Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HUBSPOT INC
Report date June 15, 2018 · Filed June 19, 2018
Section 16 reporting ended · disclosed 2018-06-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,135 |
Ending reported balance
After 2018-06-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2018-06-15 · Exercise / conversion · Acquired 475 · Balance 67,610 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Row 2 · 2018-06-15 · Exercise / conversion · Acquired 457 · Balance 68,067 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Row 3 · 2018-06-15 · Sale · Disposed 932 · Balance 67,135 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.59 · Expires 2026-01-29 | Direct | 9,018 |
Reported balance
After 2018-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-06-15 · Exercise / conversion · Disposed 475 · Balance 9,018 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F2: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 29, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.80 · Expires 2027-02-01 | Direct | 14,176 |
Reported balance
After 2018-06-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-06-15 · Exercise / conversion · Disposed 457 · Balance 14,176 F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. F3: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1.
F2: The original stock option grant of 22,781 shares underlying the option vests over four (4) years beginning on January 29, 2016 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.
F3: The original stock option grant of 21,949 shares underlying the option vests over four (4) years beginning on January 1, 2017 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter.
OneStream, Inc.
Report date April 01, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. 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 2026-04-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-04-01 · Disposition to issuer · Disposed 94,607 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to an Offer Letter, dated December 1, 2025, between Mr. Kinzer and Issuer, at the effective time of the Mergers (the "Effective Time"), each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers. |
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-04-01 · Disposition to issuer · Disposed 7,130 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F3: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the Effective Time, each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-04-01 · Disposition to issuer · Disposed 30,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F4: Pursuant to the Merger Agreement, at the Effective Time, each share of Issuer Class A Common Stock was cancelled and converted into the right to receive the Per Share Price, without interest, less applicable withholding taxes. F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Disposition to issuer · Disposed 270,997 · Balance 0 F6: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.65 · Expires 2032-02-21 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-01 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F7: At the Effective Time, each vested option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of the option, less applicable withholding taxes. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.00 · Expires 2034-07-22 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Disposition to issuer · Disposed 128,225 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent. F8: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated January 6, 2026, by and among OneStream, Inc. ("Issuer"), OneStream Software LLC, a subsidiary of Issuer ("Company LLC"), Onward AcquireCo Inc. ("Parent"), Onward Merger Sub 2, LLC ( "Merger Sub I") and Onward Merger Sub, Inc. ("Merger Sub II"), on April 1, 2026, Merger Sub 1 merged with and into Company LLC (the "First Merger"), with Company LLC surviving the First Merger and becoming a subsidiary of Parent, and Merger Sub II merged with and into Issuer (the "Second Merger" and together with the First Merger, the "Mergers"), with Issuer surviving the Second Merger and becoming a subsidiary of Parent.
F2: Represents an equal number of restricted stock units ("RSUs"). Pursuant to an Offer Letter, dated December 1, 2025, between Mr. Kinzer and Issuer, at the effective time of the Mergers (the "Effective Time"), each unvested RSU award was cancelled and converted into the contingent right to receive a cash award, without interest, equal to the product of (a) $24.00 (the "Per Share Price") multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such RSU award, less applicable withholding taxes. The vesting terms and conditions applicable to the unvested RSU awards as of immediately prior to the Mergers will remain in effect following the Mergers.
F3: Represents an equal number of restricted stock units ("RSUs"). Pursuant to Issuer's outside director compensation policy, immediately before the Effective Time, each RSU award held by a non-employee director that was outstanding and unvested as of immediately before the Effective Time (a "Director RSU Award") accelerated and became fully vested. At the Effective Time, each Director RSU Award was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the Per Share Price multiplied by (b) the total number of shares of Issuer's Class A Common Stock covered by such Director RSU Award, less applicable withholding taxes.
F4: Pursuant to the Merger Agreement, at the Effective Time, each share of Issuer Class A Common Stock was cancelled and converted into the right to receive the Per Share Price, without interest, less applicable withholding taxes.
F5: The shares are held by the John E. Kinzer Trust, of which the Reporting Person is a trustee.
F6: At the Effective Time, each Common Unit was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Price, less applicable withholding taxes. Each corresponding share of Class C Common Stock was cancelled and converted into the right to receive $0.0001 in cash, without interest, less applicable withholding taxes.
F7: At the Effective Time, each vested option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of the option, less applicable withholding taxes.
F8: Pursuant to Issuer's outside director compensation policy, immediately prior to the Effective Time, the shares subject to the option became fully vested and immediately exercisable. At the Effective Time, the option was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (a) the total number of shares of Class A Common Stock subject to the option multiplied by (b) the excess, if any, of the Per Share Price over the exercise price per share of such option, less applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| July 03, 2017 Filed Jul 7, 2017 01:17 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 439 | $63.65 | $27,942.35 |
DisclosureSEC source: 0001209191-17-044258 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,806 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| June 05, 2017 Filed Jun 6, 2017 20:03 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 981 | $75.20 | $73,771.20 |
DisclosureSEC source: 0001209191-17-038098 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,245 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:07 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 432 | $73.85 | $31,903.20 |
DisclosureSEC source: 0001209191-17-037672 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,226 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 15, 2017 Filed May 16, 2017 21:04 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 10,000 | $69.40 | $694,000.00 |
DisclosureSEC source: 0001209191-17-032770 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,658 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| May 11, 2017 Filed May 15, 2017 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,944 | $0.00 Strike: $14.40 | $0.00 |
DisclosureSEC source: 0001209191-17-032333 · doc4.xml · derivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,226 Underlying: Common Stock · 6,944 shares Expires 2023-10-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The original stock option grant of 100,000 shares underlying the option vests over four (4) years beginning on November 4, 2013 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| May 11, 2017 Filed May 15, 2017 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 6,944 | $14.40 | $99,993.60 |
DisclosureSEC source: 0001209191-17-032333 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2017 Filed May 8, 2017 20:12 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 981 | $70.20 | $68,866.20 |
DisclosureSEC source: 0001209191-17-030584 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,714 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| May 01, 2017 Filed May 3, 2017 01:27 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 403 | $67.10 | $27,041.30 |
DisclosureSEC source: 0001209191-17-029479 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,695 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 04, 2017 Filed Apr 5, 2017 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 802 | $60.30 | $48,360.60 |
DisclosureSEC source: 0001209191-17-025659 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,098 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:26 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 299 | $61.35 | $18,343.65 |
DisclosureSEC source: 0001209191-17-025659 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,900 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 21:32 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 676 | $57.40 | $38,802.40 |
DisclosureSEC source: 0001209191-17-018747 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,199 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:13 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 298 | $60.65 | $18,073.70 |
DisclosureSEC source: 0001209191-17-016785 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,875 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 22:49 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 9,681 | $58.40 | $565,370.40 |
DisclosureSEC source: 0001209191-17-012308 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,173 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 22:49 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 10,000 | $60.00 | $600,000.00 |
DisclosureSEC source: 0001209191-17-012308 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,854 F1 · kind: This transaction was effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:37 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 676 | $54.20 | $36,639.20 |
DisclosureSEC source: 0001209191-17-008826 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,854 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:08 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantStock Option (right to buy) · Derivative | 21,949 | $0.00 Strike: $52.80 | $0.00 |
DisclosureSEC source: 0001209191-17-007801 · doc4.xml · derivative · entry 3 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,949 Underlying: Common Stock · 21,949 shares Expires 2027-02-01 F3 · derivative.exercise_date: This stock option vests over 4 years beginning on January 1, 2017, at a rate of 25% of the original grant amount after 12 months and in 36 equal monthly installments thereafter. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:08 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 298 | $52.80 | $15,734.40 |
DisclosureSEC source: 0001209191-17-007801 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,530 F2 · shares: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 23:08 UTC | HUBSPOT INC HUBS · Entity 1104 | GrantCommon Stock | 28,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007801 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,828 F1 · shares: These shares were acquired pursuant to a restricted stock unit award under the Company's 2014 Stock Option and Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's Common Stock. The restricted stock unit vests over 4 years beginning on January 1, 2017, at a rate of 25% after 12 months and in 36 equal monthly installments thereafter. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 23:06 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 676 | $49.70 | $33,597.20 |
DisclosureSEC source: 0001209191-17-002308 · doc4.xml · nonDerivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,289 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 23:06 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 2,583 | $47.85 | $123,596.55 |
DisclosureSEC source: 0001209191-17-002308 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,965 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,860 | $0.00 Strike: $14.40 | $0.00 |
DisclosureSEC source: 0001209191-16-155886 · doc4.xml · derivative · entry 2 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,170 Underlying: Common Stock · 4,860 shares Expires 2023-10-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The original stock option grant of 100,000 shares underlying the option vests over four (4) years beginning on November 4, 2013 at a rate of 25% after 12 months and in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 21:10 UTC | HUBSPOT INC HUBS · Entity 1104 | Exercise / conversionCommon Stock | 4,860 | $14.40 | $69,984.00 |
DisclosureSEC source: 0001209191-16-155886 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,548 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 |
| December 05, 2016 Filed Dec 6, 2016 21:45 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 981 | $51.85 | $50,864.85 |
DisclosureSEC source: 0001209191-16-153685 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,688 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 23:21 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 147 | $52.75 | $7,754.25 |
DisclosureSEC source: 0001209191-16-153472 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,669 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 21:42 UTC | HUBSPOT INC HUBS · Entity 1104 | SaleCommon Stock | 9,252 | $54.90 | $507,934.80 |
DisclosureSEC source: 0001209191-16-150897 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,816 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a written trading plan adopted by the Reporting Person in accordance with Rule 10b5-1. Read SEC document |
| November 08, 2016 Filed Nov 11, 2016 01:55 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 981 | $50.90 | $49,932.90 |
DisclosureSEC source: 0001209191-16-149490 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,068 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| November 01, 2016 Filed Nov 4, 2016 00:51 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 148 | $51.60 | $7,636.80 |
DisclosureSEC source: 0001209191-16-148304 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,049 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 22:54 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 676 | $57.55 | $38,903.80 |
DisclosureSEC source: 0001209191-16-145301 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,197 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 22:04 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 147 | $57.60 | $8,467.20 |
DisclosureSEC source: 0001209191-16-144625 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,873 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 22:18 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 981 | $57.45 | $56,358.45 |
DisclosureSEC source: 0001209191-16-140626 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,020 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:33 UTC | HUBSPOT INC HUBS · Entity 1104 | Tax withholdingCommon Stock | 148 | $56.13 | $8,307.24 |
DisclosureSEC source: 0001209191-16-140317 · doc4.xml · nonDerivative · entry 1 Kinzer John · CIK 0001621078 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,001 F1 · kind: Shares withheld by Issuer to cover taxes associated with settlement of restricted stock units. 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.