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Epstein Jeff

Disclosed activity across 11 companies

Tapewire entity
890
SEC CIK
0001228718

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Autodesk, Inc.ADSK · Entity 3027DirectorJune 17, 2026June 22, 2026
AvePoint, Inc.AVPT · Entity 746DirectorJune 01, 2026June 03, 2026
Booking Holdings Inc.BKNG · Entity 450DirectorJune 05, 2019June 07, 2019
Global Eagle Entertainment Inc.ENT · Entity 149601DirectorDecember 21, 2017December 27, 2017
ORACLE CORPORCL · Entity 2805CFO and Executive VP-OpsSeptember 30, 2010October 25, 2010
Shutterstock, Inc.SSTK · Entity 6283DirectorJune 04, 2020June 08, 2020
TWILIO INCTWLO · Entity 3109DirectorSeptember 15, 2026September 17, 2026
Zoom Communications, Inc.ZM · Entity 889DirectorAugust 31, 2026September 02, 2026

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.

Autodesk, Inc.

Report date June 17, 2026 · Filed June 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,312 Reported balance After 2026-06-17 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-17 · Grant · Acquired 466 · Balance 1,312

F1: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These are Restricted Stock Units granted pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan in lieu of cash compensation for services as a director, and vest on the date of the next annual meeting.

F2: The total securities beneficially owned includes 466 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

Common StockSEC Table I · non-derivativeDirect2,865 Reported balance After 2026-06-17 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-06-17 · Grant · Acquired 1,553 · Balance 2,865

F3: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan, vest on the date of the next annual meeting.

F4: The total securities beneficially owned includes 2,019 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

Filing footnotes · ownership attribution and instrument terms

F1: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These are Restricted Stock Units granted pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan in lieu of cash compensation for services as a director, and vest on the date of the next annual meeting.

F2: The total securities beneficially owned includes 466 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

F3: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan, vest on the date of the next annual meeting.

F4: The total securities beneficially owned includes 2,019 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

AvePoint, Inc.

Report date June 01, 2026 · Filed June 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,184,128 Reported balance After 2026-06-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-01 · Grant · Acquired 16,493 · Balance 1,184,128

F1: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.

F2: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.

F2: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date.

Booking Holdings Inc.

Report date June 05, 2019 · Filed June 07, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,257 Reported balance After 2019-06-05 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2019-06-05 · Sale · Disposed 250 · Balance 8,257

F1: The shares were sold pursuant to a Rule 10b5-1 trading plan, adopted by the reporting person on September 6, 2018.

Filing footnotes · ownership attribution and instrument terms

F1: The shares were sold pursuant to a Rule 10b5-1 trading plan, adopted by the reporting person on September 6, 2018.

Global Eagle Entertainment Inc.

Report date December 21, 2017 · Filed December 27, 2017

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect16,878 Reported balance After 2017-12-21 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2017-12-21 · Grant · Acquired 7,788 · Balance 16,878

F1: These shares (which were granted as restricted stock units) were backlog "stub" grants for director service from January 1, 2017 through the 2017 annual stockholders' meeting, and became fully vested on December 21, 2017 (the date of the Issuer's 2017 annual stockholders' meeting).

Common StockSEC Table I · non-derivativeDirect48,030 Reported balance After 2017-12-21 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2017-12-21 · Grant · Acquired 31,152 · Balance 48,030

F2: These shares were granted as restricted stock units, and will vest in full on the earlier of (i) June 26, 2018 and (ii) the date of the Issuer's 2018 annual stockholders' meeting, subject to continuous service through the vesting date.

Stock Option Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $3.21 · Expires 2024-12-21Direct17,848 Reported balance After 2017-12-21 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2017-12-21 · Grant · Acquired 17,848 · Balance 17,848

F3: These stock options were backlog "stub" grants for director service from January 1, 2017 through the 2017 annual stockholders' meeting, and were fully vested on December 21, 2017 (the date of the Issuer's 2017 annual stockholders' meeting).

Filing footnotes · ownership attribution and instrument terms

F1: These shares (which were granted as restricted stock units) were backlog "stub" grants for director service from January 1, 2017 through the 2017 annual stockholders' meeting, and became fully vested on December 21, 2017 (the date of the Issuer's 2017 annual stockholders' meeting).

F2: These shares were granted as restricted stock units, and will vest in full on the earlier of (i) June 26, 2018 and (ii) the date of the Issuer's 2018 annual stockholders' meeting, subject to continuous service through the vesting date.

F3: These stock options were backlog "stub" grants for director service from January 1, 2017 through the 2017 annual stockholders' meeting, and were fully vested on December 21, 2017 (the date of the Issuer's 2017 annual stockholders' meeting).

ORACLE CORP

Report date September 30, 2010 · Filed October 25, 2010

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect6,202 Reported balance After 2010-09-30 transaction · row 1
1 source row

Row 1 · 2010-09-30 · Other · Acquired 779 · Balance 6,202

F1: Securities acquired in exempt purchase under Company's Section 423 Employee Stock Purchase Plan

Filing footnotes · ownership attribution and instrument terms

F1: Securities acquired in exempt purchase under Company's Section 423 Employee Stock Purchase Plan

Shutterstock, Inc.

Report date June 04, 2020 · Filed June 08, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect28,890 Reported balance After 2020-06-04 transaction · row 1
1 source row

Row 1 · 2020-06-04 · Grant · Acquired 4,062 · Balance 28,890

F1: Consists of a restricted stock unit award made pursuant to the Issuer's Amended and Restated 2012 Omnibus Equity Incentive Plan, and each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. This award will vest in full on the earlier of (i) the one year anniversary of the date of grant and (ii) the date immediately preceding the date of the Issuer's 2021 annual meeting of stockholders, subject in each case to the Reporting Person continuing to serve as a director on such vesting date. Pursuant to the Reporting Person's election, once vested, the settlement of these restricted stock units will be deferred until the earlier of the Reporting Person's termination of service on the Board or a change in control of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: Consists of a restricted stock unit award made pursuant to the Issuer's Amended and Restated 2012 Omnibus Equity Incentive Plan, and each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. This award will vest in full on the earlier of (i) the one year anniversary of the date of grant and (ii) the date immediately preceding the date of the Issuer's 2021 annual meeting of stockholders, subject in each case to the Reporting Person continuing to serve as a director on such vesting date. Pursuant to the Reporting Person's election, once vested, the settlement of these restricted stock units will be deferred until the earlier of the Reporting Person's termination of service on the Board or a change in control of the Issuer.

TWILIO INC

Report date September 15, 2026 · Filed September 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect40,367 Reported balance After 2026-09-15 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-09-15 · Grant · Acquired 465 · Balance 40,367

F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2: Includes RSUs that have been deferred by the Reporting Person.

Class A Common StockSEC Table I · non-derivativeIndirectSee Footnote26,484 Reported balance Holding disclosure · report date 2026-09-15 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 26,484

F3: These shares are held by the Epstein Family Revocable Trust.

Filing footnotes · ownership attribution and instrument terms

F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2: Includes RSUs that have been deferred by the Reporting Person.

F3: These shares are held by the Epstein Family Revocable Trust.

Zoom Communications, Inc.

Report date August 31, 2026 · Filed September 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,233 Reported balance After 2026-08-31 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-08-31 · Grant · Acquired 2,233 · Balance 2,233

F1: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F2: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date).

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F2: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date).

Past disclosures · reporting ended (3)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Couchbase, Inc.

Report date September 24, 2025 · Filed September 24, 2025

Section 16 reporting ended · disclosed 2025-09-24. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2025-09-24 transaction · row 1
1 source row

Row 1 · 2025-09-24 · Disposition to issuer · Disposed 89,361 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated June 20, 2025, by and among Couchbase, Inc. (the "Issuer"), Cascade Parent Inc. ("Parent") and Cascade Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.

F2: At the effective time of the Merger (the "Effective Time"), these shares, including awards of restricted stock units that vested previously but settlement for which had been deferred under our non-employee director restricted stock unit ("RSU") deferral program, were automatically converted solely into the right to receive cash in an amount equal to $24.50 (without interest) per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement.

F3: At the Effective Time, each outstanding RSU that was unvested was cancelled and converted solely into the contingent right to receive a cash award (without interest) equal to (i) the total number of shares of common stock subject to such unvested RSU award immediately prior to the Effective Time, multiplied by (ii) the Per Share Price, less applicable withholding taxes. Each converted cash award will continue to have, and will be subject to, the same vesting terms and conditions (including acceleration provisions upon a qualifying termination of employment (if any)) as applied to the corresponding unvested RSU award immediately prior to the Effective Time, except for administrative changes that are not adverse to the former holder of the unvested RSU award.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.75 · Expires 2030-06-23Direct0 Reported balance After 2025-09-24 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2025-09-24 · Disposition to issuer · Disposed 40,000 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated June 20, 2025, by and among Couchbase, Inc. (the "Issuer"), Cascade Parent Inc. ("Parent") and Cascade Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.

F4: At the Effective Time, this option to purchase shares of the Issuer's common stock was fully vested and had an exercise price per share that was less than or equal to the Per Share Price and, pursuant to the terms of the Merger Agreement, at the Effective Time, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the total number of shares of common stock subject to the option, multiplied by (ii) the excess, if any, of the Per Share Price over the exercise price per share of such option, without interest and less any applicable withholding taxes.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated June 20, 2025, by and among Couchbase, Inc. (the "Issuer"), Cascade Parent Inc. ("Parent") and Cascade Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.

F2: At the effective time of the Merger (the "Effective Time"), these shares, including awards of restricted stock units that vested previously but settlement for which had been deferred under our non-employee director restricted stock unit ("RSU") deferral program, were automatically converted solely into the right to receive cash in an amount equal to $24.50 (without interest) per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement.

F3: At the Effective Time, each outstanding RSU that was unvested was cancelled and converted solely into the contingent right to receive a cash award (without interest) equal to (i) the total number of shares of common stock subject to such unvested RSU award immediately prior to the Effective Time, multiplied by (ii) the Per Share Price, less applicable withholding taxes. Each converted cash award will continue to have, and will be subject to, the same vesting terms and conditions (including acceleration provisions upon a qualifying termination of employment (if any)) as applied to the corresponding unvested RSU award immediately prior to the Effective Time, except for administrative changes that are not adverse to the former holder of the unvested RSU award.

F4: At the Effective Time, this option to purchase shares of the Issuer's common stock was fully vested and had an exercise price per share that was less than or equal to the Per Share Price and, pursuant to the terms of the Merger Agreement, at the Effective Time, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the total number of shares of common stock subject to the option, multiplied by (ii) the excess, if any, of the Per Share Price over the exercise price per share of such option, without interest and less any applicable withholding taxes.

Okta, Inc.

Report date June 17, 2026 · Filed June 22, 2026

Section 16 reporting ended · disclosed 2026-06-22. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect12,811 Reported balance After 2026-06-17 transaction · row 1
1 source row

Row 1 · 2026-06-17 · Exercise / conversion · Acquired 2,487 · Balance 12,811

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-06-17 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-06-17 · Exercise / conversion · Disposed 2,487 · Balance 0

F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2: The RSUs vested in full on June 17, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2: The RSUs vested in full on June 17, 2026.

Poshmark, Inc.

Report date January 05, 2023 · Filed January 09, 2023

Section 16 reporting ended · disclosed 2023-01-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2023-01-05 transaction · row 1
1 source row

Row 1 · 2023-01-05 · Disposition to issuer · Disposed 2,083 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger, dated October 3, 2022 (the "Merger Agreement"), by and among Poshmark, Inc. ("Issuer"), NAVER Corporation ("Parent"), Proton Parent, Inc. ("Proton Parent"), and Proton Merger Sub, Inc. ("Merger Sub"), on January 5, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as an indirect subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the "Merger"). At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer's Class A common stock was cancelled, extinguished and converted into the right to receive an amount in cash equal to $17.90, without interest (the "Merger Consideration"), subject to applicable withholding taxes.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.60 · Expires 2028-04-23Direct0 Reported balance After 2023-01-05 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-01-05 · Disposition to issuer · Disposed 359,512 · Balance 0

F2: At the Effective Time, each outstanding stock option to purchase shares of Issuer's Class A common stock that was vested as of immediately prior to the Effective Time with an exercise price per share less than $17.90 (a "Vested Company Option") was automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Issuer Class A common stock subject to such Vested Company Option and (ii) the excess, if any, of the Merger Consideration over the exercise price per share of such Vested Company Option.

F3: 1/48th of the shares subject to the option vested and became exercisable in 48 equal monthly installments commencing on April 24, 2018.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-01-05 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2023-01-05 · Disposition to issuer · Disposed 15,324 · Balance 0

F4: At the Effective Time, each restricted stock unit ("RSU") award that remained unvested and outstanding immediately prior to the Effective Time (an "Unvested Company RSU") was fully accelerated and became a Vested Company RSU pursuant to the Poshmark's Amended and Restated Non-Employee Director Compensation Policy.

F5: Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs shall vest in full on the earlier of (i) June 14, 2023 or (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Rules and Conditions for the Poshmark, Inc. Non-Employee Directors' Deferred Compensation Program.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated October 3, 2022 (the "Merger Agreement"), by and among Poshmark, Inc. ("Issuer"), NAVER Corporation ("Parent"), Proton Parent, Inc. ("Proton Parent"), and Proton Merger Sub, Inc. ("Merger Sub"), on January 5, 2023, Merger Sub merged with and into Issuer, with Issuer surviving the merger as an indirect subsidiary of Parent (such merger and the other transactions contemplated by the Merger Agreement, the "Merger"). At the effective time of the Merger (the "Effective Time"), each then outstanding share of Issuer's Class A common stock was cancelled, extinguished and converted into the right to receive an amount in cash equal to $17.90, without interest (the "Merger Consideration"), subject to applicable withholding taxes.

F2: At the Effective Time, each outstanding stock option to purchase shares of Issuer's Class A common stock that was vested as of immediately prior to the Effective Time with an exercise price per share less than $17.90 (a "Vested Company Option") was automatically cancelled and converted into the right to receive an amount in cash (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Issuer Class A common stock subject to such Vested Company Option and (ii) the excess, if any, of the Merger Consideration over the exercise price per share of such Vested Company Option.

F3: 1/48th of the shares subject to the option vested and became exercisable in 48 equal monthly installments commencing on April 24, 2018.

F4: At the Effective Time, each restricted stock unit ("RSU") award that remained unvested and outstanding immediately prior to the Effective Time (an "Unvested Company RSU") was fully accelerated and became a Vested Company RSU pursuant to the Poshmark's Amended and Restated Non-Employee Director Compensation Policy.

F5: Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock. The RSUs shall vest in full on the earlier of (i) June 14, 2023 or (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. Vested shares will be deferred in accordance with the Reporting Person's deferral election pursuant to the Rules and Conditions for the Poshmark, Inc. Non-Employee Directors' Deferred Compensation Program.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 15, 2026 Filed Sep 17, 2026 20:44 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 465 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000007 · wk-form4_1789677892.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,367

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
August 31, 2026 Filed Sep 2, 2026 21:29 UTC Zoom Communications, Inc. ZM · Entity 889 GrantRestricted Stock Units · Derivative 2,233 $0.00 $0.00
Disclosure

SEC source: 0001585521-26-000130 · wk-form4_1788384543.xml · derivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,233

Underlying: Class A Common Stock · 2,233 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date).

F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which will vest on the first anniversary date of the grant (or, if sooner, the day immediately preceding the next annual meeting that occurs following the grant date).

Read SEC document
June 17, 2026 Filed Jun 22, 2026 22:19 UTC Autodesk, Inc. ADSK · Entity 3027 GrantCommon Stock 1,553 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000004 · wk-form4_1782166768.xml · nonDerivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,865

F3 · kind: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted annually pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan, vest on the date of the next annual meeting.

F4 · balance_after: The total securities beneficially owned includes 2,019 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

Read SEC document
June 17, 2026 Filed Jun 22, 2026 22:19 UTC Autodesk, Inc. ADSK · Entity 3027 GrantCommon Stock 466 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000004 · wk-form4_1782166768.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,312

F1 · kind: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These are Restricted Stock Units granted pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan in lieu of cash compensation for services as a director, and vest on the date of the next annual meeting.

F2 · balance_after: The total securities beneficially owned includes 466 shares of unvested Restricted Stock Units the distribution of which the reporting person has deferred pursuant to the 2026 Director Compensation Policy and under the 2022 Equity Incentive Plan.

Read SEC document
June 17, 2026 Filed Jun 22, 2026 22:33 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionRestricted Stock Units · Derivative 2,487 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000005 · wk-form4_1782167596.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,487 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on June 17, 2026.

F2 · derivative.expiration_date: The RSUs vested in full on June 17, 2026.

Read SEC document
June 17, 2026 Filed Jun 22, 2026 22:33 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionClass A Common Stock 2,487 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000005 · wk-form4_1782167596.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,811

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 15, 2026 Filed Jun 17, 2026 20:29 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 540 $0.00 $0.00
Disclosure

SEC source: 0001447669-26-000061 · wk-form4_1781728144.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,902

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 22:19 UTC AvePoint, Inc. AVPT · Entity 746 GrantCommon Stock 16,493 $11.52 $189,999.36
Disclosure

SEC source: 0001437749-26-019461 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,184,128

F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.

F2 · shares: 100% of the RSUs will vest on June 1, 2027, following the Reporting Person's continued service with the Issuer as of that vesting date.

Read SEC document
March 15, 2026 Filed Mar 17, 2026 20:44 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 951 $0.00 $0.00
Disclosure

SEC source: 0001228718-26-000002 · wk-form4_1773780247.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,362

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
December 15, 2025 Filed Dec 17, 2025 21:37 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 885 $0.00 $0.00
Disclosure

SEC source: 0001228718-25-000008 · wk-form4_1766007443.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,411

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
September 24, 2025 Filed Sep 24, 2025 20:15 UTC Couchbase, Inc. BASE · Entity 74989 Disposition to issuerStock Option (Right to Buy) · Derivative 40,000 Not disclosed Strike: $7.75 Not disclosed
Disclosure

SEC source: 0001228718-25-000006 · form4-09242025_040912.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2030-06-23

F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated June 20, 2025, by and among Couchbase, Inc. (the "Issuer"), Cascade Parent Inc. ("Parent") and Cascade Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.

F4 · price: At the Effective Time, this option to purchase shares of the Issuer's common stock was fully vested and had an exercise price per share that was less than or equal to the Per Share Price and, pursuant to the terms of the Merger Agreement, at the Effective Time, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the total number of shares of common stock subject to the option, multiplied by (ii) the excess, if any, of the Per Share Price over the exercise price per share of such option, without interest and less any applicable withholding taxes.

F4 · derivative.exercise_date: At the Effective Time, this option to purchase shares of the Issuer's common stock was fully vested and had an exercise price per share that was less than or equal to the Per Share Price and, pursuant to the terms of the Merger Agreement, at the Effective Time, was automatically cancelled and converted into the right to receive an amount in cash equal to (i) the total number of shares of common stock subject to the option, multiplied by (ii) the excess, if any, of the Per Share Price over the exercise price per share of such option, without interest and less any applicable withholding taxes.

Read SEC document
September 24, 2025 Filed Sep 24, 2025 20:15 UTC Couchbase, Inc. BASE · Entity 74989 Disposition to issuerCommon Stock 89,361 Not disclosed Not disclosed
Disclosure

SEC source: 0001228718-25-000006 · form4-09242025_040912.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated June 20, 2025, by and among Couchbase, Inc. (the "Issuer"), Cascade Parent Inc. ("Parent") and Cascade Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with Issuer surviving the Merger and becoming a wholly owned subsidiary of Parent.

F2 · price: At the effective time of the Merger (the "Effective Time"), these shares, including awards of restricted stock units that vested previously but settlement for which had been deferred under our non-employee director restricted stock unit ("RSU") deferral program, were automatically converted solely into the right to receive cash in an amount equal to $24.50 (without interest) per share (the "Per Share Price"), subject to the terms and conditions of the Merger Agreement.

F3 · price: At the Effective Time, each outstanding RSU that was unvested was cancelled and converted solely into the contingent right to receive a cash award (without interest) equal to (i) the total number of shares of common stock subject to such unvested RSU award immediately prior to the Effective Time, multiplied by (ii) the Per Share Price, less applicable withholding taxes. Each converted cash award will continue to have, and will be subject to, the same vesting terms and conditions (including acceleration provisions upon a qualifying termination of employment (if any)) as applied to the corresponding unvested RSU award immediately prior to the Effective Time, except for administrative changes that are not adverse to the former holder of the unvested RSU award.

Read SEC document
September 15, 2025 Filed Sep 17, 2025 20:33 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 1,077 $0.00 $0.00
Disclosure

SEC source: 0001447669-25-000127 · wk-form4_1758141221.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,526

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
June 24, 2025 Filed Jun 24, 2025 23:42 UTC Okta, Inc. OKTA · Entity 3154 GrantRestricted Stock Units · Derivative 2,487 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000113 · wk-form4_1750808537.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,487

Underlying: Class A Common Stock · 2,487 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in full on the earlier of June 24, 2026 or the date immediately prior to the Issuer's next regular annual stockholder meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 24, 2026 or the date immediately prior to the Issuer's next regular annual stockholder meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 10:08 UTC AvePoint, Inc. AVPT · Entity 746 GrantCommon Stock 9,744 $17.96 $175,002.24
Disclosure

SEC source: 0001437749-25-021078 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,167,635

F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.

F2 · shares: 100% of the RSUs will vest on June 1, 2026, following the Reporting Person's continued service with the Issuer as of that vesting date.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 23:42 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000113 · wk-form4_1750808537.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on June 20, 2025.

F2 · derivative.expiration_date: The RSUs vested in full on June 20, 2025.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 23:42 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionClass A Common Stock 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-25-000113 · wk-form4_1750808537.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,324

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 18, 2025 Filed Jun 21, 2025 00:30 UTC Autodesk, Inc. ADSK · Entity 3027 GrantCommon Stock 846 $0.00 $0.00
Disclosure

SEC source: 0000769397-25-000095 · wk-form4_1750465816.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 846

F1 · kind: The Reporting Person is entitled to receive one share of Common Stock for each Restricted Stock Unit. These Restricted Stock Units, which are granted automatically upon initial board appointment under the 2022 Equity Incentive Plan and the 2022 Director Compensation Policy, vest on the date of the next annual meeting.

F2 · balance_after: The total securities beneficially owned includes 846 shares of unvested Restricted Stock Units.

Read SEC document
June 09, 2025 Filed Jun 11, 2025 20:41 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 963 $0.00 $0.00
Disclosure

SEC source: 0001447669-25-000091 · wk-form4_1749674470.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,449

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 20:02 UTC AvePoint, Inc. AVPT · Entity 746 SaleCommon Stock 500,000 $18.77 $9,385,000.00
Disclosure

SEC source: 0001437749-25-019417 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,157,891

F1 · balance_after: Includes non-RSU common stock as well as unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on June 4, 2024.

Read SEC document
May 29, 2025 Filed Jun 2, 2025 23:42 UTC Couchbase, Inc. BASE · Entity 74989 GrantCommon Stock 9,711 $0.00 $0.00
Disclosure

SEC source: 0001845022-25-000053 · wk-form4_1748907759.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,361

F1 · shares: This represents an award of restricted stock units to the Issuer's non-employee director. Each unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. One hundred percent (100%) of the restricted stock units was, subject to the Reporting Person's continued service with the Issuer through such vesting date, scheduled to vest on the earlier of (i) the one-year anniversary of the date the annual award is granted or (ii) the day prior to the date of the Annual Meeting next following the date the annual award is granted, but settlement has been deferred under our non-employee director RSU deferral program.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:14 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 51,623 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-25-000018 · wk-form4_1742591681.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 51,623 shares

Expires 2025-06-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The option is fully vested and immediately exercisable.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:14 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 51,623 $5.15 $265,858.45
Disclosure

SEC source: 0001845022-25-000018 · wk-form4_1742591681.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,650

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 15, 2025 Filed Mar 18, 2025 21:14 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 833 $0.00 $0.00
Disclosure

SEC source: 0001447669-25-000043 · wk-form4_1742332465.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,486

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
February 11, 2025 Filed Mar 17, 2025 21:12 UTC AvePoint, Inc. AVPT · Entity 746 GrantCommon Stock 88,738 $19.49 $1,729,503.62
Disclosure

SEC source: 0001437749-25-008041 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,657,891

F1 · shares: Represents shares received in a pro rata distribution from Apex Technology Sponsor LLC, of which the reporting person is a member.

F2 · balance_after: Includes non-RSU common stock as well as unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on June 4, 2024.

Read SEC document
December 15, 2024 Filed Dec 17, 2024 21:50 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 987 $0.00 $0.00
Disclosure

SEC source: 0001447669-24-000200 · wk-form4_1734472219.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,653

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
December 12, 2024 Filed Feb 11, 2025 02:41 UTC AvePoint, Inc. AVPT · Entity 746 GrantCommon Stock 428,906 $17.80 $7,634,526.80
Disclosure

SEC source: 0001437749-25-003344 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,569,153

F1 · shares: Represents shares received in a pro rata distribution from Apex Technology Sponsor LLC, of which the reporting person is a member.

F2 · balance_after: Includes non-RSU common stock as well as unvested RSUs held by the Reporting Person subject to the vesting schedule previously reported on Table I of Form 4 filed with the Securities and Exchange Commission on June 4, 2024.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 21:33 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 10,000 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-24-000116 · wk-form4_1733348008.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,623

Underlying: Common Stock · 10,000 shares

Expires 2025-06-07

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 is fully vested and immediately exercisable.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 21:33 UTC Couchbase, Inc. BASE · Entity 74989 SaleCommon Stock 10,000 $20.63 $206,257.00
Disclosure

SEC source: 0001845022-24-000116 · wk-form4_1733348008.xml · nonDerivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/11/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.2800 to $20.8600, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 21:33 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 10,000 $5.15 $51,500.00
Disclosure

SEC source: 0001845022-24-000116 · wk-form4_1733348008.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,027

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
November 19, 2024 Filed Nov 21, 2024 21:34 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 32,343 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-24-000105 · wk-form4_1732224851.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,623

Underlying: Common Stock · 32,343 shares

Expires 2025-06-07

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 is fully vested and immediately exercisable.

Read SEC document
November 19, 2024 Filed Nov 21, 2024 21:34 UTC Couchbase, Inc. BASE · Entity 74989 SaleCommon Stock 32,343 $20.08 $649,583.28
Disclosure

SEC source: 0001845022-24-000105 · wk-form4_1732224851.xml · nonDerivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/11/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.2100, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
November 19, 2024 Filed Nov 21, 2024 21:34 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 32,343 $5.15 $166,566.45
Disclosure

SEC source: 0001845022-24-000105 · wk-form4_1732224851.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,370

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
November 13, 2024 Filed Nov 15, 2024 21:18 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 7,657 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-24-000103 · wk-form4_1731705509.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,966

Underlying: Common Stock · 7,657 shares

Expires 2025-06-07

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 is fully vested and immediately exercisable.

Read SEC document
November 13, 2024 Filed Nov 15, 2024 21:18 UTC Couchbase, Inc. BASE · Entity 74989 SaleCommon Stock 7,657 $20.02 $153,270.93
Disclosure

SEC source: 0001845022-24-000103 · wk-form4_1731705509.xml · nonDerivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/11/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.0900, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
November 13, 2024 Filed Nov 15, 2024 21:18 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 7,657 $5.15 $39,433.55
Disclosure

SEC source: 0001845022-24-000103 · wk-form4_1731705509.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,684

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 15, 2024 Filed Sep 17, 2024 21:18 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 1,672 $0.00 $0.00
Disclosure

SEC source: 0001447669-24-000142 · wk-form4_1726607905.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,666

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

Read SEC document
July 26, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 7,277 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · derivative · entry 6

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 101,623

Underlying: Common Stock · 7,277 shares

Expires 2025-06-07

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 is fully vested and immediately exercisable.

Read SEC document
July 26, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 SaleCommon Stock 7,277 $20.10 $146,264.79
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · nonDerivative · entry 4

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/11/2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.4000, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
July 26, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 7,277 $5.15 $37,476.55
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · nonDerivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,304

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 25, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionStock Option (right to buy) · Derivative 12,723 $0.00 Strike: $5.15 $0.00
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · derivative · entry 5

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 108,900

Underlying: Common Stock · 12,723 shares

Expires 2025-06-07

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 is fully vested and immediately exercisable.

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July 25, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 SaleCommon Stock 12,723 $20.01 $254,625.40
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · nonDerivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: The sale reported on this Form 4 represents shares sold by the Reporting Person pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/11/2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.0000 to $20.0900, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

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July 25, 2024 Filed Jul 29, 2024 21:15 UTC Couchbase, Inc. BASE · Entity 74989 Exercise / conversionCommon Stock 12,723 $5.15 $65,523.45
Disclosure

SEC source: 0001845022-24-000078 · wk-form4_1722287740.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 40,750

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.

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June 20, 2024 Filed Jun 21, 2024 22:14 UTC Okta, Inc. OKTA · Entity 3154 GrantRestricted Stock Units · Derivative 2,832 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · derivative · entry 3

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,832

Underlying: Class A Common Stock · 2,832 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F3 · derivative.exercise_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

F3 · derivative.expiration_date: The RSUs vest in full on the earlier of June 20, 2025 or the date immediately prior to the Issuer's next regular annual stockholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date.

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June 19, 2024 Filed Jun 21, 2024 22:14 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionRestricted Stock Units · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,818 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: The RSUs vested in full on June 19, 2024.

F2 · derivative.expiration_date: The RSUs vested in full on June 19, 2024.

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June 19, 2024 Filed Jun 21, 2024 22:14 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionClass A Common Stock 2,818 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000101 · wk-form4_1719008042.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,492

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.

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June 05, 2024 Filed Jun 7, 2024 20:38 UTC TWILIO INC TWLO · Entity 3109 GrantClass A Common Stock 1,631 $0.00 $0.00
Disclosure

SEC source: 0001447669-24-000088 · wk-form4_1717792705.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,994

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. The RSUs vested immediately on the date of grant.

F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person.

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June 03, 2024 Filed Jun 4, 2024 23:04 UTC AvePoint, Inc. AVPT · Entity 746 GrantCommon Stock 19,189 $9.12 $175,003.68
Disclosure

SEC source: 0001437749-24-019239 · rdgdoc.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,140,247

F1 · security: This security represents the Issuer's common stock as well as restricted stock units (each, an "RSU") granted to the Reporting Person under the Issuer's 2021 Equity Incentive Plan. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.

F2 · shares: 100% of the RSUs will vest on June 3, 2025, subject to the Reporting Person's continued service with the Issuer as of that vesting date.

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May 30, 2024 Filed Jun 4, 2024 01:26 UTC Couchbase, Inc. BASE · Entity 74989 GrantCommon Stock 6,494 $0.00 $0.00
Disclosure

SEC source: 0001845022-24-000057 · wk-form4_1717464369.xml · nonDerivative · entry 1

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,027

F1 · shares: This represents an award of restricted stock units to the Issuer's non-employee director. Each unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. One hundred percent (100%) of the restricted stock units was, subject to the Reporting Person's continued service with the Issuer through such vesting date, scheduled to vest on the earlier of (i) the one-year anniversary of the date the annual award is granted or (ii) the day prior to the date of the Annual Meeting next following the date the annual award is granted, but settlement has been deferred under our non-employee director RSU deferral program.

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May 25, 2024 Filed May 29, 2024 21:13 UTC Okta, Inc. OKTA · Entity 3154 Exercise / conversionRestricted Stock Units · Derivative 478 $0.00 $0.00
Disclosure

SEC source: 0001660134-24-000087 · wk-form4_1717017209.xml · derivative · entry 2

Epstein Jeff · CIK 0001228718 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 478 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Class A Common Stock.

F2 · derivative.exercise_date: 33-1/3% of the shares underlying the RSU vested on May 25, 2022, and the remaining shares underlying the RSU vested in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.

F2 · derivative.expiration_date: 33-1/3% of the shares underlying the RSU vested on May 25, 2022, and the remaining shares underlying the RSU vested in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.