Haley Daniel P

CIK 1653709 · View on SEC EDGAR ↗

Insider

First SEC filing: June 22, 2021 · Latest: June 22, 2021

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 40 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

40 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Dec. 12, 2022 CXM S 456 $8.71 $3,972 100,544 Direct -0.45% Disposed -19.0% (price as of 2026-08-19)
Nov. 15, 2022 CXM S 10b5-1 40,000 $8.64 $345,600 100,000 Direct -28.57% Disposed -18.3% (price as of 2026-08-19)
Oct. 17, 2022 CXM S 10b5-1 40,000 $8.97 $358,800 100,000 Direct -28.57% Disposed -21.3% (price as of 2026-08-19)
Sept. 15, 2022 CXM S 10b5-1 40,481 $10.66 $431,527 100,000 Direct -28.82% Disposed -33.8% (price as of 2026-08-19)
Sept. 14, 2022 CXM S 519 $11.37 $5,901 100,481 Direct -0.51% Disposed -38.0% (price as of 2026-08-19)
Aug. 15, 2022 CXM S 10b5-1 62,000 $12.67 $785,540 100,000 Direct -38.27% Disposed -44.3% (price as of 2026-08-19)
Aug. 1, 2022 CXM S 10b5-1 702 $11.16 $7,834 100,000 Direct -0.70% Disposed -36.8% (price as of 2026-08-19)
June 21, 2022 CXM S 298 $10.18 $3,034 100,702 Direct -0.30% Disposed -30.7% (price as of 2026-08-19)
April 19, 2022 CXM S 10b5-1 2,763 $13.52 $37,356 100,000 Direct -2.69% Disposed -47.8% (price as of 2026-08-19)
April 13, 2022 CXM S 72,917 $13.85 $1,009,900 102,763 Direct -41.51% Disposed -49.1% (price as of 2026-08-19)
April 12, 2022 CXM S 1,237 $13.79 $17,058 102,763 Direct -1.19% Disposed -48.8% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 15, 2023 CXM Class B Common Stock Class A Common Stock (1,000) — — 1,000 Disposed
Dec. 9, 2022 CXM Class B Common Stock Class A Common Stock (1,000) — — 1,000 Disposed
Nov. 15, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Disposed
Nov. 15, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Acquired
Nov. 15, 2022 CXM Employee Stock Option (right to buy) Class B Common Stock (40,000) $4.25 Sept. 4, 2029 40,000 Disposed
Oct. 17, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Disposed
Oct. 17, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Acquired
Oct. 17, 2022 CXM Employee Stock Option (right to buy) Class B Common Stock (40,000) $4.25 Sept. 4, 2029 40,000 Disposed
Sept. 15, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Disposed
Sept. 15, 2022 CXM Class B Common Stock Class A Common Stock (40,000) — — 40,000 Acquired
Sept. 15, 2022 CXM Employee Stock Option (right to buy) Class B Common Stock (40,000) $4.25 Sept. 4, 2029 40,000 Disposed
Sept. 13, 2022 CXM Class B Common Stock Class A Common Stock (1,000) — — 1,000 Disposed
Aug. 15, 2022 CXM Class B Common Stock Class A Common Stock (62,000) — — 62,000 Disposed
Aug. 15, 2022 CXM Class B Common Stock Class A Common Stock (62,000) — — 62,000 Acquired
Aug. 15, 2022 CXM Employee Stock Option (right to buy) Class B Common Stock (62,000) $4.25 Sept. 4, 2029 62,000 Disposed
June 17, 2022 CXM Class B Common Stock Class A Common Stock (1,000) — — 1,000 Disposed
April 13, 2022 CXM Class B Common Stock Class A Common Stock (72,917) — — 72,917 Disposed
April 13, 2022 CXM Class B Common Stock Class A Common Stock (72,917) — — 72,917 Acquired
April 13, 2022 CXM Employee Stock Option (right to buy) Class B Common Stock (72,917) $4.25 Sept. 4, 2029 72,917 Disposed
April 11, 2022 CXM Class B Common Stock Class A Common Stock (4,000) — — 4,000 Disposed
June 25, 2021 CXM Class B Common Stock Class A Common Stock (148,291) — — 148,291 Acquired
June 25, 2021 CXM Employee Stock Option (right to buy) Common Stock [F1] (500,000) $4.25 Sept. 4, 2029 500,000 Disposed
June 25, 2021 CXM Employee Stock Option (right to buy) Class B Common Stock (500,000) $4.25 Sept. 4, 2029 500,000 Acquired
June 25, 2021 CXM Employee Stock Option (right to buy) Common Stock [F1] (275,000) $4.93 March 11, 2030 275,000 Disposed
June 25, 2021 CXM Employee Stock Option (right to buy) Class B Common Stock (275,000) $4.93 March 11, 2030 275,000 Acquired
June 25, 2021 CXM Employee Stock Option (right to buy) Common Stock [F1] (200,000) $7.68 Jan. 28, 2031 200,000 Disposed
June 25, 2021 CXM Employee Stock Option (right to buy) Class B Common Stock (200,000) $7.68 Jan. 28, 2031 200,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 4 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
June 22, 2021 CXM Common Stock 8,291 Direct
June 22, 2021 CXM Employee Stock Option (right to buy)→ Common Stock — Direct
June 22, 2021 CXM Employee Stock Option (right to buy)→ Common Stock — Direct
June 22, 2021 CXM Employee Stock Option (right to buy)→ Common Stock — Direct