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Insider Information:   Schultz Erica
Relationship:  
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   852,935    

Indirect Shares

   292,707      
Direct Value   $21,279,729    

Indirect Value

   $8,128,473      
Total Shares   1,145,642      
Total Value   $29,408,202      


LivePerson Inc $9,002 New Relic Inc $1,913,954 Confluent, Inc. $19,356,773 Amplitude, Inc. $0 LivePerson Inc $9,002 New Relic Inc $1,913,954 Confluent, Inc. $19,356,773 Amplitude, Inc. $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -13.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            LivePerson Inc LPSN EVP, Global Sales & Ma... 2013-05-17 15,000 2013-05-17 0    Premium*  
            New Relic Inc NEWR Chief Revenue Officer 2019-08-19 22,002 2018-04-16 0    Premium*  
            Confluent, Inc. CFLT 2024-06-12 697,039 2024-06-12 292,707    Premium*  
            Amplitude, Inc. AMPL 2024-06-11 118,894 2023-05-01 0    Premium*  
* Premium Members only  

Records found :    106         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-10-15 4 OE $16.93 $30,474 D/D 1,800 26,922 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-11-15 4 OE $0.00 $30,474 D/D 5,481 28,803 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-02-22 4 OE $16.93 $42,325 D/D 2,500 26,626 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-05-22 4 OE $16.93 $42,325 D/D 2,500 26,626 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-12-19 4 AS $81.26 $71,021 D/D (874) 23,881 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-12-17 4 S $84.88 $78,431 D/D (924) 24,755 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-10-10 4 OE $16.93 $83,059 D/D 4,906 25,122 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-06-18 4 AS $109.14 $97,026 D/D (889) 20,266 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-16 4 OE $89.43 $106,237 D/D 1,188 21,786 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-08-19 4 AS $57.47 $125,618 D/D (2,186) 22,002 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-08-16 4 AS $58.97 $127,023 D/D (2,154) 24,188 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-04-16 4 S $73.15 $131,670 D/D (1,800) 20,527 0 -
LPSN LivePerson Inc EVP, Global Sales & Markets   •       –      –    2013-05-17 4 B $8.95 $134,250 D/D 15,000 15,000 2.74 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-02-19 4 S $106.89 $136,393 D/D (1,276) 26,531 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-11-15 4 AS $81.48 $146,664 D/D (1,800) 25,122 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2019-05-16 4 AS $102.83 $148,390 D/D (1,443) 26,363 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-10-15 4 S $84.10 $151,463 D/D (1,800) 25,122 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-15 4 AS $87.07 $156,726 D/D (1,800) 20,527 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-11-16 4 AS $83.64 $157,166 D/D (1,879) 26,924 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-08-16 4 AS $102.23 $186,360 D/D (1,823) 22,122 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-08-15 4 AS $103.84 $186,912 D/D (1,800) 20,266 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-11-20 4 AS $70.30 $187,068 D/D (2,661) 24,263 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-07-16 4 AS $106.74 $192,132 D/D (1,800) 20,266 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-06-15 4 AS $108.40 $195,120 D/D (1,800) 19,357 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-18 4 AS $91.31 $221,792 D/D (2,429) 19,357 0 -
  106  Records found
  1   2   3  4   5      
  Page 3 of 5  
 
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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