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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 9 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   •       •      –    2014-04-14 4 AS $31.13 $156,544 I/I (5,000) 444,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-17 4 AS $31.33 $157,968 I/I (5,000) 526,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-03 4 AS $31.35 $157,701 I/I (5,000) 269,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-29 4 AS $31.43 $157,143 I/I (5,000) 324,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-24 4 AS $31.57 $236,754 I/I (7,500) 281,714 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-03 4 AS $31.60 $159,834 I/I (5,000) 449,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-30 4 AS $31.61 $161,765 I/I (5,000) 319,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-25 4 AS $31.72 $237,896 I/I (7,500) 274,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-12-04 4 AS $31.76 $158,806 I/I (5,000) 264,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-12-16 4 AS $31.82 $159,486 I/I (5,000) 531,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-15 4 AS $32.44 $194,646 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-18 4 AS $32.51 $162,551 I/I (5,000) 334,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-10-31 4 AS $32.67 $163,559 I/I (5,000) 299,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-12 4 AS $32.81 $164,053 I/I (5,000) 289,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-09-19 4 AS $33.02 $165,349 I/I (5,000) 329,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-29 4 AS $33.10 $204,366 D/D (6,000) 84,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-10-16 4 AS $33.36 $200,323 D/D (6,000) 132,220 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-09 4 AS $33.41 $200,434 D/D (6,000) 84,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-11-11 4 AS $33.47 $167,416 I/I (5,000) 294,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-08 4 AS $33.64 $201,981 D/D (6,000) 84,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2013-09-18 4 S $33.99 $6,270,749 I/I (184,481) 546,514 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2014-04-02 4 AS $34.31 $171,547 I/I (5,000) 454,214 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2015-01-30 4 AS $34.57 $207,536 D/D (6,000) 84,541 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-07 4 AS $34.98 $377,767 D/D (10,800) 158,881 0 -
MKTO Marketo, Inc. President, CEO & Chairman   •       •      –    2016-07-08 4 AS $34.98 $377,800 D/D (10,800) 158,881 0 -

  288  Records found
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  Page 9 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