Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Pres. & Chief Revenue Officer | September 04, 2024 | September 06, 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 September 04, 2024 · Filed September 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 128,926 |
Reported balance
After 2024-09-04 transaction · row 1
1 source rowRow 1 · 2024-09-04 · Sale · Disposed 3,628 · Balance 128,926 F1: The reported sales were to cover taxes upon the vesting of restricted stock units. F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2024. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.21 to $30.67, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sales were to cover taxes upon the vesting of restricted stock units.
F2: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2024.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.21 to $30.67, 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.
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 |
|---|---|---|---|---|---|---|
| September 04, 2024 Filed Sep 6, 2024 21:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,628 | $30.57 | $110,907.96 |
DisclosureSEC source: 0001288847-24-000135 · wk-form4_1725656967.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 128,926 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.21 to $30.67, 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 26, 2024 Filed Aug 28, 2024 20:43 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,605 | $33.41 | $87,033.05 |
DisclosureSEC source: 0001288847-24-000128 · wk-form4_1724877781.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,554 F2 · shares: The reported sales were to cover taxes upon the vesting of performance-based RSUs. F3 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. 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. Read SEC document |
| August 23, 2024 Filed Aug 28, 2024 20:43 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 5,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000128 · wk-form4_1724877781.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,159 F1 · shares: Settlement of non-derivative performance-based RSUs Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,637 | $43.55 | $114,841.35 |
DisclosureSEC source: 0001288847-24-000105 · wk-form4_1722893163.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,079 F2 · shares: The reported sales were to cover taxes upon the vesting of performance-based RSU's. F3 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. 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. Read SEC document |
| July 31, 2024 Filed Aug 5, 2024 21:26 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 5,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000105 · wk-form4_1722893163.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,716 F1 · shares: Settlement of non-derivative performance-based RSUs Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 20:34 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,698 | $46.30 | $356,417.40 |
DisclosureSEC source: 0001288847-24-000092 · wk-form4_1717706074.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,635 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. The sales reported in this Form 4 were effected in accordance with Five9, Inc.s previously established sell to cover withholding policy, the Corporations Policy. F2 · price: The price reported in Column 4 is a weighted average price applied to the transaction by the broker under the Corporations Policy for sales to cover taxes upon vesting of restricted stock units for all individuals, including the reporting person subject to the Corporations Policy on the date such sales occurred. 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. F3 · balance_after: Includes 344 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on May 15, 2024. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 22:05 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,409 | $58.34 | $373,901.06 |
DisclosureSEC source: 0001288847-24-000024 · wk-form4_1709762707.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,989 F2 · shares: The reported sales were to cover taxes upon the vesting of performance-based RSUs. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.28 to $58.42, 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 |
| March 05, 2024 Filed Mar 6, 2024 22:05 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,167 | $58.26 | $301,029.42 |
DisclosureSEC source: 0001288847-24-000024 · wk-form4_1709762707.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,398 F2 · shares: The reported sales were to cover taxes upon the vesting of performance-based RSUs. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.26 to $58.28, 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 |
| March 04, 2024 Filed Mar 6, 2024 22:05 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 11,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000024 · wk-form4_1709762707.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,565 F1 · shares: Settlement of non-derivative performance-based RSUs Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:35 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 35,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-24-000018 · wk-form4_1709156103.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,000 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:39 UTC | Five9, Inc. FIVN · Entity 4346 | Tax withholdingCommon Stock | 7,114 | $81.59 | $580,431.26 |
DisclosureSEC source: 0001288847-23-000168 · wk-form4_1702071536.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,807 F2 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:39 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000168 · wk-form4_1702071536.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,921 F1 · shares: Settlement of non-derivative performance-based RSUs Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-23-000163 · wk-form4_1700601488.xml · derivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,459 Underlying: Common Stock · 16,000 shares Expires 2026-11-14 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. F3 · derivative.exercise_date: The option granted on November 14, 2016 is fully vested. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 16,000 | $75.02 | $1,200,320.00 |
DisclosureSEC source: 0001288847-23-000163 · wk-form4_1700601488.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,360 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.11, 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 |
| November 20, 2023 Filed Nov 21, 2023 21:18 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 16,000 | $14.39 | $230,240.00 |
DisclosureSEC source: 0001288847-23-000163 · wk-form4_1700601488.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,360 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 05, 2023 Filed Sep 7, 2023 20:41 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,202 | $71.19 | $227,950.38 |
DisclosureSEC source: 0001288847-23-000140 · wk-form4_1694119306.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,360 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.86 to $71.58, 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 |
| September 05, 2023 Filed Sep 7, 2023 20:41 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,313 | $70.69 | $234,195.97 |
DisclosureSEC source: 0001288847-23-000140 · wk-form4_1694119306.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,562 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.50 to $70.86, 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 01, 2023 Filed Aug 3, 2023 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-23-000120 · wk-form4_1691095109.xml · derivative · entry 5 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,459 Underlying: Common Stock · 8,000 shares Expires 2026-11-14 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. F5 · derivative.exercise_date: The option granted on November 14, 2016 is fully vested. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,810 | $87.12 | $331,927.20 |
DisclosureSEC source: 0001288847-23-000120 · wk-form4_1691095109.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 109,875 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.69 to $87.63, 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 01, 2023 Filed Aug 3, 2023 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,890 | $86.01 | $248,568.90 |
DisclosureSEC source: 0001288847-23-000120 · wk-form4_1691095109.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,685 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.68 to $86.68, 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 01, 2023 Filed Aug 3, 2023 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,300 | $85.05 | $110,565.00 |
DisclosureSEC source: 0001288847-23-000120 · wk-form4_1691095109.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 116,575 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.67 to $85.64, 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 01, 2023 Filed Aug 3, 2023 20:38 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,000 | $14.39 | $115,120.00 |
DisclosureSEC source: 0001288847-23-000120 · wk-form4_1691095109.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 117,875 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 03, 2023 Filed Jul 6, 2023 20:36 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-23-000115 · wk-form4_1688675777.xml · derivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,459 Underlying: Common Stock · 8,000 shares Expires 2026-11-14 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. F4 · derivative.exercise_date: The option granted on November 16, 2016 is fully vested. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,401 | $82.89 | $199,018.89 |
DisclosureSEC source: 0001288847-23-000115 · wk-form4_1688675777.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 109,875 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.52 to $83.43, 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. F2 · balance_after: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,599 | $82.13 | $459,845.87 |
DisclosureSEC source: 0001288847-23-000115 · wk-form4_1688675777.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 112,276 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.51 to $82.51, 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. F2 · balance_after: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 20:36 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,000 | $14.39 | $115,120.00 |
DisclosureSEC source: 0001288847-23-000115 · wk-form4_1688675777.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 117,875 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 09, 2023 Filed Jun 13, 2023 20:37 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,010 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-23-000107 · wk-form4_1686688632.xml · derivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,459 Underlying: Common Stock · 16,010 shares Expires 2026-11-14 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. F3 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of November 14, 2016. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 20:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 32,000 | $75.03 | $2,400,960.00 |
DisclosureSEC source: 0001288847-23-000107 · wk-form4_1686688632.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,875 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.27, 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 |
| June 09, 2023 Filed Jun 13, 2023 20:37 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 16,010 | $14.39 | $230,383.90 |
DisclosureSEC source: 0001288847-23-000107 · wk-form4_1686688632.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,875 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 05, 2023 Filed Jun 7, 2023 21:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,369 | $69.08 | $439,970.52 |
DisclosureSEC source: 0001288847-23-000105 · wk-form4_1686172434.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 125,865 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.04 to $69.55, 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 |
| June 05, 2023 Filed Jun 7, 2023 21:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,243 | $70.02 | $227,074.86 |
DisclosureSEC source: 0001288847-23-000105 · wk-form4_1686172434.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,234 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.83 to $70.36, 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 |
| June 05, 2023 Filed Jun 7, 2023 21:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,571 | $69.58 | $109,310.18 |
DisclosureSEC source: 0001288847-23-000105 · wk-form4_1686172434.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,477 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.22 to $69.83, 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 |
| June 05, 2023 Filed Jun 7, 2023 21:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,700 | $68.49 | $116,433.00 |
DisclosureSEC source: 0001288847-23-000105 · wk-form4_1686172434.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 137,048 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.09 to $68.91, 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. F4 · balance_after: Includes 308 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on May 15, 2023. Read SEC document |
| March 24, 2023 Filed Dec 13, 2023 21:47 UTC | Five9, Inc. FIVN · Entity 4346 | OtherCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000172 · wk-form4_1702504040.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,316 F1 · balance_after: Includes 120 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on November 15, 2023. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 23:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,000 | $68.82 | $68,820.00 |
DisclosureSEC source: 0001288847-23-000039 · wf-form4_167831795852399.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,440 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.68 to $69.05, 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 |
| March 06, 2023 Filed Mar 8, 2023 23:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,317 | $68.21 | $430,882.57 |
DisclosureSEC source: 0001288847-23-000039 · wf-form4_167831795852399.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,440 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.66 to $68.66, 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 |
| March 06, 2023 Filed Mar 8, 2023 23:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,400 | $67.17 | $94,038.00 |
DisclosureSEC source: 0001288847-23-000039 · wf-form4_167831795852399.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,757 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.65 to $67.64, 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 |
| February 28, 2023 Filed Mar 1, 2023 22:11 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 547 | $68.02 | $37,206.94 |
DisclosureSEC source: 0001288847-23-000032 · wf-form4_167770867242637.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,157 F2 · shares: The reported sales were to cover taxes upon the vesting of performance-based RSUs. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:11 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 1,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000032 · wf-form4_167770867242637.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,704 F1 · shares: Settlement of non-derivative performance-based RSUs. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 22:11 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 37,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-23-000032 · wf-form4_167770867242637.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,129 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $79.80 | $23,940.00 |
DisclosureSEC source: 0001288847-23-000005 · wf-form4_167545903268378.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,616 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,700 | $79.27 | $610,379.00 |
DisclosureSEC source: 0001288847-23-000005 · wf-form4_167545903268378.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,916 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.79 to $79.75, 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 |
| January 24, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 13,123 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,123 shares Expires 2023-11-22 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. F4 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| January 24, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 28,623 | $75.09 | $2,149,301.07 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,616 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.35, 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 |
| January 24, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 13,123 | $9.48 | $124,406.04 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,239 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 |
| January 23, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 6,100 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · derivative · entry 5 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,123 Underlying: Common Stock · 6,100 shares Expires 2023-11-22 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. F4 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 14,600 | $75.00 | $1,095,000.00 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,116 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 12, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.09, 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 |
| January 23, 2023 Filed Jan 25, 2023 22:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 6,100 | $9.48 | $57,828.00 |
DisclosureSEC source: 0001288847-23-000003 · wf-form4_167468574389289.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,716 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 |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 6,408 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · derivative · entry 8 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,223 Underlying: Common Stock · 6,408 shares Expires 2023-11-22 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. F7 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 36,728 | $0.00 Strike: $4.84 | $0.00 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · derivative · entry 7 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,728 shares Expires 2023-01-25 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. F6 · derivative.exercise_date: The option granted on January 25, 2013 is fully vested. 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.