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Insider · CIK 0001892823

Jolene Lau Marshall

officer

Files at SMAR (SMARTSHEET INC). First filing Nov 17, 2023, latest Dec 17, 2024.

In brief

Jolene Lau Marshall files SEC Form 4 as officer at SMAR (SMARTSHEET INC). Since Nov 17, 2023, Jolene Lau Marshall has reported 0 open-market buys worth $0 and 4 open-market sells worth $482k, the latest filed on Dec 17, 2024.

A track record needs three past buys with six months of prices behind them; Jolene Lau Marshall has 0, so none is measured yet.

The newest scored trade: sold $112k of SMAR on Dec 13, 2024, filed Dec 17, 2024, scored 13 (weak), under a 10b5-1 plan.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 4
$0 bought, $482k sold

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
13Weak
SMARsell 210b5-1
SMARTSHEET INC
$112k
2,000 shares
-9%-
5Weak
SMARsell 210b5-1
SMARTSHEET INC
$179k
3,205 shares
-15%-
25Weak
SMARsell 310b5-1
SMARTSHEET INC
$103k
2,247 shares
-12%-
2Weak
SMARsell 210b5-1
SMARTSHEET INC
$88k
2,102 shares
-12%-

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Jan 2, 2025 SMAR
SMARTSHEET INC
2,000
0.00% of outstanding
$112kJan 2, 2025$291k
Dec 13, 2024 SMAR
SMARTSHEET INC
2,000
0.00% of outstanding
$112kDec 13, 2024$558k
Nov 15, 2024 SMAR
SMARTSHEET INC
3,205
0.00% of outstanding
$179kNov 15, 2024$559k
Dec 14, 2023 SMAR
SMARTSHEET INC
2,247
0.00% of outstanding
$103kDec 14, 2023$223k
Nov 16, 2023 SMAR
SMARTSHEET INC
2,102
0.00% of outstanding
$88kNov 16, 2023$136k

Transactions

Every row this insider has filed, 31 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Dec 13, 2024SMAR
SMARTSHEET INC
SOpen-market sale
Class A Common Stock10b5-1
-2,000$55.99$112k19,739Dec 17, 2024
Dec 11, 2024SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock
+5,020--23,715Dec 13, 2024
Dec 11, 2024SMAR
SMARTSHEET INC
FTax withholding
Class A Common Stock
-1,976$55.97$111k21,739Dec 13, 2024
Dec 11, 2024SMAR
SMARTSHEET INC
AGrant or award
Performance Stock Unit (PSU) (Class A)derivative
+10,041$0.00$010,041Dec 13, 2024
Dec 11, 2024SMAR
SMARTSHEET INC
MOption exercise
Performance Stock Unit (PSU) (Class A)derivative
-5,020$0.00$05,021Dec 13, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+465--10,423Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+1,603--12,026Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+3,219--15,245Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+14,407--29,652Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
FTax withholding
Class A Common Stock10b5-1
-7,752$55.86$433k21,900Nov 19, 2024
Nov 15, 2024SMAR
SMARTSHEET INC
SOpen-market sale
Class A Common Stock10b5-1
-3,205$55.92$179k18,695Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-465$0.00$0466Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-1,603$0.00$06,409Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-3,219$0.00$012,874Nov 19, 2024
Nov 18, 2024SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-14,407$0.00$028,817Nov 19, 2024
Dec 14, 2023SMAR
SMARTSHEET INC
SOpen-market sale
Class A Common Stock10b5-1
-2,247$46.00$103k16,504Dec 18, 2023
Dec 12, 2023SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock
+6,436--21,284Dec 14, 2023
Dec 13, 2023SMAR
SMARTSHEET INC
FTax withholding
Class A Common Stock
-2,533$43.99$111k18,751Dec 14, 2023
Dec 12, 2023SMAR
SMARTSHEET INC
AGrant or award
Restricted Stock Units (RSU) (Class A)derivative
+43,224$0.00$043,224Dec 14, 2023
Dec 12, 2023SMAR
SMARTSHEET INC
AGrant or award
Performance Stock Unit (PSU) (Class A)derivative
+6,436$0.00$06,436Dec 14, 2023
Dec 12, 2023SMAR
SMARTSHEET INC
MOption exercise
Performance Stock Unit (PSU) (Class A)derivative
-6,436$0.00$00Dec 14, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+715--6,575Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+465--7,040Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+1,602--8,642Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Class A Common Stock10b5-1
+12,872--21,514Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
FTax withholding
Class A Common Stock10b5-1
-4,564$41.99$192k16,950Nov 17, 2023
Nov 16, 2023SMAR
SMARTSHEET INC
SOpen-market sale
Class A Common Stock10b5-1
-2,102$41.66$88k14,848Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-715$0.00$0716Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-465$0.00$02,324Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-1,602$0.00$012,818Nov 17, 2023
Nov 15, 2023SMAR
SMARTSHEET INC
MOption exercise
Restricted Stock Units (RSU) (Class A)derivative10b5-1
-12,872$0.00$025,747Nov 17, 2023

Questions about Jolene Lau Marshall

Answered from the filings on this page, as of the latest one.

Is Jolene Lau Marshall buying or selling?

Not in the last 12 months. Jolene Lau Marshall's latest open-market trade on SEC Form 4 was sold $112k of SMAR on Dec 13, 2024.

How did Jolene Lau Marshall's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Jolene Lau Marshall has 0.

Where does Jolene Lau Marshall file Form 4?

Jolene Lau Marshall has filed Form 4 at SMAR (SMARTSHEET INC) as Chief Legal Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Jolene Lau Marshall: insider trades and track record | InsiderTell