Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | President | March 24, 2025 | March 26, 2025 |
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 March 24, 2025 · Filed March 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 233,409 |
Reported balance
After 2025-03-24 transaction · row 1
1 source rowRow 1 · 2025-03-24 · Grant · Acquired 39,908 · Balance 233,409 |
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 24, 2025 Filed Mar 26, 2025 21:28 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 39,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000068 · primary_doc.xml · nonDerivative · entry 1 Five9, Inc. · CIK 0001288847 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,409 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.