Insider · CIK 0001892823

Marshall Jolene Lau

Reports to the SEC for 1 company · BELLEVUE, WA

sec.gov

Transactions

Companies

Filings

CIK

0001892823

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2025-01-22	SMARTSHEET INCD Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−17.7K sh	$56.50	−$1M	0
2025-01-22	SMARTSHEET INCStock Option (right to buy Class A Common Stock)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−1,429 sh	—	—	0
2025-01-22	SMARTSHEET INCStock Option (right to buy Class A Common Stock)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−334 sh	—	—	0
2025-01-22	SMARTSHEET INCStock Option (right to buy Class A Common Stock)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−9,226 sh	—	—	0
2025-01-22	SMARTSHEET INCStock Option (right to buy Class A Common Stock)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−31.6K sh	—	—	0
2025-01-22	SMARTSHEET INCStock Option (right to buy Class A Common Stock)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−30K sh	—	—	0
2025-01-22	SMARTSHEET INCPerformance Stock Unit (PSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−5,021 sh	—	—	0
2025-01-22	SMARTSHEET INCPerformance Stock Unit (PSU) (Class A)A Award	Chief Legal Officer	AAward	+9,999 sh	—	—	9,999
2025-01-22	SMARTSHEET INCPerformance Stock Unit (PSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−9,999 sh	—	—	0
2025-01-22	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−466 sh	—	—	0
2025-01-22	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−6,409 sh	—	—	0
2025-01-22	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−12.9K sh	—	—	0
2025-01-22	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)D Disposition to Issuer	Chief Legal Officer	DDisposition to Issuer	−28.8K sh	—	—	0
2025-01-02	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−2,000 sh	$56.18	−$112K	17,739
2024-12-13	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−2,000 sh	$55.99	−$112K	19,739
2024-12-11	SMARTSHEET INCF Tax Payment	Chief Legal Officer	FTax Payment	−1,976 sh	$55.97	−$111K	21,739
2024-12-11	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+5,020 sh	—	—	23,715
2024-12-11	SMARTSHEET INCPerformance Stock Unit (PSU) (Class A)A Award	Chief Legal Officer	AAward	+10K sh	—	—	10,041
2024-12-11	SMARTSHEET INCPerformance Stock Unit (PSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−5,020 sh	—	—	5,021
2024-11-18	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+465 sh	—	—	10,423
2024-11-18	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+1,603 sh	—	—	12,026
2024-11-18	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+3,219 sh	—	—	15,245
2024-11-18	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+14.4K sh	—	—	29,652
2024-11-18	SMARTSHEET INCF Tax Payment	Chief Legal Officer	FTax Payment	−7,752 sh	$55.86	−$433K	21,900
2024-11-18	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−465 sh	—	—	466
2024-11-18	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−1,603 sh	—	—	6,409
2024-11-18	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−3,219 sh	—	—	12,874
2024-11-18	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−14.4K sh	—	—	28,817
2024-11-15	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−3,205 sh	$55.92	−$179K	18,695
2024-10-01	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−3,571 sh	$55.37	−$198K	9,958
2024-09-13	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−3,571 sh	$50.59	−$181K	13,529
2024-08-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+465 sh	—	—	17,032
2024-08-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+1,602 sh	—	—	18,634
2024-08-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+3,218 sh	—	—	22,385
2024-08-15	SMARTSHEET INCF Tax Payment	Chief Legal Officer	FTax Payment	−1,544 sh	$47.72	−$73.7K	20,841
2024-08-15	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−3,741 sh	$48.18	−$180K	17,100
2024-08-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−465 sh	—	—	931
2024-08-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−1,602 sh	—	—	8,012
2024-08-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−3,218 sh	—	—	16,093
2024-07-05	SMARTSHEET INCS Sale	Chief Legal Officer	SSale	−3,994 sh	$43.11	−$172K	16,567
2024-05-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+463 sh	—	—	17,030
2024-05-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+1,602 sh	—	—	18,632
2024-05-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+3,218 sh	—	—	21,850
2024-05-15	SMARTSHEET INCF Tax Payment	Chief Legal Officer	FTax Payment	−1,289 sh	$40.87	−$52.7K	20,561
2024-05-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−463 sh	—	—	1,396
2024-05-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−1,602 sh	—	—	9,614
2024-05-15	SMARTSHEET INCRestricted Stock Units (RSU) (Class A)M Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	−3,218 sh	—	—	19,311
2024-02-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+716 sh	—	—	12,845
2024-02-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+465 sh	—	—	13,310
2024-02-15	SMARTSHEET INCM Exercise/Conversion	Chief Legal Officer	MExercise/Conversion	+1,602 sh	—	—	14,912

Recent filings

Accepted (ET)
Jan 244
Marshall Jolene Lau0001415889-25-002040
SEC(opens sec.gov)
Jan 34
Marshall Jolene Lau0001892823-25-000002
SEC(opens sec.gov)
Dec 174
Marshall Jolene Lau0001366561-24-000238
SEC(opens sec.gov)
Dec 134
Marshall Jolene Lau0001366561-24-000232
SEC(opens sec.gov)
Nov 194
Marshall Jolene Lau0001366561-24-000210
SEC(opens sec.gov)

Companies

SMARTSHEET INCChief Legal Officer

Address

C/O SMARTSHEET INC. 500 108TH AVENUE NE #200

BELLEVUE, WA, 98004