Robert Bernshteyn

CIK 1436655 · Chief Executive Officer · last filed 2026-09-17

Robert Bernshteyn is a Chief Executive Officer who has filed 97 SEC Form 4 insider transactions across 5 companies since 2008. The most recent filing, for PTC, was dated Sep 17, 2026. Across all open-market trades the lifetime net is −$441.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $848.9K across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Disclosed Exposure

$848.9K

Companies

Total Filings

Lifetime Open-Market Net

-$441.89M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

Filer Profile

Reported Address

C/O SUCCESSFACTORS, INC., 1500 FASHION
ISLAND BLVD., SUITE 300
SAN MATEO, CA 94404

Formerly Known As

BERNSHTYEN ROBERT (2008–2008)

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
PTC	Director	4,382	$193.73	$848.9K	$0	5	2026-09-17
OKTA	Director	—	$220.21	—	$0	2	2026-06-22
Coupa Software Inc (COUP) Delisted	Chief Executive Officer	0	$80.97	$0	-$441.49M	77	2023-02-28
Medallia, Inc. (MDLA) Delisted	Director	33,906	$33.99	$1.15M	$0	6	2021-10-25
SuccessFactors, Inc. (SFSF) Delisted	VP, Global Product Mktg & Mgmt	41,498	—	—	-$401.8K	6	2008-12-09

Recent Filings

97 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-09-17	PTC	Exer (M)	+1,117	$0	EDGAR
2026-06-22	OKTA	Grant (A)	—	$0	EDGAR
2026-02-12	PTC	Mixed	+1,500	$0	EDGAR
2025-12-22	OKTA	Grant (A)	—	$0	EDGAR
2025-09-16	PTC	Exer (M)	+1,117	$0	EDGAR
2025-02-13	PTC	Mixed	+648	$0	EDGAR
2024-09-11	PTC	Grant (A)	—	$0	EDGAR
2023-02-28	Coupa Software Inc (COUP) Delisted	Disp (D)	−259,300	$0	EDGAR
2022-12-22	Coupa Software Inc (COUP) Delisted	Mixed	+6,655	-$634.5K	EDGAR
2022-09-22	Coupa Software Inc (COUP) Delisted	Mixed	+6,654	-$534.5K	EDGAR

Showing 1–10 of 97

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.