| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OneStream, Inc. | Director | Common Units | 486K | $15.1M | $31.00 | Nov 25, 2024 | Indirect |
| Five9, Inc. | Chief Executive Officer | Common Stock | 368K | $9.45M | $25.72 | Sep 4, 2025 | Direct |
| Five9, Inc. | Chief Executive Officer | Common Stock | 133K | $3.55M | $26.69 | Sep 4, 2025 | By Trust |
| OneStream, Inc. | Director | Class A Common Stock | 7.13K | $152K | $21.29 | May 21, 2025 | Direct |
| OneStream, Inc. | Director | Class D Common Stock | 0 | $0 | $31.00 | Nov 25, 2024 | Indirect |
| VOCERA COMMUNICATIONS, INC. | Director | Common Stock | 0 | $78.98 | Feb 23, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FIVN | Five9, Inc. | Sep 4, 2025 | 1 | -$474K | 4 | Sep 8, 2025 | Chief Executive Officer |
| FIVN | Five9, Inc. | Jun 3, 2025 | 3 | -$497K | 4 | Jun 5, 2025 | Chief Executive Officer |
| OS | OneStream, Inc. | May 21, 2025 | 1 | $0 | 4 | May 22, 2025 | Director |
| FIVN | Five9, Inc. | Mar 3, 2025 | 2 | -$449K | 4 | Mar 5, 2025 | Chief Executive Officer |
| FIVN | Five9, Inc. | Feb 25, 2025 | 1 | $0 | 4 | Feb 27, 2025 | Chief Executive Officer |
| FIVN | Five9, Inc. | Dec 3, 2024 | 1 | -$521K | 4 | Dec 5, 2024 | Chief Executive Officer |
| OS | OneStream, Inc. | Nov 25, 2024 | 5 | -$296K | 4 | Nov 27, 2024 | Director |
| OS | OneStream, Inc. | Nov 14, 2024 | 5 | -$1.97M | 4 | Nov 18, 2024 | Director |
| FIVN | Five9, Inc. | Sep 4, 2024 | 1 | -$381K | 4 | Sep 6, 2024 | Chief Executive Officer |
| OS | OneStream, Inc. | Jul 24, 2024 | 0 | $0 | 3 | Jul 24, 2024 | Director |
| FIVN | Five9, Inc. | Jun 4, 2024 | 1 | -$573K | 4 | Jun 6, 2024 | Chief Executive Officer |
| FIVN | Five9, Inc. | Mar 4, 2024 | 4 | -$2.72M | 4 | Mar 6, 2024 | Chief Executive Officer |
| FIVN | Five9, Inc. | Feb 26, 2024 | 1 | $0 | 4 | Feb 28, 2024 | Chief Executive Officer |
| FIVN | Five9, Inc. | Dec 4, 2023 | 6 | -$783K | 4 | Dec 6, 2023 | Chief Executive Officer |
| FIVN | Five9, Inc. | Sep 5, 2023 | 1 | -$691K | 4 | Sep 7, 2023 | Chief Executive Officer |
| FIVN | Five9, Inc. | Jun 29, 2023 | 4 | -$3.78M | 4 | Jun 30, 2023 | Chief Executive Officer |
| FIVN | Five9, Inc. | Jun 14, 2023 | 5 | -$7.03M | 4 | Jun 16, 2023 | Chief Executive Officer |
| FIVN | Five9, Inc. | Dec 12, 2022 | 1 | $0 | 4 | Dec 13, 2022 | Chief Executive Officer |
| FIVN | Five9, Inc. | May 18, 2022 | 1 | $0 | 4 | May 20, 2022 | Director |
| VCRA | VOCERA COMMUNICATIONS, INC. | Feb 23, 2022 | 1 | $0 | 4 | Feb 23, 2022 | Director |
| VCRA | VOCERA COMMUNICATIONS, INC. | Jul 1, 2021 | 1 | $0 | 4 | Jul 2, 2021 | Director |
| FIVN | Five9, Inc. | May 12, 2021 | 1 | $0 | 4 | May 13, 2021 | Director |