Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOCUSIGN, INC.DOCU · Entity 2242 | Director | August 02, 2026 | August 04, 2026 |
| Five9, Inc.FIVN · Entity 4346 | Director · Chief Executive Officer | September 06, 2022 | September 08, 2022 |
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.
DOCUSIGN, INC.
Report date August 02, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 869 |
Reported balance
After 2026-08-02 transaction · row 1
1 source rowRow 1 · 2026-08-02 · Exercise / conversion · Acquired 869 · Balance 869 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,569 |
Reported balance
After 2026-08-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-02 · Exercise / conversion · Disposed 869 · Balance 9,569 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of May 8, 2026, in each case subject to the Reporting Person being a service provider through each such date. F3: The RSUs do not expire; they either vest or are canceled prior to vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of May 8, 2026, in each case subject to the Reporting Person being a service provider through each such date.
F3: The RSUs do not expire; they either vest or are canceled prior to vesting date.
Five9, Inc.
Report date September 06, 2022 · Filed September 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,724 |
Ending reported balance
After 2022-09-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-06 · Sale · Disposed 8 · Balance 120,974 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.53 to $89.99, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 2 · 2022-09-06 · Sale · Disposed 1,250 · Balance 119,724 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.74 to $90.87, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy The Trollope Family Trust | 45,743 |
Reported balance
After 2022-09-06 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-09-06 · Sale · Disposed 1,225 · Balance 45,743 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F4: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.77 to $89.77, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy The Trollope Family Trust | 43,443 |
Reported balance
After 2022-09-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-09-06 · Sale · Disposed 2,300 · Balance 43,443 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F4: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.79 to $90.78, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectBy The Trollope Family Trust | 42,043 |
Reported balance
After 2022-09-06 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2022-09-06 · Sale · Disposed 1,400 · Balance 42,043 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F4: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.84 to $91.80, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sales were to cover taxes upon the vesting of restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.53 to $89.99, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.74 to $90.87, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F4: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.77 to $89.77, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.79 to $90.78, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.84 to $91.80, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SMARTSHEET INC
Report date January 22, 2025 · Filed January 24, 2025
Section 16 reporting ended · disclosed 2025-01-24. 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 | 0 |
Reported balance
After 2025-01-22 transaction · row 1
1 source rowRow 1 · 2025-01-22 · Disposition to issuer · Disposed 17,221 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's Class A common stock, no par value per share ("Common Stock"), was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2034-06-18 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-22 · Disposition to issuer · Disposed 4,864 · Balance 0 F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F4: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F5: The RSUs shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's Class A common stock, no par value per share ("Common Stock"), was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").
F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement.
F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes.
F4: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time.
F5: The RSUs shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date.
VERIFONE SYSTEMS, INC.
Report date August 20, 2018 · Filed August 22, 2018
Section 16 reporting ended · disclosed 2018-08-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-08-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-08-20 · Disposition to issuer · Disposed 9,650 · Balance 0 F1: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans. F2: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of April 9, 2018, by and among VeriFone Systems, Inc. (the "Company"), Vertex Holdco LLC, and Vertex Merger Sub LLC (the "Effective Time"), each outstanding Company RSU under the Company's stock plans was converted into the right to receive an amount in cash (without interest) equal to the product obtained by multiplying (i) the total number of Shares subject to such Company RSU immediately prior to the Effective Time by (ii) $23.04, and otherwise remains subject to the same vesting schedule that applied immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans.
F2: At the effective time of the merger contemplated by the Agreement and Plan of Merger, dated as of April 9, 2018, by and among VeriFone Systems, Inc. (the "Company"), Vertex Holdco LLC, and Vertex Merger Sub LLC (the "Effective Time"), each outstanding Company RSU under the Company's stock plans was converted into the right to receive an amount in cash (without interest) equal to the product obtained by multiplying (i) the total number of Shares subject to such Company RSU immediately prior to the Effective Time by (ii) $23.04, and otherwise remains subject to the same vesting schedule that applied immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| August 02, 2026 Filed Aug 4, 2026 22:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionRestricted Stock Units · Derivative | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001521443-26-000007 · wk-form4_1785881392.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,569 Underlying: Common Stock · 869 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of May 8, 2026, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 02, 2026 Filed Aug 4, 2026 22:09 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | Exercise / conversionCommon Stock | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001521443-26-000007 · wk-form4_1785881392.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 08, 2026 Filed May 12, 2026 22:04 UTC | DOCUSIGN, INC. DOCU · Entity 2242 | GrantRestricted Stock Units · Derivative | 10,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001521443-26-000005 · wk-form4_1778623476.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,438 Underlying: Common Stock · 10,438 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs will vest in twelve equal quarterly installments over three years, with a vesting commencement date of May 2, 2026, in each case subject to the Reporting Person being a service provider through each such date. F3 · derivative.expiration_date: The RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 17:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | Disposition to issuerRestricted Stock Units (RSU) (Class A) · Derivative | 4,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002060 · form4-01242025_100158.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,864 shares Expires 2034-06-18 F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · shares: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F4 · shares: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F5 · derivative.exercise_date: The RSUs shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 17:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | Disposition to issuerClass A Common Stock | 17,221 | $56.50 | $972,986.50 |
DisclosureSEC source: 0001415889-25-002060 · form4-01242025_100158.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each share of the Company's Class A common stock, no par value per share ("Common Stock"), was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). Read SEC document |
| June 18, 2024 Filed Jun 18, 2024 18:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000152 · wk-form4_1718751477.xml · derivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,864 Underlying: Class A Common Stock · 4,864 shares Expires 2034-06-18 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 shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 18:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000152 · wk-form4_1718751477.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,401 shares Expires 2033-06-16 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. F2 · derivative.exercise_date: The RSUs fully vested on June 14, 2024. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 18:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000152 · wk-form4_1718751477.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,221 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 |
| September 01, 2023 Filed Sep 6, 2023 17:20 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000092 · wk-form4_1694035201.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,733 shares Expires 2030-09-01 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. F2 · derivative.exercise_date: The RSUs vested as to 1/3 of the total shares on each of September 1, 2021, September 1, 2022, and September 1, 2023, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 17:20 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,733 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000092 · wk-form4_1694035201.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,820 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 Jun 20, 2023 17:47 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 5,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000068 · wk-form4_1687297642.xml · derivative · entry 3 Trollope Rowan M · CIK 0001521443 · 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 17:47 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000068 · wk-form4_1687297642.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · 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 17:47 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000068 · wk-form4_1687297642.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,087 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 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 18:38 UTC Amendment | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 4,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000114 · wk-form4a_1696372703.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · 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 |
| September 06, 2022 Filed Sep 8, 2022 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,400 | $91.31 | $127,834.00 |
DisclosureSEC source: 0001288847-22-000096 · wf-form4_166267160096251.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 42,043 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.84 to $91.80, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,300 | $90.23 | $207,529.00 |
DisclosureSEC source: 0001288847-22-000096 · wf-form4_166267160096251.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 43,443 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.79 to $90.78, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,225 | $89.28 | $109,368.00 |
DisclosureSEC source: 0001288847-22-000096 · wf-form4_166267160096251.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 45,743 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.77 to $89.77, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,250 | $90.75 | $113,437.50 |
DisclosureSEC source: 0001288847-22-000096 · wf-form4_166267160096251.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,724 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.74 to $90.87, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8 | $89.59 | $716.72 |
DisclosureSEC source: 0001288847-22-000096 · wf-form4_166267160096251.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,974 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.53 to $89.99, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 16:36 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000133 · wf-form4_166215097176146.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Class A Common Stock · 1,733 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each 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 vest as to 1/3 of the total shares on each of September 1, 2021, September 1, 2022, and September 1, 2023, subject to the reporting person's provision of service to the issuer on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares on each of September 1, 2021, September 1, 2022, and September 1, 2023, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 16:36 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,733 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-22-000133 · wf-form4_166215097176146.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,925 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 |
| September 01, 2022 Filed Oct 14, 2022 17:19 UTC Amendment | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000144 · wf-form4a_166578234893336.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Class A Common Stock · 1,733 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F2 · shares: This amended Form 4 is being filed to correct an inadvertent clerical error to reflect that the derivative securities were disposed of upon vesting rather than acquired as reported in the original Form 4. All other information remains the same. F3 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of September 1, 2021, September 1, 2022, and September 1, 2023, subject to the reporting person's provision of service to the issuer on each vesting date. F3 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares on each of September 1, 2021, September 1, 2022, and September 1, 2023, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 11, 2022 Filed Aug 16, 2022 01:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,909 | $120.11 | $709,729.99 |
DisclosureSEC source: 0001288847-22-000093 · wf-form4_166061332160505.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 46,968 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.28, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,900 | $120.08 | $348,232.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 52,877 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.15, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $117.99 | $47,196.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 55,777 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.83 to $118.24, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,000 | $117.37 | $117,370.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 56,177 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.78 to $117.74, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $116.14 | $46,456.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 57,177 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.77 to $116.57, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $114.22 | $11,422.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 57,577 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 21:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $113.16 | $11,316.00 |
DisclosureSEC source: 0001288847-22-000090 · wf-form4_166008101689105.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 57,677 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. Read SEC document |
| July 08, 2022 Filed Jul 8, 2022 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 517 | $100.00 | $51,700.00 |
DisclosureSEC source: 0001288847-22-000073 · wf-form4_165731628979064.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 57,777 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,483 | $100.19 | $148,581.77 |
DisclosureSEC source: 0001288847-22-000073 · wf-form4_165731628979064.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 58,294 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.00 to $100.31, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 18:24 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 5,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000088 · wf-form4_165593667252032.xml · derivative · entry 3 Trollope Rowan M · CIK 0001521443 · 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. F3 · 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 18:24 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-22-000088 · wf-form4_165593667252032.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,460 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. F2 · derivative.exercise_date: The RSUs fully vested on June 17, 2022. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 18:24 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 2,460 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-22-000088 · wf-form4_165593667252032.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,192 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 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,641 | $102.11 | $167,562.51 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 59,777 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.06 to $102.15, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 359 | $101.57 | $36,463.63 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 61,418 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.52 to $101.70, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $101.15 | $30,345.00 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 61,777 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.84 to $101.52, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,825 | $100.15 | $383,073.75 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 62,077 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.70 to $100.70, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 800 | $99.11 | $79,288.00 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 65,902 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.48 to $99.43, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,268 | $99.75 | $126,483.00 |
DisclosureSEC source: 0001288847-22-000068 · wf-form4_165472454414102.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,982 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.67 to $100.01, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $113.44 | $11,344.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 66,702 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $111.89 | $33,567.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 66,802 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.40 to $112.33, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 200 | $110.09 | $22,018.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 67,102 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.98 to $110.20, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $108.38 | $43,352.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 67,302 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.21 to $108.76, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 700 | $107.81 | $75,467.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 67,702 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.19 to $108.19, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2022 Filed May 9, 2022 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $106.27 | $31,881.00 |
DisclosureSEC source: 0001288847-22-000052 · wf-form4_165213181278236.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 68,402 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.02 to $106.72, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 22:25 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 39,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.xml · nonDerivative · entry 7 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 68,702 F7 · balance_after: On April 6, 2022, the reporting person transferred 39,700 shares of FIVN common stock to a family trust of which the reporting person is trustee. The reporting person and his wife are beneficiaries of the trust. Read SEC document |
| April 06, 2022 Filed Apr 6, 2022 22:25 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 39,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,250 F7 · shares: On April 6, 2022, the reporting person transferred 39,700 shares of FIVN common stock to a family trust of which the reporting person is trustee. The reporting person and his wife are beneficiaries of the trust. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 22:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $118.70 | $47,480.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 29,002 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.53 to $118.89, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 22:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $117.77 | $47,108.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By The Trollope Family Trust Disclosed balance after: 29,402 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 1, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.31 to $118.16, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.