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Insider Information:   Ward Rob
Relationship:   10% Owner
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   105,593    

Indirect Shares

  7,532,714      
Direct Value   $480,846    

Indirect Value

  $1,521,070      
Total Shares   7,638,307      
Total Value   $2,001,917      


Cornerstone Ondemand Inc
 $480,846 Anaplan, Inc.
 $0 Cornerstone Ondemand Inc
 $480,846 Anaplan, 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  
            Cornerstone Ondemand Inc CSOD Director 2013-09-03 8,364 2013-05-20 26,458    Premium*  
            Meta Platforms Inc FB 10% Owner 2012-05-22 0 2012-05-22 0    Premium*  
            Box Inc BOX 10% Owner 2015-01-28 0 2015-01-28 0    Premium*  
            Radius Health Inc. RDUS President & CEO, Direc... 2015-10-21 0 2015-10-21 0    Premium*  
            Mulesoft, Inc MULE 10% Owner 0 2017-03-16 1,938,418    Premium*  
            Anaplan, Inc. PLAN Director 2020-06-03 97,229 2020-06-03 3,960,506    Premium*  
            Roblox Corp RBLX 10% Owner 2021-03-10 0 2021-03-10 1,599,315    Premium*  
            Braze, Inc. BRZE 10% Owner 2022-01-02 0 2022-01-02 8,017    Premium*  
* Premium Members only  

Records found :    60         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PLAN Anaplan, Inc. Director   –       •      –    2019-12-26 4 S $53.09 $1,020,501 I/I (19,221) 128,440 0 -
PLAN Anaplan, Inc. Director   –       •      –    2020-02-28 4 S $44.63 $2,161,870 I/I (48,442) 127,271 0 -
PLAN Anaplan, Inc. Director   –       •      –    2020-03-02 4 S $44.85 $5,669,548 I/I (126,309) 124,227 0 -
PLAN Anaplan, Inc. Director   –       •      –    2020-03-03 4 S $45.08 $7,679,904 I/I (169,621) 120,139 0 -
PLAN Anaplan, Inc. Director   –       •      –    2020-03-04 4 S $44.62 $794,379 I/I (17,804) 119,710 0 -
PLAN Anaplan, Inc. Director   –       •      –    2020-06-03 4 OE $0.00 $0 D/D 3,602 97,229 0 -
RBLX Roblox Corp 10% Owner   –       –       •   2021-03-10 4 D $0.00 $0 I/I (2,694,074) 16,746,272 0 -
RBLX Roblox Corp 10% Owner   –       –       •   2021-03-10 4 S $64.50 $365,130,111 I/I (5,388,148) 14,983,508 0 -
RBLX Roblox Corp 10% Owner   –       –       •   2021-03-10 4 A $0.00 $0 I/I 626,227 152,625 0 -
BRZE Braze, Inc. 10% Owner   –       –       •   2022-01-02 4 A $0.00 $0 I/I 4,737,853 8,017 0 -

  60  Records found
  1   2   3     
  Page 3 of 3  
 
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