Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
  
   
Insider Information:   Gomez Elena
Relationship:   Chief Financial Officer
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   211,023    

Indirect Shares

  20,107      
Direct Value   $5,315,204    

Indirect Value

  $743,959      
Total Shares   231,130      
Total Value   $6,059,163      


Zendesk, Inc.
 $361,444 Smartsheet Inc
 $222,111 Pagerduty, Inc.
 $443,424 Toast, Inc.
 $4,288,225 Zendesk, Inc.
 $361,444 Smartsheet Inc
 $222,111 Pagerduty, Inc.
 $443,424 Toast, Inc.
 $4,288,225
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    18    

     Stock price went up :

    0   
    15    
     Stock price went down :
    0   
    3    
   
     Gain/Loss Ratio :
   0.0   
   5.0   
     Percentage Gain/Loss :
     0.0%
 141.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Zendesk, Inc. ZEN Chief Financial Officer 2021-04-15 4,665 2016-08-04 0    Premium*  
            Smartsheet Inc SMAR Director 2022-10-14 6,003 2022-10-14 20,107    Premium*  
            Pagerduty, Inc. PD 2023-06-14 23,375 2020-06-16 0    Premium*  
            Toast, Inc. TOST Chief Financial Officer 2024-05-08 176,980 2022-04-01 0    Premium*  
* Premium Members only  

Records found :    279         Free Registration Required For Full Results.    Limit: 25

Download
  Page 12 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SMAR Smartsheet Inc Director   –       •      –    2022-09-15 4 AS $37.17 $232,313 D/D (6,250) 6,003 0 %
SMAR Smartsheet Inc Director   –       •      –    2022-09-15 4 OE $5.28 $33,000 D/D 6,250 12,253 0 -
SMAR Smartsheet Inc Director   –       •      –    2022-10-14 4 OE $5.28 $33,000 D/D 6,250 12,253 0 -
SMAR Smartsheet Inc Director   –       •      –    2022-10-14 4 AS $33.88 $211,750 D/D (6,250) 6,003 0 %

  279  Records found
  1   2   3   4   5   6   7   8   9   10   11   12     
  Page 12 of 12  
 
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