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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Jun-24 7:03 PM View:  | Upwork, Inc (UPWK) | 10-Jun-24 | Gift | 47,039 | -- | -- | 2% 2.89M to 2.93M | |
| 11-Jun-24 7:03 PM View: | Upwork, Inc (UPWK) | 10-Jun-24 | Gift | 47,039 | -- | -- | (2%) 2.93M to 2.89M | |
| 11-Jun-24 7:03 PM View: | Upwork, Inc (UPWK) | 07-Jun-24 | Grant | 21,144 | -- | -- | < 1% 2.87M to 2.89M | |
| 22-Dec-23 7:00 PM View: | Upwork, Inc (UPWK) | 20-Dec-23 | Gift | 9,076 | -- | -- | < 1% 2.87M to 2.88M | |
| 22-Dec-23 7:00 PM View: | Upwork, Inc (UPWK) | 20-Dec-23 | Gift | 9,076 | -- | -- | (< 1%) 2.88M to 2.87M | |
| 13-Jun-23 6:29 PM View: | Upwork, Inc (UPWK) | 09-Jun-23 | Grant | 29,090 | -- | -- | 1% 2.84M to 2.87M | |
| 06-Jun-22 8:09 PM View: | Upwork, Inc (UPWK) | 02-Jun-22 | Grant | 13,222 | -- | -- | < 1% 2.82M to 2.84M | |
| 06-Jun-22 8:09 PM View: | Upwork, Inc (UPWK) | 11-Feb-22 | Gift | 1,840 | -- | -- | < 1% 2.82M to 2.83M | |
| 06-Jun-22 8:09 PM View: | Upwork, Inc (UPWK) | 11-Feb-22 | Gift | 1,840 | -- | -- | (< 1%) 2.83M to 2.82M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 04-Nov-21 | Gift | 14,792 | -- | -- | < 1% 3.08M to 3.1M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 04-Nov-21 | Gift | 14,792 | -- | -- | (< 1%) 3.1M to 3.08M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 04-Nov-21 | Gift | 14,792 | -- | -- | (< 1%) 3.08M to 3.07M | |
| 03-Jun-21 7:57 PM View: | Upwork, Inc (UPWK) | 01-Jun-21 | Grant | 5,385 | -- | -- | < 1% 2.83M to 2.84M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 23-Apr-21 | Gift | 392,062 | -- | -- | 11% 3.47M to 3.87M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 23-Apr-21 | Gift | 392,062 | -- | -- | (10%) 3.87M to 3.47M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 20-Apr-21 | Gift | 329,336 | -- | -- | 9% 3.47M to 3.8M | |
| 11-Feb-22 10:00 PM View: | Upwork, Inc (UPWK) | 20-Apr-21 | Gift | 329,336 | -- | -- | (9%) 3.8M to 3.47M | |
| 11-Aug-20 9:28 PM View: | Upwork, Inc (UPWK) | 11-Aug-20 | Market Purchase | 100,000 | $14.03 | $1,402,990.00 | 4% 2.73M to 2.83M | 170% |
| 11-Aug-20 9:28 PM View: | Upwork, Inc (UPWK) | 10-Aug-20 | Market Purchase | 221,900 | $14.95 | $3,317,490.00 | 9% 2.51M to 2.73M | 153% |
| 11-Aug-20 9:28 PM View: | Upwork, Inc (UPWK) | 07-Aug-20 | Market Purchase | 100,000 | $14.76 | $1,476,130.00 | 4% 2.29M to 2.39M | 156% |
| 11-Aug-20 9:28 PM View: | Upwork, Inc (UPWK) | 07-Aug-20 | Market Purchase | 125,944 | $14.79 | $1,862,620.00 | 5% 2.39M to 2.51M | 156% |
| 02-Jun-20 4:00 PM View: | Upwork, Inc (UPWK) | 01-Jun-20 | Grant | 15,974 | -- | -- | < 1% 9.27M to 9.28M | |
| 12-May-20 7:46 PM View: | Upwork, Inc (UPWK) | 11-May-20 | Market Purchase | 96,498 | $10.39 | $1,003,010.00 | 1% 9.07M to 9.17M | 264% |
| 12-May-20 7:46 PM View: | Upwork, Inc (UPWK) | 11-May-20 | Market Purchase | 96,498 | $10.39 | $1,003,010.00 | 1% 9.17M to 9.27M | 264% |
| 12-May-20 7:46 PM View: | Upwork, Inc (UPWK) | 08-May-20 | Market Purchase | 175,000 | $9.71 | $1,698,530.00 | 2% 8.72M to 8.9M | 289% |
| 12-May-20 7:46 PM View: | Upwork, Inc (UPWK) | 08-May-20 | Market Purchase | 175,000 | $9.71 | $1,698,530.00 | 2% 8.9M to 9.07M | 289% |
| 09-Mar-20 5:53 PM View: | Upwork, Inc (UPWK) | 05-Mar-20 | Market Purchase | 150,000 | $8.04 | $1,205,610.00 | 2% 8.57M to 8.72M | 370% |
| 12-Aug-19 4:17 PM View: | Upwork, Inc (UPWK) | 08-Aug-19 | Acquisition (other) | 124,495 | -- | -- | < 1% 15.01M to 15.13M | |
| 12-Aug-19 4:17 PM View: | Upwork, Inc (UPWK) | 08-Aug-19 | Disposition (other) | 4,063,170 | -- | -- | (27%) 15.13M to 11.07M | |
| 07-Jun-19 8:00 PM View: | Upwork, Inc (UPWK) | 05-Jun-19 | Grant | 11,314 | -- | -- | < 1% 14.99M to 15.01M | |
| 05-Oct-18 8:11 PM View: | Upwork, Inc (UPWK) | 05-Oct-18 | Conversion | 14,091,400 | -- | -- | 1577% 893.8K to 14.99M | |
| 05-Oct-18 8:01 PM View: | Upwork, Inc (UPWK) | 03-Oct-18 | Grant | 9,250 | -- | -- | 1% 893.83K to 903.08K | |
| 07-Feb-14 8:46 PM View: | Responsys Inc (MKTG) | 06-Feb-14 | Disposition Duplicate | 12,770 | $27.00 | $344,790.00 | (4%) 326.41K to 313.64K | < 1% |
| 07-Feb-14 8:46 PM View: | Responsys Inc (MKTG) | 06-Feb-14 | Option Exercise Duplicate | 12,770 | -- | -- | 4% 313.64K to 326.41K | |
| 07-Feb-14 8:46 PM View: | Responsys Inc (MKTG) | 06-Feb-14 | Disposition (change in control) | 171,664 | $27.00 | $4,634,930.00 | (55%) 313.64K to 141.98K | < 1% |
| 07-Feb-14 8:46 PM View: | Responsys Inc (MKTG) | 06-Feb-14 | Disposition (change in control) | 141,977 | $27.00 | $3,833,380.00 | (100%) 141.98K to 0 | < 1% |
| 08-Aug-13 7:12 PM View: | Responsys Inc (MKTG) | 06-Aug-13 | Acquisition (other) | 125,775 | -- | -- | 3% 3.91M to 4.03M | |
| 08-Aug-13 7:12 PM View: | Responsys Inc (MKTG) | 06-Aug-13 | Disposition (other) | 3,717,670 | -- | -- | (92%) 4.03M to 313.64K | |
| 31-May-13 5:42 PM View: | Responsys Inc (MKTG) | 30-May-13 | Option Exercise Duplicate | 12,090 | -- | -- | < 1% 3.89M to 3.91M | |
| 21-Aug-12 6:03 PM View: | Responsys Inc (MKTG) | 20-Aug-12 | Market Purchase | 25,000 | $9.80 | $244,880.00 | 17% 150.78K to 175.78K | 176% |
| 15-Mar-12 4:22 PM View: | Responsys Inc (MKTG) | 14-Mar-12 | Market Purchase | 25,000 | $10.16 | $253,993.00 | 20% 125.78K to 150.78K | 167% |
| 02-Mar-12 7:03 PM View: | Responsys Inc (MKTG) | 29-Feb-12 | Acquisition (other) | 125,776 | -- | -- | 2% 7.44M to 7.56M | |
| 02-Mar-12 7:03 PM View: | Responsys Inc (MKTG) | 29-Feb-12 | Disposition (other) | 3,717,680 | -- | -- | (49%) 7.56M to 3.84M | |
| 29-Apr-11 3:11 PM View: | Responsys Inc (MKTG) | 27-Apr-11 | Conversion Duplicate | 7,355,550 | -- | -- | 9218% 79.8K to 7.44M |