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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   $4,164,393    

Indirect Value

  $0      
Total Shares   62,531      
Total Value   $4,164,393      


PTC INC
 $4,028,495 Yext Inc
 $135,898 Braze, Inc.
 $0 PTC INC
 $4,028,495 Yext Inc
 $135,898 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 4 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PTC PTC INC   –       •      –    2019-02-25 4 AS $93.67 $23,418 D/D (250) 19,662 0 -
PTC PTC INC   –       •      –    2018-08-23 4 AS $94.98 $23,745 D/D (250) 21,162 0 -
PTC PTC INC   –       •      –    2018-07-23 4 AS $96.03 $24,008 D/D (250) 21,412 0 -
PTC PTC INC   –       •      –    2018-09-24 4 AS $102.46 $25,615 D/D (250) 20,912 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-01-14 4 OE $2.38 $25,704 D/D 10,800 143,020 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-01-15 4 OE $2.38 $25,704 D/D 10,800 143,020 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-04-06 4 OE $2.38 $25,704 D/D 10,800 169,681 0 -
PTC PTC INC   –       •      –    2020-11-24 4 AS $104.00 $26,000 D/D (250) 20,304 0 %
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-08 4 OE $4.56 $27,360 D/D 6,000 90,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-09 4 OE $4.56 $27,360 D/D 6,000 90,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-29 4 OE $4.56 $27,360 D/D 6,000 90,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-30 4 OE $4.56 $27,360 D/D 6,000 90,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-17 4 OE $4.56 $27,360 D/D 6,000 159,355 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-18 4 OE $4.56 $27,360 D/D 6,000 159,355 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-26 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-27 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-03-09 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-03-10 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-03-19 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-03-20 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-04-01 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-04-02 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-04-30 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-05-01 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-05-13 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -

  288  Records found
  1   2   3   4  5   6   7   8   9   10   11   12      
  Page 4 of 12  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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