person · Reporting owner

McIlwain Matthew S

Disclosed activity across 3 companies

Tapewire entity: 36351
SEC CIK: 0001381752

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Nautilus Biotechnology, Inc.NAUT · Entity 6679	Director	June 18, 2026	June 22, 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.

Nautilus Biotechnology, Inc.

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

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.28 · Expires 2036-06-18	Direct	45,000	Reported balance After 2026-06-18 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-06-18 · Grant · Acquired 45,000 · Balance 45,000 F1: Subject to reporting person's continuous status as a "Service Provider" (as defined in the the Issuer's 2021 Equity Incentive Plan) through each applicable vesting date, one-twelfth (1/12th) of the shares subject to the Option shall vest on a monthly basis following the date of grant on the same day of the month as such grant date (or on the last day of the month, if there is no corresponding day in such month).

Filing footnotes · ownership attribution and instrument terms

F1: Subject to reporting person's continuous status as a "Service Provider" (as defined in the the Issuer's 2021 Equity Incentive Plan) through each applicable vesting date, one-twelfth (1/12th) of the shares subject to the Option shall vest on a monthly basis following the date of grant on the same day of the month as such grant date (or on the last day of the month, if there is no corresponding day in such month).

Past disclosures · reporting ended (2)

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

Apptio Inc

Report date January 10, 2019 · Filed January 11, 2019

Section 16 reporting ended · disclosed 2019-01-11. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	Ending reported balance After 2019-01-10 transaction · row 5 4 source rows · reconciled sequence Row 1 · 2018-12-13 · Gift · Disposed 3,600 · Balance 58,584 Row 2 · 2018-12-21 · Gift · Disposed 3,000 · Balance 55,584 Row 3 · 2018-12-21 · Gift · Disposed 14,971 · Balance 40,613 Row 5 · 2019-01-10 · Disposition to issuer · Disposed 40,613 · Balance 0 F3: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share. F1: Disposed of pursuant to the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement") in exchange for a cash payment of $38.00 per share.
Class A Common StockSEC Table I · non-derivative	IndirectSee Footnote	Reported balance After 2019-01-10 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 4 · 2019-01-10 · Disposition to issuer · Disposed 23,916 · Balance 0 F1: Disposed of pursuant to the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement") in exchange for a cash payment of $38.00 per share. F2: Shares held by the McIlwain Family GST Trust.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.31 · Expires 2025-11-05	Direct	Reported balance After 2019-01-10 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2019-01-10 · Disposition to issuer · Disposed 30,000 · Balance 0 F4: Includes 7,545 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes. F5: Includes 22,455 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes. F6: 1/3rd of the shares subject to the option shall become vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the merger agreement between Apptio, Inc., Bellevue Parent, LLC, and Bellevue Merger Sub, Inc. (the "Merger Agreement") in exchange for a cash payment of $38.00 per share.

F2: Shares held by the McIlwain Family GST Trust.

F3: Includes 4,652 restricted stock units which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share.

F4: Includes 7,545 options which vested solely as a result of the consummation of the Merger Agreement, which were cancelled and automatically converted into the right to receive a cash payment of $38.00 per share, less the applicable exercise price of the option, subject to any required withholding of taxes.

F5: Includes 22,455 vested options which were cancelled and automatically converted into the right to receive $38.00 per share, less the applicable per share exercise price and subject to any applicable withholding taxes.

F6: 1/3rd of the shares subject to the option shall become vested on September 29, 2017 and 1/36th of the shares subject to the option shall vest monthly thereafter for the next 24 months. The option is subject to an early exercise right and may be exercised in full prior to the vesting of the shares underlying the option, subject to the issuer's right of repurchase.

SMARTSHEET INC

Report date January 22, 2025 · Filed January 24, 2025

Section 16 reporting ended · disclosed 2025-01-24. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2025-01-22 transaction · row 1 1 source row Row 1 · 2025-01-22 · Disposition to issuer · Disposed 131,122 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of 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 Class A common stock, no par value per share ("Common Stock"), was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").
Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2034-06-18	Direct	0	Reported balance After 2025-01-22 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2025-01-22 · Disposition to issuer · Disposed 4,864 · Balance 0 F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F4: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F5: The RSUs shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of 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 Class A common stock, no par value per share ("Common Stock"), was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").

F2: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement.

F3: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes.

F4: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time.

F5: The RSUs shall fully vest on the earlier of (a) the date of the 2025 annual meeting of the issuer's shareholders and (b) June 18, 2025, subject to continued service through the vesting date.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
February 09, 2018 Filed Feb 12, 2018 19:11 UTC	Apptio Inc APTI · Entity 161106	SaleClass A Common Stock	10,100	$24.97	$252,149.53	Disclosure SEC source: 0001209191-18-009376 · doc4.xml · nonDerivative · entry 2 McIlwain Matthew S · CIK 0001381752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,123 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.90 to $25.02. F2 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
February 08, 2018 Filed Feb 12, 2018 19:11 UTC	Apptio Inc APTI · Entity 161106	SaleClass A Common Stock	7,400	$25.26	$186,904.76	Disclosure SEC source: 0001209191-18-009376 · doc4.xml · nonDerivative · entry 1 McIlwain Matthew S · CIK 0001381752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,223 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.25 to $25.29. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1), (3) and (4) to this Form 4. F2 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
February 06, 2018 Filed Feb 8, 2018 18:36 UTC	Apptio Inc APTI · Entity 161106	ConversionClass B Common Stock · Derivative	2,000,000	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-18-008559 · doc4.xml · derivative · entry 5 McIlwain Matthew S · CIK 0001381752 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,049,786 Underlying: Class A Common Stock · 2,000,000 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. F1 · shares: Includes 1,923,172 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 76,828 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F7 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F7 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F1 · derivative.underlying_shares: Includes 1,923,172 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 76,828 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F8 · balance_after: Includes 1,971,044 shares held by Madrona III and 78,742 shares held Madrona III-A. F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
February 06, 2018 Filed Feb 8, 2018 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	18,141	$0.00	$0.00	Disclosure SEC source: 0001209191-18-008559 · doc4.xml · nonDerivative · entry 4 McIlwain Matthew S · CIK 0001381752 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 19,207 F6 · kind: Acquisition by the McIlwain Family GST Trust, pursuant to the Distribution. F6 · ownership.nature: Acquisition by the McIlwain Family GST Trust, pursuant to the Distribution. Read SEC document
February 06, 2018 Filed Feb 8, 2018 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	48,477	$0.00	$0.00	Disclosure SEC source: 0001209191-18-008559 · doc4.xml · nonDerivative · entry 3 McIlwain Matthew S · CIK 0001381752 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,623 F4 · kind: Acquisition by the reporting person, who is a Managing Director of the various entities affiliated with Madrona, pursuant to the Distribution. F5 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
February 06, 2018 Filed Feb 8, 2018 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	2,000,000	$0.00	$0.00	Disclosure SEC source: 0001209191-18-008559 · doc4.xml · nonDerivative · entry 2 McIlwain Matthew S · CIK 0001381752 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F3 · kind: Represents a pro rata distribution for no consideration to the limited partners and general partners of Madrona III and Madrona III-A (the "Distribution"). F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
February 06, 2018 Filed Feb 8, 2018 18:36 UTC	Apptio Inc APTI · Entity 161106	ConversionClass A Common Stock	2,000,000	$0.00	$0.00	Disclosure SEC source: 0001209191-18-008559 · doc4.xml · nonDerivative · entry 1 McIlwain Matthew S · CIK 0001381752 · Director · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,000,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,923,172 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 76,828 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
November 17, 2017 Filed Nov 21, 2017 18:36 UTC	Apptio Inc APTI · Entity 161106	ConversionClass B Common Stock · Derivative	1,150,000	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001209191-17-062174 · doc4.xml · derivative · entry 5 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,049,786 Underlying: Class A Common Stock · 1,150,000 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. F1 · shares: Includes 1,105,824 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 44,176 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F7 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F7 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F1 · derivative.underlying_shares: Includes 1,105,824 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 44,176 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F8 · balance_after: Includes 3,894,216 shares held by Madrona III and 155,570 shares held Madrona III-A. F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
November 17, 2017 Filed Nov 21, 2017 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	1,066	$0.00	$0.00	Disclosure SEC source: 0001209191-17-062174 · doc4.xml · nonDerivative · entry 4 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,066 F6 · kind: Acquisition by the McIlwain Family GST Trust, pursuant to the Distribution. F6 · ownership.nature: Acquisition by the McIlwain Family GST Trust, pursuant to the Distribution. Read SEC document
November 17, 2017 Filed Nov 21, 2017 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	3,461	$0.00	$0.00	Disclosure SEC source: 0001209191-17-062174 · doc4.xml · nonDerivative · entry 3 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,146 F4 · kind: Acquisition by the reporting person, who is a Managing Director of the various entities affiliated with Madrona, pursuant to the Distribution. F5 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
November 17, 2017 Filed Nov 21, 2017 18:36 UTC	Apptio Inc APTI · Entity 161106	OtherClass A Common Stock	1,150,000	$0.00	$0.00	Disclosure SEC source: 0001209191-17-062174 · doc4.xml · nonDerivative · entry 2 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F3 · kind: Represents a pro rata distribution for no consideration to the limited partners and general partners of Madrona III and Madrona III-A (the "Distribution"). F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
November 17, 2017 Filed Nov 21, 2017 18:36 UTC	Apptio Inc APTI · Entity 161106	ConversionClass A Common Stock	1,150,000	$0.00	$0.00	Disclosure SEC source: 0001209191-17-062174 · doc4.xml · nonDerivative · entry 1 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,150,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,105,824 shares held by Madrona Venture Fund III, L.P. ("Madrona III") and 44,176 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). F2 · ownership.nature: Shares are held by Madrona III and Madrona III-A. Mr. McIlwain is a Managing Director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. Read SEC document
July 27, 2017 Filed Jul 31, 2017 17:18 UTC	Apptio Inc APTI · Entity 161106	GrantClass A Common Stock	8,685	$0.00	$0.00	Disclosure SEC source: 0001209191-17-046728 · doc4.xml · nonDerivative · entry 1 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,685 F1 · security: Each share is represented by a restricted stock unit (RSU) that represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: The RSU Award was automatically granted on July 27, 2017 pursuant to the Issuer's Outside Director Compensation Policy that was approved and adopted by the Issuer's Board of Directors on September 1, 2016 and 100% of the RSUs will vest on the earlier of the one year anniversary of the grant date and the date of the next annual meeting of the Issuer, provided that the Reporting Person continues to serve on the Issuer's Board of Directors through the date of vesting. F3 · balance_after: Includes 8,685 RSUs that represent contingent rights to receive 8,685 shares of the Issuer's Class A Common Stock upon settlement. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionClass B Common Stock · Derivative	5,199,786	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 6 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 5,199,786 Underlying: Class A Common Stock · 5,199,786 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. F7 · derivative.exercise_price: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F7 · derivative.exercise_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F7 · derivative.expiration_date: Class B Common Stock is convertible at any time, at the holder's election, into Class A Common Stock on a 1-for-1 basis and has no expiration date. F1 · ownership.nature: Includes 2,206,839 shares held by Madrona Venture Fund III, L.P.("Madrona III") and 88,161 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). Matthew McIlwain (who is a director of the issuer and files separate section 16(a) reports) is a managing director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F2 · ownership.nature: Includes 1,451,124 shares held by Madrona III and 57,971 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F3 · ownership.nature: Includes 733,763 shares held by Madrona III and 29,313 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F4 · ownership.nature: Includes 414,257 shares held by Madrona III and 16,549 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F5 · ownership.nature: Includes 194,057 shares held by Madrona III and 7,752 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionSeries E Preferred Stock · Derivative	201,809	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 5 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 201,809 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F5 · ownership.nature: Includes 194,057 shares held by Madrona III and 7,752 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionSeries D Preferred Stock · Derivative	430,806	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 4 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 430,806 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F4 · ownership.nature: Includes 414,257 shares held by Madrona III and 16,549 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionSeries C Preferred Stock · Derivative	763,076	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 3 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 763,076 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F3 · ownership.nature: Includes 733,763 shares held by Madrona III and 29,313 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionSeries B Preferred Stock · Derivative	1,509,095	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 2 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 1,509,095 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F2 · ownership.nature: Includes 1,451,124 shares held by Madrona III and 57,971 shares held by Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document
September 28, 2016 Filed Sep 28, 2016 16:30 UTC	Apptio Inc APTI · Entity 161106	ConversionSeries A Preferred Stock · Derivative	2,295,000	$0.00	$0.00	Disclosure SEC source: 0000899243-16-030232 · doc4.xml · derivative · entry 1 McIlwain Matthew S · CIK 0001381752 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 2,295,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.exercise_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F6 · derivative.expiration_date: The Preferred Stock converted into Class B Common Stock on a 1-for-1 basis immediately prior to the closing of the issuer's initial public offering and had no expiration date. F1 · ownership.nature: Includes 2,206,839 shares held by Madrona Venture Fund III, L.P.("Madrona III") and 88,161 shares held by Madrona Venture Fund III-A, L.P. ("Madrona III-A"). Matthew McIlwain (who is a director of the issuer and files separate section 16(a) reports) is a managing director of the various entities affiliated with Madrona. Madrona Investment Partners III, L.P. is the general partner of Madrona III and Madrona III-A. Mr. McIlwain disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. 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.