Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Okta, Inc.OKTA · Entity 3154 | Director | June 18, 2026 | June 22, 2026 |
| PTC INC.PTC · Entity 3317 | Director | September 15, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,080 |
Reported balance
After 2026-06-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,382 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Exercise / conversion · Acquired 1,117 · Balance 4,382 |
| Restricted Stock UnitssSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $13.04 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $13.04 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $13.04 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $23.70 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $48.47 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 $94.47 | Direct | 0 |
Reported balance
After 2023-02-28 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-10-29 transaction · row 2
2 source rows · reconciled sequenceRow 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
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 |
|---|---|---|---|---|---|---|
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 40,430 | $0.00 Strike: $2.32 | $0.00 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · derivative · entry 6 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,070 Underlying: Common Stock · 40,430 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. F5 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning March 26, 2014 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 22,795 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,795 shares Expires 2022-07-29 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_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 10,427 | $67.39 | $702,717.24 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,550 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $67.15 to $67.89. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 52,798 | $66.73 | $3,523,041.59 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,977 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $66.15 to $67.14. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 40,430 | $2.32 | $93,797.60 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,775 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 |
| October 17, 2018 Filed Oct 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 22,795 | $0.76 | $17,324.20 |
DisclosureSEC source: 0001214659-18-006578 · marketforms-43063.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,345 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 |
| September 21, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Disposition to issuerCommon Stock | 2,911 | $76.75 | $223,419.25 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,550 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 |
| September 21, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Disposition to issuerCommon Stock | 2,672 | $76.75 | $205,076.00 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,174 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 |
| September 20, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionRestricted Stock Units · Derivative | 5,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · derivative · entry 6 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,015 Underlying: Common Stock · 5,287 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, with the first vesting date is scheduled to occur 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, with the first vesting date is scheduled to occur 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 |
| September 20, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionRestricted Stock Units · Derivative | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,529 Underlying: Common Stock · 4,853 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 |
| September 20, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 5,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,461 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 |
| September 20, 2018 Filed Sep 24, 2018 21:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006107 · marketforms-42958.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,846 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 |
| September 17, 2018 Filed Sep 18, 2018 20:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-006075 · marketforms-42943.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,795 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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. F5 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:36 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 4,001 | $78.37 | $313,551.57 |
DisclosureSEC source: 0001214659-18-006075 · marketforms-42943.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,993 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $78.24 to $78.55. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:36 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 26,660 | $77.77 | $2,073,436.18 |
DisclosureSEC source: 0001214659-18-006075 · marketforms-42943.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,994 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $77.24 to $78.19. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:36 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 32,564 | $76.66 | $2,496,239.01 |
DisclosureSEC source: 0001214659-18-006075 · marketforms-42943.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,654 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $76.24 to $77.23. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 20:36 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 63,225 | $0.76 | $48,051.00 |
DisclosureSEC source: 0001214659-18-006075 · marketforms-42943.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,218 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 17, 2018 Filed Aug 20, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-005628 · marketforms-42770.xml · derivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,020 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 20,149 | $67.14 | $1,352,727.29 |
DisclosureSEC source: 0001214659-18-005628 · marketforms-42770.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,993 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $67.05 to $67.39. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 43,076 | $66.54 | $2,866,117.66 |
DisclosureSEC source: 0001214659-18-005628 · marketforms-42770.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,142 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $66.05 to $67.04. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 63,225 | $0.76 | $48,051.00 |
DisclosureSEC source: 0001214659-18-005628 · marketforms-42770.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,218 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 17, 2018 Filed Jul 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-004907 · marketforms-42480.xml · derivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,245 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 41,950 | $65.81 | $2,760,653.99 |
DisclosureSEC source: 0001214659-18-004907 · marketforms-42480.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,993 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $65.80 to $66.48. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 21,275 | $65.81 | $1,400,069.46 |
DisclosureSEC source: 0001214659-18-004907 · marketforms-42480.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,943 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: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $64.80 to $65.79. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:15 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 63,225 | $0.76 | $48,051.00 |
DisclosureSEC source: 0001214659-18-004907 · marketforms-42480.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,218 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,898 | $63.61 | $184,331.06 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,993 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,660 | $63.61 | $169,192.76 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,605 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionRestricted Stock Units · Derivative | 5,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · derivative · entry 6 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,302 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, with the first vesting date is scheduled to occur 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, with the first vesting date is scheduled to occur 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionRestricted Stock Units · Derivative | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,382 Underlying: Common Stock · 4,853 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 5,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,891 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, 2018 Filed Jun 22, 2018 22:53 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-004561 · marketforms-42287.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,265 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 18, 2018 Filed Jun 19, 2018 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-004532 · marketforms-42290.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,470 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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. F5 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 36,565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-004532 · marketforms-42290.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,412 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 14, 2017. F4 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $63.12 to $63.52. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 24,354 | $63.06 | $1,535,724.27 |
DisclosureSEC source: 0001214659-18-004532 · marketforms-42290.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,977 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 14, 2017. F3 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $62.12 to $63.11. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,306 | $63.06 | $145,412.67 |
DisclosureSEC source: 0001214659-18-004532 · marketforms-42290.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,331 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 14, 2017. F2 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $60.64 to $61.61. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 63,225 | $0.76 | $48,051.00 |
DisclosureSEC source: 0001214659-18-004532 · marketforms-42290.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,637 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 |
| May 17, 2018 Filed May 18, 2018 20:24 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-003897 · marketforms-42040.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,695 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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. F5 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:24 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,900 | $51.91 | $98,621.59 |
DisclosureSEC source: 0001214659-18-003897 · marketforms-42040.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,412 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 14, 2017. F4 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $52.86 to $53.00. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:24 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 26,769 | $51.91 | $1,389,474.39 |
DisclosureSEC source: 0001214659-18-003897 · marketforms-42040.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,312 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 14, 2017. F3 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $51.86 to $52.82. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:24 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 34,556 | $51.91 | $1,793,667.19 |
DisclosureSEC source: 0001214659-18-003897 · marketforms-42040.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,081 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 14, 2017. F2 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $50.86 to $51.85. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:07 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-002904 · marketforms-41752.xml · derivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,920 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:07 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 29,464 | $48.39 | $1,425,801.26 |
DisclosureSEC source: 0001214659-18-002904 · marketforms-41752.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,412 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 14, 2017. F3 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $48.46 to $48.70. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:07 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 33,761 | $48.39 | $1,633,738.68 |
DisclosureSEC source: 0001214659-18-002904 · marketforms-41752.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,876 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 14, 2017. F2 · price: The price is the weighted average sale price for the transactions reported on this line. The prices for the transactions reported on this line range from $47.46 to $48.45. The reporting person undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 22:07 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 63,225 | $0.76 | $48,051.00 |
DisclosureSEC source: 0001214659-18-002904 · marketforms-41752.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,637 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, 2018 Filed Mar 22, 2018 23:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,460 | $47.44 | $116,708.55 |
DisclosureSEC source: 0001214659-18-002296 · marketforms-41511.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,412 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 |
| March 20, 2018 Filed Mar 22, 2018 23:30 UTC | Coupa Software Inc COUP · Entity 116314 | GrantStock Options (right to buy) · Derivative | 334,742 | $0.00 Strike: $48.47 | $0.00 |
DisclosureSEC source: 0001214659-18-002296 · marketforms-41511.xml · derivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,742 Underlying: Common Stock · 334,742 shares Expires 2028-03-20 F5 · derivative.exercise_date: The option is eligible to vest based on (i) the achievement of a stock price appreciation target and (ii) provided the reporting person remains in continuous service over a four year period following the date of grant, both of which must be satisfied in order for the option to vest. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 23:30 UTC | Coupa Software Inc COUP · Entity 116314 | GrantRestricted Stock Units · Derivative | 84,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-002296 · marketforms-41511.xml · derivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,676 Underlying: Common Stock · 84,588 shares Expires not disclosed 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, with the first vesting date is scheduled to occur 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, with the first vesting date is scheduled to occur 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 |
| March 20, 2018 Filed Mar 22, 2018 23:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionRestricted Stock Units · Derivative | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-002296 · marketforms-41511.xml · derivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,235 Underlying: Common Stock · 4,853 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 |
| March 20, 2018 Filed Mar 22, 2018 23:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-002296 · marketforms-41511.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,872 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 16, 2018 Filed Mar 20, 2018 20:44 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionNon-Qualified Stock Option · Derivative | 63,225 | $0.00 Strike: $0.76 | $0.00 |
DisclosureSEC source: 0001214659-18-002261 · marketforms-41508.xml · derivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,145 Underlying: Common Stock · 63,225 shares Expires 2022-07-29 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_date: The stock option vests in 48 equal monthly installments beginning August 18, 2012 provided the reporting person remains in continuous service on each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.