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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 4 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   •       –      –    2024-03-01 4 A $0.00 $0 D/D 63,729 770,444 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-03-01 4 AS $33.73 $2,161,033 D/D (63,729) 706,715 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-03-08 4 A $0.00 $0 D/D 63,729 770,444 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-03-08 4 AS $32.86 $2,104,970 D/D (63,729) 706,715 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-09 4 A $0.00 $0 D/D 63,729 770,444 0 -
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   •       –      –    2024-05-29 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 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-01 4 AS $21.40 $1,689,983 D/D (75,000) 479,537 0 %
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-01 4 A $0.00 $0 D/D 75,000 554,537 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-04 4 A $0.00 $0 D/D 75,000 554,537 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-04 4 AS $23.46 $1,785,950 D/D (75,000) 479,537 0 %
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-11 4 AS $22.73 $1,704,750 D/D (75,000) 479,537 0 %
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-12-11 4 A $0.00 $0 D/D 75,000 554,537 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-02-02 4 A $0.00 $0 D/D 90,579 226,311 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-02-02 4 AS $25.37 $2,312,248 D/D (90,579) 135,732 0 %
AMPL Amplitude, Inc.   –       •      –    2023-05-01 4 A $0.00 $0 D/D 100,000 100,000 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-06-06 4 A $0.00 $0 D/D 100,000 579,537 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-06-06 4 AS $36.11 $3,611,000 D/D (100,000) 479,537 0 %
CFLT Confluent, Inc. President, Field Operations   •       –      –    2022-02-28 4 A $0.00 $0 D/D 105,019 106,407 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2022-05-27 4 A $0.00 $0 I/I 155,752 77,876 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2022-05-27 4 D $0.00 $0 I/I (155,752) 11,500 0 -
CFLT Confluent, Inc. President, Field Operations   •       –      –    2023-06-02 4 D $0.00 $0 I/I (158,182) 11,500 0 -
  103  Records found
  1   2   3   4  5      
  Page 4 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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