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person · Reporting owner

BERNSHTEYN ROBERT

Disclosed activity across 4 companies

Tapewire entity
36318
SEC CIK
0001436655

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Okta, Inc.OKTA · Entity 3154DirectorJune 18, 2026June 22, 2026
PTC INC.PTC · Entity 3317DirectorSeptember 15, 2026September 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.

Okta, Inc.

Report date June 18, 2026 · Filed June 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,080 Reported balance After 2026-06-18 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-06-18 · Grant · Acquired 2,080 · Balance 2,080

F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2: The RSUs vest in full on the earlier of June 18, 2027 or the date immediately prior to the Issuer's next regular annual stockholder meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2: The RSUs vest in full on the earlier of June 18, 2027 or the date immediately prior to the Issuer's next regular annual stockholder meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

PTC INC.

Report date September 15, 2026 · Filed September 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,382 Reported balance After 2026-09-15 transaction · row 1
1 source row

Row 1 · 2026-09-15 · Exercise / conversion · Acquired 1,117 · Balance 4,382

Restricted Stock UnitssSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-09-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-09-15 · Exercise / conversion · Disposed 1,117 · Balance 0

F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.

F2: Time-based restricted stock units granted on September 9, 2024 that vested on September 15, 2026.

F3: This amount represents the total number of derivative securities beneficially owned of the class shown.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock.

F2: Time-based restricted stock units granted on September 9, 2024 that vested on September 15, 2026.

F3: This amount represents the total number of derivative securities beneficially owned of the class shown.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Coupa Software Inc

Report date February 28, 2023 · Filed February 28, 2023

Section 16 reporting ended · disclosed 2023-02-28. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2023-02-28 transaction · row 1
1 source row

Row 1 · 2023-02-28 · Disposition to issuer · Disposed 259,300 · Balance 0

F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to 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 common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration").

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-02-28 · Disposition to issuer · Disposed 4,731 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2023-02-28 · Disposition to issuer · Disposed 13,259 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2023-02-28 · Disposition to issuer · Disposed 14,926 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2023-02-28 · Disposition to issuer · Disposed 73,938 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2023-02-28 · Disposition to issuer · Disposed 390,000 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2023-02-28 · Disposition to issuer · Disposed 49,406 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F5: Pursuant to the Merger Agreement, at the Effective Time, each PSU, whether vested or unvested, that was outstanding immediately prior to the Effective Time was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such PSU as of immediately prior to the Effective time (with the number of PSUs determined based on deemed achievement at 100% of target) multiplied by the Merger Consideration.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2023-02-28 · Disposition to issuer · Disposed 40,584 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F5: Pursuant to the Merger Agreement, at the Effective Time, each PSU, whether vested or unvested, that was outstanding immediately prior to the Effective Time was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such PSU as of immediately prior to the Effective time (with the number of PSUs determined based on deemed achievement at 100% of target) multiplied by the Merger Consideration.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2023-02-28 · Disposition to issuer · Disposed 91,000 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F5: Pursuant to the Merger Agreement, at the Effective Time, each PSU, whether vested or unvested, that was outstanding immediately prior to the Effective Time was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such PSU as of immediately prior to the Effective time (with the number of PSUs determined based on deemed achievement at 100% of target) multiplied by the Merger Consideration.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-02-28 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2023-02-28 · Disposition to issuer · Disposed 585,000 · Balance 0

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F6: Pursuant to the Merger Agreement, at the Effective Time, this PSU was canceled for no consideration in accordance with its terms.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.04Direct0 Reported balance After 2023-02-28 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · 2023-02-28 · Disposition to issuer · Disposed 50,621 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.04Direct0 Reported balance After 2023-02-28 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2023-02-28 · Disposition to issuer · Disposed 163,238 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.04Direct0 Reported balance After 2023-02-28 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2023-02-28 · Disposition to issuer · Disposed 163,238 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.70Direct0 Reported balance After 2023-02-28 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2023-02-28 · Disposition to issuer · Disposed 158,462 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.47Direct0 Reported balance After 2023-02-28 transaction · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 15 · 2023-02-28 · Disposition to issuer · Disposed 334,742 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.47Direct0 Reported balance After 2023-02-28 transaction · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 16 · 2023-02-28 · Disposition to issuer · Disposed 56,521 · Balance 0

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Filing footnotes · ownership attribution and instrument terms

F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated as of December 11, 2022 (the "Merger Agreement"), by and among Coupa Holdings, LLC (f/k/a Project CS Parent, LLC) ("Parent"), Project CS Merger Sub, Inc. ("Merger Sub"), and Coupa Software Incorporated (the "Company"). Pursuant to 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 common stock, par value $0.0001 per share ("Common Stock"), was canceled and automatically converted into the right to receive $81.00 in cash, without interest, less any applicable withholding taxes (the "Merger Consideration").

F2: Restricted stock units ("RSUs") and performance stock units ("PSUs") represent a contingent right to receive one share of Common Stock for each RSU or PSU, as applicable.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was subject to time-based vesting conditions that was unexpired, unsettled and vested as of immediately prior to the Effective Time (including any RSU that vested automatically as a result of the Merger) (each a "Vested RSU") and a portion of certain RSUs that would have vested on or prior to January 31, 2024 (each a "Deemed Vested RSU") was canceled and converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Vested RSU or Deemed Vested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration. (Continued in Footnote 4)

F4: (Continued from Footnote 3) Pursuant to the Merger Agreement, at the Effective Time, each RSU that remained unexpired, unvested and outstanding as of immediately prior to the Effective Time (other than any Deemed Vested RSU) (each an "Unvested RSU") was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such Unvested RSU as of immediately prior to the Effective Time, multiplied by the Merger Consideration, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date.

F5: Pursuant to the Merger Agreement, at the Effective Time, each PSU, whether vested or unvested, that was outstanding immediately prior to the Effective Time was canceled and automatically converted into the right to receive a cash payment equal to the number of shares of Common Stock subject to such PSU as of immediately prior to the Effective time (with the number of PSUs determined based on deemed achievement at 100% of target) multiplied by the Merger Consideration.

F6: Pursuant to the Merger Agreement, at the Effective Time, this PSU was canceled for no consideration in accordance with its terms.

F7: Pursuant to the Merger Agreement, at the Effective Time, each option to purchase shares of Common Stock (an "Option") that was unexpired, unexercised, vested and outstanding as of immediately prior to the Effective Time (including any Option that vested automatically as a result of the Merger) (each a "Vested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to (x) the number of shares of Common Stock for which such option had not then been exercised multiplied by (y) the excess, if any, of the Merger Consideration over the per share exercise price of such Vested Option, except that each Vested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration. (Continued in Footnote 8)

F8: (Continued from Footnote 7) Pursuant to the Merger Agreement, at the Effective Time, each Option that was unexpired, unexercised, unvested and outstanding as of immediately prior to the Effective Time (each an "Unvested Option") was canceled and automatically converted into the right to receive a cash payment, without interest, equal to the number of shares of Common Stock for which such Unvested Option had not then been exercised multiplied by the excess, if any, of the Merger Consideration over the per share exercise price of such Unvested Option, with such amount to vest and become payable on substantially the same terms and conditions that applied to the Unvested Option, subject to the Reporting Person's continued service with Parent and its affiliates through the applicable vesting date, except that each Unvested Option with a per share exercise price equal to or greater than the Merger Consideration was canceled for no consideration.

Medallia, Inc.

Report date October 29, 2021 · Filed November 02, 2021

Section 16 reporting ended · disclosed 2021-11-02. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Ending reported balance After 2021-10-29 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2021-10-29 · Disposition to issuer · Disposed 20,315 · Balance 13,591

F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash.

Row 2 · 2021-10-29 · Disposition to issuer · Disposed 13,591 · Balance 0

F2: The shares are represented by restricted stock units, or RSUs. Pursuant to the terms of the Issuer's 2019 Equity Incentive Plan and the Outside Director Compensation Plan, the RSUs vested in full in connection with a change in control.

F3: Immediately prior to the effective time of the merger, each vested RSU was cancelled and converted into a right to receive $34.00 in cash for each outstanding unit.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash.

F2: The shares are represented by restricted stock units, or RSUs. Pursuant to the terms of the Issuer's 2019 Equity Incentive Plan and the Outside Director Compensation Plan, the RSUs vested in full in connection with a change in control.

F3: Immediately prior to the effective time of the merger, each vested RSU was cancelled and converted into a right to receive $34.00 in cash for each outstanding unit.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 17, 2019 Filed Sep 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 12,434 $138.20 $1,718,365.12
Disclosure

SEC source: 0001214659-19-005938 · marketforms-45785.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,627

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F4 · price: This transaction was executed in multiple trades at prices ranging from $137.84 to $138.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 29,130 $137.24 $3,997,740.03
Disclosure

SEC source: 0001214659-19-005938 · marketforms-45785.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,061

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F3 · price: This transaction was executed in multiple trades at prices ranging from $136.84 to $137.82. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 21,161 $136.49 $2,888,264.89
Disclosure

SEC source: 0001214659-19-005938 · marketforms-45785.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,191

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F2 · price: This transaction was executed in multiple trades at prices ranging from $135.83 to $136.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 17, 2019 Filed Sep 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-005938 · marketforms-45785.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,352

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
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionStock Options (Right to Buy) · Derivative 63,225 $0.00 Strike: $2.32 $0.00
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · derivative · entry 7

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,820

Underlying: Common Stock · 63,225 shares

Expires 2024-03-25

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.

F7 · derivative.exercise_date: The option grant is fully vested as of March 26, 2018.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 1,300 $140.28 $182,366.99
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,127

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F6 · price: This transaction was executed in multiple trades at prices ranging from $140.20 to $140.48. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 3,981 $139.36 $554,793.75
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,427

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F5 · price: This transaction was executed in multiple trades at prices ranging from $139.04 to $139.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 3,052 $138.72 $423,380.15
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,408

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F4 · price: This transaction was executed in multiple trades at prices ranging from $138.03 to $139.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 19,780 $137.32 $2,716,144.11
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,460

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F3 · price: This transaction was executed in multiple trades at prices ranging from $137.03 to $138.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 35,112 $136.60 $4,796,176.31
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 189,240

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F2 · price: This transaction was executed in multiple trades at prices ranging from $136.03 to $137.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 19, 2019 Filed Aug 21, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-005397 · marketforms-45521.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,352

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
July 23, 2019 Filed Jul 24, 2019 00:39 UTC Medallia, Inc. MDLA · Entity 133980 OtherCommon Stock 17,397 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-020166 · doc4.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,397

F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock.

F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock.

Read SEC document
July 23, 2019 Filed Jul 24, 2019 00:39 UTC Medallia, Inc. MDLA · Entity 133980 OtherClass A Common Stock 17,397 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-020166 · doc4.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock.

F1 · price: Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionStock Options (Right to Buy) · Derivative 63,225 $0.00 Strike: $2.32 $0.00
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · derivative · entry 8

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,045

Underlying: Common Stock · 63,225 shares

Expires 2024-03-25

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.

F8 · derivative.exercise_date: The option grant is fully vested as of March 26, 2018.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 1,700 $144.92 $246,361.11
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 7

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,127

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F7 · price: This transaction was executed in multiple trades at prices ranging from $144.82 to $145.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 20,123 $144.28 $2,903,352.48
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,827

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F6 · price: This transaction was executed in multiple trades at prices ranging from $143.82 to $144.81. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 37,228 $143.54 $5,343,528.43
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,950

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F5 · price: This transaction was executed in multiple trades at prices ranging from $142.82 to $143.81. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 1,401 $142.14 $199,138.84
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,178

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F4 · price: This transaction was executed in multiple trades at prices ranging from $141.76 to $142.68. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 500 $140.99 $70,497.00
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,579

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F3 · price: This transaction was executed in multiple trades at prices ranging from $140.75 to $141.32. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,273 $139.95 $318,109.53
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 222,079

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 29, 2019.

F2 · price: This transaction was executed in multiple trades at prices ranging from $139.62 to $140.26. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
July 17, 2019 Filed Jul 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-004691 · marketforms-45338.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,352

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
June 21, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,592 $125.70 $325,814.40
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,127

F1 · shares: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 21, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,897 $125.70 $364,152.90
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 158,989

F1 · shares: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 21, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,659 $125.70 $334,236.30
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,600

F1 · shares: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionRestricted Stock Unit · Derivative 4,730 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · derivative · entry 9

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,964

Underlying: Common Stock · 4,730 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.

F2 · derivative.exercise_price: Each Restricted Stock Unit converts into common stock on a one-for-one basis.

F5 · derivative.exercise_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2019. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

F5 · derivative.expiration_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2019. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionRestricted Stock Unit · Derivative 5,286 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · derivative · entry 8

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,155

Underlying: Common Stock · 5,286 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.

F2 · derivative.exercise_price: Each Restricted Stock Unit converts into common stock on a one-for-one basis.

F4 · derivative.exercise_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2018. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

F4 · derivative.expiration_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2018. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionRestricted Stock Unit · Derivative 4,852 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · derivative · entry 7

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,971

Underlying: Common Stock · 4,852 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.

F2 · derivative.exercise_price: Each Restricted Stock Unit converts into common stock on a one-for-one basis.

F3 · derivative.exercise_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2017. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

F3 · derivative.expiration_date: These RSUs vest quarterly over a four year period, and the first quarterly vesting occurred on June 20, 2017. Vested shares will be delivered to the reporting person upon vest date. Unless otherwise provided, on each vest date shares of common stock will automatically be sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

Read SEC document
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 4,730 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,719

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
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 5,286 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,886

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
June 20, 2019 Filed Jun 24, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 4,852 $0.00 $0.00
Disclosure

SEC source: 0001214659-19-004301 · marketforms-45254.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,259

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
June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionStock Options (Right to Buy) · Derivative 63,225 $0.00 Strike: $2.32 $0.00
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · derivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,270

Underlying: Common Stock · 63,225 shares

Expires 2024-03-25

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 grant is fully vested as of March 26, 2018.

Read SEC document
June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 600 $123.31 $73,983.00
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,407

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F5 · price: This transaction was executed in multiple trades at prices ranging from $123.28 to $123.34. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 26,972 $122.68 $3,308,919.57
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,007

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F4 · price: This transaction was executed in multiple trades at prices ranging from $122.27 to $123.24. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 33,453 $121.98 $4,080,617.01
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,979

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F3 · price: This transaction was executed in multiple trades at prices ranging from $121.270 to $122.265. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,200 $120.85 $265,864.72
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,432

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F2 · price: This transaction was executed in multiple trades at prices ranging from $120.27 to $121.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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June 17, 2019 Filed Jun 19, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-004268 · marketforms-45236.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,632

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.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionStock Options (Right to Buy) · Derivative 63,225 $0.00 Strike: $2.32 $0.00
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · derivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289,495

Underlying: Common Stock · 63,225 shares

Expires 2024-03-25

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 grant is fully vested as of March 26, 2018.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 20,825 $111.19 $2,315,467.19
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,407

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F5 · price: This transaction was executed in multiple trades at prices ranging from $110.73 to $111.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 30,915 $110.12 $3,404,406.17
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,232

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F4 · price: This transaction was executed in multiple trades at prices ranging from $109.71 to $110.70. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 3,666 $109.16 $400,180.93
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,147

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F3 · price: This transaction was executed in multiple trades at prices ranging from $108.70 to $109.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 7,819 $108.32 $846,953.30
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 209,813

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F2 · price: This transaction was executed in multiple trades at prices ranging from $107.70 to $108.68. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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May 17, 2019 Filed May 18, 2019 00:37 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-003660 · marketforms-44975.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,632

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
April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionStock Options (Right to Buy) · Derivative 63,225 $0.00 Strike: $2.32 $0.00
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · derivative · entry 7

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 352,720

Underlying: Common Stock · 63,225 shares

Expires 2024-03-25

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.

F7 · derivative.exercise_date: The option grant is fully vested as of March 26, 2018.

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April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 1,000 $94.58 $94,575.00
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 6

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,407

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F6 · price: This transaction was executed in multiple trades at prices ranging from $94.57 to $94.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 600 $92.88 $55,728.00
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 5

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,407

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F5 · price: This transaction was executed in multiple trades at prices ranging from $92.75 to $93.47. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 3,200 $92.23 $295,122.56
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 156,007

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F4 · price: This transaction was executed in multiple trades at prices ranging from $91.62 to $92.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 31,869 $90.27 $2,876,728.58
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 3

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,207

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F3 · price: This transaction was executed in multiple trades at prices ranging from $90.00 to $90.83. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 26,556 $89.65 $2,380,819.76
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 2

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,076

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 9, 2018.

F2 · price: This transaction was executed in multiple trades at prices ranging from $89.00 to $89.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
April 17, 2019 Filed Apr 18, 2019 20:30 UTC Coupa Software Inc COUP · Entity 116314 Exercise / conversionCommon Stock 63,225 $2.32 $146,682.00
Disclosure

SEC source: 0001214659-19-002791 · marketforms-44769.xml · nonDerivative · entry 1

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,632

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 21, 2019 Filed Mar 22, 2019 20:33 UTC Coupa Software Inc COUP · Entity 116314 SaleCommon Stock 2,898 $96.19 $278,758.62
Disclosure

SEC source: 0001214659-19-002246 · marketforms-44620.xml · nonDerivative · entry 4

BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,407

F1 · shares: As previously disclosed, these shares of common stock were automatically sold to satisfy the reporting person's tax withholding obligations in a non-discretionary transaction.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.