person · Reporting owner

Epstein Jeff

Disclosed activity across 11 companies

Tapewire entity: 890
SEC CIK: 0001228718

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Autodesk, Inc.ADSK · Entity 3027	Director	June 17, 2026	June 22, 2026
AvePoint, Inc.AVPT · Entity 746	Director	June 01, 2026	June 03, 2026
Booking Holdings Inc.BKNG · Entity 450	Director	June 05, 2019	June 07, 2019
Global Eagle Entertainment Inc.ENT · Entity 149601	Director	December 21, 2017	December 27, 2017
ORACLE CORPORCL · Entity 2805	CFO and Executive VP-Ops	September 30, 2010	October 25, 2010
Shutterstock, Inc.SSTK · Entity 6283	Director	June 04, 2020	June 08, 2020
TWILIO INCTWLO · Entity 3109	Director	September 15, 2026	September 17, 2026
Zoom Communications, Inc.ZM · Entity 889	Director	August 31, 2026	September 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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	1,312	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-derivative	Direct	2,865	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	1,184,128	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	8,257	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	16,878	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-derivative	Direct	48,030	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 2024-12-21	Direct	17,848	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	6,202	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	28,890	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	40,367	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-derivative	IndirectSee Footnote	26,484	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	2,233	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	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 2030-06-23	Direct	0	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 / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	12,811	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 security	Direct	0	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 / award	Ownership account	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	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 2028-04-23	Direct	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 security	Direct	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

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
May 25, 2024 Filed May 29, 2024 21:13 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionClass A Common Stock	478	$0.00	$0.00	Disclosure SEC source: 0001660134-24-000087 · wk-form4_1717017209.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,674 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, 2024 Filed Mar 19, 2024 21:19 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,462	$0.00	$0.00	Disclosure SEC source: 0001447669-24-000042 · wk-form4_1710883157.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,363 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, 2023 Filed Dec 19, 2023 21:47 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,411	$0.00	$0.00	Disclosure SEC source: 0001447669-23-000247 · wk-form4_1703022436.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,901 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 15, 2023 Filed Sep 19, 2023 22:20 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,458	$0.00	$0.00	Disclosure SEC source: 0001447669-23-000189 · wk-form4_1695162007.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,490 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 22, 2023 Filed Jun 23, 2023 23:05 UTC	Okta, Inc. OKTA · Entity 3154	GrantRestricted Stock Units · Derivative	2,818	$0.00	$0.00	Disclosure SEC source: 0001209191-23-039533 · doc4.xml · derivative · entry 3 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,818 Underlying: Class A Common Stock · 2,818 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 22, 2024 or the date immediately prior to the Issuer's next regular annual shareholders 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 22, 2024 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document
June 21, 2023 Filed Jun 23, 2023 23:05 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionRestricted Stock Units · Derivative	2,378	$0.00	$0.00	Disclosure SEC source: 0001209191-23-039533 · doc4.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 · 2,378 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 21, 2023. F2 · derivative.expiration_date: The RSUs vested in full on June 21, 2023. Read SEC document
June 21, 2023 Filed Jun 23, 2023 23:05 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionClass A Common Stock	2,378	$0.00	$0.00	Disclosure SEC source: 0001209191-23-039533 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196 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 12, 2023 Filed Jun 14, 2023 21:09 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,603	$0.00	$0.00	Disclosure SEC source: 0001447669-23-000125 · wk-form4_1686776943.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,032 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 · ownership.direct: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:53 UTC	Couchbase, Inc. BASE · Entity 74989	GrantCommon Stock	9,874	$0.00	$0.00	Disclosure SEC source: 0001845022-23-000070 · wk-form4_1686001989.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,533 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
June 01, 2023 Filed Jul 17, 2023 15:59 UTC	AvePoint, Inc. AVPT · Entity 746	GrantCommon Stock	26,636	$6.57	$174,998.52	Disclosure SEC source: 0001437749-23-020032 · rdgdoc.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,121,058 F1 · security: This security represents 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, 2024. Read SEC document
May 25, 2023 Filed May 30, 2023 21:22 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionRestricted Stock Units · Derivative	478	$0.00	$0.00	Disclosure SEC source: 0001209191-23-032950 · doc4.xml · derivative · entry 2 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 478 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 shall vest 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 shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date. Read SEC document
May 25, 2023 Filed May 30, 2023 21:22 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionClass A Common Stock	478	$0.00	$0.00	Disclosure SEC source: 0001209191-23-032950 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,818 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, 2023 Filed Mar 17, 2023 21:51 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,347	$0.00	$0.00	Disclosure SEC source: 0001447669-23-000061 · wf-form4_167908989130405.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,429 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
January 05, 2023 Filed Jan 9, 2023 16:05 UTC	Poshmark, Inc. POSH · Entity 120854	Disposition to issuerRestricted Stock Units · Derivative	15,324	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-23-001287 · doc4.xml · derivative · entry 3 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,324 shares Expires not disclosed F4 · derivative.exercise_price: 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 · derivative.exercise_price: 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. F4 · kind: 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. F4 · price: 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. F4 · derivative.exercise_date: 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 · derivative.exercise_date: 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. F4 · derivative.expiration_date: 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 · derivative.expiration_date: 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. Read SEC document
January 05, 2023 Filed Jan 9, 2023 16:05 UTC	Poshmark, Inc. POSH · Entity 120854	Disposition to issuerStock Option (Right to Buy) · Derivative	359,512	Not disclosed Strike: $14.60	Not disclosed	Disclosure SEC source: 0000899243-23-001287 · doc4.xml · derivative · entry 2 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 359,512 shares Expires 2028-04-23 F2 · kind: 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. F2 · price: 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. F2 · derivative.exercise_date: 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 · derivative.exercise_date: 1/48th of the shares subject to the option vested and became exercisable in 48 equal monthly installments commencing on April 24, 2018. Read SEC document
January 05, 2023 Filed Jan 9, 2023 16:05 UTC	Poshmark, Inc. POSH · Entity 120854	Disposition to issuerClass A Common Stock	2,083	$17.90	$37,285.70	Disclosure SEC source: 0000899243-23-001287 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. Read SEC document
December 15, 2022 Filed Dec 19, 2022 22:35 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,810	$0.00	$0.00	Disclosure SEC source: 0001447669-22-000218 · wf-form4_167148930685607.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,082 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
September 15, 2022 Filed Sep 19, 2022 22:23 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,160	$0.00	$0.00	Disclosure SEC source: 0001447669-22-000168 · wf-form4_166362611879339.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,272 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
August 08, 2022 Filed Aug 19, 2022 11:31 UTC	AvePoint, Inc. AVPT · Entity 746	OtherCommon Stock	993,592	$0.00	$0.00	Disclosure SEC source: 0001437749-22-021008 · rdgdoc.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110,190 F1 · kind: Represents shares received in a pro rata distribution from Apex Technology Sponsor LLC, of which the reporting person is a member. Read SEC document
June 23, 2022 Filed Jul 6, 2022 23:19 UTC	Couchbase, Inc. BASE · Entity 74989	GrantCommon Stock	11,659	$0.00	$0.00	Disclosure SEC source: 0001845022-22-000073 · wf-form4_165714957123509.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,659 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 will, subject to the Reporting Person's continued service with the Issuer through such vesting date, 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. Read SEC document
June 21, 2022 Filed Jun 23, 2022 21:02 UTC	Okta, Inc. OKTA · Entity 3154	GrantRestricted Stock Units · Derivative	2,378	$0.00	$0.00	Disclosure SEC source: 0001209191-22-038968 · doc4.xml · derivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,378 Underlying: Class A Common Stock · 2,378 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. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of June 21, 2023 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of June 21, 2023 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document
June 17, 2022 Filed Jun 21, 2022 21:19 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionRestricted Stock Units · Derivative	862	$0.00	$0.00	Disclosure SEC source: 0001209191-22-038490 · doc4.xml · derivative · entry 2 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 862 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, 2022. F2 · derivative.expiration_date: The RSUs vested in full on June 17, 2022. Read SEC document
June 17, 2022 Filed Jun 21, 2022 21:19 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionClass A Common Stock	862	$0.00	$0.00	Disclosure SEC source: 0001209191-22-038490 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 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, 2022 Filed Jun 17, 2022 20:44 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	831	$0.00	$0.00	Disclosure SEC source: 0001447669-22-000109 · wf-form4_165549861717125.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,112 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
June 14, 2022 Filed Jun 14, 2022 20:59 UTC	Poshmark, Inc. POSH · Entity 120854	GrantRestricted Stock Units · Derivative	15,324	$0.00	$0.00	Disclosure SEC source: 0001127602-22-017501 · form4.xml · derivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,324 Underlying: Class A Common Stock · 15,324 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document
May 25, 2022 Filed May 27, 2022 21:02 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionRestricted Stock Units · Derivative	478	$0.00	$0.00	Disclosure SEC source: 0001209191-22-032623 · doc4.xml · derivative · entry 2 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 956 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 shall vest 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 shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date. Read SEC document
May 25, 2022 Filed May 27, 2022 21:02 UTC	Okta, Inc. OKTA · Entity 3154	Exercise / conversionClass A Common Stock	478	$0.00	$0.00	Disclosure SEC source: 0001209191-22-032623 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478 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, 2022 Filed Mar 17, 2022 20:47 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	487	$0.00	$0.00	Disclosure SEC source: 0001447669-22-000061 · wf-form4_164755005818722.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,281 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
January 13, 2022 Filed Jan 18, 2022 19:49 UTC	Poshmark, Inc. POSH · Entity 120854	ConversionRestricted Stock Units · Derivative	2,083	$0.00	$0.00	Disclosure SEC source: 0000899243-22-002246 · doc4.xml · derivative · entry 2 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,083 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 a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of (i) January 13, 2022 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. F2 · derivative.expiration_date: The RSUs shall vest in full on the earlier of (i) January 13, 2022 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. Read SEC document
January 13, 2022 Filed Jan 18, 2022 19:49 UTC	Poshmark, Inc. POSH · Entity 120854	ConversionClass A Common Stock	2,083	$0.00	$0.00	Disclosure SEC source: 0000899243-22-002246 · doc4.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 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 15, 2021 Filed Dec 17, 2021 22:05 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	297	$0.00	$0.00	Disclosure SEC source: 0001447669-21-000317 · wf-form4_163977869674011.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,794 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F3 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
September 15, 2021 Filed Sep 17, 2021 20:36 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	238	$0.00	$0.00	Disclosure SEC source: 0001447669-21-000230 · wf-form4_163191097799650.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,497 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs"). The RSUs reported vested immediately on the date of grant. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class A common stock. F3 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Read SEC document
September 01, 2021 Filed Sep 3, 2021 20:19 UTC	AvePoint, Inc. AVPT · Entity 746	GrantCommon Stock	16,598	$0.00	$0.00	Disclosure SEC source: 0001437749-21-021503 · rdgdoc.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,598 F1 · security: This security represents 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 September 1, 2022, subject to the Reporting Person's continued service with the Issuer as of that vesting date. F3 · balance_after: Includes 50,000 shares of non-RSU Common Stock. Read SEC document
July 01, 2021 Filed Aug 19, 2022 11:28 UTC	AvePoint, Inc. AVPT · Entity 746	GrantCommon Stock	50,000	$10.00	$500,000.00	Disclosure SEC source: 0001437749-22-021006 · rdgdoc.xml · nonDerivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,598 F1 · shares: Represents 50,000 shares of common stock purchased from the Issuer in a private placement in connection with the business combination between Apex Technology Acquisition Corporation and AvePoint, Inc. which closed on July 1, 2021. Read SEC document
June 17, 2021 Filed Jun 21, 2021 21:09 UTC	Okta, Inc. OKTA · Entity 3154	GrantRestricted Stock Units · Derivative	862	$0.00	$0.00	Disclosure SEC source: 0001209191-21-042118 · doc4.xml · derivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 Underlying: Class A Common Stock · 862 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. F2 · derivative.exercise_date: The RSUs vest in full on the earlier of June 17, 2022 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. F2 · derivative.expiration_date: The RSUs vest in full on the earlier of June 17, 2022 or the date immediately prior to the Issuer's next regular annual shareholders meeting, subject to the Reporting Person's continued service to the Issuer through such vesting date. Read SEC document
May 25, 2021 Filed May 27, 2021 21:09 UTC	Okta, Inc. OKTA · Entity 3154	GrantRestricted Stock Units · Derivative	1,434	$0.00	$0.00	Disclosure SEC source: 0001209191-21-036300 · doc4.xml · derivative · entry 1 Epstein Jeff · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434 Underlying: Class A Common Stock · 1,434 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. F2 · derivative.exercise_date: 33-1/3% of the shares underlying the RSU shall vest on May 25, 2022, and the remaining shares underlying the RSU shall vest 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 shall vest on May 25, 2022, and the remaining shares underlying the RSU shall vest in 2 equal annual installments thereafter, subject to the Reporting Person's continued service with the Issuer on each such date. Read SEC document
January 13, 2021 Filed Jan 15, 2021 18:33 UTC	Poshmark, Inc. POSH · Entity 120854	GrantRestricted Stock Units · Derivative	2,083	$0.00	$0.00	Disclosure SEC source: 0000899243-21-002212 · doc4.xml · derivative · entry 2 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Class A Common Stock · 2,083 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The RSUs shall vest in full on the earlier of (i) January 13, 2022 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. F3 · derivative.expiration_date: The RSUs shall vest in full on the earlier of (i) January 13, 2022 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. Read SEC document
January 13, 2021 Filed Jan 15, 2021 18:33 UTC	Poshmark, Inc. POSH · Entity 120854	GrantStock Option (Right to Buy) · Derivative	2,083	$0.00 Strike: $42.00	$0.00	Disclosure SEC source: 0000899243-21-002212 · doc4.xml · derivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Class A Common Stock · 2,083 shares Expires 2031-01-12 F1 · derivative.exercise_date: The shares subject to the option shall vest in full on the earlier of (i) January 13, 2022 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. Read SEC document
January 13, 2021 Filed Apr 12, 2021 19:41 UTC Amendment	Poshmark, Inc. POSH · Entity 120854	GrantStock Option (Right to Buy) · Derivative	4,472	$0.00 Strike: $42.00	$0.00	Disclosure SEC source: 0000899243-21-015565 · doc4a.xml · derivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,472 Underlying: Class A Common Stock · 4,472 shares Expires 2031-01-12 F1 · derivative.exercise_date: The shares subject to the option shall vest in full on the earlier of (i) January 13, 2022 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. Read SEC document
June 04, 2020 Filed Jun 8, 2020 20:16 UTC	Shutterstock, Inc. SSTK · Entity 6283	GrantCommon Stock	4,062	$0.00	$0.00	Disclosure SEC source: 0001179110-20-007081 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,890 F1 · shares: 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. Read SEC document
June 03, 2020 Filed Jun 5, 2020 23:16 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,724	$0.00	$0.00	Disclosure SEC source: 0001447669-20-000103 · wf-form4_159139899526288.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,259 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 shall vest as follows: 100% of the RSUs shall vest on the earlier of June 3, 2021 or the date of the 2021 Annual Stockholder Meeting of the Issuer. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of Issuer's Class B Common Stock. Read SEC document
June 18, 2019 Filed Jun 21, 2019 00:37 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	1,483	$0.00	$0.00	Disclosure SEC source: 0001127602-19-022497 · form4.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,535 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 shall vest as follows: 100% of the RSUs shall vest on the earlier of June 18, 2020 or the date of the 2020 Annual Stockholder Meeting of the Issuer. F2 · balance_after: Includes RSUs that have been deferred by the Reporting Person. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document
June 06, 2019 Filed Jun 6, 2019 21:46 UTC	Shutterstock, Inc. SSTK · Entity 6283	GrantCommon Stock	3,758	$0.00	$0.00	Disclosure SEC source: 0001179110-19-007298 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,229 F1 · shares: 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 2020 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. Read SEC document
June 05, 2019 Filed Jun 7, 2019 20:07 UTC	Booking Holdings Inc. BKNG · Entity 450	SaleCommon Stock	250	$1,755.75	$438,937.50	Disclosure SEC source: 0001179110-19-007336 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,257 F1 · security: The shares were sold pursuant to a Rule 10b5-1 trading plan, adopted by the reporting person on September 6, 2018. Read SEC document
March 05, 2019 Filed Mar 6, 2019 21:30 UTC	Booking Holdings Inc. BKNG · Entity 450	SaleCommon Stock	250	$1,715.00	$428,750.00	Disclosure SEC source: 0001179110-19-003438 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,507 F1 · security: The shares were sold pursuant to a Rule 10b5-1 trading plan, adopted by the reporting person on September 6, 2018. Read SEC document
February 01, 2019 Filed Feb 5, 2019 23:39 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	12,998	$0.00	$0.00	Disclosure SEC source: 0001127602-19-004253 · form4.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 26,484 F1 · shares: Pursuant to the Agreement and Plan of Merger and Reorganization, dated October 15, 2018, by and between Twilio Inc. ("Twilio"), SendGrid, Inc. ("SendGrid") and Topaz Merger Subsidiary, Inc., as amended on December 13, 2018 (the "Merger Agreement"), each share of common stock of SendGrid was canceled and automatically converted into 0.485 shares of Class A Common Stock of Twilio, with fractional shares being paid in cash as provided in the Merger Agreement. Mr. Epstein held 26,800 shares of common stock of SendGrid that pursuant to the Merger Agreement converted into 12,998 shares of Class A Common Stock of Twilio. F2 · ownership.nature: These shares are held by the Epstein Family Revocable Trust. Read SEC document
December 03, 2018 Filed Dec 6, 2018 21:22 UTC	Booking Holdings Inc. BKNG · Entity 450	SaleCommon Stock	250	$1,925.47	$481,367.50	Disclosure SEC source: 0001179110-18-013520 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,757 F1 · security: The shares were sold pursuant to a sales plan, dated December 5, 2017, which complies with the requirements of Rule 10b5-1(c)(1) under the Securities Exchange Act of 1934, as amended. Read SEC document
September 04, 2018 Filed Sep 6, 2018 20:39 UTC	Booking Holdings Inc. BKNG · Entity 450	SaleCommon Stock	250	$1,950.61	$487,652.50	Disclosure SEC source: 0001179110-18-011160 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,007 F1 · security: The shares were sold pursuant to a sales plan, dated December 5, 2017, which complies with the requirements of Rule 10b5-1(c)(1) under the Securities Exchange Act of 1934, as amended. Read SEC document
June 14, 2018 Filed Jun 19, 2018 00:57 UTC	TWILIO INC TWLO · Entity 3109	GrantClass A Common Stock	3,895	$0.00	$0.00	Disclosure SEC source: 0001127602-18-021247 · form4.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,052 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 shall vest as follows: 100% of the RSUs shall vest on the earlier of June 14, 2019 or the date of the 2019 Annual Stockholder Meeting of the Issuer. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents the contingent right to receive one share of the Issuer's Class A common stock. Read SEC document
June 06, 2018 Filed Jun 7, 2018 21:12 UTC	Shutterstock, Inc. SSTK · Entity 6283	GrantCommon Stock	3,281	$0.00	$0.00	Disclosure SEC source: 0001179110-18-008232 · edgar.xml · nonDerivative · entry 1 EPSTEIN JEFFREY E · CIK 0001228718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,471 F1 · shares: 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 2019 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. 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.