Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ZoomInfo Technologies Inc.GTM · Entity 1794 | Director | May 14, 2026 | May 18, 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.
ZoomInfo Technologies Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,360 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Exercise / conversion · Acquired 19,551 · Balance 52,360 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-14 · Exercise / conversion · Disposed 19,551 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 51,283 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 51,283 · Balance 51,283 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.
F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders.
F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SMARTSHEET INC
Report date January 22, 2025 · Filed January 24, 2025
Section 16 reporting ended · disclosed 2025-01-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 1
1 source rowRow 1 · 2025-01-22 · Disposition to issuer · Disposed 619,515 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy T49C Trust | 0 |
Reported balance
After 2025-01-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-01-22 · Disposition to issuer · Disposed 51,250 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy L38 Trust | 0 |
Reported balance
After 2025-01-22 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-01-22 · Disposition to issuer · Disposed 40,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. |
| Stock Option (right to buy Class B Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $3.73 · Expires 2027-03-03 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-01-22 · Disposition to issuer · Disposed 703,875 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. F5: 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 issuer's initial public offering ("IPO"), except for certain permitted transfers, and (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. |
| Stock Option (right to buy Class B Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $9.53 · Expires 2028-03-05 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-01-22 · Disposition to issuer · Disposed 239,583 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. F5: 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 issuer's initial public offering ("IPO"), except for certain permitted transfers, and (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. |
| Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $40.79 · Expires 2029-03-03 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-01-22 · Disposition to issuer · Disposed 127,272 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. |
| Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $42.10 · Expires 2030-03-20 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-01-22 · Disposition to issuer · Disposed 113,801 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. |
| Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $62.56 · Expires 2031-03-19 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-01-22 · Disposition to issuer · Disposed 86,106 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F8: The option vests as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. |
| Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $72.03 · Expires 2031-12-07 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-01-22 · Disposition to issuer · Disposed 88,563 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F9: The option vests as to 25% of the total shares on November 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. |
| Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $36.09 · Expires 2032-12-06 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-01-22 · Disposition to issuer · Disposed 84,155 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F10: The options vest as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. |
| Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2034-12-11 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-01-22 · Disposition to issuer · Disposed 51,879 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes. F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration"). F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time. F15: The reporting person earned 103,758 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee of the issuer's Board of Directors ("Compensation Committee") on December 11, 2024. The PSUs vested as to 50% upon certification by the Compensation Committee, and then 12.5% of the total PSUs shall vest quarterly thereafter, subject to continued service through each vesting date. |
| Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2035-01-22 | Direct | 67,994 |
Reported balance
After 2025-01-22 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-01-22 · Grant · Acquired 67,994 · Balance 67,994 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F16: The reporting person earned 67,994 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee. F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date. |
| Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2035-01-22 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-01-22 · Disposition to issuer · Disposed 67,994 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes. F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration"). F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time. F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2031-03-19 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-01-22 · Disposition to issuer · Disposed 4,337 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F20: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2031-12-07 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-01-22 · Disposition to issuer · Disposed 17,944 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F21: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2032-12-06 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-01-22 · Disposition to issuer · Disposed 44,342 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F22: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2033-12-12 | Direct | 0 |
Reported balance
After 2025-01-22 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-01-22 · Disposition to issuer · Disposed 65,317 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F23: The RSUs vest as to 33.3% of the total shares on November 15, 2024, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").
F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof.
F4: The options are fully vested.
F5: 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 issuer's initial public offering ("IPO"), except for certain permitted transfers, and (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: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time.
F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof.
F8: The option vests as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
F9: The option vests as to 25% of the total shares on November 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
F10: The options vest as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable.
F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes.
F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration").
F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time.
F15: The reporting person earned 103,758 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee of the issuer's Board of Directors ("Compensation Committee") on December 11, 2024. The PSUs vested as to 50% upon certification by the Compensation Committee, and then 12.5% of the total PSUs shall vest quarterly thereafter, subject to continued service through each vesting date.
F16: The reporting person earned 67,994 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee.
F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date.
F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes.
F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time.
F20: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
F21: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
F22: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
F23: The RSUs vest as to 33.3% of the total shares on November 15, 2024, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting 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 |
|---|---|---|---|---|---|---|
| August 15, 2024 Filed Aug 16, 2024 17:48 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000171 · wk-form4_1723844907.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,352 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. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 17:48 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000171 · wk-form4_1723844907.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,866 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. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 16:15 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | SaleCommon Stock | 3,112 | $12.78 | $39,771.36 |
DisclosureSEC source: 0001794515-24-000117 · wk-form4_1718655304.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,622 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 11,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · derivative · entry 11 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,513 Underlying: Class A Common Stock · 11,085 shares Expires 2032-12-06 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. F6 · derivative.exercise_date: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · derivative · entry 10 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,916 Underlying: Class A Common Stock · 4,486 shares Expires 2031-12-07 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_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · derivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,010 Underlying: Class A Common Stock · 4,337 shares Expires 2031-03-19 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 vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 7,835 | $40.87 | $320,216.45 |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,530 F2 · 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 |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 11,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,365 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 593,280 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:35 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000106 · wk-form4_1715988911.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 588,794 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 15,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000094 · wk-form4_1715981844.xml · derivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,187 Underlying: Common Stock · 15,187 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3 · derivative.exercise_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders. F3 · derivative.expiration_date: These restricted stock units shall vest on the earlier of May 15, 2025 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 8,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-24-000094 · wk-form4_1715981844.xml · derivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,893 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 Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2 · derivative.exercise_date: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders. F2 · derivative.expiration_date: These restricted stock units vested on May 15, 2024, the date of the Issuer's annual meeting of stockholders. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:37 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionCommon Stock | 8,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-24-000094 · wk-form4_1715981844.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,734 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 · kind: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 11,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · derivative · entry 13 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,598 Underlying: Class A Common Stock · 11,085 shares Expires 2032-12-06 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. F8 · derivative.exercise_date: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · derivative · entry 12 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,402 Underlying: Class A Common Stock · 4,486 shares Expires 2031-12-07 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_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F7 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · derivative · entry 11 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,347 Underlying: Class A Common Stock · 4,337 shares Expires 2031-03-19 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. F6 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 5,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · derivative · entry 10 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,531 shares Expires 2030-03-19 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. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2021, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 6,820 | $45.68 | $311,537.60 |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584,557 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, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 11,085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591,377 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. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580,292 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. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,806 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. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:56 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-24-000030 · wk-form4_1708473396.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571,469 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 179 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on December 29, 2023. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 19:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-23-000006 · wk-form4_1703118370.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 565,759 F1 · shares: Represents shares of the issuer's Class A Common Stock that the reporting person donated as a gift to a donor advised fund. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 19:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-23-000006 · wk-form4_1703118370.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By L29 Trust Disclosed balance after: 40,000 F2 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust, T49C Trust, L38 Trust, and L29 Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 19:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-23-000006 · wk-form4_1703118370.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By L38 Trust Disclosed balance after: 40,000 F2 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust, T49C Trust, L38 Trust, and L29 Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 19:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-23-000006 · wk-form4_1703118370.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,759 Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 19:26 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-23-000006 · wk-form4_1703118370.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,759 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 18:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 26,173 | $43.99 | $1,151,350.27 |
DisclosureSEC source: 0001366561-23-000157 · wk-form4_1702597489.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 655,759 F2 · 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 PSUs and does not represent a sale by the reporting person. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 18:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionPerformance Stock Unit (PSU) (Class A) · Derivative | 66,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000157 · wk-form4_1702597489.xml · derivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 66,512 shares Expires 2032-12-06 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 PSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F7 · derivative.exercise_date: The PSUs became fully vested upon certification by the Compensation Committee. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 18:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantPerformance Stock Unit (PSU) (Class A) · Derivative | 66,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000157 · wk-form4_1702597489.xml · derivative · entry 6 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,512 Underlying: Class A Common Stock · 66,512 shares Expires 2032-12-06 F1 · derivative.exercise_price: Each PSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F6 · shares: The reporting person earned 66,512 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee of the issuer's Board of Directors ("Compensation Committee") on December 12, 2023. F7 · derivative.exercise_date: The PSUs became fully vested upon certification by the Compensation Committee. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 18:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | GrantRestricted Stock Units (RSU) (Class A) · Derivative | 97,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000157 · wk-form4_1702597489.xml · derivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,975 Underlying: Class A Common Stock · 97,975 shares Expires 2033-12-12 F4 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vest as to 33.3% of the total shares on November 15, 2024, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 18:45 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 66,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000157 · wk-form4_1702597489.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 681,932 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 PSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 44,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · derivative · entry 11 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,683 Underlying: Class A Common Stock · 44,341 shares Expires 2032-12-06 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. F7 · derivative.exercise_date: The RSUs vest as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · derivative · entry 10 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,888 Underlying: Class A Common Stock · 4,486 shares Expires 2031-12-07 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_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F6 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · derivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,684 Underlying: Class A Common Stock · 4,336 shares Expires 2031-03-19 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. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 5,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · derivative · entry 8 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,531 Underlying: Class A Common Stock · 5,530 shares Expires 2030-03-19 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 vested as to 25% of the total shares on February 15, 2021, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 23,099 | $41.99 | $969,927.01 |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,420 F2 · 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 |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 44,341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638,519 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. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 594,178 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. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,692 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. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 5,530 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000123 · wk-form4_1700263666.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 585,356 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. Read SEC document |
| September 25, 2023 Filed Sep 26, 2023 18:13 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 51,654 | $0.00 Strike: $0.98 | $0.00 |
DisclosureSEC source: 0001200925-23-000004 · wk-form4_1695766370.xml · derivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 51,654 shares Expires 2024-02-21 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 is fully vested and exercisable. Read SEC document |
| September 25, 2023 Filed Sep 26, 2023 18:13 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 21,120 | $39.31 | $830,227.20 |
DisclosureSEC source: 0001200925-23-000004 · wk-form4_1695766370.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 579,826 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on June 27, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.29 to $39.36 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 |
| September 25, 2023 Filed Sep 26, 2023 18:13 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 51,654 | $0.98 | $50,620.92 |
DisclosureSEC source: 0001200925-23-000004 · wk-form4_1695766370.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 600,946 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 |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · derivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,374 Underlying: Class A Common Stock · 4,486 shares Expires 2031-12-07 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_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F7 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · derivative · entry 8 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,020 Underlying: Class A Common Stock · 4,337 shares Expires 2031-03-19 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. F6 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 5,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · derivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,061 Underlying: Class A Common Stock · 5,531 shares Expires 2030-03-19 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. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2021, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 5,650 | $39.94 | $225,661.00 |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 549,292 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 |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,486 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554,942 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. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 17:22 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 4,337 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001366561-23-000087 · wk-form4_1692307362.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,456 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. 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.