Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Chief Technology Officer | May 19, 2023 | May 22, 2023 |
| ELLIE MAE INCELLI · Entity 158303 | EVP, Technology & Operations | August 15, 2018 | August 17, 2018 |
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.
BLACKLINE, INC.
Report date May 19, 2023 · Filed May 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,055 |
Ending reported balance
After 2023-05-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-05-19 · Tax withholding · Disposed 1,379 · Balance 57,452 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2023-05-22 · Sale · Disposed 1,397 · Balance 56,055 F2: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units.
F2: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022.
ELLIE MAE INC
Report date August 15, 2018 · Filed August 17, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,843 |
Ending reported balance
After 2018-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-15 · Tax withholding · Disposed 653 · Balance 27,007 F1: Represents shares of common stock withheld by the Issuer in payment of the withholding tax liability incurred upon the vesting of restricted stock. The amount of shares withheld is based on the closing price of ELLI on August 15, 2018. Row 2 · 2018-08-16 · Sale · Disposed 1,164 · Balance 25,843 F2: The sales reported on this Form 4 were effected pursuant to the reporting person's Rule 10b5-1 trading plan. F3: The price reported is a weighted average price. The shares were sold in multiple transactions ranging from $102.6400 to $103.4100, inclusive. The reporting person undertakes to provide to Ellie Mae, Inc., any security holder of Ellie Mae, 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 Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer in payment of the withholding tax liability incurred upon the vesting of restricted stock. The amount of shares withheld is based on the closing price of ELLI on August 15, 2018.
F2: The sales reported on this Form 4 were effected pursuant to the reporting person's Rule 10b5-1 trading plan.
F3: The price reported is a weighted average price. The shares were sold in multiple transactions ranging from $102.6400 to $103.4100, inclusive. The reporting person undertakes to provide to Ellie Mae, Inc., any security holder of Ellie Mae, 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 Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZUORA INC
Report date February 14, 2025 · Filed February 14, 2025
Section 16 reporting ended · disclosed 2025-02-14. 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 2025-02-14 transaction · row 1
1 source rowRow 1 · 2025-02-14 · Disposition to issuer · Disposed 24,146 · Balance 0 F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-14 · Disposition to issuer · Disposed 150,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-14 · Disposition to issuer · Disposed 225,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
| Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-02-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-02-14 · Disposition to issuer · Disposed 300,000 · Balance 0 F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions.
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 14, 2025 Filed Feb 14, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Units (RSU) (Class A) · Derivative | 300,000 | $10.00 | $3,000,000.00 |
DisclosureSEC source: 0001140361-25-004767 · form4.xml · derivative · entry 4 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Units (RSU) (Class A) · Derivative | 225,000 | $10.00 | $2,250,000.00 |
DisclosureSEC source: 0001140361-25-004767 · form4.xml · derivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 225,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerRestricted Stock Units (RSU) (Class A) · Derivative | 150,000 | $10.00 | $1,500,000.00 |
DisclosureSEC source: 0001140361-25-004767 · form4.xml · derivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 150,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · kind: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each of the Reporting Person's restricted stock units ("RSUs") outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive cash equal to the product of the number of shares of Common Stock subject to the RSU multiplied by the Merger Consideration (the "Converted RSU Award"). The Converted RSU Award will vest and become payable subject to and in accordance with the same vesting schedule and other terms and conditions applicable to the corresponding RSU immediately prior to the Effective Time, including any acceleration of vesting provisions. Read SEC document |
| February 14, 2025 Filed Feb 14, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | Disposition to issuerClass A Common Stock | 24,146 | $10.00 | $241,460.00 |
DisclosureSEC source: 0001140361-25-004767 · form4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). F1 · price: On February 14, 2025 (the "Effective Time"), pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 17, 2024, by and among Zodiac Purchaser, L.L.C. ("Parent"), Zodiac Acquisition Sub, Inc. ("Merger Sub") and Zuora (the "Company"), Merger Sub merged with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent. At the Effective Time, each of the Reporting Person's shares of Class A Common Stock (the "Common Stock"), issued and outstanding immediately prior to the Effective Time were automatically canceled and converted into the right to receive $10.00 per share in cash without interest thereon, and less any applicable tax withholdings (the "Merger Consideration"). Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 16:08 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001646765-25-000002 · wk-form4_1738789719.xml · derivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: As previously disclosed in the Zuora, Inc. definitive proxy statement filed on December 31, 2024 (the Proxy Statement), these RSUs are granted pursuant to the terms of the Merger Agreement, to replace certain Zuora PSUs that were forfeited for no consideration. The RSUs will vest and become payable, immediately prior to Closing, subject to the continued employment of the reporting person through such date, or will be forfeited automatically if the Merger Agreement is terminated pursuant to its terms without the occurrence of the Closing. All undefined terms shall have the meaning ascribed to them in the Proxy Statement. F2 · derivative.expiration_date: As previously disclosed in the Zuora, Inc. definitive proxy statement filed on December 31, 2024 (the Proxy Statement), these RSUs are granted pursuant to the terms of the Merger Agreement, to replace certain Zuora PSUs that were forfeited for no consideration. The RSUs will vest and become payable, immediately prior to Closing, subject to the continued employment of the reporting person through such date, or will be forfeited automatically if the Merger Agreement is terminated pursuant to its terms without the occurrence of the Closing. All undefined terms shall have the meaning ascribed to them in the Proxy Statement. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| January 15, 2025 Filed Jan 16, 2025 16:05 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 19,469 | $9.97 | $194,119.56 |
DisclosureSEC source: 0001423774-25-000033 · wk-form4_1737061522.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,146 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $9.97 and the highest price at which shares were sold was $9.98. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 16:29 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 25,664 | $9.93 | $254,784.49 |
DisclosureSEC source: 0001423774-25-000028 · wk-form4_1735939753.xml · nonDerivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,615 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold on January 2, 2025. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $9.92 and $9.95. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000028 · wk-form4_1735939753.xml · derivative · entry 5 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 Underlying: Class A Common Stock · 25,000 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 ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F5 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000028 · wk-form4_1735939753.xml · derivative · entry 4 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Class A Common Stock · 25,000 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 ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F3 · derivative.exercise_date: The RSUs vest over three years, with 1/3 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F4 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000028 · wk-form4_1735939753.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,279 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 31, 2024 Filed Jan 3, 2025 16:29 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-25-000028 · wk-form4_1735939753.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,279 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 |
| October 15, 2024 Filed Oct 16, 2024 16:06 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 18,855 | $9.06 | $170,809.33 |
DisclosureSEC source: 0001423774-24-000272 · wk-form4_1729109167.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,279 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.95 and the highest price at which shares were sold was $9.20. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 03, 2024 Filed Oct 3, 2024 19:05 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 26,432 | $8.34 | $220,538.04 |
DisclosureSEC source: 0001423774-24-000267 · wk-form4_1727996700.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,134 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold over a three-day period ending on October 3, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $8.235 and $8.52. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 18:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000245 · wk-form4_1727906963.xml · derivative · entry 4 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F4 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 18:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000245 · wk-form4_1727906963.xml · derivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over three years, with 1/3 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 18:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000245 · wk-form4_1727906963.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,566 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 |
| September 30, 2024 Filed Oct 2, 2024 18:09 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000245 · wk-form4_1727906963.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,566 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 |
| July 15, 2024 Filed Jul 17, 2024 17:28 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 58,267 | $9.06 | $527,945.63 |
DisclosureSEC source: 0001423774-24-000224 · wk-form4_1721251723.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,566 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 15, 2024. F2 · price: Represents the weighted average sale price. The lowest price at which shares were sold was $8.98 and the highest price at which shares were sold was $9.18. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 16:15 UTC | ZUORA INC ZUO · Entity 16054 | SaleClass A Common Stock | 52,167 | $9.64 | $502,702.08 |
DisclosureSEC source: 0001423774-24-000210 · wk-form4_1720037750.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,833 F1 · price: The shares were sold to satisfy the tax liability of the Reporting Person in connection with the issuance of Class A Common Stock resulting from the vesting of restricted stock units under the Zuora, Inc. 2018 Equity Incentive Plan ("Plan"). The shares for the Reporting Person were aggregated with shares sold to satisfy tax liability for all other Plan participants, and all such shares were sold over a three-day period ending on July 3, 2024. The price reported in Column 4 is the weighted average price. Shares were sold in multiple transactions at prices between $9.41 and $9.89. The Reporting Person undertakes to provide upon request to the staff of the U.S. Securities and Exchange Commission, Zuora or its stockholders, full information regarding the total number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 16:20 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000185 · wk-form4_1719951634.xml · derivative · entry 4 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F4 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 16:20 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionRestricted Stock Units (RSU)(Class A) · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000185 · wk-form4_1719951634.xml · derivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over three years, with 1/3 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 16:20 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000185 · wk-form4_1719951634.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 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 30, 2024 Filed Jul 2, 2024 16:20 UTC | ZUORA INC ZUO · Entity 16054 | Exercise / conversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000185 · wk-form4_1719951634.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 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 |
| April 05, 2024 Filed Apr 9, 2024 16:17 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-24-000111 · wk-form4_1712693861.xml · derivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over three years, with 1/12 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| July 10, 2023 Filed Jul 11, 2023 19:45 UTC | ZUORA INC ZUO · Entity 16054 | GrantRestricted Stock Units (RSU)(Class A) · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001423774-23-000139 · wk-form4_1689119113.xml · derivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Zuora's Class A Common Stock upon vesting for no consideration. F2 · derivative.exercise_date: The RSUs vest over three years, with 1/3 of the shares underlying the initial award vesting on June 30, 2024, and the remaining shares vesting as to 1/12 of the shares underlying the initial award quarterly thereafter, so long as the Reporting Person continues to provide services to Zuora through each vesting date. F3 · derivative.expiration_date: RSUs do not expire; these securities either vest and settle or are canceled prior to the vesting date. Read SEC document |
| May 22, 2023 Filed May 22, 2023 22:32 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,397 | $53.28 | $74,432.16 |
DisclosureSEC source: 0001209191-23-031589 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,055 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. Read SEC document |
| May 19, 2023 Filed May 22, 2023 22:32 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,379 | $53.59 | $73,900.61 |
DisclosureSEC source: 0001209191-23-031589 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,452 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| March 07, 2023 Filed Mar 7, 2023 23:22 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 17,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016943 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,831 F1 · shares: 25% of the Restricted Stock Units will vest on the one (1) year anniversary of February 20, 2023 (the "RSU Vesting Commencement Date"), and 1/16th of the Restricted Stock Units will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the applicable individual remaining a Service Provider through each applicable vesting date. Read SEC document |
| February 23, 2023 Filed Feb 23, 2023 23:52 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 2,046 | $71.92 | $147,148.32 |
DisclosureSEC source: 0001209191-23-012366 · doc4.xml · nonDerivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,361 F3 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 01:02 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 5,260 | $69.77 | $366,990.20 |
DisclosureSEC source: 0001209191-23-011995 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,361 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 18, 2022. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 23:52 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,224 | $71.42 | $87,418.08 |
DisclosureSEC source: 0001209191-23-012366 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,407 F2 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of PRSUs and restricted stock units. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 23:52 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 3,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012366 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,631 F1 · shares: The reported shares relate to the portion of a Performance-Based Restricted Stock Unit ("PRSU") granted on April 4, 2022 that has vested based on the Issuer's achievement of certain fiscal 2022 performance targets that were set by the Compensation Committee at the time of grant. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 01:02 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 2,782 | $71.72 | $199,525.04 |
DisclosureSEC source: 0001209191-23-011995 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,621 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| December 30, 2022 Filed Dec 30, 2022 21:13 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 18,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-062982 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,403 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 2/3rd of the RSUs will vest on the two (2) year anniversary of November 20, 2022 (the "Vesting Start Date"), and 1/3rd of the RSUs will vest on the three (3) year anniversary of the Vesting Start Date, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 23:10 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,997 | $59.75 | $119,320.75 |
DisclosureSEC source: 0001209191-22-058250 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,463 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2021. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 23:10 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,967 | $60.25 | $118,511.75 |
DisclosureSEC source: 0001209191-22-058250 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,460 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| August 22, 2022 Filed Aug 22, 2022 22:28 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,997 | $69.91 | $139,610.27 |
DisclosureSEC source: 0001209191-22-047069 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,427 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2021. Read SEC document |
| August 19, 2022 Filed Aug 22, 2022 22:28 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,967 | $71.39 | $140,424.13 |
DisclosureSEC source: 0001209191-22-047069 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,424 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 23, 2022 Filed May 23, 2022 22:56 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 2,592 | $71.77 | $186,027.84 |
DisclosureSEC source: 0001209191-22-031466 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,391 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2021. Read SEC document |
| May 20, 2022 Filed May 23, 2022 22:56 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,372 | $72.07 | $98,880.04 |
DisclosureSEC source: 0001209191-22-031466 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,983 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 21:14 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 16,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-023514 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,355 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). 25% of the RSUs will vest on the one (1) year anniversary of February 20, 2022 (the "Annual RSU Vesting Commencement Date"), and 1/16th of the RSUs will vest every three months thereafter on the same day of the month as the Annual RSU Vesting Commencement Date, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 01:11 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 3,427 | $71.13 | $243,762.51 |
DisclosureSEC source: 0001209191-22-011976 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,045 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2021. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 01:11 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,941 | $72.12 | $139,984.92 |
DisclosureSEC source: 0001209191-22-011976 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,413 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| November 22, 2021 Filed Nov 22, 2021 22:45 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,762 | $119.43 | $210,435.66 |
DisclosureSEC source: 0001209191-21-066169 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,413 F2 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020 and amended on March 12, 2021. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:45 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,734 | $119.51 | $207,230.34 |
DisclosureSEC source: 0001209191-21-066169 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,175 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionStock Option (right to buy) · Derivative | 3,463 | $0.00 Strike: $52.54 | $0.00 |
DisclosureSEC source: 0001209191-21-063998 · doc4.xml · derivative · entry 5 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,035 Underlying: Common Stock · 3,463 shares Expires 2029-02-25 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: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020, amended on March 12, 2021. F5 · derivative.exercise_date: 25% of the options vested on February 20, 2020 and 1/16th of the remaining shares subject to the option will vest every three months thereafter, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 190 | $132.81 | $25,233.75 |
DisclosureSEC source: 0001209191-21-063998 · doc4.xml · nonDerivative · entry 4 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,909 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020, amended on March 12, 2021. F4 · price: The sale price represents the weighted-average price of shares sold ranging from $132.575 to $133.02 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 1,254 | $131.92 | $165,424.17 |
DisclosureSEC source: 0001209191-21-063998 · doc4.xml · nonDerivative · entry 3 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,099 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020, amended on March 12, 2021. F3 · price: The sale price represents the weighted-average price of shares sold ranging from $131.59 to $132.48 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | BLACKLINE, INC. BL · Entity 4556 | SaleCommon Stock | 2,019 | $131.04 | $264,570.57 |
DisclosureSEC source: 0001209191-21-063998 · doc4.xml · nonDerivative · entry 2 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,353 F1 · kind: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020, amended on March 12, 2021. F2 · price: The sale price represents the weighted-average price of shares sold ranging from $130.56 to $131.415 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | BLACKLINE, INC. BL · Entity 4556 | Exercise / conversionCommon Stock | 3,463 | $52.54 | $181,946.02 |
DisclosureSEC source: 0001209191-21-063998 · doc4.xml · nonDerivative · entry 1 HIRSCH PETER · CIK 0001646765 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,372 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: The sale transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 11, 2020, amended on March 12, 2021. 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.