Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Asana, Inc.ASAN · Entity 4425 | Chief Operating Officer | December 18, 2025 | December 22, 2025 |
| Zendesk, Inc.ZEN · Entity 122051 | SVP Marketing | January 15, 2017 | January 18, 2017 |
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.
Asana, Inc.
Report date December 18, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 702,013 |
Ending reported balance
After 2025-12-22 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-12-18 · Sale · Disposed 22,198 · Balance 840,271 F1: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.50 to $14.57 per share. 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. Row 2 · 2025-12-19 · Sale · Disposed 9,847 · Balance 830,424 F1: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.50 to $14.57 per share. 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. Row 3 · 2025-12-19 · Sale · Disposed 66,246 · Balance 764,178 F2: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.33 to $14.52 per share. 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. Row 4 · 2025-12-22 · Sale · Disposed 62,165 · Balance 702,013 F3: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs). |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.50 to $14.57 per share. 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.
F2: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $14.33 to $14.52 per share. 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: This sale reported on this Form 4 was effected pursuant to the Issuer's policy requiring sell-to-cover to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of certain Restricted Stock Units (RSUs).
Zendesk, Inc.
Report date January 15, 2017 · Filed January 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,298 |
Ending reported balance
After 2017-01-15 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2017-01-15 · Exercise / conversion · Acquired 177 · Balance 12,278 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2017-01-15 · Tax withholding · Disposed 78 · Balance 12,200 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Row 3 · 2017-01-15 · Exercise / conversion · Acquired 175 · Balance 12,375 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 4 · 2017-01-15 · Tax withholding · Disposed 77 · Balance 12,298 F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2022-02-05 | Direct | 4,428 |
Reported balance
After 2017-01-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-01-15 · Exercise / conversion · Disposed 177 · Balance 4,428 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: 1/48th of the shares issuable pursuant to the restricted stock units shall vest monthly after the vesting commencement date of February 15, 2015, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2023-05-06 | Direct | 7,001 |
Reported balance
After 2017-01-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-01-15 · Exercise / conversion · Disposed 175 · Balance 7,001 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person.
F3: 1/48th of the shares issuable pursuant to the restricted stock units shall vest monthly after the vesting commencement date of February 15, 2015, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
F4: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SendGrid, Inc.
Report date February 01, 2019 · Filed February 01, 2019
Section 16 reporting ended · disclosed 2019-02-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-01 transaction · row 1
1 source rowRow 1 · 2019-02-01 · Disposition to issuer · Disposed 6,877 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization dated as of October 15, 2018, as amended on December 13, 2018 (the "Merger Agreement", and the transactions contemplated therein, the "Merger"), by and among the Issuer, Twilio Inc. ("Twilio") and Topaz Merger Subsidiary, Inc., whereby each share of Issuer common stock was canceled in exchange for 0.485 of a share of Twilio Class A Common Stock, with fractional shares being paid in cash. F2: At the effective time of the Merger, the 5,651 restricted stock units (each an "RSU") held by the Reporting Person were cancelled and converted into a right to receive 2,740 fully-vested shares of Twilio Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger and Reorganization dated as of October 15, 2018, as amended on December 13, 2018 (the "Merger Agreement", and the transactions contemplated therein, the "Merger"), by and among the Issuer, Twilio Inc. ("Twilio") and Topaz Merger Subsidiary, Inc., whereby each share of Issuer common stock was canceled in exchange for 0.485 of a share of Twilio Class A Common Stock, with fractional shares being paid in cash.
F2: At the effective time of the Merger, the 5,651 restricted stock units (each an "RSU") held by the Reporting Person were cancelled and converted into a right to receive 2,740 fully-vested shares of Twilio Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| October 15, 2016 Filed Oct 18, 2016 20:02 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 93 | $27.59 | $2,565.87 |
DisclosureSEC source: 0001127602-16-064967 · form4.xml · nonDerivative · entry 2 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,682 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| October 15, 2016 Filed Oct 18, 2016 20:02 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064967 · form4.xml · nonDerivative · entry 1 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,775 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · derivative · entry 6 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,701 Underlying: Common Stock · 175 shares Expires 2023-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest each month after the vesting commencement date of May 15, 2016, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionRestricted Stock Unit · Derivative | 177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · derivative · entry 5 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,136 Underlying: Common Stock · 177 shares Expires 2022-02-05 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: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: 1/48th of the shares issuable pursuant to the restricted stock units shall vest monthly after the vesting commencement date of February 15, 2015, subject to the Reporting Person's continuous service to the Issuer on each such date. Unvested shares are subject to acceleration upon the occurrence of certain events. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 92 | $29.61 | $2,724.12 |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · nonDerivative · entry 4 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,598 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · nonDerivative · entry 3 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,690 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Tax withholdingCommon Stock | 93 | $29.61 | $2,753.73 |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · nonDerivative · entry 2 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,515 F2 · shares: Represents the number of shares withheld by the Issuer in satisfaction of tax withholding obligations in connection with the vesting of the restricted stock units listed in Table II. Such withholding is mandated by an election of the Issuer made in advance and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:23 UTC | Zendesk, Inc. ZEN · Entity 122051 | Exercise / conversionCommon Stock | 177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-062743 · form4.xml · nonDerivative · entry 1 Raimondi Anne · CIK 0001606158 · SVP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,608 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: Restricted stock units convert into common stock on a one-for-one basis. 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.