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Insider Information:   Schultz Erica
Relationship:  
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   834,041    

Indirect Shares

  386,500      
Direct Value   $21,391,315    

Indirect Value

  $10,794,945      
Total Shares   1,220,541      
Total Value   $32,186,260      


LivePerson Inc
 $9,062 New Relic Inc
 $1,913,954 Confluent, Inc.
 $19,468,299 Amplitude, Inc.
 $0 LivePerson Inc
 $9,062 New Relic Inc
 $1,913,954 Confluent, Inc.
 $19,468,299 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%
 -19.0%
     
   
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 2024-06-06 697,039 2024-06-06 386,500    Premium*  
            Amplitude, Inc. AMPL 2023-05-01 100,000 2023-05-01 0    Premium*  
* Premium Members only  

Records found :    103         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
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-09 4 AS $31.00 $1,975,599 D/D (63,729) 706,715 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-20 4 S $31.96 $309,245 D/D (9,676) 697,039 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-29 4 AS $30.19 $1,924,506 D/D (63,729) 697,039 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-29 4 A $0.00 $0 D/D 63,729 760,768 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-06-06 4 AS $26.01 $1,657,591 D/D (63,729) 697,039 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-06-06 4 A $0.00 $0 D/D 63,729 760,768 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   •       –      –    2018-04-16 4 S $73.15 $131,670 D/D (1,800) 20,527 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-04-16 4 OE $16.93 $30,474 D/D 1,800 22,327 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-09 4 S $86.75 $1,799,492 D/D (20,624) 20,527 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-09 4 S $85.55 $315,508 D/D (3,688) 41,151 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-05-09 4 OE $23.00 $559,176 D/D 24,312 44,839 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   •       –      –    2018-05-15 4 OE $0.00 $30,474 D/D 4,247 22,974 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   •       –      –    2018-05-18 4 AS $91.31 $221,792 D/D (2,429) 19,357 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-06-15 4 OE $0.00 $30,474 D/D 3,598 21,155 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   •       –      –    2018-06-18 4 AS $109.14 $97,026 D/D (889) 20,266 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   •       –      –    2018-07-16 4 OE $16.93 $30,474 D/D 1,800 22,066 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-08-15 4 OE $0.00 $30,474 D/D 5,479 23,945 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   •       –      –    2018-08-16 4 AS $102.23 $186,360 D/D (1,823) 22,122 0 -
NEWR New Relic Inc Chief Revenue Officer   •       –      –    2018-08-20 4 AS $99.66 $275,560 D/D (2,765) 19,357 0 -

  103  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