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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   $4,217,644    

Indirect Value

   $0      
Total Shares   62,531      
Total Value   $4,217,644      


PTC INC $4,085,116 Yext Inc $132,528 Braze, Inc. $0 PTC INC $4,085,116 Yext Inc $132,528 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 9 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   •       •      –    2014-10-30 4 AS $31.03 $155,786 I/I (5,000) 304,214 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   •       •      –    2015-03-10 4 AS $26.12 $156,743 D/D (6,000) 132,220 0 -
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   •       •      –    2015-03-09 4 AS $26.22 $157,323 D/D (6,000) 132,220 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   •       •      –    2015-03-20 4 AS $26.32 $157,907 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-17 4 AS $31.33 $157,968 I/I (5,000) 526,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-03-19 4 AS $26.40 $158,386 D/D (6,000) 132,220 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   •       •      –    2013-12-16 4 AS $31.82 $159,486 I/I (5,000) 531,514 0 -
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   •       •      –    2014-09-30 4 AS $31.61 $161,765 I/I (5,000) 319,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-18 4 AS $32.51 $162,551 I/I (5,000) 334,214 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   •       •      –    2014-11-12 4 AS $32.81 $164,053 I/I (5,000) 289,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-19 4 AS $33.02 $165,349 I/I (5,000) 329,214 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   •       •      –    2014-11-11 4 AS $33.47 $167,416 I/I (5,000) 294,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-17 4 AS $28.01 $168,068 D/D (6,000) 153,355 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   •       •      –    2015-02-27 4 AS $28.14 $168,837 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-26 4 AS $28.17 $169,006 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-04-30 4 AS $28.20 $169,202 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-08-20 4 AS $28.30 $169,815 D/D (6,000) 132,220 0 -
  288  Records found
  1   2   3   4   5   6   7   8   9  10   11   12      
  Page 9 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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