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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 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   •       •      –    2016-04-06 4 OE $2.38 $25,704 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-17 4 AS $26.79 $289,295 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-17 4 OE $2.38 $47,046 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-18 4 AS $26.95 $291,036 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-18 4 OE $4.56 $49,248 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-14 4 AS $35.06 $378,616 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-14 4 OE $4.56 $49,248 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-15 4 OE $4.56 $49,248 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-15 4 AS $35.00 $378,035 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-07 4 AS $34.98 $377,767 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-07 4 OE $4.56 $49,248 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-08 4 AS $34.98 $377,800 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-08 4 OE $4.56 $49,248 D/D 10,800 169,681 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-08-09 4 OE $0.22 $454,804 D/D 312,845 471,726 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-08-16 4 D $0.00 $0 I/I (351,909) 0 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-08-16 4 D $0.00 $0 D/D (471,726) 0 0 -
PTC PTC INC Director   •       •      –    2017-03-03 4 S $55.62 $27,811 D/D (500) 12,575 0 -
PTC PTC INC   –       •      –    2018-03-08 4 OE $0.00 $0 D/D 10,087 22,662 0 -
PTC PTC INC   –       •      –    2018-04-24 4 S $85.65 $85,651 D/D (1,000) 21,662 0 -
PTC PTC INC   –       •      –    2018-07-23 4 AS $96.03 $24,008 D/D (250) 21,412 0 -
PTC PTC INC   –       •      –    2018-08-23 4 AS $94.98 $23,745 D/D (250) 21,162 0 -
PTC PTC INC   –       •      –    2018-09-24 4 AS $102.46 $25,615 D/D (250) 20,912 0 -
PTC PTC INC   –       •      –    2018-10-23 4 AS $90.86 $22,715 D/D (250) 20,662 0 -
PTC PTC INC   –       •      –    2018-11-23 4 AS $83.41 $20,853 D/D (250) 20,412 0 -
PTC PTC INC   –       •      –    2018-12-24 4 AS $77.83 $19,458 D/D (250) 20,162 0 -

  288  Records found
  1   2   3   4   5   6   7   8   9  10   11   12      
  Page 9 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