Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Klaviyo, Inc.KVYO · Entity 3775 | Director | June 09, 2026 | June 12, 2026 |
| NERDWALLET, INC.NRDS · Entity 2280 | Director | May 21, 2025 | May 23, 2025 |
| RISKIFIED LTD.RSKD · Entity 868 | Director | March 18, 2026 | March 18, 2026 |
| SMARTSHEET INCSMAR · Entity 83899 | CFO and Treasurer | November 13, 2020 | November 17, 2020 |
| VEEA INC.PLMI · Entity 8262 | Director | March 15, 2021 | March 16, 2021 |
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.
Klaviyo, Inc.
Report date June 09, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 45,513 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 14,822 · Balance 45,513 F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date.
F2: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement.
NERDWALLET, INC.
Report date May 21, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,236 |
Reported balance
After 2025-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 18,137 · Balance 54,236 F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer.
F2: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer.
RISKIFIED LTD.
Report date March 18, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 167,008 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 167,008 F1: Includes Class A Ordinary Shares and outstanding restricted stock units (RSUs) held by the Reporting Person. Each RSU represents the right to receive one Class A Ordinary Share upon vesting and settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes Class A Ordinary Shares and outstanding restricted stock units (RSUs) held by the Reporting Person. Each RSU represents the right to receive one Class A Ordinary Share upon vesting and settlement.
SMARTSHEET INC
Report date November 13, 2020 · Filed November 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 219,535 |
Ending reported balance
After 2020-11-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-11-13 · Exercise / conversion · Acquired 1,176 · Balance 219,998 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Row 2 · 2020-11-13 · Tax withholding · Disposed 463 · Balance 219,535 F2: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2029-03-28 | Direct | 10,587 |
Reported balance
After 2020-11-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-11-13 · Exercise / conversion · Disposed 1,176 · Balance 10,587 F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement.
F2: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person.
F3: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
VEEA INC.
Report date March 15, 2021 · Filed March 16, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 09, 2026 Filed Jun 12, 2026 00:04 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 14,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001470831-26-000540 · wk-form4_1781222647.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,513 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 9, 2027 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 30,691 shares of Series A Common Stock and (ii) 14,822 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:26 UTC | Klaviyo, Inc. KVYO · Entity 3775 | PurchaseSeries A Common Stock | 16,339 | $18.38 | $300,310.82 |
DisclosureSEC source: 0001470831-26-000142 · wk-form4_1771363568.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,691 F1 · shares: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $18.36 to $18.38 per share. 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 purchased at each separate price at which the transactions were effected. F2 · balance_after: Consists of (i) 24,871 shares of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and (ii) 5,820 unvested restricted stock units awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:19 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 5,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-25-000065 · wk-form4_1749673180.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,352 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 10, 2026 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. F2 · balance_after: Consists of (i) 8,532 shares of Series A Common Stock and (ii) 5,820 unvested RSUs awarded under the Issuer's 2023 Stock Option and Incentive Plan, each representing the contingent right to receive one share of Series A Common Stock upon vesting and settlement. Read SEC document |
| May 21, 2025 Filed May 23, 2025 22:33 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 18,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-25-000077 · wk-form4_1748039601.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,236 F1 · shares: Represents Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 18,137 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 23:11 UTC | Klaviyo, Inc. KVYO · Entity 3775 | GrantSeries A Common Stock | 8,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000069 · wk-form4_1718320292.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,532 F1 · shares: Represents restricted stock units ("RSUs") awarded under the Issuer's 2023 Stock Incentive Plan, each representing the contingent right to receive one share of the Issuer's Series A Common Stock, par value $0.001 per share, upon vesting and settlement. The RSUs vest in full upon the earlier of (i) June 11, 2025 or (ii) the date of the Issuer's next annual meeting of stockholders, in each case subject to the Reporting Person's continued service as a member of the Issuer's board of directors through such vesting date. Read SEC document |
| May 24, 2024 Filed May 29, 2024 22:16 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 5,897 | $13.70 | $80,788.90 |
DisclosureSEC source: 0001625278-24-000119 · wk-form4_1717021007.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,099 F1 · shares: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 12/15/2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.55 to $13.81, inclusive. 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 range set forth above. F3 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries B Common Stock · Derivative | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001835830-24-000064 · wk-form4_1716500316.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 120,333 Underlying: Series A Common Stock · 13,000 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 · derivative.exercise_price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into Series A Common Stock upon the occurrence of certain events set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.exercise_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into Series A Common Stock upon the occurrence of certain events set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. F1 · derivative.expiration_date: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into Series A Common Stock upon the occurrence of certain events set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 13,000 | $24.65 | $320,450.00 |
DisclosureSEC source: 0001835830-24-000064 · wk-form4_1716500316.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F2 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2023. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:38 UTC | Klaviyo, Inc. KVYO · Entity 3775 | ConversionSeries A Common Stock | 13,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001835830-24-000064 · wk-form4_1716500316.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,000 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 · price: Each share of the Issuer's Series B Common Stock, par value $0.001 per share ("Series B Common Stock"), is convertible at any time at the option of the holder into one share of the Issuer's Series A Common Stock, par value $0.001 per share ("Series A Common Stock"), and will automatically convert into Series A Common Stock upon the occurrence of certain events set forth in the Issuer's certificate of incorporation. The Series B Common Stock has no expiration date. Read SEC document |
| May 14, 2024 Filed May 16, 2024 21:28 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 11,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-24-000117 · wk-form4_1715894884.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,996 F1 · shares: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 11,061 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| September 22, 2023 Filed Sep 22, 2023 20:08 UTC | Klaviyo, Inc. KVYO · Entity 3775 | SaleSeries A Common Stock | 12,000 | $28.32 | $339,861.60 |
DisclosureSEC source: 0001628280-23-032848 · wk-form4_1695413313.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were sold in connection with the initial public offering of the Issuer's Series A Common Stock at a net price per share of $28.3218, after underwriting discounts and commissions. The Reporting Person was a selling stockholder in the initial public offering. Read SEC document |
| May 24, 2023 Filed May 26, 2023 21:30 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 15,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-23-000077 · wk-form4_1685136635.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,935 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 15,120 Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| May 25, 2022 Filed May 26, 2022 21:49 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 15,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-22-000073 · wf-form4_165360172539008.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,815 F1 · shares: Represents Restricted Stock Units payable solely in Class A Common Stock of the Issuer. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 23:20 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000028 · wf-form4_160565520216964.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,587 Underlying: Class A Common Stock · 1,176 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 23:20 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 463 | $52.20 | $24,168.60 |
DisclosureSEC source: 0001652155-20-000028 · wf-form4_160565520216964.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,535 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 23:20 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001652155-20-000028 · wf-form4_160565520216964.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,998 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 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 20:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000026 · wf-form4_160322725918845.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,944 Underlying: Class A Common Stock · 24,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 20:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 2,300 | $58.59 | $134,767.81 |
DisclosureSEC source: 0001652155-20-000026 · wf-form4_160322725918845.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.49 to $58.76 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 20:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 20,140 | $57.90 | $1,166,158.36 |
DisclosureSEC source: 0001652155-20-000026 · wf-form4_160322725918845.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.485 to $58.45 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 20:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,560 | $56.99 | $88,901.44 |
DisclosureSEC source: 0001652155-20-000026 · wf-form4_160322725918845.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,262 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.465 to $57.44 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| October 19, 2020 Filed Oct 20, 2020 20:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 24,000 | $2.72 | $65,280.00 |
DisclosureSEC source: 0001652155-20-000026 · wf-form4_160322725918845.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,822 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 01, 2020 Filed Oct 2, 2020 21:11 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 44,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000024 · wf-form4_160167304594695.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,944 Underlying: Class A Common Stock · 44,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:11 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 44,000 | $2.72 | $119,680.00 |
DisclosureSEC source: 0001652155-20-000024 · wf-form4_160167304594695.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 23:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000022 · wf-form4_160047005274585.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,944 Underlying: Class A Common Stock · 24,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 23:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 200 | $45.29 | $9,058.00 |
DisclosureSEC source: 0001652155-20-000022 · wf-form4_160047005274585.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.25 to $45.33 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 23:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 23,800 | $44.62 | $1,061,960.76 |
DisclosureSEC source: 0001652155-20-000022 · wf-form4_160047005274585.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.22 to $45.185 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 23:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 24,000 | $2.72 | $65,280.00 |
DisclosureSEC source: 0001652155-20-000022 · wf-form4_160047005274585.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,822 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 14, 2020 Filed Aug 19, 2020 00:25 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000020 · wf-form4_159779669992655.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,763 Underlying: Class A Common Stock · 1,176 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| August 14, 2020 Filed Aug 19, 2020 00:25 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 463 | $43.24 | $20,020.12 |
DisclosureSEC source: 0001652155-20-000020 · wf-form4_159779669992655.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,822 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document |
| August 14, 2020 Filed Aug 19, 2020 00:25 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001652155-20-000020 · wf-form4_159779669992655.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,285 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 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 23:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 91,542 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000018 · wf-form4_159727371204966.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,944 Underlying: Class A Common Stock · 91,542 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option vested as to 25% of the total shares on September 12, 2017 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on September 12, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 23:08 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 91,542 | $2.72 | $248,994.24 |
DisclosureSEC source: 0001652155-20-000018 · wf-form4_159727371204966.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,109 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:28 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000016 · wf-form4_159537049999817.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,486 Underlying: Class A Common Stock · 24,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option vested as to 25% of the total shares on September 12, 2017 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on September 12, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:28 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 24,000 | $45.58 | $1,093,968.00 |
DisclosureSEC source: 0001652155-20-000016 · wf-form4_159537049999817.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,567 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.03 to $45.93 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:28 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 24,000 | $2.72 | $65,280.00 |
DisclosureSEC source: 0001652155-20-000016 · wf-form4_159537049999817.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 19, 2020 Filed Jun 20, 2020 00:06 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000014 · wf-form4_159261158866176.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 491,486 Underlying: Class A Common Stock · 24,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option vested as to 25% of the total shares on September 12, 2017 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on September 12, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| June 19, 2020 Filed Jun 20, 2020 00:06 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,614 | $52.15 | $188,453.11 |
DisclosureSEC source: 0001652155-20-000014 · wf-form4_159261158866176.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,567 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.98 to $52.30 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| June 19, 2020 Filed Jun 20, 2020 00:06 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 8,818 | $51.28 | $452,202.03 |
DisclosureSEC source: 0001652155-20-000014 · wf-form4_159261158866176.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,181 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.95 to $51.94 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| June 19, 2020 Filed Jun 20, 2020 00:06 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 11,568 | $50.45 | $583,627.58 |
DisclosureSEC source: 0001652155-20-000014 · wf-form4_159261158866176.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,999 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.95 to $50.93 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 19, 2020 Filed Jun 20, 2020 00:06 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 24,000 | $2.72 | $65,280.00 |
DisclosureSEC source: 0001652155-20-000014 · wf-form4_159261158866176.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2020 Filed May 20, 2020 00:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000012 · wf-form4_158993289551580.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,939 Underlying: Class A Common Stock · 1,176 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| May 15, 2020 Filed May 20, 2020 00:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 463 | $52.87 | $24,478.81 |
DisclosureSEC source: 0001652155-20-000012 · wf-form4_158993289551580.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,567 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document |
| May 15, 2020 Filed May 20, 2020 00:01 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 1,176 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001652155-20-000012 · wf-form4_158993289551580.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,030 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 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document |
| April 30, 2020 Filed May 2, 2020 00:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 24,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000010 · wf-form4_158837787726782.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,486 Underlying: Class A Common Stock · 24,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vested as to 25% of the total shares on September 12, 2017 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on September 12, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| April 30, 2020 Filed May 2, 2020 00:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,500 | $53.46 | $187,110.00 |
DisclosureSEC source: 0001652155-20-000010 · wf-form4_158837787726782.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,854 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.37 to $53.54 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| April 30, 2020 Filed May 2, 2020 00:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 20,500 | $53.04 | $1,087,346.65 |
DisclosureSEC source: 0001652155-20-000010 · wf-form4_158837787726782.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,354 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.37 to $53.36 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| April 30, 2020 Filed May 2, 2020 00:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 24,000 | $2.72 | $65,280.00 |
DisclosureSEC source: 0001652155-20-000010 · wf-form4_158837787726782.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,854 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 25,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · derivative · entry 6 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,486 Underlying: Class A Common Stock · 25,000 shares Expires 2026-10-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The option vested as to 25% of the total shares on September 12, 2017 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on September 12, 2020, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 829 | $44.79 | $37,134.39 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · nonDerivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,854 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.65 to $44.99 per share, inclusive. 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 range set forth in this footnote. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 12,000 | $44.12 | $529,412.40 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,683 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.63 to $44.59 per share, inclusive. 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 range set forth in this footnote. 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.