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, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,199 | $113.00 | $135,487.00 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,062 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.60 to $113.55, 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 |
| September 04, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 203 | $112.21 | $22,778.63 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,261 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. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.51 to $112.50, 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 | 429 | $109.70 | $47,061.30 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,464 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. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.02 to $109.75, 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 |
| September 03, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 500 | $123.76 | $61,880.00 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,893 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. Read SEC document |
| September 03, 2020 Filed Sep 8, 2020 20:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 699 | $122.76 | $85,809.24 |
DisclosureSEC source: 0001288847-20-000137 · wf-form4_159959571989166.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,393 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.55 to $123.01, 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 05, 2020 Filed Aug 6, 2020 20:33 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-20-000126 · wf-form4_159674600992150.xml · derivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,235 Underlying: Common Stock · 15,000 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 05, 2020 Filed Aug 6, 2020 20:33 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,203 | $130.60 | $157,111.80 |
DisclosureSEC source: 0001288847-20-000126 · wf-form4_159674600992150.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,092 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 $130.18 to $131.57 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 05, 2020 Filed Aug 6, 2020 20:33 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,878 | $129.44 | $631,408.32 |
DisclosureSEC source: 0001288847-20-000126 · wf-form4_159674600992150.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,295 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 $129.14 to $130.12, 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 |
| August 05, 2020 Filed Aug 6, 2020 20:33 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,919 | $128.67 | $1,147,607.73 |
DisclosureSEC source: 0001288847-20-000126 · wf-form4_159674600992150.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,173 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 $128.13 to $129.13 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 |
| August 05, 2020 Filed Aug 6, 2020 20:33 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $14.39 | $215,850.00 |
DisclosureSEC source: 0001288847-20-000126 · wf-form4_159674600992150.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,092 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 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,057 | $0.00 Strike: $14.39 | $0.00 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · derivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,235 Underlying: Common Stock · 1,057 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: Option began vesting in 48 substantially equal monthly installments on the one-month anniversary of November 14, 2016. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 13,943 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 882 Underlying: Common Stock · 13,943 shares Expires 2026-03-09 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 dated March 9, 2016 is fully vested. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,840 | $116.18 | $213,771.20 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,092 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 $116.06 to $116.45 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 |
| July 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 9,683 | $115.58 | $1,119,161.14 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,932 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 $115.05 to $116.04, 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 |
| July 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,477 | $114.71 | $398,846.67 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,615 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 $114.02 to $115.01 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 |
| July 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 1,057 | $14.39 | $15,210.23 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,092 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 06, 2020 Filed Jul 8, 2020 21:45 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 13,943 | $8.13 | $113,356.59 |
DisclosureSEC source: 0001288847-20-000102 · wf-form4_159424473787069.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,035 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, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,767 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · derivative · entry 9 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,825 Underlying: Common Stock · 9,767 shares Expires 2026-03-09 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. F9 · derivative.exercise_date: The option dated March 9, 2016 is fully vested. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,913 | $97.43 | $283,813.59 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 8 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,092 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 $97.14 to $97.82, 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, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,072 | $96.71 | $490,513.12 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,005 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 $96.13 to $97.13, 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 |
| June 05, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,546 | $95.58 | $530,086.68 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,077 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.06 to $96.05, 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 |
| June 05, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 500 | $94.36 | $47,180.00 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,623 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. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.01 to $95.00, 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, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 100 | $93.00 | $9,300.00 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,123 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. Read SEC document |
| June 05, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 9,767 | $8.13 | $79,405.71 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,223 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 04, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 760 | $100.14 | $76,106.40 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,456 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 $100.09 to $100.33, 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 04, 2020 Filed Jun 8, 2020 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,182 | $100.38 | $319,409.16 |
DisclosureSEC source: 0001288847-20-000097 · wf-form4_159164675476948.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,216 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.10 to $100.61, 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, 2020 Filed Jun 5, 2020 20:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 250 | $106.44 | $26,610.00 |
DisclosureSEC source: 0001288847-20-000095 · wf-form4_159138877044772.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,398 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. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 20:26 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 926 | $105.72 | $97,896.72 |
DisclosureSEC source: 0001288847-20-000095 · wf-form4_159138877044772.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,648 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.38 to $106.13, 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 |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · derivative · entry 9 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,592 Underlying: Common Stock · 15,000 shares Expires 2026-03-09 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. F9 · derivative.exercise_date: The option dated March 9, 2016 is fully vested. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,448 | $96.02 | $139,036.96 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 8 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,574 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.91 to $96.15, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,253 | $95.27 | $214,643.31 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,022 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.86 to $95.79, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,078 | $94.37 | $101,730.86 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,275 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.81 to $94.76, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,459 | $93.25 | $322,551.75 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,353 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 $92.80 to $93.80, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,003 | $92.30 | $277,176.90 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,812 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 $91.72 to $92.72, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,821 | $91.14 | $165,965.94 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,815 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 $90.64 to $91.61, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,938 | $90.07 | $174,555.66 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,636 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 $89.59 to $90.57, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 05, 2020 Filed May 7, 2020 20:02 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $8.13 | $121,950.00 |
DisclosureSEC source: 0001288847-20-000069 · wf-form4_158888175174481.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,574 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 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,592 Underlying: Common Stock · 15,000 shares Expires 2026-03-09 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 dated March 9, 2016 is fully vested. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,839 | $77.83 | $143,129.37 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,574 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 $77.44 to $78.28, 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 |
| April 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,263 | $76.80 | $480,998.40 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,413 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 $76.38 to $77.37, 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 |
| April 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,998 | $76.08 | $304,167.84 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,676 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 $75.36 to $76.35, 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 |
| April 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,900 | $74.84 | $217,036.00 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,674 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 $74.35 to $75.23, 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 |
| April 06, 2020 Filed Apr 8, 2020 23:09 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $8.13 | $121,950.00 |
DisclosureSEC source: 0001288847-20-000054 · wf-form4_158638736848260.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,574 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 |
| March 06, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 200 | $73.40 | $14,680.00 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 9 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,574 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.39 to $73.40, 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 |
| March 06, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 900 | $72.70 | $65,430.00 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 8 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,774 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.34 to $73.34, 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, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,418 | $71.80 | $173,612.40 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,674 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.29 to $72.29, 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 |
| March 06, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,100 | $70.96 | $78,056.00 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,092 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.27 to $71.27, 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 |
| March 06, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,100 | $69.32 | $76,252.00 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,192 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.01 to $70.00, 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, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,242 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · derivative · entry 10 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,592 Underlying: Common Stock · 8,242 shares Expires 2026-03-09 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. F11 · derivative.exercise_date: The option dated March 9, 2016 is fully vested. Read SEC document |
| March 05, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,390 | $73.11 | $320,952.90 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,292 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 · 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 $72.93 to $73.34, 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.