Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Chief Financial Officer | September 04, 2026 | September 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Five9, Inc.
Report date September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 289,333 |
Ending reported balance
After 2026-09-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-04 · Sale · Disposed 6,500 · Balance 303,451 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2: The reported sales were to cover taxes upon the vesting of restricted stock units. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.35 to $33.35, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 2 · 2026-09-04 · Sale · Disposed 7,813 · Balance 295,638 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2: The reported sales were to cover taxes upon the vesting of restricted stock units. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.36 to $33.75, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Row 3 · 2026-09-04 · Sale · Disposed 4,995 · Balance 290,643 F5: The reported sales were to cover taxes upon the vesting of restricted stock units. The sales reported in this Form 4 were effected in accordance with Five9, Inc.s previously established sell to cover withholding policy, the Corporations Policy. F6: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Row 4 · 2026-09-08 · Sale · Disposed 1,310 · Balance 289,333 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025.
F2: The reported sales were to cover taxes upon the vesting of restricted stock units.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.35 to $33.35, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.36 to $33.75, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F5: The reported sales were to cover taxes upon the vesting of restricted stock units. The sales reported in this Form 4 were effected in accordance with Five9, Inc.s previously established sell to cover withholding policy, the Corporations Policy.
F6: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 9, 2026 20:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,310 | $32.60 | $42,706.00 |
DisclosureSEC source: 0002063775-26-000013 · wk-form4_1788985047.xml · nonDerivative · entry 4 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 289,333 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 20:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,995 | $33.45 | $167,082.75 |
DisclosureSEC source: 0002063775-26-000013 · wk-form4_1788985047.xml · nonDerivative · entry 3 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 290,643 F5 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. The sales reported in this Form 4 were effected in accordance with Five9, Inc.s previously established sell to cover withholding policy, the Corporations Policy. F6 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 20:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,813 | $33.52 | $261,891.76 |
DisclosureSEC source: 0002063775-26-000013 · wk-form4_1788985047.xml · nonDerivative · entry 2 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,638 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.36 to $33.75, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 20:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,500 | $33.05 | $214,825.00 |
DisclosureSEC source: 0002063775-26-000013 · wk-form4_1788985047.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 303,451 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.35 to $33.35, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,511 | $24.25 | $36,641.75 |
DisclosureSEC source: 0002063775-26-000008 · wk-form4_1780953905.xml · nonDerivative · entry 5 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 309,951 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,313 | $24.81 | $107,005.53 |
DisclosureSEC source: 0002063775-26-000008 · wk-form4_1780953905.xml · nonDerivative · entry 4 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 311,462 F6 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. The sales reported in this Form 4 were effected in accordance with Five9, Inc.s previously established sell to cover withholding policy, the Corporations Policy. F7 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,406 | $25.69 | $36,120.14 |
DisclosureSEC source: 0002063775-26-000008 · wk-form4_1780953905.xml · nonDerivative · entry 3 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 315,775 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.64 to $25.83, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,107 | $25.13 | $153,468.91 |
DisclosureSEC source: 0002063775-26-000008 · wk-form4_1780953905.xml · nonDerivative · entry 2 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 317,181 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.62 to $25.62, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,794 | $24.16 | $115,823.04 |
DisclosureSEC source: 0002063775-26-000008 · wk-form4_1780953905.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 323,288 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.60 to $24.60, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 05, 2026 Filed Mar 6, 2026 21:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,756 | $17.92 | $31,467.52 |
DisclosureSEC source: 0002063775-26-000004 · wk-form4_1772830966.xml · nonDerivative · entry 2 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 328,082 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 9,855 | $17.70 | $174,433.50 |
DisclosureSEC source: 0002063775-26-000004 · wk-form4_1772830966.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 329,838 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2025. F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.43 to $17.99, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 115,424 | $0.00 | $0.00 |
DisclosureSEC source: 0002063775-26-000002 · wk-form4_1772140382.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,693 Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:32 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 13,219 | $20.35 | $269,006.65 |
DisclosureSEC source: 0002063775-25-000004 · wk-form4_1764973959.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,269 F1 · shares: The sale reported on this form represents a Five9, Inc. mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker for sales to cover taxes upon vesting of restricted stock units for all employees of Five9, Inc., including the Reporting Person, on the date such sales occurred. The Reporting Person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 22:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,889 | $25.72 | $48,585.08 |
DisclosureSEC source: 0002063775-25-000002 · wk-form4_1757369932.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,488 F1 · shares: The sale reported on this form represents a Five9, Inc. mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker for sales to cover taxes upon vesting of restricted stock units for all employees of Five9, Inc., including the Reporting Person, on the date such sales occurred. The Reporting Person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 21:08 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 112,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000188 · wk-form4_1755292099.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,377 Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 21:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,798 | $28.28 | $50,847.44 |
DisclosureSEC source: 0001288847-25-000156 · wk-form4_1749243681.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,468 F1 · shares: The sale reported on this form represents a Five9, Inc. mandated sale by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units, and it does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker for sales to cover taxes upon vesting of restricted stock units for all employees of Five9, Inc., including the Reporting Person, on the date such sales occurred. The Reporting Person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 76 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on May 15, 2025. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:28 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000105 · wk-form4_1744921688.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,393 Read SEC document |
| April 15, 2025 Filed Apr 29, 2025 00:48 UTC Amendment | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000109 · wk-form4a_1745887725.xml · nonDerivative · entry 1 Lee Bryan M · CIK 0002063775 · Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,190 F1 · balance_after: Due to administrative error, the Form 4 filed on April 17, 2025 did not include unvested restricted stock units beneficially owned by the Reporting Person. 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.