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 01, 2023 Filed Jul 5, 2023 20:15 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 6,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,958 Underlying: Class A Common Stock · 6,330 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:15 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 23,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,065 Underlying: Class A Common Stock · 23,435 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:15 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 6,330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,274 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:15 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 23,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000254 · wk-form4_1688588105.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,944 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 22:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 5,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000072 · wk-form4_1687298915.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,162 shares Expires 2031-06-17 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 RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs fully vested on June 16, 2023. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 22:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000072 · wk-form4_1687298915.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,802 Underlying: Class A Common Stock · 4,401 shares Expires 2033-06-16 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 (a) the date of the 2024 annual meeting of the issuer's shareholders and (b) June 16, 2024, subject to continued service through the vesting date. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 22:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000072 · wk-form4_1687298915.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,165 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document |
| June 16, 2023 Filed Oct 3, 2023 22:35 UTC Amendment | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001674159-23-000003 · wk-form4a_1696372517.xml · derivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,401 Underlying: Class A Common Stock · 4,401 shares Expires 2033-06-16 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 (a) the date of the 2024 annual meeting of the issuer's shareholders, and (b) June 16, 2024, subject to continued service through the vesting date. F3 · balance_after: This amended Form 4 is being filed solely to correct an inadvertent error in the number of securities beneficially owned following this reported transaction on the Form 4 filed on June 20, 2023. All other information reported in the Form 4 remains the same. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:42 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 8,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005281 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,375 F1 · shares: Represents 8,131 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| May 02, 2023 Filed May 3, 2023 20:40 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 2,058 | $17.16 | $35,315.28 |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,509 F2 · kind: 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. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:40 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,035 Underlying: Class A Common Stock · 3,912 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:40 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000143 · wf-form4_168314643277440.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,567 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 20:47 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 10,293 | $17.59 | $181,064.16 |
DisclosureSEC source: 0001650164-23-000104 · wf-form4_168072760927060.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,655 F1 · kind: 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. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:52 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 23,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000098 · wf-form4_168064153309953.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,500 Underlying: Class A Common Stock · 23,440 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:52 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 23,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000098 · wf-form4_168064153309953.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,948 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:42 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001562180-23-003424 · primarydocument.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,140 Underlying: Common Stock · 20,000 shares Expires 2028-10-22 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 10b5-1 trading plan adopted by the reporting person on April 8, 2022 F4 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:42 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 23,165 | $35.04 | $811,701.60 |
DisclosureSEC source: 0001562180-23-003424 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,244 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person on April 8, 2022 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.10 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:42 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 20,000 | $11.61 | $232,200.00 |
DisclosureSEC source: 0001562180-23-003424 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,409 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 10b5-1 trading plan adopted by the reporting person on April 8, 2022 F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:38 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 101,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000077 · wf-form4_167882631857564.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,288 Underlying: Class A Common Stock · 101,288 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 20:38 UTC | Toast, Inc. TOST · Entity 3272 | GrantStock Option (Right to Buy) · Derivative | 304,321 | $0.00 Strike: $17.33 | $0.00 |
DisclosureSEC source: 0001650164-23-000077 · wf-form4_167882631857564.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,321 Underlying: Class A Common Stock · 304,321 shares Expires 2033-03-10 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2023. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 21:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,248 | $24.21 | $30,207.84 |
DisclosureSEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,508 F2 · kind: 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. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:33 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,913 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,947 Underlying: Class A Common Stock · 3,913 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:33 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,913 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000037 · wf-form4_167545997692340.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,756 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 22:30 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 8,626 | $18.05 | $155,656.17 |
DisclosureSEC source: 0001650164-23-000016 · wf-form4_167295781123847.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,843 F1 · kind: 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. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:06 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 23,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000004 · wf-form4_167286996850243.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,940 Underlying: Class A Common Stock · 23,435 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:06 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 23,435 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000004 · wf-form4_167286996850243.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,469 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| November 02, 2022 Filed Nov 3, 2022 21:02 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 2,024 | $21.18 | $42,862.25 |
DisclosureSEC source: 0001650164-22-000132 · wf-form4_166750933391228.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,034 F2 · kind: 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. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:02 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000132 · wf-form4_166750933391228.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,860 Underlying: Class A Common Stock · 3,912 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:02 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-22-000132 · wf-form4_166750933391228.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,058 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 20:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 6,250 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-22-000145 · wf-form4_166604019076769.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,000 Underlying: Class A Common Stock · 6,250 shares Expires 2027-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 20:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 6,250 | $33.88 | $211,750.00 |
DisclosureSEC source: 0001366561-22-000145 · wf-form4_166604019076769.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 20:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 6,250 | $5.28 | $33,000.00 |
DisclosureSEC source: 0001366561-22-000145 · wf-form4_166604019076769.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 20:26 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 11,253 | $17.27 | $194,316.80 |
DisclosureSEC source: 0001650164-22-000114 · wf-form4_166500158068827.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,146 F1 · kind: 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. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:24 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 23,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000106 · wf-form4_166491864615327.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,375 Underlying: Class A Common Stock · 23,440 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:24 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 23,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-22-000106 · wf-form4_166491864615327.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,399 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:59 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 6,250 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-22-000142 · wf-form4_166336555302515.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,250 Underlying: Class A Common Stock · 6,250 shares Expires 2027-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:59 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 6,250 | $37.17 | $232,312.50 |
DisclosureSEC source: 0001366561-22-000142 · wf-form4_166336555302515.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:59 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 6,250 | $5.28 | $33,000.00 |
DisclosureSEC source: 0001366561-22-000142 · wf-form4_166336555302515.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 15, 2022 Filed Oct 14, 2022 21:17 UTC Amendment | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 6,250 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-22-000143 · wf-form4a_166578222403156.xml · derivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,250 Underlying: Class A Common Stock · 6,250 shares Expires 2027-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This amended Form 4 is being filed to correct an inadvertent clerical error to reflect that the derivative securities were disposed of upon exercise rather than acquired as reported in the original Form 4. All other information remains the same. F2 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:53 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 6,250 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-22-000113 · wf-form4_166077676966332.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,500 Underlying: Class A Common Stock · 6,250 shares Expires 2027-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:53 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 6,250 | $37.39 | $233,687.50 |
DisclosureSEC source: 0001366561-22-000113 · wf-form4_166077676966332.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 F1 · kind: The sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 22:53 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 6,250 | $5.28 | $33,000.00 |
DisclosureSEC source: 0001366561-22-000113 · wf-form4_166077676966332.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 21:51 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 2,009 | $15.44 | $31,020.97 |
DisclosureSEC source: 0001650164-22-000074 · wf-form4_165956348707353.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,959 F2 · kind: 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. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:51 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000074 · wf-form4_165956348707353.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,772 Underlying: Class A Common Stock · 3,912 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:51 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-22-000074 · wf-form4_165956348707353.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,968 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 ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:41 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 6,250 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-22-000094 · wf-form4_165826686345585.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,750 Underlying: Class A Common Stock · 6,250 shares Expires 2027-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:41 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 6,250 | $30.47 | $190,437.50 |
DisclosureSEC source: 0001366561-22-000094 · wf-form4_165826686345585.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 21:41 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 6,250 | $5.28 | $33,000.00 |
DisclosureSEC source: 0001366561-22-000094 · wf-form4_165826686345585.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 20:39 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 10,863 | $13.84 | $150,376.51 |
DisclosureSEC source: 0001650164-22-000060 · wf-form4_165713994833566.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,056 F2 · kind: 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. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 23,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000060 · wf-form4_165713994833566.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,815 Underlying: Class A Common Stock · 23,435 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. 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.