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, 2022 Filed Jul 6, 2022 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 23,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000060 · wf-form4_165713994833566.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,919 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 |
| June 21, 2022 Filed Jun 24, 2022 00:12 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,166 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001562180-22-005340 · primarydocument.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,140 Underlying: Common Stock · 25,166 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. F4 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| June 21, 2022 Filed Jun 24, 2022 00:12 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 25,166 | $25.03 | $629,826.97 |
DisclosureSEC source: 0001562180-22-005340 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,409 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.14 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 21, 2022 Filed Jun 24, 2022 00:12 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 25,166 | $11.61 | $292,177.26 |
DisclosureSEC source: 0001562180-22-005340 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,575 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 21, 2022 Filed Jan 5, 2023 00:05 UTC Amendment | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 23,166 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001562180-23-000176 · primarydocument.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,140 Underlying: Common Stock · 23,166 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. F4 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| June 21, 2022 Filed Jan 5, 2023 00:05 UTC Amendment | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 23,166 | $25.03 | $579,773.17 |
DisclosureSEC source: 0001562180-23-000176 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,409 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.14 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 21, 2022 Filed Jan 5, 2023 00:05 UTC Amendment | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 23,166 | $11.61 | $268,957.26 |
DisclosureSEC source: 0001562180-23-000176 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,575 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 22:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 5,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000089 · wf-form4_165593685682836.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,162 Underlying: Class A Common Stock · 5,162 shares Expires 2031-06-17 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs shall fully vest on the earlier of (a) the date of the 2023 annual meeting of the issuer's shareholders and (b) June 17, 2023, subject to continued service through the vesting date. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 22:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 2,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000089 · wf-form4_165593685682836.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,952 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 17, 2022. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 22:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 2,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-22-000089 · wf-form4_165593685682836.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 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 15, 2022 Filed Jun 18, 2022 00:47 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 7,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005215 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,409 F1 · shares: Represents 7,695 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 03, 2022 Filed May 5, 2022 22:48 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,870 | $19.33 | $36,143.36 |
DisclosureSEC source: 0000899243-22-016925 · doc4.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,484 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 Restricted Stock Units, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 01, 2022 Filed May 3, 2022 23:14 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016414 · doc4.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,684 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. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2022 Filed May 3, 2022 23:14 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-016414 · doc4.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,354 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, 2022 Filed Apr 6, 2022 01:04 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 37,308 | $23.46 | $875,245.68 |
DisclosureSEC source: 0000899243-22-013945 · doc4.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,442 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 |
| April 01, 2022 Filed Apr 6, 2022 01:04 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 93,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013945 · doc4.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,250 Underlying: Class A Common Stock · 93,750 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 |
| April 01, 2022 Filed Apr 6, 2022 01:04 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 93,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-013945 · doc4.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,750 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 15, 2022 Filed Mar 17, 2022 20:40 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 62,596 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011413 · doc4.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,596 Underlying: Class A Common Stock · 62,596 shares Expires not disclosed F2 · 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 |
| March 15, 2022 Filed Mar 17, 2022 20:40 UTC | Toast, Inc. TOST · Entity 3272 | GrantStock Option (Right to Buy) · Derivative | 340,398 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0000899243-22-011413 · doc4.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,398 Underlying: Class A Common Stock · 340,398 shares Expires 2032-03-15 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:22 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000002 · wf-form4_163553892827517.xml · derivative · entry 5 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 Underlying: Class A Common Stock · 375,000 shares Expires 2028-03-22 F4 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 1, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F5 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:22 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000002 · wf-form4_163553892827517.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 375,000 shares Expires 2028-03-22 F4 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 1, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F5 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:22 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 1,875,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0001650164-21-000002 · wf-form4_163553892827517.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875,000 Underlying: Class A Common Stock · 1,875,000 shares Expires 2031-03-22 F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · kind: In connection with the voluntary conversion described in footnote 1, the outstanding options to purchase shares of Class B Common Stock remain unchanged, expect that they now represent the option to purchase Class A Common Stock. F3 · derivative.exercise_date: 20% of the shares subject to this option shall vest and become exercisable on March 8, 2022, with the remainder vesting in sixteen equal quarterly installments thereafter. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:22 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 1,875,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0001650164-21-000002 · wf-form4_163553892827517.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 1,875,000 shares Expires 2031-03-22 F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · kind: In connection with the voluntary conversion described in footnote 1, the outstanding options to purchase shares of Class B Common Stock remain unchanged, expect that they now represent the option to purchase Class A Common Stock. F3 · derivative.exercise_date: 20% of the shares subject to this option shall vest and become exercisable on March 8, 2022, with the remainder vesting in sixteen equal quarterly installments thereafter. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:36 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037926 · doc4.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 Underlying: Class B Common Stock · 375,000 shares Expires 2028-03-22 F4 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:36 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037926 · doc4.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 375,000 shares Expires 2028-03-22 F4 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · derivative.exercise_date: The RSUs shall vest as follows: 25% shall vest on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:36 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 1,875,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0000899243-21-037926 · doc4.xml · derivative · entry 2 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875,000 Underlying: Class B Common Stock · 1,875,000 shares Expires 2031-03-22 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F3 · derivative.exercise_date: 20% of the shares subject to this option shall vest and become exercisable on March 8, 2022, with the remainder vesting in sixteen equal quarterly installments thereafter. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:36 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 1,875,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0000899243-21-037926 · doc4.xml · derivative · entry 1 Gomez Elena · CIK 0001674159 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,875,000 shares Expires 2031-03-22 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F3 · derivative.exercise_date: 20% of the shares subject to this option shall vest and become exercisable on March 8, 2022, with the remainder vesting in sixteen equal quarterly installments thereafter. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 22:17 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $11.61 | $0.00 |
DisclosureSEC source: 0001562180-21-005097 · primarydocument.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,306 Underlying: Common Stock · 5,000 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. F3 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 22:17 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 5,000 | $41.06 | $205,323.00 |
DisclosureSEC source: 0001562180-21-005097 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 22:17 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 5,000 | $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-005097 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,331 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| July 20, 2021 Filed Jul 23, 2021 00:21 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 5,000 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-21-000096 · wf-form4_162699967067335.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,000 Underlying: Class A Common Stock · 5,000 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 20, 2021 Filed Jul 23, 2021 00:21 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 5,000 | $71.48 | $357,400.00 |
DisclosureSEC source: 0001366561-21-000096 · wf-form4_162699967067335.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,051 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 20, 2021 Filed Jul 23, 2021 00:21 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,000 | $5.28 | $26,400.00 |
DisclosureSEC source: 0001366561-21-000096 · wf-form4_162699967067335.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,051 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:48 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $11.61 Strike: $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-004601 · primarydocument.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,306 Underlying: Common Stock · 5,000 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. F5 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:48 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 2,338 | $45.62 | $106,659.56 |
DisclosureSEC source: 0001562180-21-004601 · primarydocument.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.54 to $45.77 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:48 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 2,662 | $45.01 | $119,816.62 |
DisclosureSEC source: 0001562180-21-004601 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,669 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.53 to $45.50 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 22:48 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 5,000 | $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-004601 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,331 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 23:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 5,000 | $0.00 Strike: $5.28 | $0.00 |
DisclosureSEC source: 0001366561-21-000090 · wf-form4_162440487386140.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,000 Underlying: Class A Common Stock · 5,000 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 |
| June 21, 2021 Filed Jun 22, 2021 23:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 5,000 | $69.46 | $347,300.00 |
DisclosureSEC source: 0001366561-21-000090 · wf-form4_162440487386140.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,051 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 |
| June 21, 2021 Filed Jun 22, 2021 23:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,000 | $5.28 | $26,400.00 |
DisclosureSEC source: 0001366561-21-000090 · wf-form4_162440487386140.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,051 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 2,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-21-000088 · wf-form4_162431795949393.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,952 Underlying: Class A Common Stock · 2,952 shares Expires 2031-06-17 F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs shall fully vest on the earlier of (a) the date of the 2022 annual meeting of the issuer's shareholders and (b) June 17, 2022, subject to continued service through the vesting date. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-21-000088 · wf-form4_162431795949393.xml · derivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,032 shares Expires 2030-06-17 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 17, 2021. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 3,032 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-21-000088 · wf-form4_162431795949393.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,051 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 17, 2021 Filed Jul 12, 2021 20:09 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 4,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004883 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,714 F1 · shares: Represents 4,383 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 26, 2021 Filed May 28, 2021 18:48 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $11.61 Strike: $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-003823 · primarydocument.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,306 Underlying: Common Stock · 5,000 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. F5 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| May 26, 2021 Filed May 28, 2021 18:48 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 3,700 | $40.52 | $149,924.00 |
DisclosureSEC source: 0001562180-21-003823 · primarydocument.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331 F3 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.04 to $40.89 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| May 26, 2021 Filed May 28, 2021 18:48 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 1,300 | $39.51 | $51,363.00 |
DisclosureSEC source: 0001562180-21-003823 · primarydocument.xml · nonDerivative · entry 2 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,031 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.00 to $39.99 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. F1 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| May 26, 2021 Filed May 28, 2021 18:48 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionCommon Stock | 5,000 | $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-003823 · primarydocument.xml · nonDerivative · entry 1 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,331 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 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 22:20 UTC | PagerDuty, Inc. PD · Entity 4906 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $11.61 Strike: $11.61 | $58,050.00 |
DisclosureSEC source: 0001562180-21-003067 · primarydocument.xml · derivative · entry 4 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,306 Underlying: Common Stock · 5,000 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. F5 · derivative.exercise_date: 1/24th of the shares subject to the option shall vest monthly from 10/1/2018. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 22:20 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 1,400 | $44.75 | $62,650.00 |
DisclosureSEC source: 0001562180-21-003067 · primarydocument.xml · nonDerivative · entry 3 Gomez Elena · CIK 0001674159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331 F2 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.67 to $44.86 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. F1 · balance_after: A portion of these shares represent restricted stock units. 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.