Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Asana, Inc.ASAN · Entity 4425 | Director | June 08, 2026 | June 10, 2026 |
| Bazaarvoice IncBV · Entity 169747 | Director | October 12, 2016 | October 14, 2016 |
| Lead Edge Growth Opportunities, LtdLEGA · Entity 141005 | Director | March 22, 2021 | March 23, 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.
Asana, Inc.
Report date June 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 146,299 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 22,378 · Balance 146,299 F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 8, 2027 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 8, 2027 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date.
Bazaarvoice Inc
Report date October 12, 2016 · Filed October 14, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,999 |
Reported balance
After 2016-10-12 transaction · row 1
1 source rowRow 1 · 2016-10-12 · Grant · Acquired 27,231 · Balance 118,999 F1: Represents restricted stock vesting as to 25% of shares on each of 1/12/2017, 4/12/2017, 7/12/2017 and 10/12/2017 subject to continued service as a member of the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock vesting as to 25% of shares on each of 1/12/2017, 4/12/2017, 7/12/2017 and 10/12/2017 subject to continued service as a member of the Board.
Lead Edge Growth Opportunities, Ltd
Report date March 22, 2021 · Filed March 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-03-22 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253825) under the heading "Description of Securities--Founder Shares", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253825) under the heading "Description of Securities--Founder Shares", the Class B ordinary shares, par value $0.0001 per share, will automatically convert into Class A ordinary shares, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sumo Logic, Inc.
Report date August 02, 2021 · Filed August 04, 2021
Section 16 reporting ended · disclosed 2021-08-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 380,399 |
Last balance in matching sequence
After 2021-08-02 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-08-02 · Sale · Disposed 6,262 · Balance 382,099 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2: This sale price represents the weighted average sale price of the shares sold ranging from $20.37 to $21.34 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Row 2 · 2021-08-02 · Sale · Disposed 1,700 · Balance 380,399 F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F4: This sale price represents the weighted average sale price of the shares sold ranging from $21.40 to $21.57 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021.
F2: This sale price represents the weighted average sale price of the shares sold ranging from $20.37 to $21.34 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.
F3: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date.
F4: This sale price represents the weighted average sale price of the shares sold ranging from $21.40 to $21.57 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4.
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 08, 2026 Filed Jun 10, 2026 20:41 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 22,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001278477-26-000002 · wk-form4_1781124111.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,299 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 8, 2027 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 23:11 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-25-000225 · wk-form4_1762384312.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,921 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended October 31, 2025. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on October 31, 2025. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:47 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-25-000178 · wk-form4_1754430424.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,925 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2025. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2025. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:51 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 13,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-25-000111 · wk-form4_1750283467.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,972 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 16, 2026 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:49 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-25-000087 · wk-form4_1746218943.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,883 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2025. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 30, 2025. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 00:30 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-25-000008 · wk-form4_1738801826.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,016 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended January 31, 2025. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on January 31, 2025. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 22:30 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-24-000099 · wk-form4_1730845832.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,360 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended October 31, 2024. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on October 31, 2024. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 21:07 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 962 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-24-000068 · wk-form4_1722892062.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,188 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2024. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2024. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:43 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 14,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001477720-24-000044 · wk-form4_1718919797.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,226 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 17, 2025 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:31 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 941 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012195 · form4-05032024_040510.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,643 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2024. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 30, 2024. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:18 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 803 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002594 · form4-02052024_100237.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,702 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended January 31, 2024. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on January 31, 2024. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 21:56 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054398 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,899 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended October 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on October 31, 2023. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 21:19 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044498 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,142 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 31, 2023. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 22:36 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 7,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037155 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,566 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 12, 2024 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:52 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027123 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,813 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 28, 2023. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 23:01 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007150 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,948 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended January 31, 2023. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on January 31, 2023. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:35 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055574 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,045 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended October 31, 2022. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on October 31, 2022. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:01 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 1,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044232 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,366 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2022. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 29, 2022. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 21:39 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 9,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037065 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,124 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 13, 2023 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Vested RSUs will settle into shares of Class A Common Stock on the earlier to occur of (i) the second anniversary of the date the RSUs vest and (ii) a change in control. Read SEC document |
| May 02, 2022 Filed May 5, 2022 00:13 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027269 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,440 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended April 30, 2022. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on May 2, 2022. Read SEC document |
| February 01, 2022 Filed Feb 4, 2022 00:52 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007063 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,943 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended January 31, 2022. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on January 31, 2022. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:50 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062807 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,677 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended October 31, 2021. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on November 1, 2021. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:04 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 1,700 | $21.48 | $36,519.40 |
DisclosureSEC source: 0001209191-21-049601 · doc4.xml · nonDerivative · entry 2 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,399 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $21.40 to $21.57 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:04 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 6,262 | $20.93 | $131,063.66 |
DisclosureSEC source: 0001209191-21-049601 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,099 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $20.37 to $21.34 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 21:37 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049722 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,574 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarter ended July 31, 2021. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on July 30, 2021. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 19:06 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 3,305 | $22.00 | $72,713.31 |
DisclosureSEC source: 0001209191-21-046257 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,361 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $22.00 to $22.01 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 16:14 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 9,018 | $20.53 | $185,157.58 |
DisclosureSEC source: 0001209191-21-044940 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,666 F1 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $20.32 to $20.77 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported restricted stock units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| June 22, 2021 Filed Jun 22, 2021 20:06 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 4,046 | $22.03 | $89,133.38 |
DisclosureSEC source: 0001209191-21-042580 · doc4.xml · nonDerivative · entry 4 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,684 F5 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F8 · price: This sale price represents the weighted average sale price of the shares sold ranging from $22.00 to $22.05 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 20:06 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 2,187 | $22.00 | $48,114.00 |
DisclosureSEC source: 0001209191-21-042580 · doc4.xml · nonDerivative · entry 3 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,730 F5 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $22.00 to $22.01 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 20:06 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 4,235 | $22.01 | $93,195.41 |
DisclosureSEC source: 0001209191-21-042580 · doc4.xml · nonDerivative · entry 2 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,917 F5 · kind: These sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $22.00 to $22.02 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 20:06 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 12,681 | $19.10 | $242,194.42 |
DisclosureSEC source: 0001209191-21-042580 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,152 F1 · kind: Shares sold to cover tax obligations in connection with the vesting of RSUs. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $19.09 to $19.375 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. F4 · balance_after: Includes 139 shares acquired under the Issuer's Employee Stock Purchase Plan on June 15, 2021. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 16:03 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 100 | $22.00 | $2,200.00 |
DisclosureSEC source: 0001209191-21-040882 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,694 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · balance_after: Certain of these shares are represented by previously reported Restricted Stock Units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| June 14, 2021 Filed Jun 17, 2021 00:35 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 3,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041186 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,377 F1 · shares: Represents the grant of Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. 100% of the RSUs will vest on the earlier of June 14, 2022 or the day of the next annual meeting of the stockholders, subject to the Reporting Person's continuous service through such date. Vested RSUs will settle into shares of Class A Common Stock on the earlier to occur of (i) June 14, 2024 and (ii) a change in control. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 16:46 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 10,602 | $18.75 | $198,798.10 |
DisclosureSEC source: 0001209191-21-037708 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,794 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $18.395 to $19.20 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported Restricted Stock Units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:09 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 100 | $19.43 | $1,943.00 |
DisclosureSEC source: 0001209191-21-030293 · doc4.xml · nonDerivative · entry 2 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,396 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F3 · balance_after: Certain of these shares are represented by previously reported Restricted Stock Units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:09 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 10,502 | $18.62 | $195,557.74 |
DisclosureSEC source: 0001209191-21-030293 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434,496 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $18.35 to $19.14 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported Restricted Stock Units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| April 30, 2021 Filed May 4, 2021 23:01 UTC | Asana, Inc. ASAN · Entity 4425 | GrantClass A Common Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030081 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,595 F1 · shares: These shares represent the Class A Common Stock that the Reporting Person elected to receive in lieu of cash compensation under the Issuer's Non-Employee Director Compensation Policy for the quarters ended January 31, 2021 and April 31, 2021. The number of shares of Class A Common Stock received in lieu of cash was calculated based on the closing price of a share of Class A Common Stock on April 30, 2021. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:46 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 10,500 | $19.22 | $201,820.50 |
DisclosureSEC source: 0001209191-21-024897 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,998 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2021. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $18.82 to $19.78 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · balance_after: Certain of these shares are represented by previously reported Restricted Stock Units ("RSU"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 19:56 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | SaleCommon Stock | 24,008 | $21.66 | $520,061.30 |
DisclosureSEC source: 0001209191-21-021577 · doc4.xml · nonDerivative · entry 3 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,498 F4 · kind: Shares sold to cover tax obligations in connection with the vesting of RSUs. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:56 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | GrantCommon Stock | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021577 · doc4.xml · nonDerivative · entry 2 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,506 F3 · shares: Each share is represented by an RSU. The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:56 UTC | Sumo Logic, Inc. SUMO · Entity 113560 | GrantCommon Stock | 84,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-021577 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477,257 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a four year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document |
| October 12, 2016 Filed Oct 14, 2016 16:01 UTC | Bazaarvoice Inc BV · Entity 169747 | GrantCommon Stock | 27,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145916 · doc4.xml · nonDerivative · entry 1 CAREY SYDNEY · CIK 0001278477 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,999 F1 · shares: Represents restricted stock vesting as to 25% of shares on each of 1/12/2017, 4/12/2017, 7/12/2017 and 10/12/2017 subject to continued service as a member of the Board. 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.