Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Director | May 21, 2025 | May 22, 2025 |
| ForgeRock, Inc.FORG · Entity 15406 | Director | September 15, 2021 | September 15, 2021 |
| OneStream, Inc.OS · Entity 14762 | Director | July 24, 2024 | July 25, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Five9, Inc.
Report date May 21, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,795 |
Reported balance
After 2025-05-21 transaction · row 1
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 7,840 · Balance 29,795 |
ForgeRock, Inc.
Report date September 15, 2021 · Filed September 15, 2021
This filing explicitly reported no securities owned.
OneStream, Inc.
Report date July 24, 2024 · Filed July 25, 2024
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| May 21, 2025 Filed May 22, 2025 21:27 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 7,840 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-25-000131 · wk-form4_1747949243.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,795 Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:31 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000075 · wk-form4_1715891474.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,955 Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:50 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,669 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000096 · wf-form4_168444301414072.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,200 Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:54 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000063 · wf-form4_165308364440695.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,531 Read SEC document |
| May 12, 2021 Filed May 13, 2021 22:07 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000079 · wf-form4_162094364590566.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,399 Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 20:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,000 | $123.57 | $617,850.00 |
DisclosureSEC source: 0001288847-20-000134 · wf-form4_159847206767088.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,165 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.51 to $123.69 inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., 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 ranges set forth in this footnote. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 23:33 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 1,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-20-000129 · wf-form4_159727521794304.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,165 F1 · shares: Represents shares donated to Fidelity Charitable Gift Fund. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:47 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 1,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-20-000081 · wf-form4_159000763577734.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,513 Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 20:22 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 10,000 | $56.06 | $560,600.00 |
DisclosureSEC source: 0001288847-19-000111 · wf-form4_156520931805909.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,729 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.02 to $56.17, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., 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 ranges set forth in this footnote. Read SEC document |
| May 28, 2019 Filed May 30, 2019 22:31 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-19-000080 · wf-form4_155925544691267.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,729 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 23:34 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,000 | $52.96 | $317,760.00 |
DisclosureSEC source: 0001288847-19-000031 · wf-form4_155122405088034.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,322 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.96 to $52.97, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., 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 ranges set forth in this footnote. Read SEC document |
| August 10, 2018 Filed Aug 10, 2018 22:56 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 3,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-18-000134 · wf-form4_153394179343878.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,322 F1 · shares: Represents shares donated to Fidelity Charitable Gift Fund. Read SEC document |
| May 18, 2018 Filed May 22, 2018 00:11 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-18-000091 · wf-form4_152694783371924.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,793 Read SEC document |
| May 18, 2018 Filed Jul 20, 2018 20:31 UTC Amendment | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-18-000116 · wf-form4a_153211865018225.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,793 F1 · balance_after: The Form filed on May 21, 2018 incorrectly stated the reporting person's holdings following the transaction. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 21:13 UTC | Five9, Inc. FIVN · Entity 4346 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000108 · wf-form4_150239959804169.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,449 F1 · shares: Represents shares donated to Fidelity Charitable Gift Fund. Read SEC document |
| May 16, 2017 Filed May 17, 2017 16:56 UTC | Five9, Inc. FIVN · Entity 4346 | OtherCommon Stock | 12,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000089 · wf-form4_149504014701630.xml · nonDerivative · entry 2 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,449 F1 · kind: Due to an arrangement with Adams Street Partners, LLC ("ASP"), of which Mr. Welsh was previously a partner, Mr. Welsh is transferring to ASP 12,182 of 15,000 shares received pursuant to a grant of RSUs on May 18, 2016, and is retaining the remaining 2,818 shares as directly held securities. Mr. Welsh is no longer affiliated with ASP. F1 · price: Due to an arrangement with Adams Street Partners, LLC ("ASP"), of which Mr. Welsh was previously a partner, Mr. Welsh is transferring to ASP 12,182 of 15,000 shares received pursuant to a grant of RSUs on May 18, 2016, and is retaining the remaining 2,818 shares as directly held securities. Mr. Welsh is no longer affiliated with ASP. Read SEC document |
| May 15, 2017 Filed May 17, 2017 16:56 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 7,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-17-000089 · wf-form4_149504014701630.xml · nonDerivative · entry 1 Welsh David S. · CIK 0001603743 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,631 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.