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Insider Information:   Fernandez Phillip M
Relationship:   Director
City:   San Mateo
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   62,531    

Indirect Shares

  0      
Direct Value   $4,217,644    

Indirect Value

  $0      
Total Shares   62,531      
Total Value   $4,217,644      


PTC INC
 $4,085,116 Yext Inc
 $132,528 Braze, Inc.
 $0 PTC INC
 $4,085,116 Yext Inc
 $132,528 Braze, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Marketo, Inc. MKTO President, CEO & Chair... 2016-08-16 0 2016-08-16 0    Premium*  
            Tibco Software Inc TIBX Director 2014-12-05 0 2014-06-18 0    Premium*  
            PTC INC PTC 2021-06-16 23,397 2017-03-03 0    Premium*  
            Yext Inc YEXT Director 2019-06-13 28,078 2018-05-08 0    Premium*  
            Braze, Inc. BRZE Director 2024-05-15 11,056 2022-06-30 0    Premium*  
* Premium Members only  

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

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-09-18 4 S $33.99 $6,270,749 I/I (184,481) 546,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-05-22 4 S $13.00 $1,170,000 D/D (90,000) 0 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-04-05 4 AS $20.01 $729,299 D/D (36,442) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-08-09 4 OE $0.22 $454,804 D/D 312,845 471,726 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-02-18 4 AS $27.11 $431,238 D/D (15,865) 143,490 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-14 4 AS $35.06 $378,616 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-15 4 AS $35.00 $378,035 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-08 4 AS $34.98 $377,800 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-07 4 AS $34.98 $377,767 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-12-03 4 AS $29.31 $366,354 D/D (12,500) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-12-02 4 AS $28.89 $361,069 D/D (12,500) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-02-17 4 S $15.27 $318,512 D/D (20,864) 124,306 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-03-11 4 AS $18.05 $316,955 D/D (17,558) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-18 4 AS $26.95 $291,036 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-05-17 4 AS $26.79 $289,295 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-01-14 4 AS $21.85 $251,203 D/D (10,800) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-01-15 4 AS $22.75 $246,447 D/D (10,800) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-25 4 AS $31.72 $237,896 I/I (7,500) 274,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-24 4 AS $31.57 $236,754 I/I (7,500) 281,714 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-04-06 4 AS $20.23 $218,457 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-23 4 AS $42.77 $214,062 I/I (5,000) 504,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-07 4 AS $41.58 $211,278 I/I (5,000) 489,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-24 4 AS $42.18 $211,169 I/I (5,000) 499,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-07 4 AS $41.75 $208,861 I/I (5,000) 514,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-08 4 AS $41.57 $208,389 I/I (5,000) 509,214 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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