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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

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  Page 5 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   –       •      –    2019-05-15 4 AS $39.70 $99,250 I/I (2,500) 0 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-05-15 4 OE $0.00 $0 D/D 4,207 24,710 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-05-15 4 D $85.49 $178,418 D/D (2,087) 24,391 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-05-16 4 AS $87.09 $39,626 D/D (455) 23,936 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-05-20 4 AS $86.51 $475,805 D/D (5,500) 20,936 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-05-20 4 OE $23.44 $58,600 D/D 2,500 26,436 0 -
SMAR Smartsheet Inc Director   –       •      –    2019-06-14 4 A $0.00 $0 I/I 2,500 2,500 0 -
SMAR Smartsheet Inc Director   –       •      –    2019-06-14 4 AS $45.76 $114,400 I/I (2,500) 0 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-06-15 4 OE $0.00 $0 D/D 4,209 23,375 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-06-15 4 D $86.81 $181,433 D/D (2,090) 23,055 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-06-20 4 AS $91.79 $458,950 D/D (5,000) 20,055 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-06-20 4 OE $23.44 $46,880 D/D 2,000 25,055 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-07-15 4 OE $0.00 $0 D/D 4,209 22,495 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-07-15 4 D $93.62 $195,572 D/D (2,089) 22,175 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-07-22 4 AS $91.21 $456,050 D/D (5,000) 19,175 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-07-22 4 OE $23.44 $46,880 D/D 2,000 24,175 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-08-15 4 OE $0.00 $0 D/D 4,208 21,615 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-08-15 4 D $74.70 $155,974 D/D (2,088) 21,295 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-08-20 4 OE $23.44 $46,880 D/D 2,000 23,295 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-08-20 4 AS $76.60 $383,000 D/D (5,000) 18,295 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-09-15 4 OE $0.00 $0 D/D 4,208 20,733 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-09-15 4 D $73.46 $153,458 D/D (2,089) 20,414 0 -
SMAR Smartsheet Inc Director   –       •      –    2019-09-19 4 A $0.00 $0 I/I 20,107 20,107 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-09-20 4 AS $77.53 $348,885 D/D (4,500) 17,914 0 -
ZEN Zendesk, Inc. Chief Financial Officer   •       –      –    2019-09-20 4 OE $23.44 $46,880 D/D 2,000 22,414 0 -
  279  Records found
  1   2   3   4   5  6   7   8   9   10   11   12      
  Page 5 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
 
 
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