| |
| |
|
| Insider
Information: |
Lee Roger H |
| Relationship: |
10% Owner |
| City: |
Waltham |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
2,067,357 |
|
|
Indirect Shares
|
12,775,762 |
|
|
| Direct
Value |
$22,938,782 |
|
|
|
Indirect Value
|
$39,252,046 |
|
|
| Total
Shares |
14,843,119 |
|
|
| Total
Value |
$62,190,827 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
2
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
-2.0
|
| Percentage
Gain/Loss : |
0.0%
|
 -34.8%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Angies List, Inc. |
ANGI |
Director |
2011-11-22 |
0 |
2012-08-14 |
0 |
Premium* |
|
|
Exacttarget, Inc. |
ET |
10% Owner |
|
0 |
2012-09-17 |
7,231,984 |
Premium* |
|
|
Wag Group Ord Shs |
PET |
Director |
2022-08-09 |
0 |
2022-08-09 |
395,478 |
Premium* |
|
|
Sprinklr, Inc. |
CXM |
10% Owner |
2024-04-04 |
1,921,171 |
2024-04-04 |
3,287,441 |
Premium* |
|
|
Braze, Inc. |
BRZE |
10% Owner |
2023-12-12 |
146,186 |
2023-12-12 |
1,860,859 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2024-04-04 |
4 |
A |
$0.00 |
$0 |
I/I |
53,000 |
89,652 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2024-04-04 |
4 |
A |
$0.00 |
$0 |
D/D |
5,300,000 |
9,236,367 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2024-04-03 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,218,078) |
0 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2024-04-03 |
4 |
A |
$0.00 |
$0 |
I/I |
1,177,672 |
1,177,672 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2024-04-03 |
4 |
D |
$0.00 |
$0 |
D/D |
(4,000,000) |
3,936,367 |
0 |
- |
|
| BRZE |
Braze, Inc. |
10% Owner |
– – • |
2023-12-12 |
4 |
A |
$0.00 |
$0 |
I/I |
3,000,000 |
287,873 |
0 |
- |
|
| BRZE |
Braze, Inc. |
10% Owner |
– – • |
2023-12-11 |
4 |
S |
$53.21 |
$1,054,250 |
I/I |
(19,813) |
0 |
0 |
- |
|
| BRZE |
Braze, Inc. |
10% Owner |
– – • |
2023-12-08 |
4 |
D |
$0.00 |
$0 |
I/I |
(1,831,797) |
0 |
0 |
- |
|
| BRZE |
Braze, Inc. |
10% Owner |
– – • |
2023-12-08 |
4 |
A |
$0.00 |
$0 |
I/I |
304,302 |
152,151 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2023-11-17 |
4 |
A |
$0.00 |
$0 |
I/I |
99,000 |
117,464 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2023-11-17 |
4 |
A |
$0.00 |
$0 |
D/D |
9,901,000 |
11,936,367 |
0 |
- |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2023-07-14 |
4 |
S |
$14.94 |
$543,637 |
I/I |
(36,388) |
300,121 |
0 |
% |
|
| CXM |
Sprinklr, Inc. |
10% Owner |
– – • |
2023-07-13 |
4 |
S |
$15.23 |
$4,293,992 |
I/I |
(281,943) |
336,509 |
0 |
% |
|
| PET |
Wag Group Ord Shs |
Director |
– • – |
2022-08-09 |
4 |
A |
$0.00 |
$0 |
I/I |
3,853,840 |
395,478 |
0 |
- |
|
| ET |
Exacttarget, Inc. |
10% Owner |
– – • |
2012-09-17 |
4 |
S |
$21.46 |
$55,284,307 |
I/I |
(2,576,228) |
7,231,984 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • – |
2012-08-14 |
4 |
S |
$11.35 |
$965,499 |
I/I |
(85,066) |
0 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • – |
2012-08-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,000 |
85,066 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • – |
2012-08-14 |
4 |
A |
$0.00 |
$0 |
I/I |
88,066 |
88,066 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • – |
2012-08-14 |
4 |
D |
$0.00 |
$0 |
I/I |
(4,693,339) |
0 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • – |
2012-06-12 |
4 |
S |
$12.38 |
$883,318 |
I/I |
(71,336) |
4,693,339 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • • |
2012-05-21 |
4 |
S |
$12.38 |
$47,187,689 |
I/I |
(3,810,837) |
4,764,675 |
0 |
- |
|
| ET |
Exacttarget, Inc. |
10% Owner |
– – • |
2012-03-27 |
4 |
A |
$0.00 |
$0 |
I/I |
9,788,212 |
9,808,212 |
0 |
- |
|
| ET |
Exacttarget, Inc. |
10% Owner |
– – • |
2012-03-21 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
20,000 |
|
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • • |
2011-11-22 |
4 |
S |
$12.09 |
$4,874,978 |
I/I |
(403,224) |
8,575,512 |
0 |
- |
|
| ANGI |
Angies List, Inc. |
Director |
– • • |
2011-11-22 |
4 |
A |
$0.00 |
$0 |
I/I |
8,978,736 |
8,978,736 |
0 |
- |
|
25 Records found
|
1
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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 |
| |
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|
