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Epstein Stacey

Disclosed activity across 2 companies

Tapewire entity
89313
SEC CIK
0001872282

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
VEEVA SYSTEMS INCVEEV · Entity 2124Chief Marketing OfficerJuly 01, 2024July 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table I · non-derivativeDirect558 Ending reported balance After 2024-07-01 transaction · row 2
2 source rows · reconciled sequence

Row 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 securityDirect2,673 Reported balance After 2024-07-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect317,139 Ending reported balance After 2023-05-01 transaction · row 3
3 source rows · reconciled sequence

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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).

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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