Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Freshworks Inc.FRSH · Entity 2193 | Chief Financial & Oper Officer | October 02, 2026 | October 05, 2026 |
| Hinge Health, Inc.HNGE · Entity 377 | Director | October 05, 2026 | October 06, 2026 |
| ZUORA INCZUO · Entity 16054 | Chief Financial Officer | March 31, 2020 | April 02, 2020 |
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 | 1,713,890 |
Reported balance
After 2026-10-02 transaction · row 1
1 source rowRow 1 · 2026-10-02 · Tax withholding · Disposed 10,563 · Balance 1,713,890 F1: 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. |
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 January 2, 2026.
Hinge Health, Inc.
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,385 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Grant · Acquired 175 · Balance 10,385 F1: Represents shares of Class A Common Stock issued upon settlement of fully vested restricted stock units ("RSUs") awarded to the Reporting Person on October 5, 2026. The RSUs were granted to the Reporting Person in lieu of quarterly cash retainers, at the election of the Reporting Person, pursuant to the Issuer's Non-Employee Director Compensation Program. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock issued upon settlement of fully vested restricted stock units ("RSUs") awarded to the Reporting Person on October 5, 2026. The RSUs were granted to the Reporting Person in lieu of quarterly cash retainers, at the election of the Reporting Person, pursuant to the Issuer's Non-Employee Director Compensation Program.
ZUORA INC
Report date March 31, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,681 |
Ending reported balance
After 2020-04-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-31 · Exercise / conversion · Acquired 2,750 · Balance 10,718 Row 2 · 2020-04-02 · Sale · Disposed 1,037 · Balance 9,681 F1: Shares sold to satisfy the Reporting Person's tax liability in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units ("RSUs") as reported in row one of Table I. F2: Represents the weighted average sale price. The lowest price at which shares were sold was $7.1900 and the highest price at which shares were sold was $7.8101. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock Units (RSU)(Class A)SEC Table II · derivative / convertible security · Expires 2023-03-31 | Direct | 33,000 |
Reported balance
After 2020-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-31 · Exercise / conversion · Disposed 2,750 · Balance 33,000 F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. F4: The RSU vests over four years, with 1/16 of the underlying shares vesting on June 30, 2019 and the remaining shares vesting as to 1/16 of such shares quarterly thereafter, so long as the Reporting Person continues to provide services to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy the Reporting Person's tax liability in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units ("RSUs") as reported in row one of Table I.
F2: Represents the weighted average sale price. The lowest price at which shares were sold was $7.1900 and the highest price at which shares were sold was $7.8101. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote.
F3: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration.
F4: The RSU vests over four years, with 1/16 of the underlying shares vesting on June 30, 2019 and the remaining shares vesting as to 1/16 of such shares quarterly thereafter, so long as the Reporting Person continues to provide services to the Issuer through each vesting date.
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 |
|---|---|---|---|---|---|---|
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionStock Option (Right to buy Class B Common Stock) · Derivative | 17,924 | $3.08 Strike: $3.08 | $55,205.92 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · derivative · entry 6 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,608 Underlying: Class B Common Stock · 17,924 shares Expires 2026-05-24 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F7 · derivative.exercise_date: The option vests as to 1/48th of the shares one month following the May 24, 2016 vesting commencement date, with 100% of the total shares vested on May 24, 2020, subject to the Reporting Person's provision of service to the Issuer on each vesting date. The option contains an early-exercise provision and is exercisable as to unvested shares, subject to the Issuer's right of repurchase. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 117,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · derivative · entry 5 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 117,105 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. F6 · derivative.exercise_price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F6 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F6 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass B Common Stock · Derivative | 117,105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · derivative · entry 4 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,105 Underlying: Class A Common Stock · 117,105 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. F6 · derivative.exercise_price: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F3 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F6 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. F6 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock will convert into 1 share of the Issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the Issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the Issuer's common stock, and has no expiration date. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionStock Option (Right to buy Class B Common Stock) · Derivative | 117,105 | $3.04 Strike: $3.04 | $355,999.20 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · derivative · entry 3 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 117,105 shares Expires 2024-11-18 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F5 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 364,528 | $20.04 | $7,305,870.18 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · nonDerivative · entry 2 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 F3 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $20.00 and the highest price at which shares were sold was $20.24. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the rangesset forth in this footnote. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:42 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 135,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001735436-19-000006 · wf-form4_155380931717988.xml · nonDerivative · entry 1 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,312 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 · shares: Represents the number of shares that were acquired by the Reporting Person upon conversion of the shares of Class B Common Stock into Class A Common Stock in connection with the exercise of the stock options listed in Table II. F2 · balance_after: Includes 1,785 shares of Class A Common Stock acquired on December 14, 2019 pursuant to the Issuer's employee stock purchase plan. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 17:15 UTC | ZUORA INC ZUO · Entity 16054 | GiftClass A Common Stock | 32,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001735436-19-000002 · wf-form4_154646730706432.xml · nonDerivative · entry 1 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,498 F1 · shares: The transaction reported involved a gift by the Reporting Person of 32,894 shares of Class A Common Stock to a charitable donor advised fund. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 18:09 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 262,392 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001735436-18-000002 · wf-form4_154180493027273.xml · derivative · entry 2 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 262,392 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 the issuer's Class B Common Stock converted into one (1) share of the issuer's Class A Common Stock at the option of the holder for no additional consideration, and had no expiration date. F1 · derivative.exercise_date: Each share of the issuer's Class B Common Stock converted into one (1) share of the issuer's Class A Common Stock at the option of the holder for no additional consideration, and had no expiration date. F1 · derivative.expiration_date: Each share of the issuer's Class B Common Stock converted into one (1) share of the issuer's Class A Common Stock at the option of the holder for no additional consideration, and had no expiration date. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 18:09 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 262,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001735436-18-000002 · wf-form4_154180493027273.xml · nonDerivative · entry 1 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,392 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 the issuer's Class B Common Stock converted into one (1) share of the issuer's Class A Common Stock at the option of the holder for no additional consideration, and had no expiration date. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:43 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass B Common Stock · Derivative | 344,009 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000017 · wf-form4_153636020459230.xml · derivative · entry 4 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,392 Underlying: Class A Common Stock · 344,009 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: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder and (b) automatically upon (i) any transfer, except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than 66 2/3% of the outstanding shares of Class B Common Stock, (y) ten years from the effective date of the issuer's initial public offering and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 5% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:43 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 31,910 | $26.46 | $844,351.36 |
DisclosureSEC source: 0001423774-18-000017 · wf-form4_153636020459230.xml · nonDerivative · entry 3 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F3 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $26.26 and the highest price at which shares were sold was $27.05. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:43 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 312,099 | $25.74 | $8,034,645.45 |
DisclosureSEC source: 0001423774-18-000017 · wf-form4_153636020459230.xml · nonDerivative · entry 2 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,910 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $25.20 and the highest price at which shares were sold was $26.14. The reporting person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, the issuer or its stockholders, full information regarding the total number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 to this Form 4. Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 18:43 UTC | ZUORA INC ZUO · Entity 16054 | ConversionClass A Common Stock | 344,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-18-000017 · wf-form4_153636020459230.xml · nonDerivative · entry 1 Sloat Tyler · CIK 0001735436 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,009 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.