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 |
|---|---|---|---|---|---|---|
| July 15, 2018 Filed Jul 17, 2018 21:22 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000141 · wf-form4_153186255043222.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,041 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, 2018 Filed Jul 17, 2018 21:22 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 116 | $59.68 | $6,922.88 |
DisclosureSEC source: 0001463172-18-000141 · wf-form4_153186255043222.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,397 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, 2018 Filed Jul 17, 2018 21:22 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000141 · wf-form4_153186255043222.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,513 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, 2018 Filed Jul 17, 2018 21:22 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,446 | $59.68 | $86,297.28 |
DisclosureSEC source: 0001463172-18-000141 · wf-form4_153186255043222.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280 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, 2018 Filed Jul 17, 2018 21:22 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000141 · wf-form4_153186255043222.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,726 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 75 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: 1/12th 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,682 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. 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 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · derivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,167 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. F4 · 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · derivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,084 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. F3 · 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 38 | $59.43 | $2,258.34 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,810 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,848 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 320 | $59.43 | $19,017.60 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,773 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,093 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 117 | $59.43 | $6,953.31 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,449 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,566 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,447 | $59.43 | $85,995.21 |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,332 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 |
| June 15, 2018 Filed Jun 19, 2018 20:32 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000133 · wf-form4_152944034760200.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,779 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601 Underlying: Common Stock · 75 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. F7 · derivative.exercise_date: 1/12th 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,326 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · derivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,401 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · derivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,001 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 38 | $55.00 | $2,090.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,862 F3 · 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,900 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 319 | $55.00 | $17,545.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,825 F3 · 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 643 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,144 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 116 | $55.00 | $6,380.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,501 F3 · 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,617 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,036 | $55.00 | $56,980.00 |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,384 F3 · 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 |
| May 15, 2018 Filed May 17, 2018 20:14 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000068 · wf-form4_152658801357683.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,420 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. F2 · balance_after: Includes 1,092 shares acquired by the Reporting Person on May 14, 2018 pursuant to the Issuer's Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c). Read SEC document |
| May 07, 2018 Filed May 8, 2018 22:19 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $23.44 | $0.00 |
DisclosureSEC source: 0001463172-18-000062 · wf-form4_152581793950709.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 2,500 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 14, 2017. 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 |
| May 07, 2018 Filed May 8, 2018 22:19 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,500 | $53.84 | $134,600.00 |
DisclosureSEC source: 0001463172-18-000062 · wf-form4_152581793950709.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,411 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 14, 2017. Read SEC document |
| May 07, 2018 Filed May 8, 2018 22:19 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,500 | $23.44 | $58,600.00 |
DisclosureSEC source: 0001463172-18-000062 · wf-form4_152581793950709.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,911 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 14, 2017. Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:05 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 30,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-005581 · wf-form4_152521590524139.xml · derivative · entry 2 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: 30,107 Underlying: Class A Common Stock · 30,107 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. F2 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F2 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F3 · 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 |
| May 01, 2018 Filed May 1, 2018 23:05 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionSeries F Preferred Stock · Derivative | 30,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-005581 · wf-form4_152521590524139.xml · derivative · 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: 0 Underlying: Class B Common Stock · 30,107 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: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.exercise_date: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F1 · derivative.expiration_date: Each share of the issuer's Series F Preferred Stock automatically converted into 1 share of the issuer's Class B Common Stock on May 1, 2018 in connection with the closing of the issuer's sale of its Class A Common Stock in its firm commitment initial public offering (the "IPO") pursuant to a registration statement on Form S-1 (File No. 333-223914) under the Securities Act of 1933, as amended, and had no expiration date. F2 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F3 · 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 |
| April 26, 2018 Filed Apr 30, 2018 21:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-005413 · wf-form4_152512272212265.xml · derivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2028-04-26 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · derivative.exercise_date: The RSUs shall fully vest on the earlier of (1) the date of the next annual meeting of the issuer's shareholders following the issuer's initial public offering and (2) the date that is one year following the effective date of the award of the RSUs, subject to continued service through the vesting date. Read SEC document |
| April 20, 2018 Filed Apr 21, 2018 00:24 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 500 | $49.67 | $24,835.00 |
DisclosureSEC source: 0001463172-18-000060 · wf-form4_152427026079706.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,411 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 14, 2017. Read SEC document |
| April 17, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $23.44 | $0.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · derivative · entry 15 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,500 Underlying: Common Stock · 2,500 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. F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 14, 2017. F8 · 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 |
| April 17, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | SaleCommon Stock | 2,500 | $50.00 | $125,000.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 10 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,911 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 14, 2017. Read SEC document |
| April 17, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 2,500 | $23.44 | $58,600.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 9 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,411 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Elena Gomez on December 14, 2017. Read SEC document |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · derivative · entry 14 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676 Underlying: Common Stock · 75 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. F7 · derivative.exercise_date: 1/12th 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · derivative · entry 13 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,969 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · derivative · entry 12 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,634 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 2,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · derivative · entry 11 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,918 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 26 | $48.85 | $1,270.10 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 8 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,911 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 7 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,937 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 223 | $48.85 | $10,893.55 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 6 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,085 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 81 | $48.85 | $3,956.85 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,441 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,522 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 |
| April 15, 2018 Filed Apr 17, 2018 23:35 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 1,009 | $48.85 | $49,289.65 |
DisclosureSEC source: 0001463172-18-000056 · wf-form4_152400810753198.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,289 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.