Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Chief Marketing Officer | July 01, 2024 | July 02, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VEEVA SYSTEMS INC
Report date July 01, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 558 |
Ending reported balance
After 2024-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-01 · Exercise / conversion · Acquired 891 · Balance 891 F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Row 2 · 2024-07-01 · Tax withholding · Disposed 333 · Balance 558 F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,673 |
Reported balance
After 2024-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-01 · Exercise / conversion · Disposed 891 · Balance 2,673 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2024, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F3: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act.
F4: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2024, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Freshworks Inc.
Report date May 01, 2023 · Filed May 02, 2023
Section 16 reporting ended · disclosed 2023-05-02. 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 | 317,139 |
Ending reported balance
After 2023-05-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-05-01 · Grant · Acquired 225,903 · Balance 323,479 F1: Represents grant of Restricted Stock Unit (RSU) award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs shall vest in equal quarterly installments over four years following May 1, 2023, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Row 2 · 2023-05-01 · Tax withholding · Disposed 2,717 · Balance 320,762 F2: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Row 3 · 2023-05-01 · Tax withholding · Disposed 3,623 · Balance 317,139 F2: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of Restricted Stock Unit (RSU) award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs shall vest in equal quarterly installments over four years following May 1, 2023, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan).
F2: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 2, 2024 17:21 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 891 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030907 · wk-form4_1719955297.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,673 Underlying: Class A Common Stock · 891 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F4 · derivative.exercise_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2024, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F4 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 25% vesting on July 1, 2024, and 25% of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:21 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Tax withholdingRestricted Stock Units | 333 | $181.67 | $60,496.11 |
DisclosureSEC source: 0001628280-24-030907 · wk-form4_1719955297.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 558 F3 · kind: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. F3 · shares: Represents shares that have been withheld by the Issuer to satisfy tax withholding and remittance obligations in connection with the net settlement of vested restricted stock units and not a market transaction. Transaction exempt from Section 16(b) of the Act pursuant to Rule 16b-3(e) promulgated under the Act. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:21 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units | 891 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030907 · wk-form4_1719955297.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 891 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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 17:02 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-015091 · wk-form4_1712350966.xml · derivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,715 Underlying: Class A Common Stock · 2,715 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F6 · derivative.exercise_date: The RSUs were granted under the Plan. The Reporting Person vests 100% ownership in the RSUs on April 1, 2028, subject to continued service to the Issuer by the Reporting Person. F6 · derivative.expiration_date: The RSUs were granted under the Plan. The Reporting Person vests 100% ownership in the RSUs on April 1, 2028, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 17:02 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 3,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-015091 · wk-form4_1712350966.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,564 Underlying: Class A Common Stock · 3,564 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F5 · derivative.exercise_date: The RSUs were granted under the Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on July 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. F5 · derivative.expiration_date: The RSUs were granted under the Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on July 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 17:02 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 8,145 | $0.00 Strike: $214.73 | $0.00 |
DisclosureSEC source: 0001628280-24-015091 · wk-form4_1712350966.xml · derivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,145 Underlying: Class A Common Stock · 8,145 shares Expires 2034-04-04 F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F3 · derivative.exercise_date: The options were granted under the Plan. The Reporting Person vests 100% ownership in this option on April 1, 2028, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| April 05, 2024 Filed Apr 5, 2024 17:02 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantStock Option (right to buy) · Derivative | 10,692 | $0.00 Strike: $214.73 | $0.00 |
DisclosureSEC source: 0001628280-24-015091 · wk-form4_1712350966.xml · derivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,692 Underlying: Class A Common Stock · 10,692 shares Expires 2034-04-04 F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act. F2 · derivative.exercise_date: The options were granted under the Issuer's 2013 Equity Incentive Plan ("Plan"). The Reporting Person vests ownership in this option over four years, with 25% of the shares subject to the award vesting April 1, 2025, and 1/4 of the shares vesting on an annual basis thereafter, subject to continued service to the Issuer by the Reporting Person. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:36 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 3,623 | $13.28 | $48,113.44 |
DisclosureSEC source: 0001209191-23-026710 · doc4.xml · nonDerivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,139 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:36 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,717 | $13.28 | $36,081.76 |
DisclosureSEC source: 0001209191-23-026710 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,762 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:36 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 225,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026710 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,479 F1 · shares: Represents grant of Restricted Stock Unit (RSU) award. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs shall vest in equal quarterly installments over four years following May 1, 2023, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 19:10 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 21,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023003 · doc4.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,091 Underlying: Class A Common Stock · 21,700 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. F3 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F3 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F3 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 19:10 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 21,700 | $15.13 | $328,321.00 |
DisclosureSEC source: 0001209191-23-023003 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,576 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan, adopted December 13, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.00 to $15.24 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 19:10 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 21,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023003 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,276 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 14, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 157,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · derivative · entry 8 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,791 Underlying: Class A Common Stock · 157,302 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 162,187 | $14.27 | $2,314,408.49 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · nonDerivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,576 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.91 to $14.53 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 157,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · nonDerivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,763 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 10, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 36,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · derivative · entry 7 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,093 Underlying: Class A Common Stock · 36,212 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · derivative · entry 6 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,305 Underlying: Class A Common Stock · 68,750 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · derivative · entry 5 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,000 Underlying: Class B Common Stock · 68,750 shares Expires 2031-04-11 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F5 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the restricted stock unit vest on the first anniversary of March 10, 2021, and the remaining shares will vest in equal installments every three months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 36,212 | $13.64 | $493,931.68 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,461 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 19:05 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 36,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018649 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,673 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 |
| February 01, 2023 Filed Feb 3, 2023 17:48 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 3,037 | $16.96 | $51,507.52 |
DisclosureSEC source: 0001209191-23-007127 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,461 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 19:14 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061071 · doc4.xml · derivative · entry 5 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,555 Underlying: Class A Common Stock · 36,197 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 19:14 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061071 · doc4.xml · derivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,752 Underlying: Class A Common Stock · 68,750 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 19:14 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061071 · doc4.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,750 Underlying: Class B Common Stock · 68,750 shares Expires 2031-04-11 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F3 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the restricted stock unit vest on the first anniversary of March 10, 2021, and the remaining shares will vest in equal installments every three months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 19:14 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 36,197 | $14.72 | $532,819.84 |
DisclosureSEC source: 0001209191-22-061071 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,498 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 19:14 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061071 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,695 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 01, 2022 Filed Nov 3, 2022 18:54 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,717 | $13.16 | $35,755.72 |
DisclosureSEC source: 0001209191-22-055659 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,498 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| September 13, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 16,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · derivative · entry 8 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,002 Underlying: Class A Common Stock · 16,300 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| September 13, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | SaleClass A Common Stock | 16,300 | $14.57 | $237,491.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · nonDerivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,215 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.12 to $14.81 per share, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separated price within the range set forth in this footnote. Read SEC document |
| September 13, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 16,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · nonDerivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,515 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 10, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · derivative · entry 7 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,302 Underlying: Class A Common Stock · 36,197 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| September 10, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · derivative · entry 6 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,499 Underlying: Class A Common Stock · 68,750 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. F6 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F6 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| September 10, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · derivative · entry 5 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,500 Underlying: Class B Common Stock · 68,750 shares Expires 2031-04-11 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F5 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the restricted stock unit vest on the first anniversary of March 10, 2021, and the remaining shares will vest in equal installments every three months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| September 10, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 36,197 | $14.47 | $523,770.59 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,215 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| September 10, 2022 Filed Sep 13, 2022 20:08 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049792 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:31 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 2,717 | $13.47 | $36,597.99 |
DisclosureSEC source: 0001209191-22-044340 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,215 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 20:46 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036173 · doc4.xml · derivative · entry 5 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,749 Underlying: Class A Common Stock · 36,197 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. F5 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 20:46 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036173 · doc4.xml · derivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,946 Underlying: Class A Common Stock · 68,750 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. F5 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F5 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 20:46 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 68,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036173 · doc4.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,250 Underlying: Class B Common Stock · 68,750 shares Expires 2031-04-11 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F4 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the restricted stock unit vest on the first anniversary of March 10, 2021, and the remaining shares will vest in equal installments every three months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 20:46 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 36,197 | $12.35 | $447,032.95 |
DisclosureSEC source: 0001209191-22-036173 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 F2 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 20:46 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 36,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036173 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,059 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 · balance_after: Includes 862 shares of Class A common stock purchased pursuant to the Issuer's Employee Stock Purchase Plan (ESPP) for the ESPP purchase period September 22, 2021 through May 15, 2022. This transaction is exempt from Rule 16b-3(c). In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's Class A common stock on May 13, 2022. Read SEC document |
| May 01, 2022 Filed May 2, 2022 20:41 UTC | Freshworks Inc. FRSH · Entity 2193 | GrantClass A Common Stock | 110,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026539 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,070 F1 · shares: Represents grants of Restricted Stock Unit (RSU) awards. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. With respect to 82,553 of the RSUs, 1/16 of the shares subject to the RSUs shall vest in equal quarterly installments over four years following May 1, 2022, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). With respect to 27,517 of the RSUs, 1/4 of the shares subject to the RSUs shall vest in equal annual installments over four years following May 1, 2022, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2021 Equity Incentive Plan). Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:31 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass B Common Stock · Derivative | 144,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018239 · doc4.xml · derivative · entry 5 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,196 Underlying: Class A Common Stock · 144,804 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:31 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionClass B Common Stock · Derivative | 275,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018239 · doc4.xml · derivative · entry 4 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Class A Common Stock · 275,000 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. F4 · derivative.exercise_price: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.exercise_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. F4 · derivative.expiration_date: Each share of Class B Common Stock held by the Reporting Person will automatically convert into one share of Class A Common Stock upon the sale or transfer of such share of Class B Common Stock, subject to certain exceptions, and in certain other circumstances described in the Issuer's amended and restated certificate of incorporation. Each share of Class B Common Stock will also be convertible at any time at the option of the Reporting Person into one share of Class A Common Stock, and has no expiration date. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:31 UTC | Freshworks Inc. FRSH · Entity 2193 | Exercise / conversionRestricted Stock Units · Derivative | 275,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018239 · doc4.xml · derivative · entry 3 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825,000 Underlying: Class B Common Stock · 275,000 shares Expires 2031-04-11 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Class B Common Stock. F3 · derivative.exercise_date: The shares of Class B Common Stock are to be acquired upon the vesting of a Restricted Stock Unit award granted to the Reporting Person. The Restricted Stock Units shall vest as follows: 1/4th of the shares subject to the restricted stock unit vest on the first anniversary of March 10, 2021, and the remaining shares will vest in equal installments every three months thereafter over 36 months, subject to the Reporting Person continuing to be a Service Provider (as defined in the Issuer's 2011 Stock Plan) and the occurrence of either (1) an IPO or (2) a Sale Event (each as defined in the Issuer's 2011 Stock Plan), in each case, within 10 years following the grant date. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:31 UTC | Freshworks Inc. FRSH · Entity 2193 | Tax withholdingClass A Common Stock | 144,804 | $17.87 | $2,587,647.48 |
DisclosureSEC source: 0001209191-22-018239 · doc4.xml · nonDerivative · entry 2 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents the number of shares withheld by the Issuer to satisfy the tax withholding obligation in connection with the settlement of Restricted Stock Units. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 17:31 UTC | Freshworks Inc. FRSH · Entity 2193 | ConversionClass A Common Stock | 144,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018239 · doc4.xml · nonDerivative · entry 1 Epstein Stacey · CIK 0001872282 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,804 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.