 |
DisclosureSEC source: 0001544522-25-000094 · form4.xml · nonDerivative · entry 2 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 412,951 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2025. Read SEC document |
| October 02, 2025 Filed Oct 7, 2025 00:04 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,132 | $11.52 | $24,560.64 |
DisclosureSEC source: 0001544522-25-000094 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 413,817 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the reporting person on February 13, 2025. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:12 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 2,590 | $12.53 | $32,452.70 |
DisclosureSEC source: 0001544522-25-000084 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 415,949 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted June 16, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.47 to $12.73 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| September 01, 2025 Filed Sep 2, 2025 21:41 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 57,576 | $13.47 | $775,548.72 |
DisclosureSEC source: 0001544522-25-000069 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418,539 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on September 1, 2024. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 18:39 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,132 | $14.75 | $31,447.00 |
DisclosureSEC source: 0001127602-25-018838 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,115 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the reporting person on February 13, 2025. F2 · balance_after: Includes 504 shares of Class A common stock purchased pursuant to the Issuer's Employee Stock Purchase Plan (ESPP) for the ESPP purchase period from November 18, 2024 through May 15, 2025. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's Class A common stock on November 18, 2024. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 22:05 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 1,423 | $14.59 | $20,761.57 |
DisclosureSEC source: 0001127602-25-011561 · form4.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,743 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the reporting person on February 13, 2025. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:25 UTC Amendment | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 61,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-004417 · form4a-02182025_040201.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,166 F1 · date: This Amendment is being filed solely to correct the transaction date with respect to the grant of Restricted Stock Units to the Reporting Person. This information was incorrectly reported in the original Form 4 filed on February 6, 2025 due to an administrative error. F2 · shares: Represents grant of Restricted Stock Unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will vest in equal quarterly installments over four years following January 2, 2025, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| January 04, 2025 Filed Feb 7, 2025 02:39 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 61,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003307 · form4-02072025_020207.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,166 F1 · shares: Represents grant of Restricted Stock Unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will vest in equal quarterly installments over four years following January 2, 2025, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 00:03 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 417,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022838 · form4-09042024_110951.xml · nonDerivative · entry 1 Lawrence Philippa · CIK 0002033454 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 417,362 F1 · shares: Represents the grant of restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 25% of the shares subject to the RSU will vest on September 1, 2025, and 6.25% of the shares subject to the RSU will vest quarterly thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). 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.