Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PagerDuty, Inc.PD · Entity 4906 | Director | June 18, 2026 | June 23, 2026 |
| Toast, Inc.TOST · Entity 3272 | President, CFO | October 01, 2026 | October 05, 2026 |
| Zendesk, Inc.ZEN · Entity 122051 | Chief Financial Officer | April 15, 2021 | April 17, 2021 |
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.
PagerDuty, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,424 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 21,816 · Balance 66,424 F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date. F2: A portion of these shares represent Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date.
F2: A portion of these shares represent Restricted Stock Units.
Toast, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 171,957 |
Ending reported balance
After 2026-10-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 6,331 · Balance 166,481 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 2 · 2026-10-01 · Exercise / conversion · Acquired 6,316 · Balance 172,797 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 4,716 · Balance 177,513 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 4 · 2026-10-01 · Exercise / conversion · Acquired 6,330 · Balance 183,843 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 5 · 2026-10-02 · Sale · Disposed 11,886 · Balance 171,957 F2: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,661 |
Reported balance
After 2026-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-10-01 · Exercise / conversion · Disposed 6,331 · Balance 12,661 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 37,897 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-01 · Exercise / conversion · Disposed 6,316 · Balance 37,897 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,159 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-01 · Exercise / conversion · Disposed 4,716 · Balance 47,159 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F5: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 88,616 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 6,330 · Balance 88,616 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F6: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.
F2: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.
F3: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.
F4: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.
F5: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.
F6: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2026.
Zendesk, Inc.
Report date April 15, 2021 · Filed April 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,665 |
Ending reported balance
After 2021-04-15 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2021-04-15 · Exercise / conversion · Acquired 233 · Balance 6,326 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2021-04-15 · Tax withholding · Disposed 116 · Balance 6,210 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 3 · 2021-04-15 · Exercise / conversion · Acquired 643 · Balance 6,853 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2021-04-15 · Tax withholding · Disposed 319 · Balance 6,534 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 5 · 2021-04-15 · Exercise / conversion · Acquired 415 · Balance 6,949 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 6 · 2021-04-15 · Tax withholding · Disposed 206 · Balance 6,743 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 7 · 2021-04-15 · Exercise / conversion · Acquired 544 · Balance 7,287 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 8 · 2021-04-15 · Tax withholding · Disposed 270 · Balance 7,017 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 9 · 2021-04-15 · Exercise / conversion · Acquired 295 · Balance 7,312 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 10 · 2021-04-15 · Tax withholding · Disposed 147 · Balance 7,165 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 11 · 2021-04-15 · Exercise / conversion · Acquired 4,000 · Balance 11,165 F3: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on November 23, 2020. Row 12 · 2021-04-15 · Sale · Disposed 6,500 · Balance 4,665 F3: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on November 23, 2020. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2024-05-09 | Direct | 234 |
Reported balance
After 2021-04-15 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2021-04-15 · Exercise / conversion · Disposed 233 · Balance 234 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2017, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2025-02-08 | Direct | 5,795 |
Reported balance
After 2021-04-15 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2021-04-15 · Exercise / conversion · Disposed 643 · Balance 5,795 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2018, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-02-07 | Direct | 8,707 |
Reported balance
After 2021-04-15 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2021-04-15 · Exercise / conversion · Disposed 415 · Balance 8,707 F1: Restricted stock units convert into common stock on a one-for-one basis. F6: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2019, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-02-10 | Direct | 18,486 |
Reported balance
After 2021-04-15 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2021-04-15 · Exercise / conversion · Disposed 544 · Balance 18,486 F1: Restricted stock units convert into common stock on a one-for-one basis. F7: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of February 15, 2020, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2028-02-08 | Direct | 13,577 |
Reported balance
After 2021-04-15 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2021-04-15 · Exercise / conversion · Disposed 295 · Balance 13,577 F1: Restricted stock units convert into common stock on a one-for-one basis. F8: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of February 15, 2021, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.44 · Expires 2026-05-06 | Direct | 51,000 |
Reported balance
After 2021-04-15 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2021-04-15 · Exercise / conversion · Disposed 4,000 · Balance 51,000 F3: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on November 23, 2020. F9: 1/4th of the shares subject to the option shall vest and become exercisable one year after the vesting commencement date of May 2, 2016, and an additional 1/48th of the shares shall vest and become exercisable each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. The Reporting Person will be eligible to participate in the Issuers's Change of Control Acceleration Plan. If the Reporting Person elects to participate in the Issuers's Change of Control Acceleration Plan, unvested shares will be subject to acceleration upon the occurrence of certain events described therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person.
F3: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on November 23, 2020.
F4: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2017, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F5: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2018, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F6: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2019, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F7: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of February 15, 2020, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F8: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of February 15, 2021, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F9: 1/4th of the shares subject to the option shall vest and become exercisable one year after the vesting commencement date of May 2, 2016, and an additional 1/48th of the shares shall vest and become exercisable each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. The Reporting Person will be eligible to participate in the Issuers's Change of Control Acceleration Plan. If the Reporting Person elects to participate in the Issuers's Change of Control Acceleration Plan, unvested shares will be subject to acceleration upon the occurrence of certain events described therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SMARTSHEET INC
Report date June 14, 2024 · Filed June 18, 2024
Section 16 reporting ended · disclosed 2024-06-18. 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 | Direct | 15,566 |
Reported balance
After 2024-06-14 transaction · row 1
1 source rowRow 1 · 2024-06-14 · Exercise / conversion · Acquired 4,401 · Balance 15,566 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2033-06-16 | Direct | 0 |
Reported balance
After 2024-06-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-14 · Exercise / conversion · Disposed 4,401 · Balance 0 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3: The RSUs fully vested on June 14, 2024. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Juan L. Gomez and Elena C. Gomez Declaration of Trust | 20,107 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,107 F2: These securities are held of record by Juan L. Gomez and Elena C. Gomez, Trustees of the Juan L. Gomez and Elena C. Gomez Declaration of Trust Dated April 2, 2009. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement.
F2: These securities are held of record by Juan L. Gomez and Elena C. Gomez, Trustees of the Juan L. Gomez and Elena C. Gomez Declaration of Trust Dated April 2, 2009.
F3: The RSUs fully vested on June 14, 2024.
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 20, 2019 Filed Sep 21, 2019 00:20 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,500 | $77.53 | $193,825.00 |
DisclosureSEC source: 0001463172-19-000401 · wf-form4_156902518396894.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,914 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| September 20, 2019 Filed Sep 21, 2019 00:20 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,000 | $77.53 | $155,060.00 |
DisclosureSEC source: 0001463172-19-000401 · wf-form4_156902518396894.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,414 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| September 20, 2019 Filed Sep 21, 2019 00:20 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,000 | $23.44 | $46,880.00 |
DisclosureSEC source: 0001463172-19-000401 · wf-form4_156902518396894.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,414 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class A Common Stock) · Derivative | 130,000 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-19-000073 · wf-form4_156927711761993.xml · derivative · entry 5 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Class A Common Stock · 130,000 shares Expires 2027-10-13 F3 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. F4 · derivative.exercise_date: The option vests as to 2.778% of the total shares monthly, commencing on September 13, 2017, with 100% of the total shares vested and exercisable on October 13, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class B Common Stock) · Derivative | 130,000 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-19-000073 · wf-form4_156927711761993.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 130,000 shares Expires 2027-10-13 F3 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. F4 · derivative.exercise_date: The option vests as to 2.778% of the total shares monthly, commencing on September 13, 2017, with 100% of the total shares vested and exercisable on October 13, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 20,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-19-000073 · wf-form4_156927711761993.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Juan L. Gomez and Elena C. Gomez Declaration of Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 20,107 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: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F1 · derivative.exercise_date: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F1 · derivative.expiration_date: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F2 · ownership.nature: These securities are held of record by Juan L. Gomez and Elena C Gomez, Trustees of the Juan L. Gomez and Elena C. Gomez Declaration of Trust Dated April 2, 2009. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:18 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 20,107 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-19-000073 · wf-form4_156927711761993.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Juan L. Gomez and Elena C. Gomez Declaration of Trust Disclosed balance after: 20,107 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: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F2 · ownership.nature: These securities are held of record by Juan L. Gomez and Elena C Gomez, Trustees of the Juan L. Gomez and Elena C. Gomez Declaration of Trust Dated April 2, 2009. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,026 Underlying: Common Stock · 643 shares Expires 2025-02-08 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2018, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,667 Underlying: Common Stock · 234 shares Expires 2024-05-09 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2017, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · derivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,335 Underlying: Common Stock · 2,917 shares Expires 2023-05-06 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: 1/4th of the shares issuable pursuant to the restricted stock units shall vest one year after the vesting commencement date of May 15, 2016 and an additional 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · derivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,584 Underlying: Common Stock · 414 shares Expires 2026-02-07 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2019, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 319 | $73.46 | $23,433.74 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,414 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 643 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,733 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 117 | $73.46 | $8,594.82 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,090 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,207 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,447 | $73.46 | $106,296.62 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,973 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,420 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 206 | $73.46 | $15,132.76 |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,503 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2019 Filed Sep 17, 2019 22:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 414 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000386 · wf-form4_156875950830817.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,709 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:51 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $23.44 | $0.00 |
DisclosureSEC source: 0001463172-19-000366 · wf-form4_156650705036201.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 2,000 shares Expires 2026-05-06 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. F2 · derivative.exercise_date: 1/4th of the shares subject to the option vested and became exercisable one year after the vesting commencement date of May 2, 2016, and an additional 1/48th of the shares shall vest and become exercisable each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:51 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 3,000 | $76.60 | $229,800.00 |
DisclosureSEC source: 0001463172-19-000366 · wf-form4_156650705036201.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,295 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:51 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,000 | $76.60 | $153,200.00 |
DisclosureSEC source: 0001463172-19-000366 · wf-form4_156650705036201.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,295 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:51 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,000 | $23.44 | $46,880.00 |
DisclosureSEC source: 0001463172-19-000366 · wf-form4_156650705036201.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,295 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,669 Underlying: Common Stock · 644 shares Expires 2025-02-08 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2018, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,901 Underlying: Common Stock · 233 shares Expires 2024-05-09 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2017, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · derivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,252 Underlying: Common Stock · 2,916 shares Expires 2023-05-06 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: 1/4th of the shares issuable pursuant to the restricted stock units shall vest one year after the vesting commencement date of May 15, 2016 and an additional 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · derivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,998 Underlying: Common Stock · 415 shares Expires 2026-02-07 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2019, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 320 | $74.70 | $23,904.00 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,295 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,615 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 116 | $74.70 | $8,665.20 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,971 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,087 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,446 | $74.70 | $108,016.20 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,854 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,300 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 206 | $74.70 | $15,388.20 |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,384 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| August 15, 2019 Filed Aug 17, 2019 01:11 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000346 · wf-form4_156600428781612.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,590 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $23.44 | $0.00 |
DisclosureSEC source: 0001463172-19-000306 · wf-form4_156391337521292.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,000 Underlying: Common Stock · 2,000 shares Expires 2026-05-06 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. F2 · derivative.exercise_date: 1/4th of the shares subject to the option vested and became exercisable one year after the vesting commencement date of May 2, 2016, and an additional 1/48th of the shares shall vest and become exercisable each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 3,000 | $91.21 | $273,630.00 |
DisclosureSEC source: 0001463172-19-000306 · wf-form4_156391337521292.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,175 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,000 | $91.21 | $182,420.00 |
DisclosureSEC source: 0001463172-19-000306 · wf-form4_156391337521292.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,175 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,000 | $23.44 | $46,880.00 |
DisclosureSEC source: 0001463172-19-000306 · wf-form4_156391337521292.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,175 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 13, 2018. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,313 Underlying: Common Stock · 644 shares Expires 2025-02-08 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: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2018, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,134 Underlying: Common Stock · 233 shares Expires 2024-05-09 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2017, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · derivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,168 Underlying: Common Stock · 2,917 shares Expires 2023-05-06 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: 1/4th of the shares issuable pursuant to the restricted stock units shall vest one year after the vesting commencement date of May 15, 2016 and an additional 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month thereafter, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · derivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,413 Underlying: Common Stock · 415 shares Expires 2026-02-07 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of January 15, 2019, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 320 | $93.62 | $29,958.40 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,175 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,495 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 116 | $93.62 | $10,859.92 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,851 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,967 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,447 | $93.62 | $135,468.14 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,734 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,181 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 23:01 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 206 | $93.62 | $19,285.72 |
DisclosureSEC source: 0001463172-19-000294 · wf-form4_156331807903807.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,264 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. 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.