Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlassian CorpTEAM · Entity 3039 | Director | December 11, 2024 | January 31, 2025 |
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | September 01, 2026 | September 03, 2026 |
| Netskope IncNTSK · Entity 3824 | Director | July 08, 2026 | July 10, 2026 |
| Rent the Runway, Inc.RENT · Entity 6650 | 10% owner | October 29, 2021 | November 03, 2021 |
| Rubrik, Inc.RBRK · Entity 2594 | Director | June 24, 2025 | June 27, 2025 |
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.
Atlassian Corp
Report date December 11, 2024 · Filed January 31, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 106,623 |
Reported balance
After 2024-12-11 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-12-11 · Grant · Acquired 1,056 · Balance 106,623 F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award.
DOCUSIGN, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 168,414 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Exercise / conversion · Acquired 1,096 · Balance 168,414 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,288 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Exercise / conversion · Disposed 1,096 · Balance 3,288 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs have a vesting commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3: The RSUs do not expire; they either vest or are canceled prior to a vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs have a vesting commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date.
F3: The RSUs do not expire; they either vest or are canceled prior to a vesting date.
Netskope Inc
Report date July 08, 2026 · Filed July 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,778 |
Reported balance
After 2026-07-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-08 · Grant · Acquired 16,778 · Balance 16,778 F1: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F2: The RSUs vest on the earlier of (i) July 8, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock.
F2: The RSUs vest on the earlier of (i) July 8, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders.
Rent the Runway, Inc.
Report date October 29, 2021 · Filed November 03, 2021
Jointly reported with BAIN CAPITAL VENTURE INVESTORS, LLC, Bain Capital Venture Fund 2009, L.P., Bain Capital Venture Partners 2009, L.P., BCIP Venture Associates, BCIP VENTURE ASSOCIATES-B, Agarwal Ajay
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Last balance in matching sequence
After 2021-10-29 transaction · row 8
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
8 source rowsRow 1 · 2021-10-29 · Conversion · Acquired 3,992,000 · Balance 4,475,732 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 2 · 2021-10-29 · Conversion · Acquired 1,691,175 · Balance 6,166,907 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 3 · 2021-10-29 · Conversion · Acquired 370,369 · Balance 6,537,276 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 4 · 2021-10-29 · Conversion · Acquired 395,193 · Balance 6,932,469 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 5 · 2021-10-29 · Conversion · Acquired 550,469 · Balance 7,482,938 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 6 · 2021-10-29 · Conversion · Acquired 558,074 · Balance 8,041,012 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 7 · 2021-10-29 · Conversion · Acquired 135,406 · Balance 8,176,418 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 8 · 2021-10-29 · Other · Disposed 8,176,418 · Balance 0 F2: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock upon the closing of the Issuer's initial public offering (the "Reclassification"). F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 8,176,418 |
Reported balance
After 2021-10-29 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2021-10-29 · Other · Acquired 8,176,418 · Balance 8,176,418 F2: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock upon the closing of the Issuer's initial public offering (the "Reclassification"). F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Seed Series Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2021-10-29 · Conversion · Disposed 3,992,000 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series A Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2021-10-29 · Conversion · Disposed 1,691,175 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series C Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-10-29 · Conversion · Disposed 370,369 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series D Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2021-10-29 · Conversion · Disposed 395,193 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series E Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2021-10-29 · Conversion · Disposed 550,469 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series F Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2021-10-29 · Conversion · Disposed 558,074 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
| Series G Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2021-10-29 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2021-10-29 · Conversion · Disposed 135,406 · Balance 0 F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date. F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification. F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification. F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification. F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Seed Series, Series A, Series C, Series D, Series E, Series F and Series G Convertible Preferred Stock automatically converted into Common Stock on a 1-for-1 basis immediately prior to the closing of the Issuer's initial public offering (the "Conversion"). These shares had no expiration date.
F2: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock upon the closing of the Issuer's initial public offering (the "Reclassification").
F3: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2009, L.P. ("BCV Partners 2009"), which is the general partner of Bain Capital Venture Fund 2009, L.P. ("BCV Fund 2009"). As a result, BCV Partners 2009 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2009. BCV Partners 2009 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
F4: (Continued from footnote 3) In the Conversion, the 3,808,891 shares of Seed Series Convertible Preferred Stock, 1,636,386 shares of Series A Convertible Preferred Stock, 326,711 shares of Series C Convertible Preferred Stock, 348,609 shares of Series D Convertible Preferred Stock, 485,582 shares of Series E Convertible Preferred Stock, 492,291 shares of Series F Convertible Preferred Stock and 119,445 shares of Series G Convertible Preferred Stock held by BCV Fund 2009 automatically converted into an aggregate of 7,217,915 shares of Common Stock. Following the Conversion, BCV Fund 2009 held 7,644,627 shares of Common Stock, which were automatically reclassified into 7,644,627 shares of Class A Common Stock in the Reclassification.
F5: In the Conversion, the 151,354 shares of Seed Series Convertible Preferred Stock, 41,336 shares of Series A Convertible Preferred Stock, 40,712 shares of Series C Convertible Preferred Stock, 43,440 shares of Series D Convertible Preferred Stock, 60,508 shares of Series E Convertible Preferred Stock, 61,344 shares of Series F Convertible Preferred Stock and 14,884 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), automatically converted into an aggregate of 413,578 shares of Common Stock. Following the Conversion, BCIP Venture held 466,750 shares of Common Stock, which were automatically reclassified into 466,750 shares of Class A Common Stock in the Reclassification.
F6: In the Conversion, the 31,755 shares of Seed Series Convertible Preferred Stock, 13,453 shares of Series A Convertible Preferred Stock, 2,946 shares of Series C Convertible Preferred Stock, 3,144 shares of Series D Convertible Preferred Stock, 4,379 shares of Series E Convertible Preferred Stock, 4,439 shares of Series F Convertible Preferred Stock and 1,077 shares of Series G Convertible Preferred Stock held by BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2009 and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, automatically converted into an aggregate of 61,193 shares of Common Stock. Following the Conversion, BCIP Venture-B held 65,041 shares of Common Stock, which were automatically reclassified into 65,041 shares of Class A Common Stock in the Reclassification.
F7: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
Rubrik, Inc.
Report date June 24, 2025 · Filed June 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Last balance in matching sequence
After 2025-06-26 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2025-06-24 · Conversion · Acquired 679,577 · Balance 679,577 F3: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 2 · 2025-06-24 · Other · Disposed 678,076 · Balance 1,501 F4: On June 24, 2025, certain of the Bain Capital Venture Entities distributed an aggregate of 678,076 shares of Class A Common Stock to one or more partners in pro-rata in-kind distributions without consideration, including an aggregate of 6,861 shares of Class A Common Stock that were distributed to Mr. Salem. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 3 · 2025-06-26 · Conversion · Acquired 20,423 · Balance 21,924 F3: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 4 · 2025-06-26 · Sale · Disposed 18,179 · Balance 3,745 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.10 to $90.10, inclusive. The reporting person undertakes to provide to Rubrik, Inc. 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 ranges set forth in footnotes (5) through (7) herein. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 5 · 2025-06-26 · Sale · Disposed 2,704 · Balance 1,041 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.13 to $91.02, inclusive. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Row 6 · 2025-06-26 · Sale · Disposed 1,041 · Balance 0 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.20 to $91.5394, inclusive. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 1,380,063 |
Reported balance
After 2025-06-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-06-24 · Conversion · Disposed 679,577 · Balance 1,380,063 F3: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 1,359,640 |
Reported balance
After 2025-06-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-06-26 · Conversion · Disposed 20,423 · Balance 1,359,640 F3: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | Direct | 6,937 |
Reported balance
Holding disclosure · report date 2025-06-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,937 F8: Includes 6,861 shares of Class A Common Stock received in the distribution referred to in footnote (4) above. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities").
F2: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
F3: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date.
F4: On June 24, 2025, certain of the Bain Capital Venture Entities distributed an aggregate of 678,076 shares of Class A Common Stock to one or more partners in pro-rata in-kind distributions without consideration, including an aggregate of 6,861 shares of Class A Common Stock that were distributed to Mr. Salem.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.10 to $90.10, inclusive. The reporting person undertakes to provide to Rubrik, Inc. 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 ranges set forth in footnotes (5) through (7) herein.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.13 to $91.02, inclusive.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.20 to $91.5394, inclusive.
F8: Includes 6,861 shares of Class A Common Stock received in the distribution referred to in footnote (4) above.
Past disclosures · reporting ended (6)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AvidXchange Holdings, Inc.
Report date March 16, 2022 · Filed March 18, 2022
Jointly reported with BAIN CAPITAL VENTURE INVESTORS, LLC, Bain Capital Venture Coinvestment Fund, L.P., Bain Capital Venture Coinvestment Partners, L.P., Bain Capital Venture Fund 2014, L.P., Bain Capital Venture Partners 2014, L.P., BCV AX Investors, L.P., BCIP Venture Associates, BCIP VENTURE ASSOCIATES-B, Agarwal Ajay
Section 16 reporting ended · disclosed 2022-03-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 18,929,292 |
Reported balance
After 2022-03-16 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-03-16 · Other · Disposed 4,453,948 · Balance 18,929,292 F1: On March 16, 2022, BCV AX Investors, L.P. ("BCV AX"), whose general partner is Bain Capital Venture Investors, LLC ("BCVI"), distributed 4,453,948 shares of Common Stock to its limited partners in a pro-rata in-kind distribution without consideration. F2: BCVI is the general partner of Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), which is the general partner of Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"). As a result, BCV Partners 2014 may be deemed to share voting and dispositive power with respect to the 7,230,388 shares of Common Stock held by BCV Fund 2014. BCV Partners 2014 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F3: BCVI is the general partner of Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners"), which is the general partner of Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund"). As a result, BCV Coinvest Partners may be deemed to share voting and dispositive power with respect to the 9,751,160 shares of Common Stock held by BCV Coinvest Fund. BCV Coinvest Partners disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. F4: BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), holds 1,843,596 shares of Common Stock. F5: BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2014, BCV Coinvest Fund, BCV AX and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, holds 104,148 shares of Common Stock. F6: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 16, 2022, BCV AX Investors, L.P. ("BCV AX"), whose general partner is Bain Capital Venture Investors, LLC ("BCVI"), distributed 4,453,948 shares of Common Stock to its limited partners in a pro-rata in-kind distribution without consideration.
F2: BCVI is the general partner of Bain Capital Venture Partners 2014, L.P. ("BCV Partners 2014"), which is the general partner of Bain Capital Venture Fund 2014, L.P. ("BCV Fund 2014"). As a result, BCV Partners 2014 may be deemed to share voting and dispositive power with respect to the 7,230,388 shares of Common Stock held by BCV Fund 2014. BCV Partners 2014 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
F3: BCVI is the general partner of Bain Capital Venture Coinvestment Partners, L.P. ("BCV Coinvest Partners"), which is the general partner of Bain Capital Venture Coinvestment Fund, L.P. ("BCV Coinvest Fund"). As a result, BCV Coinvest Partners may be deemed to share voting and dispositive power with respect to the 9,751,160 shares of Common Stock held by BCV Coinvest Fund. BCV Coinvest Partners disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
F4: BCIP Venture Associates ("BCIP Venture"), whose managing partner is Boylston Coinvestors, LLC ("Boylston"), holds 1,843,596 shares of Common Stock.
F5: BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2014, BCV Coinvest Fund, BCV AX and BCIP Venture, the "Bain Capital Venture Entities"), whose managing partner is Boylston, holds 104,148 shares of Common Stock.
F6: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
BTRS Holdings Inc.
Report date December 16, 2022 · Filed December 21, 2022
Jointly reported with BAIN CAPITAL VENTURE INVESTORS, LLC, Bain Capital Venture Fund 2012, L.P., Bain Capital Venture Partners 2012, L.P., BCIP Venture Associates, BCIP VENTURE ASSOCIATES-B, Agarwal Ajay
Section 16 reporting ended · disclosed 2022-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class 1 Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Last balance in matching sequence
After 2022-12-16 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-12-16 · Other · Disposed 6,578,947 · Balance 21,788,117 F1: On December 16, 2022, Bullseye FinCo, Inc. (the "Buyer") acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Bullseye Merger Sub, Inc., a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of September 28, 2022 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly owned subsidiary of Buyer (the "Merger"). F2: Pursuant to a Rollover and Contribution Agreement (the "Rollover Contribution Agreement"), by and between Bullseye Holdings, LP ("Parent") and the Bain Capital Venture Entities (as defined below), immediately prior to the effective time of the Merger (the "Effective Time"), the Bain Capital Venture Entities contributed these shares of the Issuer's Class 1 Common Stock to Parent in exchange for a number of Parent's limited partnership interests calculated pursuant to the Rollover Contribution Agreement, with each share of the Issuer's Class 1 Common Stock valued at $9.50 per share (the "Rollover"). F4: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2012, L.P. ("BCV Partners 2012"), which is the general partner of Bain Capital Venture Fund 2012, L.P. ("BCV Fund 2012"). As a result, BCV Partners 2012 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2012. BCV Partners 2012 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. A total of 5,962,001 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were contributed in the Rollover, and 19,744,921 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, BCV Fund 2012 held no shares of the Issuer's Class 1 Common Stock. F5: Boylston Coinvestors, LLC is the managing partner of each of BCIP Venture Associates ("BCIP Venture") and BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2012 and BCIP Venture, the "Bain Capital Venture Entities"). A total of 582,272 and 34,674 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were contributed in the Rollover, and 1,928,364 and 114,832 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, neither BCIP Venture nor BCIP Venture-B held any shares of the Issuer's Class 1 Common Stock. F6: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, each of BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class 1 Common Stock held by the Bain Capital Venture Entities. Each of BCVI and Messrs. Salem and Agarwal disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. Row 2 · 2022-12-16 · Disposition to issuer · Disposed 21,788,117 · Balance 0 F1: On December 16, 2022, Bullseye FinCo, Inc. (the "Buyer") acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Bullseye Merger Sub, Inc., a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of September 28, 2022 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly owned subsidiary of Buyer (the "Merger"). F3: At the Effective Time, pursuant to the Merger Agreement, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $9.50 in cash (the "Merger Consideration"). F4: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2012, L.P. ("BCV Partners 2012"), which is the general partner of Bain Capital Venture Fund 2012, L.P. ("BCV Fund 2012"). As a result, BCV Partners 2012 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2012. BCV Partners 2012 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. A total of 5,962,001 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were contributed in the Rollover, and 19,744,921 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, BCV Fund 2012 held no shares of the Issuer's Class 1 Common Stock. F5: Boylston Coinvestors, LLC is the managing partner of each of BCIP Venture Associates ("BCIP Venture") and BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2012 and BCIP Venture, the "Bain Capital Venture Entities"). A total of 582,272 and 34,674 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were contributed in the Rollover, and 1,928,364 and 114,832 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, neither BCIP Venture nor BCIP Venture-B held any shares of the Issuer's Class 1 Common Stock. F6: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, each of BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class 1 Common Stock held by the Bain Capital Venture Entities. Each of BCVI and Messrs. Salem and Agarwal disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 16, 2022, Bullseye FinCo, Inc. (the "Buyer") acquired the Issuer pursuant to that certain Agreement and Plan of Merger entered into by and among the Issuer, Buyer and Bullseye Merger Sub, Inc., a direct, wholly owned subsidiary of Buyer ("Merger Sub"), dated as of September 28, 2022 (the "Merger Agreement"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving such merger as a wholly owned subsidiary of Buyer (the "Merger").
F2: Pursuant to a Rollover and Contribution Agreement (the "Rollover Contribution Agreement"), by and between Bullseye Holdings, LP ("Parent") and the Bain Capital Venture Entities (as defined below), immediately prior to the effective time of the Merger (the "Effective Time"), the Bain Capital Venture Entities contributed these shares of the Issuer's Class 1 Common Stock to Parent in exchange for a number of Parent's limited partnership interests calculated pursuant to the Rollover Contribution Agreement, with each share of the Issuer's Class 1 Common Stock valued at $9.50 per share (the "Rollover").
F3: At the Effective Time, pursuant to the Merger Agreement, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $9.50 in cash (the "Merger Consideration").
F4: Bain Capital Venture Investors, LLC ("BCVI") is the general partner of Bain Capital Venture Partners 2012, L.P. ("BCV Partners 2012"), which is the general partner of Bain Capital Venture Fund 2012, L.P. ("BCV Fund 2012"). As a result, BCV Partners 2012 may be deemed to share voting and dispositive power with respect to the securities held by BCV Fund 2012. BCV Partners 2012 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. A total of 5,962,001 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were contributed in the Rollover, and 19,744,921 shares of the Issuer's Class 1 Common Stock held by BCV Fund 2012 were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, BCV Fund 2012 held no shares of the Issuer's Class 1 Common Stock.
F5: Boylston Coinvestors, LLC is the managing partner of each of BCIP Venture Associates ("BCIP Venture") and BCIP Venture Associates-B ("BCIP Venture-B" and, together with BCV Fund 2012 and BCIP Venture, the "Bain Capital Venture Entities"). A total of 582,272 and 34,674 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were contributed in the Rollover, and 1,928,364 and 114,832 shares of the Issuer's Class 1 Common Stock held by BCIP Venture and BCIP Venture-B, respectively, were automatically converted into the right to receive the Merger Consideration. Following the closing of the Merger, neither BCIP Venture nor BCIP Venture-B held any shares of the Issuer's Class 1 Common Stock.
F6: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, each of BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class 1 Common Stock held by the Bain Capital Venture Entities. Each of BCVI and Messrs. Salem and Agarwal disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein.
FORESCOUT TECHNOLOGIES, INC
Report date August 17, 2020 · Filed August 17, 2020
Section 16 reporting ended · disclosed 2020-08-17. 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 2020-08-17 transaction · row 1
1 source rowRow 1 · 2020-08-17 · Disposition to issuer · Disposed 197,758 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2020-08-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-08-17 · Disposition to issuer · Disposed 125,000 · Balance 0 F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020. F2: The reported shares are held of record by the Enrique Salem 2017 Guarantor Retained Annuity Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to that certain Agreement and Plan of Merger between the Issuer, Ferrari Group Holdings, L.P. and Ferrari Merger Sub, Inc., dated as of February 6, 2020, as amended on July 15, 2020 (the "Amended Merger Agreement"), a copy of the Amended Merger Agreement is filed as Exhibit 2.1 to the Issuer's Form 8-K filed with the SEC on July 16, 2020.
F2: The reported shares are held of record by the Enrique Salem 2017 Guarantor Retained Annuity Trust.
Flywire Corp
Report date May 11, 2023 · Filed May 16, 2023
Section 16 reporting ended · disclosed 2023-05-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | IndirectSee footnotes | 8,795,388 |
Reported balance
After 2023-05-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-05-11 · Sale · Disposed 2,850,000 · Balance 8,795,388 F1: Consists of securities held by Bain Capital Venture Fund 2014, L.P. ("Venture Fund 2014"), Bain Capital Venture Fund 2016, L.P. ("Venture Fund 2016"), Bain Capital Venture Coinvestment Fund II, L.P. ("Venture Coinvestment Fund II"), BCV 2019-MD Coinvestment II, L.P. ("2019-MD Coinvestment II"), BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, LP ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with Venture Fund 2014, Venture Fund 2016, Venture Coinvestment Fund II, 2019-MD Coinvestment II, BCIP Venture, BCIP Venture-B and BCIP Venture II, the "Bain Capital Venture Entities"). F2: Bain Capital Venture Investors, LLC ("BCVI") (i) is the ultimate general partner of Venture Fund 2014, Venture Fund 2016, Venture Coinvestment Fund II and 2019-MD Coinvestment II and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Partner of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of securities held by Bain Capital Venture Fund 2014, L.P. ("Venture Fund 2014"), Bain Capital Venture Fund 2016, L.P. ("Venture Fund 2016"), Bain Capital Venture Coinvestment Fund II, L.P. ("Venture Coinvestment Fund II"), BCV 2019-MD Coinvestment II, L.P. ("2019-MD Coinvestment II"), BCIP Venture Associates ("BCIP Venture"), BCIP Venture Associates-B ("BCIP Venture-B"), BCIP Venture Associates II, LP ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with Venture Fund 2014, Venture Fund 2016, Venture Coinvestment Fund II, 2019-MD Coinvestment II, BCIP Venture, BCIP Venture-B and BCIP Venture II, the "Bain Capital Venture Entities").
F2: Bain Capital Venture Investors, LLC ("BCVI") (i) is the ultimate general partner of Venture Fund 2014, Venture Fund 2016, Venture Coinvestment Fund II and 2019-MD Coinvestment II and (ii) governs the investment strategy and decision-making process with respect to investments held by each of BCIP Venture, BCIP Venture-B, BCIP Venture II and BCIP Venture II-B. Mr. Salem is a member of the Executive Committee and a Partner of BCVI. By virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.
Mandiant, Inc.
Report date September 12, 2022 · Filed September 12, 2022
Section 16 reporting ended · disclosed 2022-09-12. 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 2022-09-12 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-09-12 · Disposition to issuer · Disposed 290,513 · Balance 0 F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Dupin Inc. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger, dated as of March 7, 2022, by and among the Issuer, Google LLC ("Google") and Dupin Inc. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $23.00 in cash. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-09-12 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-09-12 · Disposition to issuer · Disposed 11,528 · Balance 0 F2: At the effective time of the Merger, each outstanding restricted stock unit ("RSU") was canceled and converted into a right to receive an amount in cash equal to the product of (1) $23.00 and (2) the total number of shares of the Issuer's common stock then-subject to such RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Dupin Inc. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger, dated as of March 7, 2022, by and among the Issuer, Google LLC ("Google") and Dupin Inc. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $23.00 in cash.
F2: At the effective time of the Merger, each outstanding restricted stock unit ("RSU") was canceled and converted into a right to receive an amount in cash equal to the product of (1) $23.00 and (2) the total number of shares of the Issuer's common stock then-subject to such RSU.
SmartRent, Inc.
Report date August 09, 2022 · Filed August 12, 2022
Jointly reported with BAIN CAPITAL VENTURE INVESTORS, LLC, Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Investors 2019, LLC, BCV 2019-MD Primary, L.P., BCIP Venture Associates II, L.P., BCIP Venture Associates II-B, LP, Agarwal Ajay
Section 16 reporting ended · disclosed 2022-08-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 19,630,624 |
Last balance in matching sequence
After 2022-08-11 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2022-08-09 · Sale · Disposed 51,400 · Balance 19,793,197 F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.05 to $5.35, inclusive. The reporting persons undertake to provide to the Issuer, any securityholder of 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 ranges set forth in footnotes (4) through (6) to this Form 4. F1: Bain Capital Venture Investors, LLC ("BCVI") is the manager of Bain Capital Venture Investors 2019, LLC ("BCVI 2019"), which is the general partner of each of Bain Capital Venture Fund 2019, L.P. ("BCV Fund 2019") and BCV 2019-MD Primary, L.P. ("BCV MD Primary"). As a result, BCVI 2019 may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class A Common Stock held by BCV Fund 2019 and BCV MD Primary. BCVI 2019 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. On August 9, 2022, August 10, 2022 and August 11, 2022, BCV Fund 2019 sold 44,756, 58,285 and 83,271 shares of the Issuer's Class A Common Stock, respectively, and BCV MD Primary sold 1,721, 2,242 and 3,203 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCV Fund 2019 and BCV MD Primary held 17,092,976 and 657,429 shares of the Issuer's Class A Common Stock, respectively. F2: Boylston Coinvestors, LLC is the general partner of each of BCIP Venture Associates II, L.P. ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with BCV Fund 2019, BCV MD Primary and BCIP Venture II, the "Bain Capital Venture Entities"). On August 9, 2022, August 10, 2022 and August 11, 2022, BCIP Venture II sold 4,553, 5,930 and 8,472 shares of the Issuer's Class A Common Stock, respectively, and BCIP Venture II-B sold 370, 482 and 688 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCIP Venture II and BCIP Venture II-B held 1,738,946 and 141,273 shares of the Issuer's Class A Common Stock, respectively. F3: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 2 · 2022-08-10 · Sale · Disposed 66,939 · Balance 19,726,258 F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.34 to $5.61, inclusive. F1: Bain Capital Venture Investors, LLC ("BCVI") is the manager of Bain Capital Venture Investors 2019, LLC ("BCVI 2019"), which is the general partner of each of Bain Capital Venture Fund 2019, L.P. ("BCV Fund 2019") and BCV 2019-MD Primary, L.P. ("BCV MD Primary"). As a result, BCVI 2019 may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class A Common Stock held by BCV Fund 2019 and BCV MD Primary. BCVI 2019 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. On August 9, 2022, August 10, 2022 and August 11, 2022, BCV Fund 2019 sold 44,756, 58,285 and 83,271 shares of the Issuer's Class A Common Stock, respectively, and BCV MD Primary sold 1,721, 2,242 and 3,203 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCV Fund 2019 and BCV MD Primary held 17,092,976 and 657,429 shares of the Issuer's Class A Common Stock, respectively. F2: Boylston Coinvestors, LLC is the general partner of each of BCIP Venture Associates II, L.P. ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with BCV Fund 2019, BCV MD Primary and BCIP Venture II, the "Bain Capital Venture Entities"). On August 9, 2022, August 10, 2022 and August 11, 2022, BCIP Venture II sold 4,553, 5,930 and 8,472 shares of the Issuer's Class A Common Stock, respectively, and BCIP Venture II-B sold 370, 482 and 688 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCIP Venture II and BCIP Venture II-B held 1,738,946 and 141,273 shares of the Issuer's Class A Common Stock, respectively. F3: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. Row 3 · 2022-08-11 · Sale · Disposed 95,634 · Balance 19,630,624 F6: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.52 to $5.81, inclusive. F1: Bain Capital Venture Investors, LLC ("BCVI") is the manager of Bain Capital Venture Investors 2019, LLC ("BCVI 2019"), which is the general partner of each of Bain Capital Venture Fund 2019, L.P. ("BCV Fund 2019") and BCV 2019-MD Primary, L.P. ("BCV MD Primary"). As a result, BCVI 2019 may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class A Common Stock held by BCV Fund 2019 and BCV MD Primary. BCVI 2019 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. On August 9, 2022, August 10, 2022 and August 11, 2022, BCV Fund 2019 sold 44,756, 58,285 and 83,271 shares of the Issuer's Class A Common Stock, respectively, and BCV MD Primary sold 1,721, 2,242 and 3,203 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCV Fund 2019 and BCV MD Primary held 17,092,976 and 657,429 shares of the Issuer's Class A Common Stock, respectively. F2: Boylston Coinvestors, LLC is the general partner of each of BCIP Venture Associates II, L.P. ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with BCV Fund 2019, BCV MD Primary and BCIP Venture II, the "Bain Capital Venture Entities"). On August 9, 2022, August 10, 2022 and August 11, 2022, BCIP Venture II sold 4,553, 5,930 and 8,472 shares of the Issuer's Class A Common Stock, respectively, and BCIP Venture II-B sold 370, 482 and 688 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCIP Venture II and BCIP Venture II-B held 1,738,946 and 141,273 shares of the Issuer's Class A Common Stock, respectively. F3: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Bain Capital Venture Investors, LLC ("BCVI") is the manager of Bain Capital Venture Investors 2019, LLC ("BCVI 2019"), which is the general partner of each of Bain Capital Venture Fund 2019, L.P. ("BCV Fund 2019") and BCV 2019-MD Primary, L.P. ("BCV MD Primary"). As a result, BCVI 2019 may be deemed to share voting and dispositive power with respect to the shares of the Issuer's Class A Common Stock held by BCV Fund 2019 and BCV MD Primary. BCVI 2019 disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein. On August 9, 2022, August 10, 2022 and August 11, 2022, BCV Fund 2019 sold 44,756, 58,285 and 83,271 shares of the Issuer's Class A Common Stock, respectively, and BCV MD Primary sold 1,721, 2,242 and 3,203 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCV Fund 2019 and BCV MD Primary held 17,092,976 and 657,429 shares of the Issuer's Class A Common Stock, respectively.
F2: Boylston Coinvestors, LLC is the general partner of each of BCIP Venture Associates II, L.P. ("BCIP Venture II") and BCIP Venture Associates II-B, LP ("BCIP Venture II-B" and, together with BCV Fund 2019, BCV MD Primary and BCIP Venture II, the "Bain Capital Venture Entities"). On August 9, 2022, August 10, 2022 and August 11, 2022, BCIP Venture II sold 4,553, 5,930 and 8,472 shares of the Issuer's Class A Common Stock, respectively, and BCIP Venture II-B sold 370, 482 and 688 shares of the Issuer's Class A Common Stock, respectively. Following such sales, BCIP Venture II and BCIP Venture II-B held 1,738,946 and 141,273 shares of the Issuer's Class A Common Stock, respectively.
F3: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of BCVI, which consists of Enrique Salem and Ajay Agarwal. As a result, BCVI and Messrs. Salem and Agarwal may be deemed to share voting and dispositive power with respect to the securities held by the Bain Capital Venture Entities. BCVI and Messrs. Salem and Agarwal disclaim beneficial ownership of such securities except to the extent of their pecuniary interest therein.
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.05 to $5.35, inclusive. The reporting persons undertake to provide to the Issuer, any securityholder of 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 ranges set forth in footnotes (4) through (6) to this Form 4.
F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.34 to $5.61, inclusive.
F6: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.52 to $5.81, inclusive.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 22:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-382218 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,288 Underlying: Common Stock · 1,096 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vesting commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to a vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 22:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-382218 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,414 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 |
| July 08, 2026 Filed Jul 10, 2026 18:40 UTC | Netskope Inc NTSK · Entity 3824 | GrantRestricted Stock Units · Derivative | 16,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-301124 · ownership.xml · derivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,778 Underlying: Class A Commom Stock · 16,778 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit, or RSU, represents a contingent right to receive one share of Issuer Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest on the earlier of (i) July 8, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders. F2 · derivative.expiration_date: The RSUs vest on the earlier of (i) July 8, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 4,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-254093 · ownership.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,384 Underlying: Common Stock · 4,384 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs have a vesting commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F3 · derivative.expiration_date: The RSUs have a vesting commencement date of June 1, 2026 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-254093 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 729 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 23:37 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-254093 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,318 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. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:52 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089115 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 729 Underlying: Common Stock · 729 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:52 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-089115 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,589 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 |
| December 09, 2025 Filed Apr 3, 2026 21:16 UTC | Netskope Inc NTSK · Entity 3824 | ConversionClass B Common Stock · Derivative | 1,220,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001295402-26-000002 · form4-04032026_090416.xml · derivative · entry 4 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,220,562 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 Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F3 · derivative.expiration_date: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. Read SEC document |
| December 09, 2025 Filed Apr 3, 2026 21:16 UTC | Netskope Inc NTSK · Entity 3824 | ConversionClass A Common Stock | 1,220,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295402-26-000002 · form4-04032026_090416.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220,562 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 Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. Read SEC document |
| December 03, 2025 Filed Apr 3, 2026 21:16 UTC | Netskope Inc NTSK · Entity 3824 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001295402-26-000002 · form4-04032026_090416.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 200,000 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 share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F3 · derivative.expiration_date: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: The shares are held of record by The Enrique Salem 2017 Grantor Retained Annuity Trust for which the reporting person serves as trustee. Read SEC document |
| December 03, 2025 Filed Apr 3, 2026 21:16 UTC | Netskope Inc NTSK · Entity 3824 | ConversionClass A Common Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295402-26-000002 · form4-04032026_090416.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 200,000 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 share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F2 · ownership.nature: The shares are held of record by The Enrique Salem 2017 Grantor Retained Annuity Trust for which the reporting person serves as trustee. Read SEC document |
| November 29, 2025 Filed Dec 2, 2025 23:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-305536 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458 Underlying: Common Stock · 729 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| November 29, 2025 Filed Dec 2, 2025 23:06 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-305536 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,860 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 |
| September 19, 2025 Filed Sep 23, 2025 00:14 UTC | Netskope Inc NTSK · Entity 3824 | OtherClass B Common Stock · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-092235 · tm2526612-2_4seq1.xml · derivative · entry 4 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 200,000 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F4 · derivative.expiration_date: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. F2 · ownership.nature: The shares are held of record by The Enrique Salem 2017 Grantor Retained Annuity Trust for which the reporting person serves as trustee. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 00:14 UTC | Netskope Inc NTSK · Entity 3824 | OtherClass B Common Stock · Derivative | 1,220,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-092235 · tm2526612-2_4seq1.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220,562 Underlying: Class A Common Stock · 1,220,562 shares Expires not disclosed F3 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder. F4 · derivative.expiration_date: The shares of Class B Common Stock automatically convert to shares of Class A Common Stock on a 1:1 basis on or prior to September 19, 2035 as set forth in the Issuer's amended and restated certificate of incorporation. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 00:14 UTC | Netskope Inc NTSK · Entity 3824 | OtherCommon Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-092235 · tm2526612-2_4seq1.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · ownership.nature: The shares are held of record by The Enrique Salem 2017 Grantor Retained Annuity Trust for which the reporting person serves as trustee. Read SEC document |
| September 19, 2025 Filed Sep 23, 2025 00:14 UTC | Netskope Inc NTSK · Entity 3824 | OtherCommon Stock | 1,220,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-092235 · tm2526612-2_4seq1.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class B Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 00:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112643 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock · 729 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 00:26 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112643 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,131 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 |
| June 26, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass B Common Stock · Derivative | 20,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · derivative · entry 9 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,359,640 Underlying: Class A Common Stock · 20,423 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 Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F3 · derivative.exercise_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | SaleClass A Common Stock | 1,041 | $91.36 | $95,106.59 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 6 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.20 to $91.5394, inclusive. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | SaleClass A Common Stock | 2,704 | $90.35 | $244,308.56 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 5 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,041 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.13 to $91.02, inclusive. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | SaleClass A Common Stock | 18,179 | $89.60 | $1,628,872.94 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 4 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 3,745 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.10 to $90.10, inclusive. The reporting person undertakes to provide to Rubrik, Inc. 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 ranges set forth in footnotes (5) through (7) herein. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass A Common Stock | 20,423 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 21,924 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 · price: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass B Common Stock · Derivative | 679,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · derivative · entry 8 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,380,063 Underlying: Class A Common Stock · 679,577 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 Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F3 · derivative.exercise_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F3 · derivative.expiration_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | OtherClass A Common Stock | 678,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 1,501 F4 · kind: On June 24, 2025, certain of the Bain Capital Venture Entities distributed an aggregate of 678,076 shares of Class A Common Stock to one or more partners in pro-rata in-kind distributions without consideration, including an aggregate of 6,861 shares of Class A Common Stock that were distributed to Mr. Salem. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 27, 2025 00:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass A Common Stock | 679,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-090572 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 679,577 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 · price: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. F1 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Partners 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., Bain Capital Venture Coinvestment II Partners, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F2 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 11:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass B Common Stock · Derivative | 700,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087062 · ownership.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,059,640 Underlying: Class A Common Stock · 700,000 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: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On June 13, 2025, the Bain Capital Venture Entities (as defined below) directed the sale of 700,000 shares of Class B Common Stock, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On June 13, 2025, the Bain Capital Venture Entities (as defined below) directed the sale of 700,000 shares of Class B Common Stock, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On June 13, 2025, the Bain Capital Venture Entities (as defined below) directed the sale of 700,000 shares of Class B Common Stock, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F2 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F3 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 11:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | SaleClass A Common Stock | 700,000 | $91.09 | $63,763,000.00 |
DisclosureSEC source: 0000950170-25-087062 · ownership.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F2 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F3 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 11:00 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass A Common Stock | 700,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-087062 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 700,000 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: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On June 13, 2025, the Bain Capital Venture Entities (as defined below) directed the sale of 700,000 shares of Class B Common Stock, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F2 · ownership.nature: Represents securities held directly by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F3 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 29, 2025 Filed May 30, 2025 23:04 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079955 · ownership.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,916 Underlying: Common Stock · 2,916 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F3 · derivative.expiration_date: The RSUs have a vesting commencement date of May 29, 2025 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| May 29, 2025 Filed May 30, 2025 23:04 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079955 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,069 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 31, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 31, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| May 29, 2025 Filed May 30, 2025 23:04 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079955 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,402 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 |
| February 28, 2025 Filed Mar 3, 2025 23:41 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031165 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,069 Underlying: Common Stock · 1,068 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 31, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 31, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 23:41 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031165 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,333 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 |
| January 15, 2025 Filed Jan 17, 2025 01:32 UTC | Rubrik, Inc. RBRK · Entity 2594 | GrantClass A Common Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-006416 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76 F1 · kind: Represents the grant of restricted stock units that are fully vested as of the date of grant. Read SEC document |
| January 10, 2025 Filed Jan 15, 2025 00:44 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0000950170-25-005546 · ownership.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2025-03-10 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_date: This stock option was fully vested on the transaction date. Read SEC document |
| January 10, 2025 Filed Jan 15, 2025 00:44 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | SaleCommon Stock | 10,000 | $91.56 | $915,610.00 |
DisclosureSEC source: 0000950170-25-005546 · ownership.xml · nonDerivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,265 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.55 to $91.60, inclusive. The reporting person undertakes to provide to DocuSign, Inc., any security holder of DocuSign, Inc. 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 set forth herein. Read SEC document |
| January 10, 2025 Filed Jan 15, 2025 00:44 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 10,000 | $13.43 | $134,300.00 |
DisclosureSEC source: 0000950170-25-005546 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,265 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 |
| December 11, 2024 Filed Jan 31, 2025 22:11 UTC Amendment | Atlassian Corp TEAM · Entity 3039 | GrantClass A Common Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-011877 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,623 F1 · shares: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award. Read SEC document |
| December 06, 2024 Filed Dec 6, 2024 23:05 UTC | Atlassian Corp TEAM · Entity 3039 | GrantClass A Common Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134243 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,615 F1 · shares: Represents an award of restricted stock units under the Atlassian Corporation ("Atlassian") Amended and Restated 2015 Share Incentive Plan. Each restricted stock unit represents the contingent right to receive, upon vesting of the unit, one share of Atlassian Class A common stock. The restricted stock units will vest in accordance with the terms of the underlying award. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 21:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-132797 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,137 Underlying: Common Stock · 1,068 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 21:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-132797 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,265 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 |
| August 29, 2024 Filed Aug 29, 2024 23:40 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-102015 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,205 Underlying: Common Stock · 1,068 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F2 · derivative.expiration_date: The RSUs have a vest commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 23:40 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 1,068 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-102015 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,197 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 |
| May 29, 2024 Filed May 31, 2024 20:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 4,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067353 · ownership.xml · derivative · entry 3 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,273 Underlying: Common Stock · 4,273 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The RSUs have a vesting commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. F3 · derivative.expiration_date: The RSUs have a vesting commencement date of May 29, 2024 and will vest in equal quarterly installments over one year, provided that the fourth quarterly installment shall vest in full on the earlier of (i) the date of the Company's next annual meeting of stockholders and (ii) the one year anniversary of the grant, in each case, subject to the Reporting Person being a service provider through each such date. The RSUs do not expire. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067353 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 998 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 restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs vested in equal quarterly installments over one year, with a vesting commencement date of May 31, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs did not have an expiration date. F2 · derivative.expiration_date: The RSUs vested in equal quarterly installments over one year, with a vesting commencement date of May 31, 2023, in each case subject to the Reporting Person being a service provider through each such date. The RSUs did not have an expiration date. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:30 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067353 · ownership.xml · nonDerivative · entry 1 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,129 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 |
| April 29, 2024 Filed May 2, 2024 01:03 UTC | Rubrik, Inc. RBRK · Entity 2594 | ConversionClass B Common Stock · Derivative | 2,759,640 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-051530 · ownership.xml · derivative · entry 2 Salem Enrique T · CIK 0001295402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,759,640 Underlying: Class A Common Stock · 2,759,640 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. F2 · derivative.exercise_price: Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is also convertible at any time at the option of the holder thereof into one share of Class A Common Stock. F2 · derivative.exercise_date: Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is also convertible at any time at the option of the holder thereof into one share of Class A Common Stock. F2 · derivative.expiration_date: Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock is also convertible at any time at the option of the holder thereof into one share of Class A Common Stock. F3 · ownership.nature: Represents securities held by Bain Capital Venture Fund 2019, L.P., Bain Capital Venture Coinvestment Fund II, L.P., BCV 2019-MD Primary, L.P., BCV 2019-MD Coinvestment II, L.P., BCIP Venture Associates II, L.P. and BCIP Venture Associates II-B, L.P. (collectively, the "Bain Capital Venture Entities"). F4 · ownership.nature: The governance, investment strategy and decision-making process with respect to the investments held by the Bain Capital Venture Entities is directed by the Executive Committee of Bain Capital Venture Investors, LLC ("BCVI"). Mr. Salem is a Partner of BCVI and a member of the Executive Committee. Accordingly, by virtue of the relationships described in this footnote, Mr. Salem may be deemed to share voting and dispositive power with respect to all of the securities held by the Bain Capital Venture Entities. Mr. Salem disclaims beneficial ownership of such securities except to the extent of his 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.