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 |
|---|---|---|---|---|---|---|
| February 04, 2021 Filed Feb 5, 2021 19:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 11,507 | $72.00 | $828,480.99 |
DisclosureSEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,760 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.30 to $72.29 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 |
| February 04, 2021 Filed Feb 5, 2021 19:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,269 | $72.62 | $237,394.78 |
DisclosureSEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 66,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| February 04, 2021 Filed Feb 5, 2021 19:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,731 | $72.21 | $124,989.28 |
DisclosureSEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 69,519 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.555 to $72.53 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| February 04, 2021 Filed Feb 5, 2021 19:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 152 | $72.62 | $11,038.24 |
DisclosureSEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 66,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| February 04, 2021 Filed Feb 5, 2021 19:54 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 4,848 | $72.22 | $350,111.41 |
DisclosureSEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 66,402 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.60 to $72.53 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| January 31, 2021 Filed Feb 2, 2021 23:51 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionRestricted Stock Units · Derivative | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-21-000038 · wf-form4_161230989737032.xml · derivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,762 Underlying: Class A Common Stock · 2,142 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F3 · derivative.exercise_date: The Reporting Person received original grants totaling 6,427 restricted stock units of which one-third vested on January 31, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on January 31, 2022 and January 31, 2023. F3 · derivative.expiration_date: The Reporting Person received original grants totaling 6,427 restricted stock units of which one-third vested on January 31, 2021, and the remaining two-thirds are scheduled to vest in two equal installments on January 31, 2022 and January 31, 2023. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 23:51 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | Exercise / conversionClass A Common Stock | 2,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001794515-21-000038 · wf-form4_161230989737032.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 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: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 17:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 200 | $69.78 | $13,956.00 |
DisclosureSEC source: 0001200925-21-000004 · wf-form4_161075150289871.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,267 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 17:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 18,984 | $69.10 | $1,311,731.75 |
DisclosureSEC source: 0001200925-21-000004 · wf-form4_161075150289871.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,467 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.78 to $69.76 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 |
| January 13, 2021 Filed Jan 15, 2021 17:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 10,816 | $68.52 | $741,120.97 |
DisclosureSEC source: 0001200925-21-000004 · wf-form4_161075150289871.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,451 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.78 to $68.76 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 |
| January 07, 2021 Filed Jan 8, 2021 18:49 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,269 | $65.89 | $215,402.91 |
DisclosureSEC source: 0001200925-21-000002 · wf-form4_161014978639519.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 71,250 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.535 to $66.35 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. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| January 07, 2021 Filed Jan 8, 2021 18:49 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,731 | $64.98 | $112,482.11 |
DisclosureSEC source: 0001200925-21-000002 · wf-form4_161014978639519.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 74,519 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.50 to $65.26 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. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| January 07, 2021 Filed Jan 8, 2021 18:49 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,240 | $65.90 | $213,501.42 |
DisclosureSEC source: 0001200925-21-000002 · wf-form4_161014978639519.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 71,250 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.545 to $66.26 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. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| January 07, 2021 Filed Jan 8, 2021 18:49 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,760 | $64.95 | $114,304.43 |
DisclosureSEC source: 0001200925-21-000002 · wf-form4_161014978639519.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 74,490 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.435 to $65.34 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. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 28, 2020 Filed Jan 8, 2021 18:49 UTC | SMARTSHEET INC SMAR · Entity 83899 | GiftClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-21-000002 · wf-form4_161014978639519.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,267 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 2,100 | $69.21 | $145,339.74 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 13 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,267 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.03 to $69.41 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 |
| December 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 12,600 | $68.48 | $862,865.64 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 12 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,367 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.005 to $68.98 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 |
| December 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 3,105 | $67.46 | $209,463.30 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 11 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,967 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.99 to $67.97 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 |
| December 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 7,900 | $66.31 | $523,875.86 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 10 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,072 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.96 to $66.92 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 |
| December 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 14,295 | $65.56 | $937,248.82 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,972 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.915 to $65.92 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 |
| December 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,258 | $68.63 | $86,335.79 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 8 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 76,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.395 to $69.22 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,295 | $68.05 | $88,118.28 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 77,508 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.38 to $68.27 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,219 | $66.43 | $80,975.12 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 6 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 78,803 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.12 to $66.915 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,228 | $65.57 | $80,516.89 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 80,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.10 to $65.96 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,659 | $68.60 | $113,799.27 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 76,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.32 to $69.22 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 972 | $67.93 | $66,030.49 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 77,909 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.295 to $68.265 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 895 | $66.55 | $59,560.19 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 78,881 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.15 to $67.02 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 09, 2020 Filed Dec 10, 2020 19:43 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 1,474 | $65.65 | $96,762.65 |
DisclosureSEC source: 0001200925-20-000043 · wf-form4_160764736867992.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 79,776 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.11 to $66.04 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. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C 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 |
| November 13, 2020 Filed Nov 17, 2020 18:10 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-20-000041 · wf-form4_160565460899621.xml · derivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,326 Underlying: Class A Common Stock · 3,703 shares Expires 2029-03-28 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 shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 18:10 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 1,458 | $52.20 | $76,107.60 |
DisclosureSEC source: 0001200925-20-000041 · wf-form4_160565460899621.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,267 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 13, 2020 Filed Nov 17, 2020 18:10 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 3,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001200925-20-000041 · wf-form4_160565460899621.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,725 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 05, 2020 Filed Nov 6, 2020 19:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 9,024 | $56.83 | $512,870.92 |
DisclosureSEC source: 0001200925-20-000039 · wf-form4_160470884838078.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.70 to $57.04 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 |
| November 05, 2020 Filed Nov 6, 2020 19:27 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 30,976 | $56.37 | $1,746,117.12 |
DisclosureSEC source: 0001200925-20-000039 · wf-form4_160470884838078.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,046 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.70 to $56.69 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 |
| October 12, 2020 Filed Oct 13, 2020 19:41 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 40,000 | $54.93 | $2,197,204.00 |
DisclosureSEC source: 0001200925-20-000037 · wf-form4_160263249487776.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.56 to $55.50 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 15, 2020 Filed Sep 17, 2020 20:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 500 | $48.34 | $24,170.30 |
DisclosureSEC source: 0001200925-20-000035 · wf-form4_160038974593133.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.31 to $48.38 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 15, 2020 Filed Sep 17, 2020 20:42 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 39,500 | $47.92 | $1,892,887.40 |
DisclosureSEC source: 0001200925-20-000035 · wf-form4_160038974593133.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,522 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.31 to $48.30 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 |
| August 14, 2020 Filed Aug 18, 2020 20:30 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative | 3,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001200925-20-000033 · wf-form4_159779700722051.xml · derivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,029 Underlying: Class A Common Stock · 3,703 shares Expires 2029-03-28 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 shall vest as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:30 UTC | SMARTSHEET INC SMAR · Entity 83899 | Tax withholdingClass A Common Stock | 1,458 | $43.24 | $63,043.92 |
DisclosureSEC source: 0001200925-20-000033 · wf-form4_159779700722051.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,022 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 |
| August 14, 2020 Filed Aug 18, 2020 20:30 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 3,703 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001200925-20-000033 · wf-form4_159779700722051.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,480 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 06, 2020 Filed Aug 10, 2020 17:03 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 10,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001200925-20-000031 · wf-form4_159709339388560.xml · derivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,000 Underlying: Class A Common Stock · 10,000 shares Expires 2027-03-16 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. F2 · derivative.exercise_date: The option vested as to 25% of the total shares on February 1, 2018 and then 2.0833% of the total shares vest monthly thereafter, with 100% of the total shares vested and exercisable on February 1, 2021, subject to the reporting person's provision of service to the issuer on each vesting date. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 17:03 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 10,000 | $3.73 | $37,300.00 |
DisclosureSEC source: 0001200925-20-000031 · wf-form4_159709339388560.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,777 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 04, 2020 Filed Aug 5, 2020 21:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 7,741 | $48.00 | $371,594.32 |
DisclosureSEC source: 0001200925-20-000029 · wf-form4_159667908903987.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,777 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.89 to $48.38 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 |
| August 04, 2020 Filed Aug 5, 2020 21:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 32,259 | $47.55 | $1,534,063.84 |
DisclosureSEC source: 0001200925-20-000029 · wf-form4_159667908903987.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,518 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.89 to $47.88 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 |
| July 23, 2020 Filed Jul 24, 2020 21:57 UTC | ZoomInfo Technologies Inc. ZI · Entity 1794 | GrantRestricted Stock Units · Derivative | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001794515-20-000008 · wf-form4_159562780438390.xml · derivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,665 Underlying: Class A Common Stock · 1,665 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. F2 · derivative.exercise_date: These restricted stock units shall vest in three equal annual installments beginning on January 31, 2021. F2 · derivative.expiration_date: These restricted stock units shall vest in three equal annual installments beginning on January 31, 2021. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 19:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 10,612 | $51.68 | $548,435.59 |
DisclosureSEC source: 0001200925-20-000027 · wf-form4_159433909581670.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,777 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.39 to $51.895 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 |
| July 07, 2020 Filed Jul 9, 2020 19:58 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 29,388 | $50.86 | $1,494,791.23 |
DisclosureSEC source: 0001200925-20-000027 · wf-form4_159433909581670.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,389 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.37 to $51.36 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 |
| June 19, 2020 Filed Jun 19, 2020 20:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative | 8,000 | $0.00 Strike: $1.38 | $0.00 |
DisclosureSEC source: 0001200925-20-000025 · wf-form4_159261147494427.xml · derivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,916 Underlying: Class A Common Stock · 8,000 shares Expires 2025-02-18 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. F2 · derivative.exercise_date: The option is fully vested and exrcisable. Read SEC document |
| June 19, 2020 Filed Jun 19, 2020 20:04 UTC | SMARTSHEET INC SMAR · Entity 83899 | Exercise / conversionClass A Common Stock | 8,000 | $1.38 | $11,040.00 |
DisclosureSEC source: 0001200925-20-000025 · wf-form4_159261147494427.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730,777 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 |
| June 08, 2020 Filed Jun 9, 2020 20:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 13,507 | $45.37 | $612,777.47 |
DisclosureSEC source: 0001200925-20-000023 · wf-form4_159174861213955.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722,777 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.18 to $45.71 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 |
| June 08, 2020 Filed Jun 9, 2020 20:23 UTC | SMARTSHEET INC SMAR · Entity 83899 | SaleClass A Common Stock | 26,493 | $44.87 | $1,188,648.18 |
DisclosureSEC source: 0001200925-20-000023 · wf-form4_159174861213955.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,284 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.18 to $45.17 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.