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Five9 CAO gifts 630 shares to family trusts

Five9’s Chief Accounting Officer transferred 630 shares as bona fide gifts to two trusts and now directly holds 51,787 shares.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Five9, Inc. (FIVN) reported that Leena Mansharamani, its Senior Vice President and Chief Accounting Officer, made a bona fide gift of 630 shares of Common Stock on September 15, 2026. The shares were transferred as gifts to two separate trusts, and she held 51,787 shares directly after the transaction. No Rule 10b5-1 trading plan is reported for this gift.

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Insider Mansharamani Leena
Role SVP, Chief Accounting Officer
Type Security Shares Price Value
Gift Common Stock F1 630 $0.00 $0.00
Holdings After Transaction: Common Stock — 51,787 shares (Direct)
Footnotes (1)
  1. F1. The Reporting Person transferred these securities in bona fide gifts to two separate trusts.
Shares gifted 630 shares Bona fide gift of Common Stock on September 15, 2026
Shares held after transaction 51,787 shares Directly owned by Leena Mansharamani following the September 15, 2026 gift
Number of gift transactions 1 transaction Reported on the Form 4 for September 15, 2026
Reported price per share $0.00 Bona fide gift of Five9 Common Stock
bona fide gift financial
"The Reporting Person transferred these securities in bona fide gifts to two separate trusts."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Common Stock financial
"The Reporting Person transferred these securities in bona fide gifts to two separate trusts."
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported for this gift."
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Five9 (FIVN) disclose for Leena Mansharamani?

The filing reports that Leena Mansharamani made a bona fide gift of 630 shares of Five9 Common Stock on September 15, 2026, transferring them to two separate trusts.

How many Five9 (FIVN) shares did the Chief Accounting Officer transfer?

Leena Mansharamani transferred 630 shares of Five9 Common Stock as bona fide gifts to two separate trusts on September 15, 2026.

How many Five9 (FIVN) shares does Leena Mansharamani hold after the reported gift?

After the reported gift transaction, Leena Mansharamani directly holds 51,787 shares of Five9 Common Stock.

Was the Five9 (FIVN) insider gift made under a Rule 10b5-1 trading plan?

No. The filing indicates that the transaction was not made pursuant to a Rule 10b5-1 trading plan.

Who received the gifted Five9 (FIVN) shares from the Chief Accounting Officer?

According to the footnote, the 630 shares were transferred in bona fide gifts to two separate trusts.

Did the Five9 (FIVN) Chief Accounting Officer sell any shares in this Form 4?

No. The reported transaction is a bona fide gift of 630 shares, not a market sale, and the reported price per share is zero.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Mansharamani Leena

(Last)(First)(Middle)
C/O FIVE9, INC.
3001 BISHOP DR., STE. #350

(Street)
SAN RAMON CALIFORNIA 94583

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Five9, Inc. [ FIVN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP, Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/15/2026G630(1)D$051,787D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The Reporting Person transferred these securities in bona fide gifts to two separate trusts.
Remarks:
/s/ Tiffany Meriweather, Attorney in Fact09/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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