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 |
|---|---|---|---|---|---|---|
| March 05, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,429 | $73.37 | $324,955.73 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,682 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 $73.10 to $73.75, 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 |
| March 05, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 3,813 | $72.74 | $277,357.62 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,111 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 $72.09 to $73.09, 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 |
| March 05, 2020 Filed Mar 7, 2020 00:15 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,242 | $8.13 | $67,007.46 |
DisclosureSEC source: 0001288847-20-000036 · wf-form4_158354009280060.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,924 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 03, 2020 Filed Mar 5, 2020 22:37 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,155 | $73.35 | $84,719.25 |
DisclosureSEC source: 0001288847-20-000034 · wf-form4_158344783384506.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,682 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 $73.23 to $73.45, 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 |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,242 | $73.03 | $90,703.26 |
DisclosureSEC source: 0001288847-20-000031 · wf-form4_158326927594898.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,837 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.97 to $73.09, 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 |
| February 28, 2020 Filed Mar 3, 2020 21:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 19,248 | $72.36 | $1,392,785.28 |
DisclosureSEC source: 0001288847-20-000031 · wf-form4_158326927594898.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,079 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.96 to $72.90, 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, 2020 Filed Mar 3, 2020 21:01 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 52,397 | $71.45 | $3,743,765.65 |
DisclosureSEC source: 0001288847-20-000031 · wf-form4_158326927594898.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,327 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.95 to $71.95, 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. Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 00:25 UTC | Five9, Inc. FIVN · Entity 4346 | GrantEmployee Stock Option (right to buy) · Derivative | 17,499 | $0.00 Strike: $72.29 | $0.00 |
DisclosureSEC source: 0001288847-20-000019 · wf-form4_158276309489454.xml · derivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,499 Underlying: Common Stock · 17,499 shares Expires 2030-02-24 F1 · derivative.exercise_date: The option vests in 48 equal monthly installments beginning on the one month anniversary of February 24, 2020. Read SEC document |
| February 24, 2020 Filed Feb 27, 2020 00:25 UTC | Five9, Inc. FIVN · Entity 4346 | GrantCommon Stock | 24,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001288847-20-000019 · wf-form4_158276309489454.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,724 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 23:30 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: 0001288847-20-000004 · wf-form4_158103181862034.xml · derivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,834 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 vests in 48 equal monthly installments beginning on the one month anniversary of February 18, 2016. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 23:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 998 | $76.13 | $75,977.74 |
DisclosureSEC source: 0001288847-20-000004 · wf-form4_158103181862034.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,197 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 $76.03 to $76.28, 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 |
| February 05, 2020 Filed Feb 6, 2020 23:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,706 | $75.39 | $204,005.34 |
DisclosureSEC source: 0001288847-20-000004 · wf-form4_158103181862034.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,195 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 $74.96 to $75.94, 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 05, 2020 Filed Feb 6, 2020 23:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,760 | $74.39 | $205,316.40 |
DisclosureSEC source: 0001288847-20-000004 · wf-form4_158103181862034.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,901 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 $73.92 to $74.90, 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 05, 2020 Filed Feb 6, 2020 23:30 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 8,536 | $73.31 | $625,774.16 |
DisclosureSEC source: 0001288847-20-000004 · wf-form4_158103181862034.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,661 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 $72.91 to $73.89, 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 |
| February 05, 2020 Filed Feb 6, 2020 23:30 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $8.13 | $121,950.00 |
DisclosureSEC source: 0001288847-20-000004 · wf-form4_158103181862034.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,197 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 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,866 | $0.00 Strike: $8.13 | $0.00 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · derivative · entry 8 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,834 Underlying: Common Stock · 6,866 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 vests in 48 equal monthly installments beginning on the one month anniversary of February 18, 2016. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 8,134 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · derivative · entry 7 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,134 shares Expires 2023-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,931 | $68.35 | $473,733.85 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,197 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 $68.25 to $68.48, 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 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 6,300 | $67.88 | $427,644.00 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,128 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 $67.24 to $68.24, 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 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,769 | $66.86 | $118,275.34 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,428 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.22 to $67.20, 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 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 6,866 | $8.13 | $55,820.58 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,197 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 06, 2020 Filed Jan 8, 2020 22:12 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,134 | $9.48 | $77,110.32 |
DisclosureSEC source: 0001288847-20-000001 · wf-form4_157852156118018.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,331 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, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 8,242 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · derivative · entry 8 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,134 Underlying: Common Stock · 8,242 shares Expires 2023-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,694 | $66.68 | $379,675.92 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,197 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 $66.32 to $67.10, 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, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 299 | $67.46 | $20,170.54 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,891 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 $67.38 to $67.57, 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 |
| December 05, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,943 | $66.70 | $529,798.10 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,190 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 $66.32 to $67.29, 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 |
| December 05, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,242 | $9.48 | $78,134.16 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,133 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 04, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,408 | $67.22 | $296,305.76 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,891 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 $67.07 to $67.34, 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 |
| December 03, 2019 Filed Dec 6, 2019 00:06 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,161 | $66.85 | $77,612.85 |
DisclosureSEC source: 0001288847-19-000140 · wf-form4_157559077502317.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,299 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 $66.77 to $66.91, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 23:08 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-19-000135 · wf-form4_157308167062988.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,376 Underlying: Common Stock · 15,000 shares Expires 2023-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 23:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 300 | $56.22 | $16,866.00 |
DisclosureSEC source: 0001288847-19-000135 · wf-form4_157308167062988.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,460 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 $56.21 to $56.23, 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 |
| November 05, 2019 Filed Nov 6, 2019 23:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 10,100 | $55.66 | $562,166.00 |
DisclosureSEC source: 0001288847-19-000135 · wf-form4_157308167062988.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,760 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 $55.20 to $56.20, 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 05, 2019 Filed Nov 6, 2019 23:08 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,600 | $54.88 | $252,448.00 |
DisclosureSEC source: 0001288847-19-000135 · wf-form4_157308167062988.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,860 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 $54.16 to $55.15, 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 |
| November 05, 2019 Filed Nov 6, 2019 23:08 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $9.48 | $142,200.00 |
DisclosureSEC source: 0001288847-19-000135 · wf-form4_157308167062988.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-19-000128 · wf-form4_157065295092266.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,376 Underlying: Common Stock · 15,000 shares Expires 2023-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 2,500 | $56.97 | $142,425.00 |
DisclosureSEC source: 0001288847-19-000128 · wf-form4_157065295092266.xml · nonDerivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,460 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 $56.92 to $57.07, 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 |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 4,793 | $56.55 | $271,044.15 |
DisclosureSEC source: 0001288847-19-000128 · wf-form4_157065295092266.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,960 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 $55.91 to $56.91, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 7,707 | $55.47 | $427,507.29 |
DisclosureSEC source: 0001288847-19-000128 · wf-form4_157065295092266.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,753 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 $54.88 to $55.88, 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 |
| October 07, 2019 Filed Oct 9, 2019 20:29 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 15,000 | $9.48 | $142,200.00 |
DisclosureSEC source: 0001288847-19-000128 · wf-form4_157065295092266.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,460 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 16, 2019 Filed Sep 18, 2019 21:16 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 8,243 | $0.00 Strike: $9.48 | $0.00 |
DisclosureSEC source: 0001288847-19-000126 · wf-form4_156884139805761.xml · derivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,376 Underlying: Common Stock · 8,243 shares Expires 2023-11-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option granted on November 22, 2013 is fully vested. Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 21:16 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 12,809 | $54.37 | $696,425.33 |
DisclosureSEC source: 0001288847-19-000126 · wf-form4_156884139805761.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,460 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 $53.93 to $54.93, 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 16, 2019 Filed Sep 18, 2019 21:16 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 1,125 | $53.43 | $60,108.75 |
DisclosureSEC source: 0001288847-19-000126 · wf-form4_156884139805761.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,269 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 $52.88 to $53.80, 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 |
| September 16, 2019 Filed Sep 18, 2019 21:16 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 8,243 | $9.48 | $78,143.64 |
DisclosureSEC source: 0001288847-19-000126 · wf-form4_156884139805761.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,394 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 11, 2019 Filed Sep 13, 2019 20:41 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 5,571 | $56.46 | $314,538.66 |
DisclosureSEC source: 0001288847-19-000121 · wf-form4_156840725393870.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,151 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 $56.31 to $56.69, inclusive. The reporting person undertakes to provide Five9, Inc., any security holder of Five9, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:42 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionStock Option (right to buy) · Derivative | 9,599 | $0.00 Strike: $4.84 | $0.00 |
DisclosureSEC source: 0001288847-19-000118 · wf-form4_156650650906912.xml · derivative · entry 6 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,728 Underlying: Common Stock · 9,599 shares Expires 2023-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option dated January 25, 2013 is fully vested. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:42 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 5,401 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001288847-19-000118 · wf-form4_156650650906912.xml · derivative · entry 5 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,401 shares Expires 2024-11-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option dated November 5, 2014 is fully vested. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:42 UTC | Five9, Inc. FIVN · Entity 4346 | SaleCommon Stock | 15,000 | $62.83 | $942,450.00 |
DisclosureSEC source: 0001288847-19-000118 · wf-form4_156650650906912.xml · nonDerivative · entry 3 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,722 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 12, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.12 to $63.59, 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 |
| August 20, 2019 Filed Aug 22, 2019 20:42 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 9,599 | $4.84 | $46,459.16 |
DisclosureSEC source: 0001288847-19-000118 · wf-form4_156650650906912.xml · nonDerivative · entry 2 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,722 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 |
| August 20, 2019 Filed Aug 22, 2019 20:42 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionCommon Stock | 5,401 | $4.25 | $22,954.25 |
DisclosureSEC source: 0001288847-19-000118 · wf-form4_156650650906912.xml · nonDerivative · entry 1 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,123 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 22, 2019 Filed Jul 23, 2019 20:06 UTC | Five9, Inc. FIVN · Entity 4346 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001288847-19-000097 · wf-form4_156391237616005.xml · derivative · entry 4 Burkland Daniel P. · CIK 0001604052 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,401 Underlying: Common Stock · 15,000 shares Expires 2024-11-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option dated November 5, 2014 is fully vested. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.