Home > Insider Trading > Filing (0000899243-19-020165)

Filing Details

Accession Number:: 0000899243-19-020165
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2019-07-23 20:37:56
Reporting Period:: 2019-07-23

Accepted Time:: 2019-07-23 20:37:56
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1540184	Medallia Inc.	MDLA	Services-Computer Programming, Data Processing, Etc. (7370)	000000000

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1782198	E Amy Pressman	C/O Medallia, Inc. 575 Market Street, Suite 1850 San Francisco CA 94105		Yes	No	Yes	No
1782199	Borge Hald	C/O Medallia, Inc. 575 Market Street, Suite 1850 San Francisco CA 94105		Yes	No	Yes	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2019-07-23	4,121,755	$0.00	4,321,755	No	4	C	Direct
Class A Common Stock	Disposition	2019-07-23	4,321,755	$0.00	0	No	4	J	Direct
Common Stock	Acquisiton	2019-07-23	4,321,755	$0.00	4,321,755	No	4	J	Direct
Common Stock	Disposition	2019-07-23	882,500	$19.53	3,439,255	No	4	S	Direct
Class A Common Stock	Acquisiton	2019-07-23	4,186,599	$0.00	4,413,782	No	4	C	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	4,413,782	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	4,413,782	$0.00	4,413,782	No	4	J	Indirect	See footnote
Common Stock	Disposition	2019-07-23	882,500	$19.53	3,531,282	No	4	S	Indirect	See footnote
Class A Common Stock	Acquisiton	2019-07-23	22,254	$0.00	465,734	No	4	C	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	465,734	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	465,734	$0.00	465,734	No	4	J	Indirect	See footnote
Class A Common Stock	Acquisiton	2019-07-23	1,421,809	$0.00	1,865,289	No	4	C	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	1,865,289	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	1,865,289	$0.00	1,865,289	No	4	J	Indirect	See footnote
Class A Common Stock	Acquisiton	2019-07-23	22,254	$0.00	465,734	No	4	C	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	465,734	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	465,734	$0.00	465,734	No	4	J	Indirect	See footnote
Class A Common Stock	Acquisiton	2019-07-23	1,171,809	$0.00	1,615,289	No	4	C	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	1,615,289	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	1,615,289	$0.00	1,615,289	No	4	J	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	157,973	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	157,973	$0.00	157,973	No	4	J	Indirect	See footnote
Class A Common Stock	Acquisiton	2019-07-23	1,056,520	$0.00	1,500,000	No	4	J	Indirect	See footnote
Class A Common Stock	Disposition	2019-07-23	1,500,000	$0.00	0	No	4	J	Indirect	See footnote
Common Stock	Acquisiton	2019-07-23	1,500,000	$0.00	1,500,000	No	4	J	Indirect	See footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	C	Direct
No	4	J	Direct
No	4	J	Direct
No	4	S	Direct
No	4	C	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	S	Indirect	See footnote
No	4	C	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	C	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	C	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	C	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote
No	4	J	Indirect	See footnote

Reported Derivative Transactions

Show Other Fields >>

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	Class B Common Stock	Disposition	2019-07-23	1,500	$0.00	1,500	$0.00
Class A Common Stock	Class B Common Stock	Disposition	2019-07-23	1,500	$0.00	1,500	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	4,120,255	$0.00	4,120,255	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	4,185,099	$0.00	4,185,099	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	22,254	$0.00	22,254	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	1,421,809	$0.00	1,421,809	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	22,254	$0.00	22,254	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	1,171,809	$0.00	1,171,809	$0.00
Class A Common Stock	Series A Convertible Preferred Stock	Disposition	2019-07-23	1,056,520	$0.00	1,056,520	$0.00
Class A Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$2.36
Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$2.36
Class A Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	1,300,000	$0.00	1,300,000	$5.69
Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	1,300,000	$0.00	1,300,000	$5.69
Class A Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$2.36
Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$2.36
Class A Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$5.69
Common Stock	Stock Option (right to buy)	Disposition	2019-07-23	600,000	$0.00	600,000	$5.69

Remaning Holdings	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
0		No	4	C	Direct
0		No	4	C	Indirect
0		No	4	C	Direct
0		No	4	C	Indirect
0		No	4	C	Indirect
0		No	4	C	Indirect
0		No	4	C	Indirect
0		No	4	C	Indirect
0		No	4	C	Indirect
0	2025-06-03	No	4	J	Direct
600,000	2025-06-03	No	4	J	Direct
0	2027-03-17	No	4	J	Direct
1,300,000	2027-03-17	No	4	J	Direct
0	2025-06-03	No	4	J	Indirect
600,000	2025-06-03	No	4	J	Indirect
0	2027-03-17	No	4	J	Indirect
600,000	2027-03-17	No	4	J	Indirect

Footnotes

Each share of Class B Common Stock automatically converted into Class A Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date.
Each share of Series A Convertible Preferred Stock automatically converted into Class A Common Stock on a 1:1 basis immediately prior to the closing of the Issuer's initial public offering of Common Stock and had no expiration date.
Each share of Class A Common Stock was reclassified in an exempt transaction pursuant to Rule 16b-7 into one share of Common Stock immediately prior to the completion of the Issuer's initial public offering of Common Stock and following the conversion of each series of the Issuer's Convertible Preferred Stock and the Issuer's Series B Common Stock into Series A Common Stock.
The shares are held of record by Ms. Pressman. The reporting persons are husband and wife.
The shares are held of record by the Borge Hald 2011 Irrevocable Remainder Trust for which Mr. Hald serves as trustee.
The shares are held of record by the Borge Hald 2014 Irrevocable Descendant's Trust for which Mr. Hald serves as trustee.
The shares are held of record by the Amy Hald 2011 Irrevocable Remainder Trust for which Ms. Pressman serves as trustee.
The shares are held of record by the Amy Hald 2014 Irrevocable Descendant's Trust for which Ms. Pressman serves as trustee.
The shares are held of record by the Amy Hald Irrevocable Remainder Trust for which Ms. Pressman serves as trustee.
The shares are held of record by The Hald 2011 Irrevocable Children's Trust for which Mr. Hald and Ms. Pressman serve as co-trustees.
The shares subject to the option are fully vested and immediately exercisable.
The shares subject to the option vest in 48 equal monthly installments beginning on May 1, 2017. Upon completion of the Issuer's initial public offering of Common Stock, the vesting of the option accelerated in full.