| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
279 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 9 of 12
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| 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 |
• – – |
2021-04-15 |
4 |
D |
$148.82 |
$157,452 |
D/D |
(1,058) |
7,165 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2019-12-15 |
4 |
D |
$75.75 |
$158,318 |
D/D |
(2,090) |
19,273 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2020-04-15 |
4 |
D |
$69.72 |
$164,330 |
D/D |
(2,357) |
19,988 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2019-03-15 |
4 |
D |
$82.96 |
$173,303 |
D/D |
(2,089) |
25,697 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2019-04-15 |
4 |
D |
$83.20 |
$173,805 |
D/D |
(2,089) |
24,816 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2020-05-15 |
4 |
D |
$73.76 |
$174,074 |
D/D |
(2,360) |
20,714 |
0 |
- |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2019-05-15 |
4 |
D |
$85.49 |
$178,418 |
D/D |
(2,087) |
24,391 |
0 |
- |
|
| TOST |
Toast, Inc. |
Chief Financial Officer |
• – – |
2023-04-04 |
4 |
S |
$17.59 |
$181,064 |
D/D |
(10,293) |
117,655 |
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 |
• – – |
2017-11-22 |
4 |
OE |
$23.44 |
$189,372 |
D/D |
8,079 |
10,309 |
0 |
- |
|
| SMAR |
Smartsheet Inc |
Director |
– • – |
2022-07-15 |
4 |
AS |
$30.47 |
$190,438 |
D/D |
(6,250) |
6,003 |
0 |
% |
|
| TOST |
Toast, Inc. |
Chief Financial Officer |
• – – |
2022-10-04 |
4 |
S |
$17.27 |
$194,317 |
D/D |
(11,253) |
85,146 |
0 |
% |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2019-07-15 |
4 |
D |
$93.62 |
$195,572 |
D/D |
(2,089) |
22,175 |
0 |
- |
|
| PD |
Pagerduty, Inc. |
|
– • – |
2021-05-26 |
4 |
AS |
$39.51 |
$201,287 |
D/D |
(5,000) |
6,331 |
0 |
% |
|
| TOST |
Toast, Inc. |
Chief Financial Officer |
• – – |
2024-01-03 |
4 |
S |
$17.39 |
$202,605 |
D/D |
(11,650) |
170,314 |
0 |
% |
|
| PD |
Pagerduty, Inc. |
|
– • – |
2021-07-28 |
4 |
AS |
$41.06 |
$205,323 |
D/D |
(5,000) |
6,331 |
0 |
% |
|
| SMAR |
Smartsheet Inc |
Director |
– • – |
2022-10-14 |
4 |
AS |
$33.88 |
$211,750 |
D/D |
(6,250) |
6,003 |
0 |
% |
|
| PD |
Pagerduty, Inc. |
|
– • – |
2021-04-28 |
4 |
AS |
$44.36 |
$222,346 |
D/D |
(5,000) |
6,331 |
0 |
% |
|
| PD |
Pagerduty, Inc. |
|
– • – |
2021-06-28 |
4 |
AS |
$45.01 |
$226,476 |
D/D |
(5,000) |
6,331 |
0 |
% |
|
| SMAR |
Smartsheet Inc |
Director |
– • – |
2020-01-09 |
4 |
AS |
$45.72 |
$228,600 |
D/D |
(5,000) |
5,000 |
0 |
% |
|
| PD |
Pagerduty, Inc. |
|
– • – |
2021-03-30 |
4 |
OE |
$11.61 |
$232,200 |
D/D |
20,000 |
26,331 |
0 |
- |
|
| SMAR |
Smartsheet Inc |
Director |
– • – |
2022-09-15 |
4 |
AS |
$37.17 |
$232,313 |
D/D |
(6,250) |
6,003 |
0 |
% |
|
| SMAR |
Smartsheet Inc |
Director |
– • – |
2022-08-15 |
4 |
AS |
$37.39 |
$233,688 |
D/D |
(6,250) |
6,003 |
0 |
% |
|
| ZEN |
Zendesk, Inc. |
Chief Financial Officer |
• – – |
2018-03-27 |
4 |
AS |
$50.00 |
$250,000 |
D/D |
(5,000) |
8,382 |
0 |
- |
|
279 Records found
|
|
Page 9 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 |
| |
|
|
|
|
|
