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Insider Information:   Cakebread Steven
Relationship:   Director
City:  
State:  
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   575,969    

Indirect Shares

   730      
Direct Value   $44,492,725    

Indirect Value

   $177,215      
Total Shares   576,699      
Total Value   $44,669,940      


Salesforce.com Inc $43,357,907 Ehealth, Inc. $60,223 Pandora Media Inc $0 Servicesource International, Inc. $52,877 Yext Inc $726,937 Bill.com Holdings, Inc. $182,114 Innovid Corp $112,668 Salesforce.com Inc $43,357,907 Ehealth, Inc. $60,223 Pandora Media Inc $0 Servicesource International, Inc. $52,877 Yext Inc $726,937 Bill.com Holdings, Inc. $182,114 Innovid Corp $112,668
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    7    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    6    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -92.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Salesforce.com Inc CRM Chief Financial Officer 2008-02-28 178,604 2008-02-28 730    Premium*  
            Ehealth, Inc. EHTH Director 2011-11-30 11,537 2009-06-09 0    Premium*  
            Pandora Media Inc P Chief Financial Officer 2012-12-20 140,845 2012-02-01 0    Premium*  
            Servicesource International, Inc. SREV Director 2017-08-18 35,251 2014-06-05 0    Premium*  
            Yext Inc YEXT Chief Financial Officer 2022-03-21 154,012 2018-01-18 0    Premium*  
            Bill.com Holdings, Inc. BILL Director 2023-12-07 3,559 2021-02-08 0    Premium*  
            Innovid Corp CTV Director 2022-03-17 52,161 2022-03-17 0    Premium*  
* Premium Members only  

Records found :    676         Free Registration Required For Full Results.    Limit: 25

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  Page 19 of 28
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-11-28 4 AS $17.63 $176,348 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2019-09-16 4 AS $17.72 $177,157 D/D (10,000) 1,103 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2005-05-19 4 AS $17.80 $89,253 D/D (5,000) 137,354 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-06-07 4 AS $17.82 $178,183 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2020-10-19 4 AS $17.97 $179,703 D/D (10,000) 28,565 0 %
YEXT Yext Inc Chief Financial Officer   •       –      –    2021-03-01 4 AS $18.00 $135,000 D/D (7,500) 34,767 0 %
YEXT Yext Inc Chief Financial Officer   •       –      –    2021-02-05 4 AS $18.01 $675,495 D/D (37,500) 34,767 0 %
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-07-11 4 AS $18.18 $181,838 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2019-08-26 4 AS $18.22 $182,222 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-11-29 4 AS $18.23 $182,580 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2019-06-03 4 AS $18.24 $182,530 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2020-06-23 4 AS $18.25 $78,713 D/D (4,314) 22,638 0 %
YEXT Yext Inc Chief Financial Officer   •       –      –    2021-02-08 4 AS $18.26 $136,967 D/D (7,500) 34,767 0 %
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-07-12 4 AS $18.27 $182,734 D/D (10,000) 0 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2005-05-20 4 AS $18.50 $46,250 D/D (2,500) 137,354 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-06-13 4 AS $18.51 $185,068 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-07-18 4 AS $18.54 $185,397 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-06-28 4 AS $18.68 $186,970 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-06-14 4 AS $18.70 $186,983 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-10-11 4 AS $18.76 $187,570 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-07-19 4 AS $19.00 $189,982 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2019-06-10 4 AS $19.03 $190,311 D/D (10,000) 0 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2005-08-31 4 AS $19.10 $96,173 D/D (5,000) 137,354 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2019-08-19 4 AS $19.10 $190,973 D/D (10,000) 0 0 -
YEXT Yext Inc Chief Financial Officer   •       –      –    2018-06-27 4 AS $19.12 $191,179 D/D (10,000) 0 0 -
  676  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17   18   19  20   21   22   23   24   25   26   27   28      
  Page 19 of 28  
 
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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