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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 4 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   •       •      –    2014-09-29 4 AS $31.43 $157,143 I/I (5,000) 324,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-30 4 AS $31.61 $161,765 I/I (5,000) 319,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-10-14 4 AS $29.45 $147,361 I/I (5,000) 314,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-10-15 4 AS $29.24 $146,181 I/I (5,000) 309,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-10-30 4 AS $31.03 $155,786 I/I (5,000) 304,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-10-31 4 AS $32.67 $163,559 I/I (5,000) 299,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-11 4 AS $33.47 $167,416 I/I (5,000) 294,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-12 4 AS $32.81 $164,053 I/I (5,000) 289,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-24 4 AS $31.57 $236,754 I/I (7,500) 281,714 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-25 4 AS $31.72 $237,896 I/I (7,500) 274,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-03 4 AS $31.35 $157,701 I/I (5,000) 269,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-04 4 AS $31.76 $158,806 I/I (5,000) 264,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-15 4 AS $29.53 $147,638 I/I (5,000) 259,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-16 4 AS $29.90 $149,522 I/I (5,000) 254,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-07 4 OE $0.22 $12,320 I/I 56,000 310,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-08 4 AS $33.64 $201,981 D/D (6,000) 84,541 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 AS $33.41 $200,434 D/D (6,000) 84,541 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 AS $33.10 $204,366 D/D (6,000) 84,541 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 AS $34.57 $207,536 D/D (6,000) 84,541 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   •       •      –    2015-02-06 4 A $0.00 $0 D/D 68,814 153,355 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-17 4 AS $28.01 $168,068 D/D (6,000) 153,355 0 -
  288  Records found
  1   2   3   4  5   6   7   8   9   10   11   12      
  Page 4 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
 
 
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