Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Director | May 14, 2024 | May 16, 2024 |
| Rimini Street, Inc.RMNI · Entity 5475 | Director | June 02, 2026 | June 04, 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 May 14, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,556 |
Reported balance
After 2024-05-14 transaction · row 1
1 source rowRow 1 · 2024-05-14 · Grant · Acquired 3,755 · Balance 9,556 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 28,597 |
Reported balance
Holding disclosure · report date 2024-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,597 |
Rimini Street, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 329,721 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 55,727 · Balance 329,721 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-02 · Exercise / conversion · Disposed 55,727 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2: On June 4, 2025, the Reporting Person was awarded 55,727 Restricted Stock Units, 100% of which vested on June 2, 2026, or the day before the date of the Issuer's 2026 Annual Meeting of Stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 44,117 |
Reported balance
After 2026-06-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-03 · Grant · Acquired 44,117 · Balance 44,117 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F3: 100% of the Restricted Stock Units awarded will vest on the earlier to occur of (i) June 3, 2027 or (ii) the day before the date of the Issuer's 2027 Annual Meeting of Stockholders, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting.
F2: On June 4, 2025, the Reporting Person was awarded 55,727 Restricted Stock Units, 100% of which vested on June 2, 2026, or the day before the date of the Issuer's 2026 Annual Meeting of Stockholders.
F3: 100% of the Restricted Stock Units awarded will vest on the earlier to occur of (i) June 3, 2027 or (ii) the day before the date of the Issuer's 2027 Annual Meeting of Stockholders, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date.
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 01, 2019 Filed Mar 6, 2019 00:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100,000 | $54.16 | $5,416,000.00 |
DisclosureSEC source: 0001288847-19-000038 · wf-form4_155183049719330.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 114,673 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 November 21, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.56 to $55.00, 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 06, 2019 Filed Feb 8, 2019 22:55 UTC | Rimini Street, Inc. RMNI · Entity 5475 | Exercise / conversionRestricted Stock Unit · Derivative | 11,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-000208 · doc4_5933.xml · derivative · entry 2 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,627 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: On February 6, 2018, the reporting person was granted 11,627 Restricted Stock Units which vested 100% on February 6, 2019. F2 · derivative.expiration_date: On February 6, 2018, the reporting person was granted 11,627 Restricted Stock Units which vested 100% on February 6, 2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:55 UTC | Rimini Street, Inc. RMNI · Entity 5475 | Exercise / conversionCommon Stock | 11,627 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001638599-19-000208 · doc4_5933.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,627 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 Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:30 UTC | Rimini Street, Inc. RMNI · Entity 5475 | GrantRestricted Stock Unit · Derivative | 27,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-000068 · doc4_5849.xml · derivative · entry 2 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,829 Underlying: Common Stock · 27,829 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: 100% of the Restricted Stock Units awarded will vest on January 2, 2020, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. F2 · derivative.expiration_date: 100% of the Restricted Stock Units awarded will vest on January 2, 2020, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. Read SEC document |
| May 18, 2018 Filed May 22, 2018 00:03 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-18-000088 · wf-form4_152694737819721.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,499 Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 23:27 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 75,682 | $27.10 | $2,050,982.20 |
DisclosureSEC source: 0001288847-18-000016 · wf-form4_151934206162488.xml · nonDerivative · entry 2 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 214,673 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 November 18, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.64 to $27.63, 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 20, 2018 Filed Feb 22, 2018 23:27 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 74,318 | $26.81 | $1,992,465.58 |
DisclosureSEC source: 0001288847-18-000016 · wf-form4_151934206162488.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 290,355 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 November 18, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.52 to $27.02, 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 06, 2018 Filed Feb 8, 2018 18:58 UTC | Rimini Street, Inc. RMNI · Entity 5475 | GrantRestricted Stock Unit · Derivative | 11,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-18-000166 · doc4_5229.xml · derivative · entry 2 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,627 Underlying: Common Stock · 11,627 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: 100% of the Restricted Stock Units awarded will vest on February 6, 2019, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. F2 · derivative.expiration_date: 100% of the Restricted Stock Units awarded will vest on February 6, 2019, contingent upon the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. Read SEC document |
| November 29, 2017 Filed Dec 2, 2017 02:17 UTC | Rimini Street, Inc. RMNI · Entity 5475 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $4.59 | $0.00 |
DisclosureSEC source: 0001638599-17-001191 · doc4_5104.xml · derivative · entry 2 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,412 Underlying: Common Stock · 1,000 shares Expires 2023-10-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The shares subject to the option are fully-vested and exercisable. Read SEC document |
| November 29, 2017 Filed Dec 2, 2017 02:17 UTC | Rimini Street, Inc. RMNI · Entity 5475 | Exercise / conversionCommon Stock | 1,000 | $4.59 | $4,594.50 |
DisclosureSEC source: 0001638599-17-001191 · doc4_5104.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2017 Filed May 17, 2017 00:01 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 7,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000084 · wf-form4_149497926377730.xml · nonDerivative · entry 1 ACOSTA JACK L · CIK 0001225954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,155 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.