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 |
|---|---|---|---|---|---|---|
| February 22, 2019 Filed Feb 26, 2019 23:31 UTC | Five9, Inc. FIVN · Entity 4346 | GrantEmployee Stock Option (right to buy) · Derivative | 47,786 | $0.00 Strike: $53.00 | $0.00 |
DisclosureSEC source: 0001288847-19-000029 · wf-form4_155122388272879.xml · derivative · entry 2 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,786 Underlying: Common Stock · 47,786 shares Expires 2029-02-22 F2 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of February 22, 2019. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 23:31 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 66,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-19-000029 · wf-form4_155122388272879.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,710 F1 · balance_after: Includes 475 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on November 15, 2018. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 14:49 UTC | VERIFONE SYSTEMS, INC. PAY · Entity 164071 | Disposition to issuerRestricted Stock Units · Derivative | 9,650 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000899243-18-023010 · doc4.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 9,650 shares Expires not disclosed F1 · security: Represents restricted stock units subject only to service-based vesting conditions (a "Company RSU") under the Company's stock plans. F2 · price: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| May 17, 2018 Filed May 18, 2018 21:21 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 468,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-18-000082 · wf-form4_152667847438894.xml · nonDerivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,227 Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:09 UTC | VERIFONE SYSTEMS, INC. PAY · Entity 164071 | GrantRestricted Stock Units · Derivative | 9,650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023954 · doc4.xml · derivative · entry 1 Trollope Rowan M · CIK 0001521443 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,650 Underlying: Common Stock, per value $0.01 per share · 9,650 shares Expires not disclosed F1 · derivative.exercise_date: 100% of these restricted stock units will vest on the first anniversary of the grant date. F1 · derivative.expiration_date: 100% of these restricted stock units will vest on the first anniversary of the grant date. 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.