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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Sep-23 5:20 PM View:  | Smartsheet Inc (SMAR) | 01-Sep-23 | Option Exercise | 1,733 | -- | -- | 16% 11.09K to 12.82K | |
| 08-Sep-22 5:13 PM View: | Five9, Inc. (FIVN) | 06-Sep-22 | Sale | 1,258 | $90.74 | $114,154.00 | (< 1%) 167.95K to 166.69K | |
| 08-Sep-22 5:13 PM View: | Five9, Inc. (FIVN) | 06-Sep-22 | Sale (Planned) | 4,925 | $90.30 | $444,731.00 | (3%) 166.69K to 161.77K | |
| 02-Sep-22 4:36 PM View: | Smartsheet Inc (SMAR) | 01-Sep-22 | Option Exercise | 1,733 | -- | -- | 41% 4.19K to 5.92K | |
| 15-Aug-22 9:29 PM View: | Five9, Inc. (FIVN) | 11-Aug-22 | Market Sale (Planned) | 5,909 | $120.11 | $709,730.00 | (3%) 173.86K to 167.95K | (14%) |
| 09-Aug-22 5:37 PM View: | Five9, Inc. (FIVN) | 08-Aug-22 | Market Sale (Planned) | 2,900 | $120.08 | $348,232.00 | (2%) 176.76K to 173.86K | (14%) |
| 09-Aug-22 5:37 PM View: | Five9, Inc. (FIVN) | 05-Aug-22 | Market Sale (Planned) | 2,000 | $116.88 | $233,760.00 | (1%) 178.76K to 176.76K | (17%) |
| 08-Jul-22 5:38 PM View: | Five9, Inc. (FIVN) | 08-Jul-22 | Sale (Planned) | 517 | $100.00 | $51,700.00 | (< 1%) 179.28K to 178.76K | |
| 08-Jul-22 5:38 PM View: | Five9, Inc. (FIVN) | 06-Jul-22 | Sale (Planned) | 1,483 | $100.19 | $148,582.00 | (< 1%) 180.76K to 179.28K | |
| 22-Jun-22 6:24 PM View: | Smartsheet Inc (SMAR) | 17-Jun-22 | Option Exercise | 2,460 | -- | -- | 142% 1.73K to 4.19K | |
| 08-Jun-22 5:42 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Sale | 1,268 | $99.75 | $126,483.00 | (< 1%) 188.95K to 187.68K | |
| 08-Jun-22 5:42 PM View: | Five9, Inc. (FIVN) | 06-Jun-22 | Sale (Planned) | 6,925 | $100.61 | $696,733.00 | (4%) 187.68K to 180.76K | |
| 09-May-22 5:30 PM View: | Five9, Inc. (FIVN) | 05-May-22 | Sale (Planned) | 2,000 | $108.81 | $217,629.00 | (1%) 190.95K to 188.95K | |
| 06-Apr-22 6:25 PM View: | Five9, Inc. (FIVN) | 06-Apr-22 | Gift | 39,700 | -- | -- | 21% 190.95K to 230.65K | |
| 06-Apr-22 6:25 PM View: | Five9, Inc. (FIVN) | 06-Apr-22 | Gift | 39,700 | -- | -- | (17%) 230.65K to 190.95K | |
| 06-Apr-22 6:25 PM View: | Five9, Inc. (FIVN) | 05-Apr-22 | Market Sale (Planned) | 2,000 | $116.65 | $233,302.00 | (1%) 192.95K to 190.95K | (18%) |
| 08-Mar-22 4:26 PM View: | Five9, Inc. (FIVN) | 04-Mar-22 | Sale (Planned) | 4,925 | $98.33 | $484,286.00 | (2%) 197.88K to 192.95K | |
| 02-Mar-22 4:35 PM View: | Five9, Inc. (FIVN) | 28-Feb-22 | Grant | 40,260 | -- | -- | 26% 157.62K to 197.88K | |
| 06-Jan-22 6:20 PM View: | Five9, Inc. (FIVN) | 05-Jan-22 | Market Sale (Planned) | 2,000 | $140.22 | $280,440.00 | (1%) 159.62K to 157.62K | 5% |
| 08-Dec-21 4:18 PM View: | Five9, Inc. (FIVN) | 07-Dec-21 | Market Sale (Planned) | 2,000 | $140.07 | $280,140.00 | (1%) 161.62K to 159.62K | |
| 08-Dec-21 4:18 PM View: | Five9, Inc. (FIVN) | 06-Dec-21 | Market Sale (Planned) | 4,925 | $127.91 | $629,938.00 | (3%) 166.54K to 161.62K | |
| 08-Dec-21 4:18 PM View: | Five9, Inc. (FIVN) | 01-Dec-21 | Gift | 31,002 | -- | -- | 19% 166.54K to 197.54K | |
| 08-Dec-21 4:18 PM View: | Five9, Inc. (FIVN) | 01-Dec-21 | Gift | 31,002 | -- | -- | (16%) 197.54K to 166.54K | |
| 02-Nov-21 4:21 PM View: | Five9, Inc. (FIVN) | 01-Nov-21 | Market Sale (Planned) | 6,000 | $159.36 | $956,180.00 | (3%) 172.54K to 166.54K | (< 1%) |
| 19-Oct-21 5:47 PM View: | Five9, Inc. (FIVN) | 19-Oct-21 | Market Sale (Planned) | 540 | $160.00 | $86,400.00 | (< 1%) 173.08K to 172.54K | 1% |
| 18-Oct-21 5:44 PM View: | Five9, Inc. (FIVN) | 14-Oct-21 | Market Sale (Planned) | 1,460 | $160.01 | $233,615.00 | (< 1%) 174.54K to 173.08K | 4% |
| 07-Oct-21 4:23 PM View: | Five9, Inc. (FIVN) | 05-Oct-21 | Market Sale (Planned) | 4,000 | $154.96 | $619,835.00 | (2%) 178.54K to 174.54K | 4% |
| 09-Sep-21 4:15 PM View: | Five9, Inc. (FIVN) | 07-Sep-21 | Market Sale | 1,203 | $170.55 | $205,172.00 | (< 1%) 183.46K to 182.25K | < 1% |
| 09-Sep-21 4:15 PM View: | Five9, Inc. (FIVN) | 07-Sep-21 | Market Sale (Planned) | 3,711 | $170.98 | $634,507.00 | (2%) 182.25K to 178.54K | 1% |
| 03-Sep-21 7:34 PM View: | Smartsheet Inc (SMAR) | 01-Sep-21 | Option Exercise | 1,732 | -- | -- | 100% 0 to 1.73K | |
| 05-Aug-21 5:56 PM View: | Five9, Inc. (FIVN) | 05-Aug-21 | Market Sale (Planned) | 6,000 | $208.79 | $1,252,750.00 | (3%) 189.46K to 183.46K | (< 1%) |
| 07-Jul-21 4:28 PM View: | Five9, Inc. (FIVN) | 06-Jul-21 | Market Sale (Planned) | 6,000 | $191.77 | $1,150,650.00 | (3%) 195.46K to 189.46K | (< 1%) |
| 08-Jun-21 4:59 PM View: | Five9, Inc. (FIVN) | 04-Jun-21 | Market Sale | 1,209 | $159.32 | $192,618.00 | (< 1%) 225.88K to 224.68K | (< 1%) |
| 08-Jun-21 4:59 PM View: | Five9, Inc. (FIVN) | 04-Jun-21 | Market Sale (Planned) | 29,220 | $156.98 | $4,586,820.00 | (13%) 224.68K to 195.46K | (2%) |
| 06-May-21 6:36 PM View: | Five9, Inc. (FIVN) | 05-May-21 | Market Sale (Planned) | 6,000 | $173.56 | $1,041,350.00 | (3%) 231.71K to 225.71K | 1% |
| 07-Apr-21 4:08 PM View: | Five9, Inc. (FIVN) | 05-Apr-21 | Market Sale (Planned) | 6,000 | $163.60 | $981,613.00 | (3%) 237.71K to 231.71K | (3%) |
| 17-Mar-21 4:25 PM View: | Five9, Inc. (FIVN) | 15-Mar-21 | Market Sale (Planned) | 6,000 | $167.41 | $1,004,460.00 | (2%) 243.71K to 237.71K | 4% |
| 08-Mar-21 6:19 PM View: | Five9, Inc. (FIVN) | 04-Mar-21 | Market Sale (Planned) | 23,221 | $168.90 | $3,921,920.00 | (9%) 266.93K to 243.71K | 5% |
| 01-Mar-21 4:41 PM View: | Five9, Inc. (FIVN) | 25-Feb-21 | Grant | 38,871 | -- | -- | 17% 228.06K to 266.93K | |
| 17-Dec-20 4:48 PM View: | Five9, Inc. (FIVN) | 16-Dec-20 | Market Sale (Planned) | 6,000 | $168.58 | $1,011,460.00 | (3%) 234.06K to 228.06K | (7%) |
| 08-Dec-20 4:02 PM View: | Five9, Inc. (FIVN) | 04-Dec-20 | Market Sale (Planned) | 23,221 | $151.58 | $3,519,800.00 | (9%) 257.28K to 234.06K | (19%) |
| 18-Nov-20 4:38 PM View: | Five9, Inc. (FIVN) | 16-Nov-20 | Market Sale (Planned) | 6,000 | $139.98 | $839,850.00 | (2%) 263.28K to 257.28K | (29%) |
| 20-Oct-20 5:22 PM View: | Five9, Inc. (FIVN) | 16-Oct-20 | Market Sale (Planned) | 6,000 | $147.02 | $882,143.00 | (2%) 269.2K to 263.2K | (22%) |
| 17-Sep-20 4:47 PM View: | Five9, Inc. (FIVN) | 15-Sep-20 | Market Sale (Planned) | 6,000 | $120.35 | $722,081.00 | (2%) 275.2K to 269.2K | (50%) |
| 09-Sep-20 5:56 PM View: | Five9, Inc. (FIVN) | 04-Sep-20 | Market Sale (Planned) | 23,221 | $114.00 | $2,647,090.00 | (8%) 298.42K to 275.2K | (58%) |
| 19-Aug-20 5:29 PM View: | Five9, Inc. (FIVN) | 17-Aug-20 | Market Sale (Planned) | 6,000 | $121.34 | $728,026.00 | (2%) 304.42K to 298.42K | (48%) |
| 08-Jun-20 4:14 PM View: | Five9, Inc. (FIVN) | 04-Jun-20 | Market Sale | 1,702 | $96.83 | $164,805.00 | (< 1%) 327.7K to 326.0K | (86%) |
| 08-Jun-20 4:14 PM View: | Five9, Inc. (FIVN) | 04-Jun-20 | Market Sale (Planned) | 21,574 | $96.33 | $2,078,230.00 | (7%) 326.0K to 304.42K | (87%) |
| 08-Apr-20 7:03 PM View: | Five9, Inc. (FIVN) | 07-Apr-20 | Market Sale (Planned) | 12,600 | $76.98 | $969,964.00 | (4%) 340.04K to 327.44K | (134%) |
| 05-Mar-20 5:32 PM View: | Five9, Inc. (FIVN) | 04-Mar-20 | Market Sale (Planned) | 34,174 | $72.78 | $2,487,150.00 | (9%) 374.21K to 340.04K | (147%) |