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Insider Information:   Trollope Rowan M
Relationship:   Director
City:   Mountain View
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   349,333    

Indirect Shares

  42,043      
Direct Value   $12,049,192    

Indirect Value

  $2,239,210      
Total Shares   391,376      
Total Value   $14,288,403      


Symantec Corp
 $5,148,739 Five9, Inc.
 $6,376,500 Smartsheet Inc
 $523,953 Symantec Corp
 $5,148,739 Five9, Inc.
 $6,376,500 Smartsheet Inc
 $523,953
 


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  
            Symantec Corp SYMC Group Pres., SMB and .... 2012-06-01 216,789 0    Premium*  
            Five9, Inc. FIVN Chief Executive Office... 2022-09-06 119,724 2022-09-06 42,043    Premium*  
            Smartsheet Inc SMAR Director 2023-09-01 12,820 2021-09-01 0    Premium*  
* Premium Members only  

Records found :    70         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SYMC Symantec Corp Group Pres., SMB and .cloudOff   •       –      –    2011-05-12 3 IO $0.00 $0 D/D 0 57,194 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2011-06-10 4 A $0.00 $0 D/D 140,000 193,464 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2012-05-10 4 A $0.00 $0 D/D 45,000 218,929 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2018-05-17 4 A $0.00 $0 D/D 468,227 468,227 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2019-02-22 4 A $0.00 $0 D/D 66,008 534,710 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2020-02-24 4 A $0.00 $0 D/D 52,716 374,211 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2021-02-25 4 A $0.00 $0 D/D 38,871 266,929 0 -
SMAR Smartsheet Inc Director   –       •      –    2021-09-01 4 OE $0.00 $0 D/D 1,732 1,732 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2021-12-01 4 GD $0.00 $0 D/D 31,002 135,540 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2021-12-01 4 GA $0.00 $0 I/I 31,002 31,002 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2022-02-28 4 A $0.00 $0 D/D 40,260 166,875 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2022-04-06 4 GA $0.00 $0 I/I 39,700 68,702 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2022-04-06 4 GD $0.00 $0 D/D 39,700 122,250 0 -
SMAR Smartsheet Inc Director   –       •      –    2022-06-17 4 OE $0.00 $0 D/D 2,460 4,192 0 -
SMAR Smartsheet Inc Director   –       •      –    2022-09-01 4 OE $0.00 $0 D/D 1,733 5,925 0 -
SMAR Smartsheet Inc Director   –       •      –    2023-09-01 4 OE $0.00 $0 D/D 1,733 12,820 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2012-06-01 4 D $14.37 $30,752 D/D (2,140) 216,789 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2011-08-15 4 A $14.45 $7,312 D/D 506 193,970 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2011-12-15 4 S $15.57 $108,990 D/D (7,000) 178,970 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2011-11-15 4 S $16.93 $135,440 D/D (8,000) 185,970 0 -
SYMC Symantec Corp Group Pres., SMB and .cloud   •       –      –    2011-06-01 4 D $19.02 $70,945 D/D (3,730) 53,464 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2019-06-04 4 AS $46.95 $4,300,197 D/D (91,591) 443,490 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2019-06-07 4 AS $50.05 $200,200 D/D (4,000) 439,490 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2019-07-01 4 AS $52.00 $390,000 D/D (7,500) 431,990 0 -
FIVN Five9, Inc. Chief Executive Officer   •       •      –    2019-10-01 4 AS $52.75 $396,511 D/D (7,500) 387,956 0 -

  70  Records found
  1  2   3      
  Page 1 of 3  
 
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