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Insider Information:   Fernandez Phillip M
Relationship:   Director
City:   San Mateo
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   62,531    

Indirect Shares

  0      
Direct Value   $4,265,281    

Indirect Value

  $0      
Total Shares   62,531      
Total Value   $4,265,281      


PTC INC
 $4,123,487 Yext Inc
 $141,794 Braze, Inc.
 $0 PTC INC
 $4,123,487 Yext Inc
 $141,794 Braze, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Marketo, Inc. MKTO President, CEO & Chair... 2016-08-16 0 2016-08-16 0    Premium*  
            Tibco Software Inc TIBX Director 2014-12-05 0 2014-06-18 0    Premium*  
            PTC INC PTC 2021-06-16 23,397 2017-03-03 0    Premium*  
            Yext Inc YEXT Director 2019-06-13 28,078 2018-05-08 0    Premium*  
            Braze, Inc. BRZE Director 2024-05-15 11,056 2022-06-30 0    Premium*  
* Premium Members only  

Records found :    288         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-03 4 AS $31.60 $159,834 I/I (5,000) 449,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-14 4 AS $31.13 $156,544 I/I (5,000) 444,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-15 4 AS $28.64 $148,714 I/I (5,000) 439,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-30 4 AS $26.76 $133,813 I/I (5,000) 434,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-05-01 4 AS $27.31 $138,032 I/I (5,000) 429,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-05-13 4 AS $24.21 $121,037 I/I (5,000) 424,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-05-14 4 AS $24.15 $120,763 I/I (5,000) 419,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-05-29 4 AS $24.60 $122,975 I/I (5,000) 414,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-05-30 4 AS $23.02 $115,830 I/I (5,000) 409,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-06-12 4 AS $25.25 $126,245 I/I (5,000) 404,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-06-13 4 AS $25.27 $126,343 I/I (5,000) 399,214 0 -
TIBX Tibco Software Inc Director   –       •      –    2014-06-18 4 A $0.00 $0 D/D 22,500 22,500 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-06-23 4 AS $26.91 $134,546 I/I (5,000) 394,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-06-24 4 AS $27.35 $136,727 I/I (5,000) 389,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-07-10 4 AS $26.33 $133,927 I/I (5,000) 384,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-07-11 4 AS $27.61 $138,040 I/I (5,000) 379,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-07-23 4 AS $26.79 $133,934 I/I (5,000) 374,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-07-24 4 AS $27.13 $135,625 I/I (5,000) 369,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-08-07 4 AS $27.02 $135,105 I/I (5,000) 364,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-08-08 4 AS $27.38 $136,924 I/I (5,000) 359,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-08-18 4 AS $28.38 $141,906 I/I (5,000) 354,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-08-19 4 AS $28.17 $140,827 I/I (5,000) 349,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-02 4 AS $29.61 $148,064 I/I (5,000) 344,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-03 4 AS $30.47 $152,350 I/I (5,000) 339,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-18 4 AS $32.51 $162,551 I/I (5,000) 334,214 0 -

  288  Records found
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  Page 2 of 12  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed