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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Feb-24 6:56 PM View:  | Smartsheet Inc (SMAR) | 15-Feb-24 | Payment of Exercise | 6,820 | $45.68 | $311,538.00 | (< 1%) 773.88K to 767.06K | |
| 20-Feb-24 6:56 PM View: | Smartsheet Inc (SMAR) | 15-Feb-24 | Option Exercise | 25,439 | -- | -- | 3% 748.44K to 773.88K | |
| 20-Dec-23 7:26 PM View: | Smartsheet Inc (SMAR) | 19-Dec-23 | Gift | 10,000 | -- | -- | (1%) 758.26K to 748.26K | |
| 20-Dec-23 7:26 PM View: | Smartsheet Inc (SMAR) | 18-Dec-23 | Gift | 80,000 | -- | -- | 11% 758.26K to 838.26K | |
| 20-Dec-23 7:26 PM View: | Smartsheet Inc (SMAR) | 18-Dec-23 | Gift | 80,000 | -- | -- | (10%) 838.26K to 758.26K | |
| 14-Dec-23 6:45 PM View: | Smartsheet Inc (SMAR) | 13-Dec-23 | Payment of Exercise | 26,173 | $43.99 | $1,151,350.00 | (3%) 784.43K to 758.26K | |
| 14-Dec-23 6:45 PM View: | Smartsheet Inc (SMAR) | 12-Dec-23 | Option Exercise | 66,512 | -- | -- | 9% 717.92K to 784.43K | |
| 17-Nov-23 6:27 PM View: | Smartsheet Inc (SMAR) | 15-Nov-23 | Payment of Exercise | 23,099 | $41.99 | $969,927.00 | (3%) 741.02K to 717.92K | |
| 17-Nov-23 6:27 PM View: | Smartsheet Inc (SMAR) | 15-Nov-23 | Option Exercise | 58,693 | -- | -- | 9% 682.33K to 741.02K | |
| 26-Sep-23 6:13 PM View: | Smartsheet Inc (SMAR) | 25-Sep-23 | Option Exercise | 51,654 | $0.98 | $50,620.90 | 8% 651.79K to 703.45K | |
| 26-Sep-23 6:13 PM View: | Smartsheet Inc (SMAR) | 25-Sep-23 | Planned Option Sale | 21,120 | $39.31 | $830,227.00 | (3%) 703.45K to 682.33K | |
| 17-Aug-23 5:22 PM View: | Smartsheet Inc (SMAR) | 15-Aug-23 | Payment of Exercise | 5,650 | $39.94 | $225,661.00 | (< 1%) 657.44K to 651.79K | |
| 17-Aug-23 5:22 PM View: | Smartsheet Inc (SMAR) | 15-Aug-23 | Option Exercise | 14,354 | -- | -- | 2% 643.09K to 657.44K | |
| 27-Jun-23 4:19 PM View: | Smartsheet Inc (SMAR) | 26-Jun-23 | Option Exercise | 5,000 | $9.53 | $47,650.00 | < 1% 637.84K to 642.84K | |
| 19-May-23 4:17 PM View: | Zoominfo Technologies Inc. (ZI) | 17-May-23 | Option Exercise | 4,698 | -- | -- | 66% 7.14K to 11.84K | |
| 17-May-23 5:16 PM View: | Smartsheet Inc (SMAR) | 15-May-23 | Payment of Exercise | 5,650 | $44.96 | $254,024.00 | (< 1%) 643.49K to 637.84K | |
| 17-May-23 5:16 PM View: | Smartsheet Inc (SMAR) | 15-May-23 | Option Exercise | 14,452 | -- | -- | 2% 629.03K to 643.49K | |
| 27-Apr-23 5:47 PM View: | Smartsheet Inc (SMAR) | 25-Apr-23 | Option Exercise | 5,417 | $9.53 | $51,624.00 | < 1% 623.62K to 629.03K | |
| 17-Feb-23 4:31 PM View: | Smartsheet Inc (SMAR) | 15-Feb-23 | Payment of Exercise | 4,510 | $46.44 | $209,444.00 | (< 1%) 628.13K to 623.62K | |
| 17-Feb-23 4:31 PM View: | Smartsheet Inc (SMAR) | 15-Feb-23 | Option Exercise | 18,057 | -- | -- | 3% 610.07K to 628.13K | |
| 02-Feb-23 4:50 PM View: | Zoominfo Technologies Inc. (ZI) | 31-Jan-23 | Option Exercise | 2,143 | -- | -- | 43% 5.0K to 7.14K | |
| 17-Nov-22 5:19 PM View: | Smartsheet Inc (SMAR) | 15-Nov-22 | Payment of Exercise | 12,402 | $32.08 | $397,856.00 | (2%) 622.47K to 610.07K | |
| 17-Nov-22 5:19 PM View: | Smartsheet Inc (SMAR) | 15-Nov-22 | Option Exercise | 31,513 | -- | -- | 5% 590.96K to 622.47K | |
| 09-Nov-22 5:40 PM View: | Smartsheet Inc (SMAR) | 07-Nov-22 | Option Exercise | 9,750 | $3.73 | $36,367.50 | 2% 581.21K to 590.96K | |
| 17-Aug-22 6:59 PM View: | Smartsheet Inc (SMAR) | 15-Aug-22 | Payment of Exercise | 5,342 | $38.00 | $202,996.00 | (< 1%) 588.55K to 583.21K | |
| 17-Aug-22 6:59 PM View: | Smartsheet Inc (SMAR) | 15-Aug-22 | Option Exercise | 13,570 | -- | -- | 2% 574.98K to 588.55K | |
| 17-May-22 9:14 PM View: | Smartsheet Inc (SMAR) | 13-May-22 | Payment of Exercise | 9,290 | $41.51 | $385,628.00 | (2%) 583.94K to 574.65K | |
| 17-May-22 9:14 PM View: | Smartsheet Inc (SMAR) | 13-May-22 | Option Exercise | 23,600 | -- | -- | 4% 560.34K to 583.94K | |
| 05-May-22 4:45 PM View: | Zoominfo Technologies Inc. (ZI) | 04-May-22 | Market Sale (Planned) | 5,079 | $51.17 | $259,915.00 | (50%) 10.08K to 5.0K | (4%) |
| 29-Apr-22 5:42 PM View: | Zoominfo Technologies Inc. (ZI) | 27-Apr-22 | Option Exercise | 3,771 | -- | -- | 60% 6.31K to 10.08K | |
| 17-Feb-22 9:18 PM View: | Smartsheet Inc (SMAR) | 15-Feb-22 | Payment of Exercise | 8,150 | $62.99 | $513,368.00 | (1%) 553.99K to 545.84K | |
| 17-Feb-22 9:18 PM View: | Smartsheet Inc (SMAR) | 15-Feb-22 | Option Exercise | 28,578 | -- | -- | 5% 525.41K to 553.99K | |
| 02-Feb-22 4:21 PM View: | Zoominfo Technologies Inc. (ZI) | 31-Jan-22 | Option Exercise | 2,142 | -- | -- | 51% 4.17K to 6.31K | |
| 10-Jan-22 7:24 PM View: | Smartsheet Inc (SMAR) | 07-Jan-22 | Option Exercise | 5,000 | $3.73 | $18,650.00 | < 1% 534.91K to 539.91K | |
| 06-Jan-22 6:53 PM View: | Smartsheet Inc (SMAR) | 05-Jan-22 | Option Exercise | 4,500 | $3.73 | $16,785.00 | < 1% 530.41K to 534.91K | |
| 06-Jan-22 6:53 PM View: | Smartsheet Inc (SMAR) | 04-Jan-22 | Option Exercise | 5,000 | $3.73 | $18,650.00 | < 1% 525.41K to 530.41K | |
| 15-Dec-21 5:41 PM View: | Zoominfo Technologies Inc. (ZI) | 15-Dec-21 | Market Sale | 7,500 | $60.49 | $453,707.00 | (64%) 11.67K to 4.17K | < 1% |
| 19-Nov-21 6:23 PM View: | Smartsheet Inc (SMAR) | 18-Nov-21 | Option Exercise | 24,250 | $3.73 | $90,452.50 | 5% 501.16K to 525.41K | |
| 17-Nov-21 7:52 PM View: | Smartsheet Inc (SMAR) | 15-Nov-21 | Payment of Exercise | 3,635 | $71.57 | $260,157.00 | (< 1%) 504.8K to 501.16K | |
| 17-Nov-21 7:52 PM View: | Smartsheet Inc (SMAR) | 15-Nov-21 | Option Exercise | 9,233 | -- | -- | 2% 495.56K to 504.8K | |
| 08-Jul-21 7:30 PM View: | Smartsheet Inc (SMAR) | 07-Jul-21 | Option Exercise | 5,125 | $3.73 | $19,116.20 | 1% 481.83K to 486.96K | |
| 10-Jun-21 8:10 PM View: | Smartsheet Inc (SMAR) | 08-Jun-21 | Private Sale | 20,000 | $63.02 | $1,260,400.00 | (4%) 501.83K to 481.83K | |
| 20-May-21 7:35 PM View: | Smartsheet Inc (SMAR) | 18-May-21 | Private Sale (Planned) | 20,144 | $54.26 | $1,093,010.00 | (4%) 521.98K to 501.83K | |
| 18-May-21 8:21 PM View: | Smartsheet Inc (SMAR) | 14-May-21 | Payment of Exercise | 3,635 | $54.59 | $198,435.00 | (< 1%) 525.61K to 521.98K | |
| 18-May-21 8:21 PM View: | Smartsheet Inc (SMAR) | 14-May-21 | Option Exercise | 9,233 | -- | -- | 2% 516.38K to 525.61K | |
| 07-May-21 6:22 PM View: | Smartsheet Inc (SMAR) | 06-May-21 | Private Sale (Planned) | 10,000 | $55.59 | $555,930.00 | (9%) 112.5K to 102.5K | |
| 29-Apr-21 5:01 PM View: | Zoominfo Technologies Inc. (ZI) | 27-Apr-21 | Option Exercise | 9,524 | -- | -- | 445% 2.14K to 11.67K | |
| 09-Apr-21 6:40 PM View: | Smartsheet Inc (SMAR) | 08-Apr-21 | Sale (Planned) | 10,000 | $65.35 | $653,458.00 | (2%) 536.38K to 526.38K | |
| 09-Apr-21 6:40 PM View: | Smartsheet Inc (SMAR) | 07-Apr-21 | Private Sale (Planned) | 20,000 | $65.10 | $1,302,000.00 | (4%) 556.38K to 536.38K | |
| 26-Mar-21 7:08 PM View: | Smartsheet Inc (SMAR) | 24-Mar-21 | Private Sale (Planned) | 10,000 | $65.01 | $650,113.00 | (2%) 595.87K to 585.87K |