Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Asana, Inc.ASAN · Entity 4425 | Director | May 01, 2026 | May 05, 2026 |
| Autodesk, Inc.ADSK · Entity 3027 | Director | December 11, 2024 | December 11, 2024 |
| COLGATE PALMOLIVE COCL · Entity 2972 | Director | October 01, 2026 | October 03, 2026 |
| Eventbrite, Inc.EB · Entity 61230 | Director | October 08, 2020 | October 13, 2020 |
| HUBSPOT INCHUBS · Entity 1104 | Director | June 16, 2026 | June 17, 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.
Asana, Inc.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 144,546 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 2,323 · Balance 144,546 F1: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2026. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 30, 2026. Pursuant to the Issuer's Directors' Deferred Compensation Plan, the Reporting Person elected to defer the receipt of such shares to a future date in accordance with the terms of such plan and the Reporting Person's plan election. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,295 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,295 F2: The shares are held of record by Norrington Advisory Services, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2026. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 30, 2026. Pursuant to the Issuer's Directors' Deferred Compensation Plan, the Reporting Person elected to defer the receipt of such shares to a future date in accordance with the terms of such plan and the Reporting Person's plan election.
F2: The shares are held of record by Norrington Advisory Services, LLC.
Autodesk, Inc.
Report date December 11, 2024 · Filed December 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,981 |
Reported balance
After 2024-12-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-11 · Sale · Disposed 1,778 · Balance 9,981 F1: The sales reported in this form were effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on 09/04/2024. F2: The total securities beneficially owned includes 7,981 shares of unvested Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this form were effected pursuant to a Rule 105b-1 trading plan adopted by the reporting person on 09/04/2024.
F2: The total securities beneficially owned includes 7,981 shares of unvested Restricted Stock Units.
COLGATE PALMOLIVE CO
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,310 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 300 · Balance 43,310 F1: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors.
Eventbrite, Inc.
Report date October 08, 2020 · Filed October 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,648 |
Reported balance
After 2020-10-08 transaction · row 1
1 source rowRow 1 · 2020-10-08 · Grant · Acquired 461 · Balance 23,648 F1: The shares of Class A common stock were issued to the reporting person pursuant to the Eventbrite, Inc. Non-Employee Director Compensation Policy in lieu of cash payments of board and committee retainer fees. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class A common stock were issued to the reporting person pursuant to the Eventbrite, Inc. Non-Employee Director Compensation Policy in lieu of cash payments of board and committee retainer fees.
HUBSPOT INC
Report date June 16, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,049 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 1,211 · Balance 4,049 F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2024 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the Company's 2027 annual meeting of stockholders). |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired pursuant to a restricted stock unit award under the Company's 2024 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units will vest in equal quarterly installments over a one-year period from the date of grant, with the final installment vesting upon the first anniversary of such grant date (or, if earlier, immediately prior to the Company's 2027 annual meeting of stockholders).
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 |
|---|---|---|---|---|---|---|
| September 28, 2017 Filed Sep 29, 2017 21:11 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 896 | $111.74 | $100,120.65 |
DisclosureSEC source: 0001209191-17-054429 · doc4.xml · nonDerivative · entry 3 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,492 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/30/2017. F4 · price: Shares were sold in various amounts from $111.59 to $111.95 inclusive. The price listed here reflects the average weighted price. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 21:11 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 24,104 | $111.10 | $2,677,848.34 |
DisclosureSEC source: 0001209191-17-054429 · doc4.xml · nonDerivative · entry 2 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,388 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 6/30/2017. F3 · price: Shares were sold in various amounts from $110.56 to $111.55 inclusive. The price listed here reflects the average weighted price. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| September 28, 2017 Filed Sep 29, 2017 21:11 UTC | Autodesk, Inc. ADSK · Entity 3027 | Exercise / conversionCommon Stock | 25,000 | $43.81 | $1,095,250.00 |
DisclosureSEC source: 0001209191-17-054429 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:29 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 213 | $75.98 | $16,183.74 |
DisclosureSEC source: 0001225208-17-012362 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,539 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Directors. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 22:39 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 4,899 | $65.25 | $319,659.75 |
DisclosureSEC source: 0001209191-17-042892 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 25,000 | $0.00 Strike: $43.81 | $0.00 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · derivative · entry 6 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2018-03-24 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. F6 · derivative.exercise_date: The option vests over a three-year period beginning on 3/24/2011, at the rate of 17,000 shares on the first anniversary, and 16,500 shares on the second and third anniversaries. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 298 | $103.57 | $30,863.86 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · nonDerivative · entry 5 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,492 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/31/2017. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 5,302 | $102.52 | $543,544.07 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · nonDerivative · entry 4 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,790 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/31/2017. F5 · price: Shares were sold in various amounts from $102.29 to $102.93 inclusive. The price listed here reflects the average weighted price. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 12,400 | $101.76 | $1,261,843.84 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · nonDerivative · entry 3 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,092 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/31/2017. F4 · price: Shares were sold in various amounts from $101.29 to $102.28 inclusive. The price listed here reflects the average weighted price. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 7,000 | $100.95 | $706,656.30 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · nonDerivative · entry 2 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,492 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/31/2017. F3 · price: Shares were sold in various amounts from $100.29 to $101.28 inclusive. The price listed here reflects the average weighted price. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:46 UTC | Autodesk, Inc. ADSK · Entity 3027 | Exercise / conversionCommon Stock | 25,000 | $43.81 | $1,095,250.00 |
DisclosureSEC source: 0001209191-17-042550 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 20:15 UTC | Autodesk, Inc. ADSK · Entity 3027 | GrantCommon Stock | 2,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040490 · doc4.xml · nonDerivative · entry 2 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,492 F3 · kind: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually under the 2012 Outside Directors' Stock Plan, vest on the date of the next annual meeting. F4 · balance_after: The total securities beneficially owned includes 3,201 shares of unvested Restricted Stock Units. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 20:15 UTC | Autodesk, Inc. ADSK · Entity 3027 | GrantCommon Stock | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-040490 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,138 F1 · kind: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These are Restricted Stock Units granted under the 2012 Outside Directors' Stock Plan in lieu of cash compensation for services as a director, and vest on the date of the next annual meeting. F2 · balance_after: The total securities beneficially owned includes 847 shares of unvested Restricted Stock Units. Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:27 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 1,514 | $0.00 Strike: $76.20 | $0.00 |
DisclosureSEC source: 0001209191-17-038943 · doc4.xml · derivative · entry 2 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 1,514 shares Expires 2027-06-07 F2 · derivative.exercise_date: This stock option vests in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2018 annual meeting of stockholders). Read SEC document |
| June 07, 2017 Filed Jun 9, 2017 21:27 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 1,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038943 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,063 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock units vest in full on the one year anniversary of the date of grant (or, if earlier, immediately prior to the Company's 2018 annual meeting of stockholders). Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 5,703 | $0.00 Strike: $71.65 | $0.00 |
DisclosureSEC source: 0001225208-17-010000 · doc4.xml · derivative · entry 2 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,703 Underlying: Common Stock · 5,703 shares Expires 2023-05-15 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in one-third increments beginning on the first anniversary of the grant date. Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010000 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,326 F1 · kind: Annual stock grant under the issuer's incentive compensation plan, credited to a stock unit account pursuant to the issuer's incentive compensation plan. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 20:34 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 221 | $73.67 | $16,281.07 |
DisclosureSEC source: 0001123292-17-000809 · edgar.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,794 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Directors. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 21:12 UTC | Autodesk, Inc. ADSK · Entity 3027 | SaleCommon Stock | 5,518 | $82.48 | $455,124.64 |
DisclosureSEC source: 0001209191-17-019241 · doc4.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,291 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/7/16. F2 · balance_after: The total securities beneficially owned includes 6,005 shares of unvested restricted stock units. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 21:34 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 246 | $65.88 | $16,206.48 |
DisclosureSEC source: 0001123292-17-000025 · edgar.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,519 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:04 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 256 | $73.08 | $18,708.48 |
DisclosureSEC source: 0001123292-16-002810 · edgar.xml · nonDerivative · entry 1 NORRINGTON LORRIE M · CIK 0001188898 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,268 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. 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.