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Insider Information:   Schultz Erica
Relationship:  
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   852,935    

Indirect Shares

  292,707      
Direct Value   $20,792,197    

Indirect Value

  $7,923,578      
Total Shares   1,145,642      
Total Value   $28,715,776      


LivePerson Inc
 $9,398 New Relic Inc
 $1,913,954 Confluent, Inc.
 $18,868,846 Amplitude, Inc.
 $0 LivePerson Inc
 $9,398 New Relic Inc
 $1,913,954 Confluent, Inc.
 $18,868,846 Amplitude, Inc.
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
     0.0%
 -15.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            LivePerson Inc LPSN EVP, Global Sales & Ma... 2013-05-17 15,000 2013-05-17 0    Premium*  
            New Relic Inc NEWR Chief Revenue Officer 2019-08-19 22,002 2018-04-16 0    Premium*  
            Confluent, Inc. CFLT 2024-06-12 697,039 2024-06-12 292,707    Premium*  
            Amplitude, Inc. AMPL 2024-06-11 118,894 2023-05-01 0    Premium*  
* Premium Members only  

Records found :    106         Free Registration Required For Full Results.    Limit: 25

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  Page 5 of 5
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-09 4 AS $31.00 $1,975,599 D/D (63,729) 706,715 0 %
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-29 4 A $0.00 $0 D/D 63,729 760,768 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-06-06 4 A $0.00 $0 D/D 63,729 760,768 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-03-01 4 A $0.00 $0 D/D 63,729 770,444 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-03-08 4 A $0.00 $0 D/D 63,729 770,444 0 -
CFLT Confluent, Inc. PRESIDENT, FIELD OPERATIONS   •       –      –    2024-05-09 4 A $0.00 $0 D/D 63,729 770,444 0 -

  106  Records found
  1   2   3   4   5     
  Page 5 of 5  
 
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