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 |
|---|---|---|---|---|---|---|
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 700 | $70.66 | $49,462.00 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,616 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. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.49 to $70.85, 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 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,419 | $69.84 | $238,782.96 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,316 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 $69.41 to $70.31, 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 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 26,167 | $68.96 | $1,804,476.32 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,735 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 $68.39 to $69.39, 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 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 12,850 | $67.83 | $871,615.50 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,902 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 $67.29 to $68.28, 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 |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 6,408 | $9.48 | $60,747.84 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,752 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 / conversionCommon Stock | 36,728 | $4.84 | $177,763.52 |
DisclosureSEC source: 0001288847-23-000001 · wf-form4_167295569703228.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,344 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $68.31 | $20,493.00 |
DisclosureSEC source: 0001288847-22-000121 · wf-form4_167044832721840.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,616 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.22 to $68.37, 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 |
| December 05, 2022 Filed Dec 7, 2022 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,000 | $67.49 | $67,490.00 |
DisclosureSEC source: 0001288847-22-000121 · wf-form4_167044832721840.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,916 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 $67.15 to $68.11, 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 |
| December 05, 2022 Filed Dec 7, 2022 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,215 | $66.57 | $147,452.55 |
DisclosureSEC source: 0001288847-22-000121 · wf-form4_167044832721840.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,916 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 $66.10 to $67.09, 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 |
| December 05, 2022 Filed Dec 7, 2022 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,200 | $65.68 | $341,536.00 |
DisclosureSEC source: 0001288847-22-000121 · wf-form4_167044832721840.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,131 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 $65.08 to $66.04, 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 23, 2022 Filed Nov 28, 2022 22:38 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 32,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000117 · wf-form4_166967511776890.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,331 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:43 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,302 | $57.82 | $248,741.64 |
DisclosureSEC source: 0001288847-22-000115 · wf-form4_166846217738833.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,448 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 |
| September 06, 2022 Filed Sep 8, 2022 21:16 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,414 | $89.63 | $395,626.82 |
DisclosureSEC source: 0001288847-22-000098 · wf-form4_166267180334349.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,750 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.62 to $90.59, 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 06, 2022 Filed Jun 6, 2022 22:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7 | $100.12 | $700.84 |
DisclosureSEC source: 0001288847-22-000067 · wf-form4_165455367647518.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,164 F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.03 to $100.32, 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 06, 2022 Filed Jun 6, 2022 22:14 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,884 | $98.47 | $283,987.48 |
DisclosureSEC source: 0001288847-22-000067 · wf-form4_165455367647518.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,171 F2 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.29 to $98.89, 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 02, 2022 Filed Jun 6, 2022 22:14 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 20,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000067 · wf-form4_165455367647518.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · Pres. & Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,055 F1 · balance_after: Includes 4 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on November 15, 2021 and 150 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on May 13, 2022. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:36 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,685 | $98.63 | $166,191.55 |
DisclosureSEC source: 0001288847-22-000028 · wf-form4_164677538126606.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,580 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.20 to $98.70, 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, 2022 Filed Mar 2, 2022 21:42 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 24,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-22-000021 · wf-form4_164625732958776.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,265 Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 21:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1 | $124.70 | $124.70 |
DisclosureSEC source: 0001288847-21-000141 · wf-form4_163891216748857.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,454 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,865 | $127.01 | $236,873.65 |
DisclosureSEC source: 0001288847-21-000141 · wf-form4_163891216748857.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,109 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $126.99 to $127.06, 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 |
| December 03, 2021 Filed Dec 7, 2021 21:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 480 | $126.41 | $60,676.80 |
DisclosureSEC source: 0001288847-21-000141 · wf-form4_163891216748857.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,974 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $125.83 to $126.58, 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 |
| December 03, 2021 Filed Dec 7, 2021 21:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,159 | $133.59 | $154,830.81 |
DisclosureSEC source: 0001288847-21-000141 · wf-form4_163891216748857.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,455 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 21:23 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 32 | $131.36 | $4,203.52 |
DisclosureSEC source: 0001288847-21-000141 · wf-form4_163891216748857.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,614 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $131.30 to $131.95, 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. F3 · balance_after: Since the last report filed on Sept. 8, 2021, 3,891 previously reported performance-based RSUs were cancelled for no value and therefore are excluded from the latest reported total. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,323 | $169.58 | $393,934.34 |
DisclosureSEC source: 0001288847-21-000119 · wf-form4_163113127682049.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,538 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.26 to $170.23, 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 03, 2021 Filed Sep 8, 2021 20:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1 | $170.48 | $170.48 |
DisclosureSEC source: 0001288847-21-000119 · wf-form4_163113127682049.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,537 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,164 | $166.05 | $193,282.20 |
DisclosureSEC source: 0001288847-21-000119 · wf-form4_163113127682049.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,861 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.05 to $166.32, 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 11, 2021 Filed Aug 14, 2021 00:05 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 3,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000112 · wf-form4_162889948414053.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,025 Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,321 | $159.47 | $370,129.87 |
DisclosureSEC source: 0001288847-21-000085 · wf-form4_162310189116744.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,134 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.13 to $160.03, 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 03, 2021 Filed Jun 7, 2021 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,173 | $164.02 | $192,395.46 |
DisclosureSEC source: 0001288847-21-000085 · wf-form4_162310189116744.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,455 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 21:38 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5 | $162.47 | $812.35 |
DisclosureSEC source: 0001288847-21-000085 · wf-form4_162310189116744.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,628 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.01 to $162.78, 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. F3 · balance_after: Includes 176 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on May 14, 2021. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 211 | $171.56 | $36,199.16 |
DisclosureSEC source: 0001288847-21-000040 · wf-form4_161497947143076.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,457 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.54 to $171.97, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $169.88 | $50,964.00 |
DisclosureSEC source: 0001288847-21-000040 · wf-form4_161497947143076.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,668 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.71 to $170.03, 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, 2021 Filed Mar 5, 2021 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,040 | $169.47 | $345,718.80 |
DisclosureSEC source: 0001288847-21-000040 · wf-form4_161497947143076.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,968 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.68 to $169.66, 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 04, 2021 Filed Mar 5, 2021 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1 | $165.86 | $165.86 |
DisclosureSEC source: 0001288847-21-000040 · wf-form4_161497947143076.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,008 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:25 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 836 | $181.96 | $152,118.56 |
DisclosureSEC source: 0001288847-21-000040 · wf-form4_161497947143076.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,009 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.13 to $182.11, 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 |
| February 25, 2021 Filed Mar 1, 2021 21:44 UTC | Five9, Inc. FIVN · Entity 4346 | GrantEmployee Stock Option (right to buy) · Derivative | 11,422 | $0.00 Strike: $181.20 | $0.00 |
DisclosureSEC source: 0001288847-21-000036 · wf-form4_161463505687493.xml · derivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,422 Underlying: Common Stock · 0 shares Expires 2031-02-25 F1 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of February 25, 2021. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:44 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 15,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-21-000036 · wf-form4_161463505687493.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,845 Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 21:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,232 | $151.98 | $491,199.36 |
DisclosureSEC source: 0001288847-20-000167 · wf-form4_160737535197703.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,729 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.69 to $152.31, 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 |
| December 04, 2020 Filed Dec 7, 2020 21:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 778 | $150.89 | $117,392.42 |
DisclosureSEC source: 0001288847-20-000167 · wf-form4_160737535197703.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,961 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.50 to $150.89, 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 |
| December 03, 2020 Filed Dec 7, 2020 21:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,149 | $156.81 | $180,174.69 |
DisclosureSEC source: 0001288847-20-000167 · wf-form4_160737535197703.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,739 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $156.55 to $156.81, 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. F3 · balance_after: Includes 237 shares acquired under the Five9, Inc. Employee Stock Purchase Plan on November 13, 2020. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 21:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1 | $158.03 | $158.03 |
DisclosureSEC source: 0001288847-20-000159 · wf-form4_160461153207039.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,651 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 21:28 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 717 | $156.91 | $112,504.47 |
DisclosureSEC source: 0001288847-20-000159 · wf-form4_160461153207039.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,652 F1 · shares: The reported sales were to cover taxes upon the vesting of restricted stock units. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,766 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,469 Underlying: Common Stock · 9,766 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. F6 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of November 14, 2016. Read SEC document |
| September 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,100 | $113.73 | $125,103.00 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,369 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 June 13, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.37 to $114.12, 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 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,959 | $112.65 | $445,981.35 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,469 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 June 13, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.31 to $113.31, 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 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,497 | $111.95 | $839,289.15 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,428 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 June 13, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.30 to $112.29, 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 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,405 | $110.28 | $154,943.40 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,925 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 June 13, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.01 to $110.85, 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 08, 2020 Filed Sep 9, 2020 22:17 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 9,766 | $14.39 | $140,532.74 |
DisclosureSEC source: 0001288847-20-000141 · wf-form4_159968985258052.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,330 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 04, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 700 | $115.63 | $80,941.00 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,564 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 June 13, 2019. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.43 to $116.13, 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 04, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 798 | $113.91 | $90,900.18 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,264 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 June 13, 2019. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.64 to $114.40, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.