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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Mar-24 5:06 PM View:  | Five9, Inc. (FIVN) | 05-Mar-24 | Sale | 7,045 | $58.78 | $414,082.00 | (3%) 219.82K to 212.77K | |
| 06-Mar-24 5:06 PM View: | Five9, Inc. (FIVN) | 04-Mar-24 | Grant | 5,821 | -- | -- | 3% 214.0K to 219.82K | |
| 28-Feb-24 4:30 PM View: | Five9, Inc. (FIVN) | 26-Feb-24 | Grant | 35,684 | -- | -- | 20% 178.31K to 214.0K | |
| 08-Dec-23 4:46 PM View: | Five9, Inc. (FIVN) | 06-Dec-23 | Payment of Exercise | 5,859 | $81.59 | $478,036.00 | (3%) 184.17K to 178.31K | |
| 07-Sep-23 4:39 PM View: | Five9, Inc. (FIVN) | 05-Sep-23 | Sale | 6,007 | $70.96 | $426,257.00 | (3%) 190.18K to 184.17K | |
| 17-Aug-23 4:35 PM View: | Five9, Inc. (FIVN) | 15-Aug-23 | Option Exercise | 10,000 | $29.89 | $298,900.00 | 5% 190.18K to 200.18K | |
| 17-Aug-23 4:35 PM View: | Five9, Inc. (FIVN) | 15-Aug-23 | Planned Option Sale | 10,000 | $70.15 | $701,541.00 | (5%) 200.18K to 190.18K | |
| 17-Jul-23 4:30 PM View: | Five9, Inc. (FIVN) | 13-Jul-23 | Option Exercise | 12,500 | $29.89 | $373,625.00 | 7% 190.18K to 202.68K | |
| 17-Jul-23 4:30 PM View: | Five9, Inc. (FIVN) | 13-Jul-23 | Planned Option Sale | 12,500 | $87.70 | $1,096,250.00 | (6%) 202.68K to 190.18K | |
| 27-Jun-23 4:15 PM View: | On24 Inc. (ONTF) | 23-Jun-23 | Grant | 21,547 | -- | -- | 30% 70.99K to 92.53K | |
| 13-Jun-23 4:39 PM View: | Five9, Inc. (FIVN) | 09-Jun-23 | Sale (Planned) | 10,000 | $75.04 | $750,400.00 | (5%) 200.18K to 190.18K | |
| 06-Jun-23 4:55 PM View: | Five9, Inc. (FIVN) | 05-Jun-23 | Sale | 7,934 | $69.51 | $551,492.00 | (4%) 218.11K to 210.18K | |
| 06-Jun-23 4:55 PM View: | Five9, Inc. (FIVN) | 05-Jun-23 | Sale (Planned) | 10,000 | $69.70 | $696,969.00 | (5%) 210.18K to 200.18K | |
| 06-Jun-23 4:55 PM View: | Five9, Inc. (FIVN) | 02-Jun-23 | Sale (Planned) | 2,500 | $70.05 | $175,125.00 | (1%) 220.61K to 218.11K | |
| 22-May-23 7:33 PM View: | Five9, Inc. (FIVN) | 22-May-23 | Sale (Planned) | 2,500 | $65.09 | $162,725.00 | (1%) 223.11K to 220.61K | |
| 22-May-23 7:33 PM View: | Five9, Inc. (FIVN) | 18-May-23 | Sale (Planned) | 2,500 | $60.02 | $150,050.00 | (1%) 225.61K to 223.11K | |
| 18-May-23 4:53 PM View: | Five9, Inc. (FIVN) | 17-May-23 | Sale (Planned) | 2,500 | $55.02 | $137,550.00 | (1%) 228.11K to 225.61K | |
| 18-May-23 5:24 PM View: | Jfrog Ltd (FROG) | 16-May-23 | Grant | 7,826 | -- | -- | 55% 14.35K to 22.18K | |
| 02-May-23 10:00 PM View: | On24 Inc. (ONTF) | 28-Apr-23 | Grant | 10,000 | -- | -- | 18% 57.09K to 67.09K | |
| 19-Apr-23 5:00 PM View: | Five9, Inc. (FIVN) | 17-Apr-23 | Sale (Planned) | 10,000 | $71.23 | $712,315.00 | (4%) 237.69K to 227.69K | |
| 31-Mar-23 5:23 PM View: | Five9, Inc. (FIVN) | 31-Mar-23 | Sale (Planned) | 2,500 | $70.08 | $175,200.00 | (1%) 240.19K to 237.69K | |
| 31-Mar-23 5:23 PM View: | Five9, Inc. (FIVN) | 29-Mar-23 | Sale (Planned) | 2,500 | $65.06 | $162,650.00 | (1%) 242.69K to 240.19K | |
| 17-Mar-23 5:42 PM View: | Five9, Inc. (FIVN) | 15-Mar-23 | Sale (Planned) | 5,000 | $61.84 | $309,222.00 | (2%) 247.69K to 242.69K | |
| 08-Mar-23 6:17 PM View: | Five9, Inc. (FIVN) | 06-Mar-23 | Sale | 1,992 | $68.70 | $136,850.00 | (< 1%) 249.69K to 247.69K | |
| 01-Mar-23 5:21 PM View: | Five9, Inc. (FIVN) | 28-Feb-23 | Sale | 497 | $68.05 | $33,820.90 | (< 1%) 250.18K to 249.69K | |
| 01-Mar-23 5:21 PM View: | Five9, Inc. (FIVN) | 27-Feb-23 | Grant | 35,637 | -- | -- | 17% 214.55K to 250.18K | |
| 07-Dec-22 4:31 PM View: | Five9, Inc. (FIVN) | 05-Dec-22 | Sale (Planned) | 2,993 | $66.22 | $198,197.00 | (1%) 217.54K to 214.55K | |
| 28-Nov-22 5:41 PM View: | Five9, Inc. (FIVN) | 23-Nov-22 | Grant | 35,306 | -- | -- | 19% 182.23K to 217.54K | |
| 08-Sep-22 5:15 PM View: | Five9, Inc. (FIVN) | 06-Sep-22 | Sale (Planned) | 2,993 | $90.30 | $270,263.00 | (2%) 185.22K to 182.23K | |
| 16-Aug-22 5:58 PM View: | Five9, Inc. (FIVN) | 15-Aug-22 | Option Exercise | 10,000 | $25.57 | $255,691.00 | 5% 185.22K to 195.22K | |
| 16-Aug-22 5:58 PM View: | Five9, Inc. (FIVN) | 15-Aug-22 | Planned Option Sale | 10,000 | $116.32 | $1,163,160.00 | (5%) 195.22K to 185.22K | |
| 21-Jul-22 6:00 PM View: | Five9, Inc. (FIVN) | 20-Jul-22 | Option Exercise | 10,000 | $24.60 | $246,000.00 | 5% 185.22K to 195.22K | |
| 21-Jul-22 6:00 PM View: | Five9, Inc. (FIVN) | 20-Jul-22 | Planned Option Sale | 10,000 | $100.07 | $1,000,700.00 | (5%) 195.22K to 185.22K | |
| 13-Jun-22 5:59 PM View: | On24 Inc. (ONTF) | 10-Jun-22 | Grant | 14,586 | -- | -- | 34% 42.5K to 57.09K | |
| 08-Jun-22 5:46 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Option Exercise | 7,668 | $23.33 | $178,880.00 | 4% 188.22K to 195.89K | |
| 08-Jun-22 5:46 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Option Sale | 665 | $99.86 | $66,406.90 | (< 1%) 195.89K to 195.22K | |
| 08-Jun-22 5:46 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Planned Option Sale | 7,003 | $100.25 | $702,049.00 | (4%) 195.22K to 188.22K | |
| 08-Jun-22 5:46 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Sale (Planned) | 665 | $100.25 | $66,666.10 | (< 1%) 188.22K to 187.56K | |
| 08-Jun-22 5:46 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Sale (Planned) | 2,332 | $102.15 | $238,214.00 | (1%) 187.56K to 185.22K | |
| 31-May-22 5:33 PM View: | Five9, Inc. (FIVN) | 27-May-22 | Option Exercise | 2,980 | $16.25 | $48,425.00 | 2% 188.22K to 191.2K | |
| 31-May-22 5:33 PM View: | Five9, Inc. (FIVN) | 27-May-22 | Planned Option Sale | 2,980 | $100.39 | $299,174.00 | (2%) 191.2K to 188.22K | |
| 31-May-22 5:33 PM View: | Five9, Inc. (FIVN) | 26-May-22 | Option Exercise | 1,712 | $16.25 | $27,820.00 | < 1% 188.22K to 189.93K | |
| 31-May-22 5:33 PM View: | Five9, Inc. (FIVN) | 26-May-22 | Planned Option Sale | 1,712 | $100.10 | $171,371.00 | (< 1%) 189.93K to 188.22K | |
| 23-May-22 5:28 PM View: | Five9, Inc. (FIVN) | 20-May-22 | Option Exercise | 3,508 | $16.25 | $57,005.00 | 2% 188.22K to 191.73K | |
| 23-May-22 5:28 PM View: | Five9, Inc. (FIVN) | 20-May-22 | Planned Option Sale | 3,508 | $100.28 | $351,782.00 | (2%) 191.73K to 188.22K | |
| 23-May-22 5:28 PM View: | Five9, Inc. (FIVN) | 19-May-22 | Option Exercise | 1,800 | $16.25 | $29,250.00 | < 1% 188.22K to 190.02K | |
| 23-May-22 5:28 PM View: | Five9, Inc. (FIVN) | 19-May-22 | Planned Option Sale | 1,800 | $100.10 | $180,180.00 | (< 1%) 190.02K to 188.22K | |
| 18-May-22 9:15 PM View: | Jfrog Ltd (FROG) | 17-May-22 | Grant | 9,552 | -- | -- | 199% 4.8K to 14.35K | |
| 19-Apr-22 5:06 PM View: | Five9, Inc. (FIVN) | 18-Apr-22 | Option Exercise | 10,000 | $16.25 | $162,500.00 | 5% 188.07K to 198.07K | |
| 19-Apr-22 5:06 PM View: | Five9, Inc. (FIVN) | 18-Apr-22 | Planned Option Sale | 10,000 | $108.74 | $1,087,400.00 | (5%) 198.07K to 188.07K |