Home/Filings/4/0001104659-16-140498
4//SEC Filing

Marketo, Inc. 4

Accession 0001104659-16-140498

CIK 0001490660operating

Filed

Aug 17, 8:00 PM ET

Accepted

Aug 18, 4:59 PM ET

Size

17.4 KB

Accession

0001104659-16-140498

Insider Transaction Report

Form 4
Period: 2016-08-10
Holmes Jason L
SVP, Client Services
Transactions
  • Disposition from Tender

    Common Stock

    2016-08-1664,4320 total
  • Disposition to Issuer

    Performance Shares

    2016-08-1628,0750 total
    Exercise: $0.00Exp: 2018-12-31Common Stock (28,075 underlying)
  • Gift

    Common Stock

    2016-08-101,25064,432 total
  • Disposition to Issuer

    Non-Qualified Stock Option (right to buy)

    2016-08-1622,5000 total
    Exercise: $7.42Exp: 2023-02-06Common Stock (22,500 underlying)
  • Disposition to Issuer

    Performance Shares

    2016-08-1629,0840 total
    Exercise: $0.00Exp: 2017-12-31Common Stock (29,084 underlying)
  • Disposition to Issuer

    Performance Shares

    2016-08-1610,2350 total
    Exercise: $0.00Exp: 2018-12-31Common Stock (10,235 underlying)
Footnotes (6)
  • [F1]Certain of these securities were restricted stock units ("RSUs") that represented the Reporting Person's right to receive shares of Common Stock of the Issuer. The RSUs were cancelled pursuant to that certain Agreement and Plan of Merger, dated May 27, 2016, between the Issuer, Milestone Holdco, LLC and Milestone Merger Sub, Inc. (the "Merger Agreement"), in exchange for a cash payment of $35.25 per share.
  • [F2]Disposed of pursuant to the Merger Agreement, in exchange for a cash payment of $35.25 per share.
  • [F3]The option, originally for 60,000 shares and of which 37,500 shares have been exercised, which provided for vesting as to one twenty-fourth of the shares on March 7, 2015 and each month thereafter, was cancelled pursuant to the Merger Agreement, in exchange for a cash payment equal to (x) the difference between $35.25 and the per share exercise price of the option, multiplied by (y) the number of disposed option shares.
  • [F4]Market stock units ("MSUs") are performance share awards that are subject to achievement over three performance periods based on the performance of the Issuer's stock price compared to the performance of the NASDAQ Composite Index over the same periods. Pursuant to the change in control provisions set forth in the Performance Share Agreement evidencing the MSUs, the number of shares subject to the MSUs increased from 24,354, as set forth in the Reporting Person's Form 4 filed February 18, 2016, to 29,084 shares. The MSUs were cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $35.25 per share.
  • [F5]MSUs are performance share awards that are subject to achievement over three performance periods based on the performance of the Issuer's stock price compared to the performance of the NASDAQ Composite Index over the same periods. Pursuant to the change in control provisions set forth in the Performance Share Agreement evidencing the MSUs, the number of shares subject to the MSUs increased from 19,200, as set forth in the Reporting Person's Form 4 filed February 18, 2016, to 28,075 shares. The MSUs were cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $35.25 per share.
  • [F6]MSUs are performance share awards that are subject to achievement over three performance periods based on the performance of the Issuer's stock price compared to the performance of the NASDAQ Composite Index over the same periods. Pursuant to the change in control provisions set forth in the Performance Share Agreement evidencing the MSUs, the number of shares subject to the MSUs increased from 7,000, as set forth in the Reporting Person's Form 4 filed March 9, 2016, to 10,235 shares. The MSUs were cancelled pursuant to the Merger Agreement, in exchange for a cash payment of $35.25 per share.

Documents

1 file

Issuer

Marketo, Inc.

CIK 0001490660

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001490660

Filing Metadata

Form type
4
Filed
Aug 17, 8:00 PM ET
Accepted
Aug 18, 4:59 PM ET
Size
17.4 KB