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Insider Information:   Fernandez Phillip M
Relationship:   Director
City:   San Mateo
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   62,531    

Indirect Shares

  0      
Direct Value   $4,277,307    

Indirect Value

  $0      
Total Shares   62,531      
Total Value   $4,277,307      


PTC INC
 $4,141,971 Yext Inc
 $135,336 Braze, Inc.
 $0 PTC INC
 $4,141,971 Yext Inc
 $135,336 Braze, Inc.
 $0
 


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  
            Marketo, Inc. MKTO President, CEO & Chair... 2016-08-16 0 2016-08-16 0    Premium*  
            Tibco Software Inc TIBX Director 2014-12-05 0 2014-06-18 0    Premium*  
            PTC INC PTC 2021-06-16 23,397 2017-03-03 0    Premium*  
            Yext Inc YEXT Director 2019-06-13 28,078 2018-05-08 0    Premium*  
            Braze, Inc. BRZE Director 2024-05-15 11,056 2022-06-30 0    Premium*  
* Premium Members only  

Records found :    288         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-15 4 AS $35.00 $378,035 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-06-14 4 AS $35.06 $378,616 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-26 4 AS $36.23 $181,139 I/I (5,000) 521,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-27 4 AS $36.26 $181,340 I/I (5,000) 516,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-21 4 AS $36.30 $181,807 I/I (5,000) 459,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-20 4 AS $36.76 $183,783 I/I (5,000) 464,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-19 4 AS $38.22 $194,314 I/I (5,000) 479,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-18 4 AS $39.57 $197,937 I/I (5,000) 484,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-06 4 AS $40.22 $201,693 I/I (5,000) 494,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-04 4 AS $40.63 $203,348 I/I (5,000) 474,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-03-05 4 AS $41.27 $206,346 I/I (5,000) 469,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-08 4 AS $41.57 $208,389 I/I (5,000) 509,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-02-07 4 AS $41.58 $211,278 I/I (5,000) 489,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-07 4 AS $41.75 $208,861 I/I (5,000) 514,214 0 -
BRZE Braze, Inc. Director   –       •      –    2024-04-15 4 AS $41.79 $62,685 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2023-08-15 4 AS $41.89 $62,835 D/D (1,500) 11,056 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-24 4 AS $42.18 $211,169 I/I (5,000) 499,214 0 -
BRZE Braze, Inc. Director   –       •      –    2024-05-15 4 AS $42.50 $63,750 D/D (1,500) 11,056 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-01-23 4 AS $42.77 $214,062 I/I (5,000) 504,214 0 -
BRZE Braze, Inc. Director   –       •      –    2023-07-05 4 S $43.19 $64,785 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2023-09-15 4 AS $45.48 $68,220 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2023-10-16 4 AS $45.95 $68,925 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2023-11-15 4 AS $49.05 $73,575 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2024-03-15 4 AS $51.32 $76,980 D/D (1,500) 11,056 0 -
BRZE Braze, Inc. Director   –       •      –    2024-01-16 4 AS $53.35 $80,025 D/D (1,500) 11,056 0 -

  288  Records found
  1   2   3   4   5   6   7   8   9   10  11   12      
  Page 10 of 12  
 
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