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 |
|---|---|---|---|---|---|---|
| March 31, 2020 Filed Apr 2, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 6,400 | $43.24 | $276,764.16 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,683 F2 · 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 $42.63 to $43.62 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 | 5,771 | $41.66 | $240,418.71 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,083 F2 · 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 $41.21 to $42.11 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 | Exercise / conversionClass A Common Stock | 25,000 | $2.72 | $68,000.00 |
DisclosureSEC source: 0001652155-20-000008 · wf-form4_158587188415578.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,854 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. F1 · balance_after: Includes 656 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on March 24, 2020. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 22,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000006 · wf-form4_158509431361354.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,307 Underlying: Class A Common Stock · 22,307 shares Expires 2030-03-19 F2 · 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, 2021 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 23:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantStock Option (right to buy Class A Common Stock) · Derivative | 28,689 | $0.00 Strike: $42.10 | $0.00 |
DisclosureSEC source: 0001652155-20-000006 · wf-form4_158509431361354.xml · derivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,689 Underlying: Class A Common Stock · 28,689 shares Expires 2030-03-19 F1 · derivative.exercise_date: The option shall vest as to 25% of the total shares on February 15, 2021 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 01:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 1,852 | $50.04 | $92,674.08 |
DisclosureSEC source: 0001652155-20-000004 · wf-form4_158216380608530.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,198 F3 · 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 |
| February 15, 2020 Filed Feb 20, 2020 01:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000004 · wf-form4_158216380608530.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,115 Underlying: Class A Common Stock · 4,704 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. F4 · 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 |
| February 15, 2020 Filed Feb 20, 2020 01:57 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001652155-20-000004 · wf-form4_158216380608530.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,050 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. F2 · balance_after: Includes 8 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on September 24, 2019. Read SEC document |
| January 31, 2020 Filed Feb 1, 2020 00:45 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: 0001652155-20-000002 · wf-form4_158051793498447.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,486 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. 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 |
| January 31, 2020 Filed Feb 1, 2020 00:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 500 | $49.51 | $24,754.50 |
DisclosureSEC source: 0001652155-20-000002 · wf-form4_158051793498447.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,338 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 $49.42 to $49.685 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 |
| January 31, 2020 Filed Feb 1, 2020 00:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 13,577 | $48.62 | $660,149.04 |
DisclosureSEC source: 0001652155-20-000002 · wf-form4_158051793498447.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,838 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 $48.35 to $49.31 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 |
| January 31, 2020 Filed Feb 1, 2020 00:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 10,923 | $47.94 | $523,637.70 |
DisclosureSEC source: 0001652155-20-000002 · wf-form4_158051793498447.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,415 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 $47.35 to $48.325 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 |
| January 31, 2020 Filed Feb 1, 2020 00:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-20-000002 · wf-form4_158051793498447.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,338 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 03, 2019 Filed Oct 4, 2019 22:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 50,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000017 · wf-form4_157022773770908.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,486 Underlying: Class A Common Stock · 50,000 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. F2 · 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 |
| October 03, 2019 Filed Oct 4, 2019 22:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 50,000 | $37.07 | $1,853,315.00 |
DisclosureSEC source: 0001652155-19-000017 · wf-form4_157022773770908.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,338 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.90 to $37.10 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 03, 2019 Filed Oct 4, 2019 22:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000017 · wf-form4_157022773770908.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,338 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 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class A Common Stock) · Derivative | 50,000 | $0.00 Strike: $9.53 | $0.00 |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · derivative · entry 6 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2028-03-05 F2 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. F4 · derivative.exercise_date: The option vests as 25% of the total shares on February 1, 2019 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on February 1, 2022, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class B Common Stock) · Derivative | 50,000 | $0.00 Strike: $9.53 | $0.00 |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 50,000 shares Expires 2028-03-05 F2 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. F4 · derivative.exercise_date: The option vests as 25% of the total shares on February 1, 2019 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on February 1, 2022, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class A Common Stock) · Derivative | 639,486 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,486 Underlying: Class A Common Stock · 639,486 shares Expires 2026-10-27 F2 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. 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 |
| September 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | OtherStock Option (right to buy Class B Common Stock) · Derivative | 639,486 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 639,486 shares Expires 2026-10-27 F2 · kind: In connection with the automatic conversion described in note (1) above, outstanding Class B Common Stock options that were issued under the issuer's 2005 Option/Restricted Stock Plan and 2015 Equity Incentive Plan remain unchanged except that the underlying shares are now Class A Common Stock. 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 |
| September 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 75,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · derivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 75,945 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: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F1 · derivative.exercise_date: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. F1 · derivative.expiration_date: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 22:29 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 75,945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001652155-19-000015 · wf-form4_156927775670847.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,338 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: Does not represent a sale or purchase of the issuer's common stock but the automatic conversion of shares of the issuer's Class B Common Stock into shares of the issuer's Class A Common Stock effective as of the date that the total number of shares of outstanding Class B Common Stock ceased to represent at least 15% of all outstanding shares of the issuer's common stock, as set forth in the issuer's Amended and Restated Articles of Incorporation. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 10 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 125,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 9 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,945 Underlying: Class A Common Stock · 125,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 125,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 8 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,486 Underlying: Class B Common Stock · 125,000 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 vests 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. F4 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 125,000 | $38.76 | $4,845,000.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · nonDerivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · nonDerivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| September 09, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 7 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 10,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 09, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 6 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,945 Underlying: Class A Common Stock · 10,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 09, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 10,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764,486 Underlying: Class B Common Stock · 10,000 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 vests 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. F4 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| September 09, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 10,000 | $40.49 | $404,900.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| September 09, 2019 Filed Sep 12, 2019 00:12 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000013 · wf-form4_156824713707459.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 23:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000011 · wf-form4_156504737139871.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 20,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 23:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000011 · wf-form4_156504737139871.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,945 Underlying: Class A Common Stock · 20,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 23:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 20,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000011 · wf-form4_156504737139871.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,486 Underlying: Class B Common Stock · 20,000 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. F4 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 23:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 20,000 | $49.92 | $998,400.00 |
DisclosureSEC source: 0001652155-19-000011 · wf-form4_156504737139871.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 23:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000011 · wf-form4_156504737139871.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:55 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000009 · wf-form4_156218371728695.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 20,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:55 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000009 · wf-form4_156218371728695.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,945 Underlying: Class A Common Stock · 20,000 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. F4 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F4 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:55 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 20,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000009 · wf-form4_156218371728695.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794,486 Underlying: Class B Common Stock · 20,000 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. F4 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:55 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 20,000 | $49.18 | $983,600.00 |
DisclosureSEC source: 0001652155-19-000009 · wf-form4_156218371728695.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 19:55 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000009 · wf-form4_156218371728695.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| June 10, 2019 Filed Jun 13, 2019 00:15 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000007 · wf-form4_156038488700111.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 20,000 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. F5 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F6 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F5 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| June 10, 2019 Filed Jun 13, 2019 00:15 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000007 · wf-form4_156038488700111.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,945 Underlying: Class A Common Stock · 20,000 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. F5 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| June 10, 2019 Filed Jun 13, 2019 00:15 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 20,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000007 · wf-form4_156038488700111.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814,486 Underlying: Class B Common Stock · 20,000 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. F5 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| June 10, 2019 Filed Jun 13, 2019 00:15 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 20,000 | $44.70 | $893,900.00 |
DisclosureSEC source: 0001652155-19-000007 · wf-form4_156038488700111.xml · nonDerivative · entry 2 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 F2 · 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 $44.39 to $45.00 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 10, 2019 Filed Jun 13, 2019 00:15 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000007 · wf-form4_156038488700111.xml · nonDerivative · entry 1 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,393 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: Represents the number of shares that were acquired upon conversion of Class B Common Stock to Class A Common Stock. Read SEC document |
| May 10, 2019 Filed May 14, 2019 23:39 UTC | SMARTSHEET INC SMAR · Entity 83899 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000005 · wf-form4_155787717170116.xml · derivative · entry 5 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,945 Underlying: Class A Common Stock · 10,000 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. F5 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F6 · shares: The holder elected to convert the Class B common stock to Class A common stock on a 1-for-1 basis. F5 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| May 10, 2019 Filed May 14, 2019 23:39 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass B Common Stock · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652155-19-000005 · wf-form4_155787717170116.xml · derivative · entry 4 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,945 Underlying: Class A Common Stock · 10,000 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. F5 · security: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_price: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.exercise_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. F5 · derivative.expiration_date: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
| May 10, 2019 Filed May 14, 2019 23:39 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class B Common Stock) · Derivative | 10,000 | $0.00 Strike: $2.72 | $0.00 |
DisclosureSEC source: 0001652155-19-000005 · wf-form4_155787717170116.xml · derivative · entry 3 Ceran Jennifer · CIK 0001652155 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 834,486 Underlying: Class B Common Stock · 10,000 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. F5 · derivative.underlying: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the IPO, except for certain permitted transfers, or (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.