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 |
|---|---|---|---|---|---|---|
| April 05, 2022 Filed Apr 6, 2022 22:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 500 | $116.64 | $58,320.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.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: 29,802 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.27 to $117.25, 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 | 500 | $115.40 | $57,700.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.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: 30,302 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.90 to $115.59, 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 | 200 | $113.47 | $22,694.00 |
DisclosureSEC source: 0001288847-22-000039 · wf-form4_164928394218156.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: 30,802 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.22 to $113.71, 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 |
| March 04, 2022 Filed Mar 8, 2022 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 200 | $102.45 | $20,490.00 |
DisclosureSEC source: 0001288847-22-000026 · wf-form4_164677474169086.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,950 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 June 14, 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 $102.10 to $102.80, 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 |
| March 04, 2022 Filed Mar 8, 2022 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,000 | $99.47 | $99,470.00 |
DisclosureSEC source: 0001288847-22-000026 · wf-form4_164677474169086.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,150 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 June 14, 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 $99.07 to $100.03, 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 |
| March 04, 2022 Filed Mar 8, 2022 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,400 | $98.33 | $137,662.00 |
DisclosureSEC source: 0001288847-22-000026 · wf-form4_164677474169086.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,150 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 June 14, 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 $98.00 to $98.67, 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 |
| March 04, 2022 Filed Mar 8, 2022 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,325 | $97.49 | $226,664.25 |
DisclosureSEC source: 0001288847-22-000026 · wf-form4_164677474169086.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,550 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 June 14, 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 $96.99 to $97.96, 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 |
| February 28, 2022 Filed Mar 2, 2022 21:35 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 40,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000019 · wf-form4_164625692754200.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,875 Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 23:20 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,000 | $140.22 | $280,440.00 |
DisclosureSEC source: 0001288847-22-000001 · wf-form4_164151123591790.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,615 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 June 14, 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 $140.00 to $140.24, 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 |
| December 07, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,000 | $140.07 | $280,140.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 11 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,615 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 June 14, 2021. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.00 to $140.23, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 140 | $131.43 | $18,400.20 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 10 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,615 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.42 to $131.46, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,175 | $130.73 | $153,607.75 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 9 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,755 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.27 to $131.02, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $129.57 | $51,828.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 8 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,930 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.24 to $130.23, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $128.41 | $38,523.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 7 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,330 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.18 to $128.78, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 565 | $127.71 | $72,156.15 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,630 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.12 to $128.03, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,150 | $126.44 | $145,406.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,195 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.03 to $127.01, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,095 | $125.71 | $137,652.45 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,345 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.02 to $126.02, 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 |
| December 06, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $123.64 | $12,364.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,440 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 June 14, 2021. F4 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| December 01, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 31,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.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: 31,002 F1 · kind: The reporting person transferred these securities as a gift to a trust for the benefit of the reporting person's family. F2 · ownership.nature: These securities are held in a trust for the benefit of the reporting person's family. The reporting person and his spouse are co-trustees of the trust. Read SEC document |
| December 01, 2021 Filed Dec 8, 2021 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 31,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000142 · wf-form4_163899828478543.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,540 F1 · kind: The reporting person transferred these securities as a gift to a trust for the benefit of the reporting person's family. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 20:21 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,000 | $159.78 | $639,120.00 |
DisclosureSEC source: 0001288847-21-000132 · wf-form4_163588446610520.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,542 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 June 14, 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 $159.14 to $160.01, 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 |
| November 01, 2021 Filed Nov 2, 2021 20:21 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,000 | $158.53 | $317,060.00 |
DisclosureSEC source: 0001288847-21-000132 · wf-form4_163588446610520.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,542 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 June 14, 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 $158.07 to $159.06, 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 |
| October 19, 2021 Filed Oct 19, 2021 21:47 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 540 | $160.00 | $86,400.00 |
DisclosureSEC source: 0001288847-21-000130 · wf-form4_163468001428455.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,542 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 June 14, 2021. Read SEC document |
| October 14, 2021 Filed Oct 18, 2021 21:44 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,460 | $160.01 | $233,614.60 |
DisclosureSEC source: 0001288847-21-000128 · wf-form4_163459345421053.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,082 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 June 14, 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 $160.00 to $160.06, 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 |
| October 05, 2021 Filed Oct 7, 2021 20:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 600 | $156.96 | $94,176.00 |
DisclosureSEC source: 0001288847-21-000127 · wf-form4_163363818399058.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,542 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 June 14, 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 $156.83 to $157.28, 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 |
| October 05, 2021 Filed Oct 7, 2021 20:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 900 | $155.45 | $139,905.00 |
DisclosureSEC source: 0001288847-21-000127 · wf-form4_163363818399058.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,142 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 June 14, 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 $155.10 to $155.97, 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 |
| October 05, 2021 Filed Oct 7, 2021 20:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,100 | $154.58 | $324,618.00 |
DisclosureSEC source: 0001288847-21-000127 · wf-form4_163363818399058.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,042 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 June 14, 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 $154.00 to $154.98, 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 |
| October 05, 2021 Filed Oct 7, 2021 20:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 400 | $152.84 | $61,136.00 |
DisclosureSEC source: 0001288847-21-000127 · wf-form4_163363818399058.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,142 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 June 14, 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 $152.52 to $153.15, 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 |
| September 07, 2021 Filed Sep 9, 2021 20:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,203 | $170.55 | $205,171.65 |
DisclosureSEC source: 0001288847-21-000122 · wf-form4_163121852144899.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,542 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.94 to $170.56, 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 07, 2021 Filed Sep 9, 2021 20:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,011 | $172.20 | $174,094.20 |
DisclosureSEC source: 0001288847-21-000122 · wf-form4_163121852144899.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,745 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · 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 14, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.89 to $172.70, 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 |
| September 07, 2021 Filed Sep 9, 2021 20:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 900 | $171.29 | $154,161.00 |
DisclosureSEC source: 0001288847-21-000122 · wf-form4_163121852144899.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,756 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · 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 14, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.80 to $171.63, 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 07, 2021 Filed Sep 9, 2021 20:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,800 | $170.14 | $306,252.00 |
DisclosureSEC source: 0001288847-21-000122 · wf-form4_163121852144899.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,656 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · 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 14, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.72 to $170.66, 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, 2021 Filed Sep 3, 2021 19:34 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-21-000104 · wf-form4_163071207449735.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,466 Underlying: Class A Common Stock · 1,732 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 vests 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 vests 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, 2021 Filed Sep 3, 2021 19:34 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-21-000104 · wf-form4_163071207449735.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732 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 |
| August 05, 2021 Filed Aug 5, 2021 21:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $211.16 | $21,116.00 |
DisclosureSEC source: 0001288847-21-000111 · wf-form4_162820054234268.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,456 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 14, 2020. Read SEC document |
| August 05, 2021 Filed Aug 5, 2021 21:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 862 | $210.45 | $181,407.90 |
DisclosureSEC source: 0001288847-21-000111 · wf-form4_162820054234268.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,556 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 14, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $210.01 to $211.00, 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, 2021 Filed Aug 5, 2021 21:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,300 | $209.25 | $272,025.00 |
DisclosureSEC source: 0001288847-21-000111 · wf-form4_162820054234268.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,418 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 14, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.97 to $209.54, 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, 2021 Filed Aug 5, 2021 21:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,857 | $208.37 | $595,313.09 |
DisclosureSEC source: 0001288847-21-000111 · wf-form4_162820054234268.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,718 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 14, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.96 to $208.96, 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, 2021 Filed Aug 5, 2021 21:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 881 | $207.59 | $182,886.79 |
DisclosureSEC source: 0001288847-21-000111 · wf-form4_162820054234268.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,575 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 14, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.93 to $207.89, 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 |
| July 06, 2021 Filed Jul 7, 2021 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 500 | $193.37 | $96,685.00 |
DisclosureSEC source: 0001288847-21-000099 · wf-form4_162568967352856.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,456 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 14, 2020. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $193.12 to $193.59, 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 |
| July 06, 2021 Filed Jul 7, 2021 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,000 | $192.31 | $576,930.00 |
DisclosureSEC source: 0001288847-21-000099 · wf-form4_162568967352856.xml · nonDerivative · entry 4 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,956 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 14, 2020. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $191.94 to $192.79, 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 |
| July 06, 2021 Filed Jul 7, 2021 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,300 | $191.59 | $249,067.00 |
DisclosureSEC source: 0001288847-21-000099 · wf-form4_162568967352856.xml · nonDerivative · entry 3 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,956 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 14, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $190.89 to $191.85, 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 |
| July 06, 2021 Filed Jul 7, 2021 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,000 | $190.38 | $190,380.00 |
DisclosureSEC source: 0001288847-21-000099 · wf-form4_162568967352856.xml · nonDerivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,256 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 14, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.83 to $190.82, 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 |
| July 06, 2021 Filed Jul 7, 2021 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 200 | $187.94 | $37,588.00 |
DisclosureSEC source: 0001288847-21-000099 · wf-form4_162568967352856.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,256 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 14, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.77 to $188.10, 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, 2021 Filed Jun 21, 2021 19:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 2,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-21-000080 · wf-form4_162431666283902.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 Underlying: Class A Common Stock · 2,460 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. F2 · 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 04, 2021 Filed Jun 8, 2021 20:59 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,000 | $160.64 | $321,280.00 |
DisclosureSEC source: 0001288847-21-000086 · wf-form4_162318593676244.xml · nonDerivative · entry 9 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,456 F2 · 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 14, 2020. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.48 to $161.47, 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 04, 2021 Filed Jun 8, 2021 20:59 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,000 | $159.95 | $639,800.00 |
DisclosureSEC source: 0001288847-21-000086 · wf-form4_162318593676244.xml · nonDerivative · entry 8 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,456 F2 · 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 14, 2020. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.43 to $160.33, 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 |
| June 04, 2021 Filed Jun 8, 2021 20:59 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,209 | $159.32 | $192,617.88 |
DisclosureSEC source: 0001288847-21-000086 · wf-form4_162318593676244.xml · nonDerivative · entry 7 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,456 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 20:59 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 601 | $159.37 | $95,781.37 |
DisclosureSEC source: 0001288847-21-000086 · wf-form4_162318593676244.xml · nonDerivative · entry 6 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,665 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · 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 14, 2020. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.34 to $159.40, 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 04, 2021 Filed Jun 8, 2021 20:59 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,899 | $158.78 | $460,303.22 |
DisclosureSEC source: 0001288847-21-000086 · wf-form4_162318593676244.xml · nonDerivative · entry 5 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,266 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · 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 14, 2020. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.29 to $159.25, 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.