Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PagerDuty, Inc.PD · Entity 4906 | Director | June 18, 2026 | June 23, 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.
PagerDuty, Inc.
Report date June 18, 2026 · Filed June 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 364,883 |
Reported balance
After 2026-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 21,816 · Balance 364,883 F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date. F2: A portion of these shares represent Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 21,816 Restricted Stock Units acquired pursuant to the Issuer's Non-Employee Director Compensation policy. Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the Restricted Stock Unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next Annual Meeting of stockholders, subject to Directors' continuous service to the Issuer on such date.
F2: A portion of these shares represent Restricted Stock Units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Freshworks Inc.
Report date January 02, 2026 · Filed January 05, 2026
Section 16 reporting ended · disclosed 2026-01-05. 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 | 40,642 |
Reported balance
After 2026-01-02 transaction · row 1
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 906 · Balance 40,642 F1: Represents the grant of fully-vested restricted stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy. Grant reflects director compensation for the fourth quarter of 2025. The number of shares received in lieu of cash was calculated by dividing the applicable value of the equity by the average closing price of our common stock over the 30 consecutive trading days immediately preceding January 2, 2026, rounded down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully-vested restricted stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy. Grant reflects director compensation for the fourth quarter of 2025. The number of shares received in lieu of cash was calculated by dividing the applicable value of the equity by the average closing price of our common stock over the 30 consecutive trading days immediately preceding January 2, 2026, rounded down to the nearest whole share.
NETSUITE INC
Report date November 07, 2016 · Filed November 10, 2016
Section 16 reporting ended · disclosed 2016-11-10. 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 2016-11-07 transaction · row 1
1 source rowRow 1 · 2016-11-07 · Disposition to issuer · Disposed 97 · Balance 0 F1: Includes 97 shares acquired under the NetSuite Inc. Employee Stock Purchase Plan on October 31, 2016. Excludes shares underlying Restricted Stock Units previously reported in this Table I but are displayed in Table II of this filing for clarity. F2: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Common StockSEC Table I · non-derivative | IndirectBy EZ Living Trust, Zachary Nelson & Elizabeth Horn TR | 0 |
Reported balance
After 2016-11-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-11-07 · Disposition to issuer · Disposed 801,480 · Balance 0 F2: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.78 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-11-07 · Disposition to issuer · Disposed 16,115 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.25 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-07 · Disposition to issuer · Disposed 88,149 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $75.18 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-11-07 · Disposition to issuer · Disposed 48,497 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $92.58 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-11-07 · Disposition to issuer · Disposed 79,460 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $102.61 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-11-07 · Disposition to issuer · Disposed 56,132 · Balance 0 F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-11-07 · Disposition to issuer · Disposed 139,956 · Balance 0 F4: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer. F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-11-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-11-07 · Disposition to issuer · Disposed 342,546 · Balance 0 F4: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer. F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F5: Includes PRSUs that were deemed fully vested and cancelled in exchange for the right to receive the Merger Consideration, in accordance with the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 97 shares acquired under the NetSuite Inc. Employee Stock Purchase Plan on October 31, 2016. Excludes shares underlying Restricted Stock Units previously reported in this Table I but are displayed in Table II of this filing for clarity.
F2: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement.
F3: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement.
F4: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer.
F5: Includes PRSUs that were deemed fully vested and cancelled in exchange for the right to receive the Merger Consideration, in accordance with the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| March 02, 2022 Filed Mar 3, 2022 22:12 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 5,801 | $19.49 | $113,061.49 |
DisclosureSEC source: 0001209191-22-015641 · doc4.xml · nonDerivative · entry 3 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.21 to $19.93 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:12 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 22,324 | $18.84 | $420,584.16 |
DisclosureSEC source: 0001209191-22-015641 · doc4.xml · nonDerivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,224 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.21 to $19.20 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 22:12 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 28,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015641 · doc4.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,548 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:12 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 9,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015641 · doc4.xml · derivative · entry 5 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,187 Underlying: Class A Common Stock · 9,370 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:12 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 9,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015641 · doc4.xml · derivative · entry 4 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,750 Underlying: Class B Common Stock · 9,370 shares Expires 2031-08-08 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F5 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/48th of the shares subject to the RSU will vest in equal monthly installments over 48 months following September 1, 2021, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| February 14, 2022 Filed Feb 17, 2022 01:43 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 28,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010439 · doc4.xml · derivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,817 Underlying: Class A Common Stock · 28,130 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. F3 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F3 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| February 14, 2022 Filed Feb 17, 2022 01:43 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 28,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010439 · doc4.xml · derivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,120 Underlying: Class B Common Stock · 28,130 shares Expires 2031-08-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F2 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/48th of the shares subject to the RSU will vest in equal monthly installments over 48 months following September 1, 2021, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 23:42 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000341 · doc4.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423 F1 · shares: Represents the grant of fully-vested restricted stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy. Grant reflects director compensation for the fourth quarter of 2021. The number of shares received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on December 31, 2021. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 22:35 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-071129 · doc4.xml · derivative · entry 4 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,687 Underlying: Class A Common Stock · 14,063 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 22:35 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 2,200 | $28.17 | $61,974.00 |
DisclosureSEC source: 0001209191-21-071129 · doc4.xml · nonDerivative · entry 3 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.92 to $28.78 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 22:35 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 11,863 | $27.38 | $324,808.94 |
DisclosureSEC source: 0001209191-21-071129 · doc4.xml · nonDerivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.92 to $27.91 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 22:35 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 14,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-071129 · doc4.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:39 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063504 · doc4.xml · derivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Class A Common Stock · 18,750 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. F3 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · shares: The shares of Class B common stock being issued represent vested Restricted Stock Units that are settled in connection with a partial early release from certain lock-up provisions. The remaining vested Restricted Stock Units will not be settled until the remaining lock-up provisions expire. F3 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:39 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 18,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-063504 · doc4.xml · derivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,250 Underlying: Class B Common Stock · 18,750 shares Expires 2031-08-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F2 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit (RSU) award granted to the Reporting Person. The RSU shall vest as follows: 1/48th of the shares subject to the RSU will vest in equal monthly installments over 48 months following September 1, 2021, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 20:28 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 5,131 | $43.75 | $224,481.25 |
DisclosureSEC source: 0001562180-21-004448 · primarydocument.xml · nonDerivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,625 F1 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.39 to $44.14 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 21, 2021 Filed Jun 23, 2021 20:28 UTC | PagerDuty, Inc. PD · Entity 4906 | SaleCommon Stock | 1,200 | $42.77 | $51,324.00 |
DisclosureSEC source: 0001562180-21-004448 · primarydocument.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,756 F1 · kind: The sales reported were effected pursuant to a 10b5-1 trading plan adopted by the reporting person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.37 to $43.12 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 17, 2021 Filed Jul 12, 2021 20:09 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 4,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004885 · primarydocument.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,008 F1 · shares: Represents 4,383 restricted stock units acquired pursuant to the Issuer's non-employee director compensation policy. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the restricted stock unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next annual meeting of stockholders, subject to directors' continuous service to the Issuer on such date. F2 · balance_after: A portion of these shares represent restricted stock units. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 23:37 UTC | PagerDuty, Inc. PD · Entity 4906 | GrantCommon Stock | 6,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-004595 · primarydocument.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,956 F1 · shares: Represents 6,331 restricted stock units acquired pursuant to the Issuer's non-employee director compensation policy. Each restricted stock unit represents a contingent right to receive one share of Common Stock of the Issuer and has no expiration date. The shares underlying the restricted stock unit award shall fully vest on the earlier of the first anniversary of the grant date or immediately prior to the next annual meeting of stockholders, subject to directors' continuous service to the Issuer on such date. F2 · balance_after: Includes restricted shares that will fully vest on 6/27/2020. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerPerformance Restricted Stock Units · Derivative | 342,546 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 9 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 342,546 shares Expires not disclosed F4 · security: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F5 · derivative.exercise_date: Includes PRSUs that were deemed fully vested and cancelled in exchange for the right to receive the Merger Consideration, in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F5 · derivative.expiration_date: Includes PRSUs that were deemed fully vested and cancelled in exchange for the right to receive the Merger Consideration, in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerRestricted Stock Units · Derivative | 139,956 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 8 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 139,956 shares Expires not disclosed F4 · security: Each RSU and PRSU represented the contingent right to receive one share of common stock of the Issuer. F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 56,132 | $0.00 Strike: $102.61 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 7 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,132 shares Expires not disclosed F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 79,460 | $0.00 Strike: $92.58 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 6 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 79,460 shares Expires not disclosed F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 48,497 | $0.00 Strike: $75.18 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 5 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,497 shares Expires not disclosed F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 88,149 | $0.00 Strike: $69.25 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 4 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 88,149 shares Expires not disclosed F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 16,115 | $0.00 Strike: $46.78 | $0.00 |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · derivative · entry 3 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,115 shares Expires not disclosed F3 · derivative.exercise_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. F3 · derivative.expiration_date: Outstanding stock options, restricted stock units ("RSUs") or performance-based restricted stock units ("PRSUs") of the Issuer were either (i) assumed by Parent and automatically converted into corresponding equity incentive awards on common stock of Parent in accordance with the Merger Agreement, or (ii) cancelled and converted into the right to receive the Merger Consideration (less the exercise price, in the case of stock options) in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerCommon Stock | 801,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · nonDerivative · entry 2 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By EZ Living Trust, Zachary Nelson & Elizabeth Horn TR Disclosed balance after: 0 F2 · price: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. Read SEC document |
| November 07, 2016 Filed Nov 10, 2016 01:50 UTC | NETSUITE INC N · Entity 12342 | Disposition to issuerCommon Stock | 97 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-149180 · doc4.xml · nonDerivative · entry 1 NELSON ZACHARY · CIK 0001073342 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 97 shares acquired under the NetSuite Inc. Employee Stock Purchase Plan on October 31, 2016. Excludes shares underlying Restricted Stock Units previously reported in this Table I but are displayed in Table II of this filing for clarity. F2 · price: Outstanding shares of the common stock of the Issuer were converted into the right to receive $109.00 per share in cash, without interest thereon and subject to any required tax withholding (the "Merger Consideration"), in accordance with the Merger Agreement. 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.