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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   $4,460,741    

Indirect Value

  $0      
Total Shares   62,531      
Total Value   $4,460,741      


PTC INC
 $4,301,538 Yext Inc
 $159,202 Braze, Inc.
 $0 PTC INC
 $4,301,538 Yext Inc
 $159,202 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 2024-04-15 11,056 2022-06-30 0    Premium*  
* Premium Members only  

Records found :    286         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 12
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   •       •      –    2013-05-22 4 S $13.00 $1,170,000 D/D (90,000) 0 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-05-22 4 OE $0.22 $19,800 D/D 90,000 90,000 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-05-22 4 A $0.00 $0 I/I 85,000 730,995 0 -
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   •       •      –    2013-11-25 4 AS $29.33 $146,644 I/I (5,000) 541,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-11-26 4 AS $28.72 $143,656 I/I (5,000) 536,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-16 4 AS $31.82 $159,486 I/I (5,000) 531,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-17 4 AS $31.33 $157,968 I/I (5,000) 526,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-26 4 AS $36.23 $181,139 I/I (5,000) 521,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-27 4 AS $36.26 $181,340 I/I (5,000) 516,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-30 4 OE $0.22 $594 I/I 2,700 519,214 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 -
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   •       •      –    2014-01-24 4 AS $42.18 $211,169 I/I (5,000) 499,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-30 4 A $0.00 $0 D/D 84,541 84,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-06 4 AS $40.22 $201,693 I/I (5,000) 494,214 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   •       •      –    2014-02-18 4 AS $39.57 $197,937 I/I (5,000) 484,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-19 4 AS $38.22 $194,314 I/I (5,000) 479,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-04 4 AS $40.63 $203,348 I/I (5,000) 474,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-05 4 AS $41.27 $206,346 I/I (5,000) 469,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-20 4 AS $36.76 $183,783 I/I (5,000) 464,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-21 4 AS $36.30 $181,807 I/I (5,000) 459,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-02 4 AS $34.31 $171,547 I/I (5,000) 454,214 0 -

  286  Records found
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  Page 1 of 12  
 
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  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