Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Chief Financial Officer | March 04, 2025 | March 07, 2025 |
| JFrog LtdFROG · Entity 1682 | Director | September 14, 2026 | September 16, 2026 |
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.
Five9, Inc.
Report date March 04, 2025 · Filed March 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,583 |
Reported balance
After 2025-03-04 transaction · row 1
1 source rowRow 1 · 2025-03-04 · Sale · Disposed 2,468 · Balance 92,583 F1: The sale reported on this form represents a Five9, Inc. mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and it does not represent a discretionary trade by the Reporting Person. F2: The price reported in Column 4 is a weighted average price applied to the transaction by the broker for sales to cover taxes upon vesting of restricted stock units for all employees of Five9, Inc., including the Reporting Person, on the date such sales occurred. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 88,466 |
Reported balance
Holding disclosure · report date 2025-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 88,466 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this form represents a Five9, Inc. mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and it does not represent a discretionary trade by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price applied to the transaction by the broker for sales to cover taxes upon vesting of restricted stock units for all employees of Five9, Inc., including the Reporting Person, on the date such sales occurred. 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.
JFrog Ltd
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 30,437 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 1,250 · Balance 30,437 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 25, 2025.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ON24 INC.
Report date April 01, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 154,586 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.88 · Expires 2030-08-28 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Disposition to issuer · Disposed 110,834 · Balance 0 F2: At the effective time of the Merger, each outstanding option to purchase Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 less the exercise price per share of such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 29, 2025 (the "Merger Agreement") among the Issuer, Cvent Atlanta, LLC ("Parent"), and Summit Sub Corp. ("Merger Sub"), on April 1, 2026, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving company and a wholly-owned subsidiary of Parent (the "Merger"). At the effective time of the Merger, each outstanding share of Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 per share, without interest, with similar treatment for outstanding RSUs.
F2: At the effective time of the Merger, each outstanding option to purchase Issuer common stock was automatically canceled and converted into the right to receive cash in an amount equal to $8.10 less the exercise price per share of such option.
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 |
|---|---|---|---|---|---|---|
| May 25, 2017 Filed May 25, 2017 22:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 12,023 | $21.81 | $262,221.63 |
DisclosureSEC source: 0001288847-17-000093 · wf-form4_149575184099078.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 84,924 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 February 22, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.63 to $21.90, 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 10, 2017 Filed Mar 14, 2017 00:56 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,469 | $16.31 | $40,269.39 |
DisclosureSEC source: 0001288847-17-000054 · wf-form4_148945295485422.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,603 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 $16.27 to $16.32, 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 23, 2017 Filed Feb 28, 2017 02:27 UTC | Five9, Inc. FIVN · Entity 4346 | GrantEmployee Stock Option (right to buy) · Derivative | 55,029 | $0.00 Strike: $16.25 | $0.00 |
DisclosureSEC source: 0001288847-17-000036 · wf-form4_148824883405224.xml · derivative · entry 3 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,029 Underlying: Common Stock · 55,029 shares Expires 2027-02-23 F1 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of February 23, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 02:27 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 26,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000036 · wf-form4_148824883405224.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,072 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 22:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,000 | $15.51 | $124,080.00 |
DisclosureSEC source: 0001288847-17-000008 · wf-form4_148616014408248.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 29,924 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.33 to $15.77, 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 |
| January 03, 2017 Filed Jan 5, 2017 21:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,000 | $14.17 | $113,360.00 |
DisclosureSEC source: 0001288847-17-000002 · wf-form4_148365184319881.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 37,924 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.02 to $14.44, 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 01, 2016 Filed Dec 2, 2016 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,000 | $15.02 | $120,160.00 |
DisclosureSEC source: 0001288847-16-000154 · wf-form4_148071469203489.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 45,924 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.63 to $15.84, 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, 2016 Filed Nov 3, 2016 20:44 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,000 | $14.35 | $114,800.00 |
DisclosureSEC source: 0001288847-16-000142 · wf-form4_147820583276796.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 53,924 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.09 to $14.65, 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 03, 2016 Filed Oct 5, 2016 00:22 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,000 | $15.67 | $125,360.00 |
DisclosureSEC source: 0001288847-16-000132 · wf-form4_147562691802323.xml · nonDerivative · entry 1 ZWARENSTEIN BARRY · CIK 0001227348 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 42,312 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.53 to $15.76, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.