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 |
|---|---|---|---|---|---|---|
| December 20, 2020 Filed Dec 22, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 5,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-010616 · marketforms-50697.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,562 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 |
| December 20, 2020 Filed Dec 22, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-010616 · marketforms-50697.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,988 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $7.88 | $0.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · derivative · entry 26 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,970 Underlying: Common Stock · 50,000 shares Expires 2026-02-03 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. F23 · derivative.exercise_date: The option grant is fully vested as of January 1, 2020. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 103 | $366.94 | $37,794.85 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 25 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,135 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 July 15, 2020. F22 · price: This transaction was executed in multiple trades at prices ranging from $366.94 to $366.95. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 400 | $365.87 | $146,349.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 24 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,238 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 July 15, 2020. F21 · price: This transaction was executed in multiple trades at prices ranging from $365.54 to $366.52. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,028 | $364.89 | $375,102.71 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 23 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,638 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 July 15, 2020. F20 · price: This transaction was executed in multiple trades at prices ranging from $364.44 to $365.33. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 635 | $363.81 | $231,018.52 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 22 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,666 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 July 15, 2020. F19 · price: This transaction was executed in multiple trades at prices ranging from $363.44 to $364.29. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,361 | $362.80 | $856,559.47 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 21 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,301 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 July 15, 2020. F18 · price: This transaction was executed in multiple trades at prices ranging from $362.32 to $363.31. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,743 | $361.79 | $992,402.86 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 20 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,662 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 July 15, 2020. F17 · price: This transaction was executed in multiple trades at prices ranging from $361.30 to $362.26. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,429 | $360.89 | $876,609.83 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 19 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,405 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 July 15, 2020. F16 · price: This transaction was executed in multiple trades at prices ranging from $360.30 to $361.28. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,428 | $359.83 | $513,837.81 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 18 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,834 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 July 15, 2020. F15 · price: This transaction was executed in multiple trades at prices ranging from $359.28 to $360.16. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,700 | $358.52 | $968,015.34 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 17 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,262 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 July 15, 2020. F14 · price: This transaction was executed in multiple trades at prices ranging from $358.13 to $358.98. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,511 | $357.63 | $898,010.94 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 16 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,962 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 July 15, 2020. F13 · price: This transaction was executed in multiple trades at prices ranging from $357.09 to $358.03. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 4,622 | $356.50 | $1,647,726.82 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 15 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,473 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 July 15, 2020. F12 · price: This transaction was executed in multiple trades at prices ranging from $356.05 to $357.04. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 4,960 | $355.47 | $1,763,143.60 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 14 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,095 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 July 15, 2020. F11 · price: This transaction was executed in multiple trades at prices ranging from $355.05 to $356.04. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,607 | $354.51 | $569,691.95 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 13 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,055 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 July 15, 2020. F10 · price: This transaction was executed in multiple trades at prices ranging from $354.02 to $354.97. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 100 | $352.72 | $35,272.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 12 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,662 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 July 15, 2020. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 400 | $350.93 | $140,371.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 11 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,762 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 July 15, 2020. F9 · price: This transaction was executed in multiple trades at prices ranging from $350.65 to $351.23. 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. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 500 | $349.71 | $174,857.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 10 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,162 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 July 15, 2020. F8 · price: This transaction was executed in multiple trades at prices ranging from $349.37 to $349.93. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,643 | $348.78 | $921,827.39 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 9 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,662 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 July 15, 2020. F7 · price: This transaction was executed in multiple trades at prices ranging from $348.35 to $349.23. 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. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,400 | $347.84 | $486,982.02 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 8 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,305 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 July 15, 2020. F6 · price: This transaction was executed in multiple trades at prices ranging from $347.34 to $348.31. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 3,377 | $346.30 | $1,169,453.41 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 7 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,705 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 July 15, 2020. F5 · price: This transaction was executed in multiple trades at prices ranging from $345.96 to $346.88. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 6,196 | $345.43 | $2,140,254.54 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 6 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,082 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 July 15, 2020. F4 · price: This transaction was executed in multiple trades at prices ranging from $344.95 to $345.94. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 5,932 | $344.48 | $2,043,429.85 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,278 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 July 15, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $343.95 to $344.94. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,325 | $343.38 | $454,983.80 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,210 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 July 15, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $342.95 to $343.79. 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 |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 200 | $341.65 | $68,330.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,535 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 July 15, 2020. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 400 | $339.05 | $135,620.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,735 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 July 15, 2020. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 21:31 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 50,000 | $7.88 | $394,000.00 |
DisclosureSEC source: 0001214659-20-010591 · marketforms-50684.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,135 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $7.88 | $0.00 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · derivative · entry 21 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,970 Underlying: Common Stock · 50,000 shares Expires 2026-02-03 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. F21 · derivative.exercise_date: The option grant is fully vested as of January 1, 2020. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,559 | $304.61 | $779,495.97 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 20 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,135 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 July 15, 2020. F20 · price: This transaction was executed in multiple trades at prices ranging from $304.23 to $305.09. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 5,301 | $303.69 | $1,609,834.72 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 19 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,694 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 July 15, 2020. F19 · price: This transaction was executed in multiple trades at prices ranging from $303.21 to $304.08. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 9,166 | $302.68 | $2,774,358.46 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 18 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,995 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 July 15, 2020. F18 · price: This transaction was executed in multiple trades at prices ranging from $302.21 to $303.205. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 3,296 | $301.55 | $993,892.65 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 17 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,161 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 July 15, 2020. F17 · price: This transaction was executed in multiple trades at prices ranging from $301.08 to $301.99. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,439 | $300.26 | $432,080.18 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 16 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,457 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 July 15, 2020. F16 · price: This transaction was executed in multiple trades at prices ranging from $300.04 to $300.70. 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. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 3,480 | $299.56 | $1,042,458.01 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 15 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,896 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 July 15, 2020. F15 · price: This transaction was executed in multiple trades at prices ranging from $299.03 to $300.02. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,700 | $298.25 | $507,017.01 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 14 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,376 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 July 15, 2020. F14 · price: This transaction was executed in multiple trades at prices ranging from $297.98 to $298.57. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,712 | $297.40 | $806,545.27 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 13 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,076 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 July 15, 2020. F13 · price: This transaction was executed in multiple trades at prices ranging from $296.96 to $297.95. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 5,543 | $296.40 | $1,642,931.90 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 12 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,788 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 July 15, 2020. F12 · price: This transaction was executed in multiple trades at prices ranging from $295.96 to $296.95. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 3,693 | $295.45 | $1,091,114.21 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 11 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,331 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 July 15, 2020. F11 · price: This transaction was executed in multiple trades at prices ranging from $294.96 to $295.94. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,995 | $294.66 | $587,844.31 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 10 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,024 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 July 15, 2020. F10 · price: This transaction was executed in multiple trades at prices ranging from $293.95 to $294.90. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,080 | $293.13 | $316,585.58 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 9 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,019 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 July 15, 2020. F9 · price: This transaction was executed in multiple trades at prices ranging from $292.93 to $293.92. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 746 | $291.84 | $217,716.07 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 8 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,099 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 July 15, 2020. F8 · price: This transaction was executed in multiple trades at prices ranging from $291.60 to $292.23. 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. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,799 | $291.05 | $523,590.67 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 7 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,845 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 July 15, 2020. F7 · price: This transaction was executed in multiple trades at prices ranging from $290.53 to $291.35. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,400 | $289.78 | $405,690.32 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 6 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,644 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 July 15, 2020. F6 · price: This transaction was executed in multiple trades at prices ranging from $289.46 to $290.36. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 601 | $288.53 | $173,407.31 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 5 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,044 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 July 15, 2020. F5 · price: This transaction was executed in multiple trades at prices ranging from $288.31 to $288.70. 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. Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 1,093 | $287.96 | $314,744.21 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 4 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,645 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 July 15, 2020. F4 · price: This transaction was executed in multiple trades at prices ranging from $287.20 to $288.14. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 2,098 | $286.82 | $601,741.86 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 3 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,738 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 July 15, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $286.10 to $287.09. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | SaleCommon Stock | 299 | $285.75 | $85,437.81 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 2 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,836 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 July 15, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $285.10 to $286.09. 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 |
| November 17, 2020 Filed Nov 19, 2020 21:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionCommon Stock | 50,000 | $7.88 | $394,000.00 |
DisclosureSEC source: 0001214659-20-009764 · marketforms-50142.xml · nonDerivative · entry 1 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,135 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 19, 2020 Filed Oct 21, 2020 20:30 UTC | Coupa Software Inc COUP · Entity 116314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $7.88 | $0.00 |
DisclosureSEC source: 0001214659-20-008778 · marketforms-49873.xml · derivative · entry 11 BERNSHTEYN ROBERT · CIK 0001436655 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,970 Underlying: Common Stock · 50,000 shares Expires 2026-02-03 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. F10 · derivative.exercise_date: The option grant is fully vested as of January 1, 2020. 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.