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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   $4,221,997    

Indirect Value

   $0      
Total Shares   62,531      
Total Value   $4,221,997      


PTC INC $4,077,395 Yext Inc $144,602 Braze, Inc. $0 PTC INC $4,077,395 Yext Inc $144,602 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 7 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   •       •      –    2015-08-20 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-08-21 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-08-21 4 AS $28.09 $168,521 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-02 4 AS $27.63 $166,585 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-02 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-03 4 AS $28.58 $171,464 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-03 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-17 4 AS $30.10 $180,601 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-17 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-18 4 AS $30.84 $185,052 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-18 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-28 4 AS $28.71 $172,404 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-28 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-29 4 AS $28.62 $171,705 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-09-29 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-15 4 AS $32.44 $194,646 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-15 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-16 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-16 4 AS $33.36 $200,323 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-05 4 AS $29.43 $176,557 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-05 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-06 4 AS $30.29 $181,835 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-06 4 OE $4.56 $27,360 D/D 6,000 138,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-12 4 AS $30.25 $181,484 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-11-12 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 7 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
 
 
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