David Barter - 08 Nov 2023 Form 4 Insider Report for NEW RELIC, INC.

Reporting relationship: CHIEF FINANCIAL OFFICER
Issuer ticker: N/A
Reported as of: 08 Nov 2023
Net transaction value: $0
SEC form: 4
Accepted by SEC: 13 Nov 2023, 06:07:51 UTC
Prior SEC filing: 17 Aug 2023
Next SEC filing: 18 Mar 2026
Source filing: View source filing
Reporting owner signature: David Barter, by /s/ Lauren Walz, Attorney-in-Fact

Key filing fact

David Barter filed Form 4 for NEW RELIC, INC. on 13 Nov 2023.

Key facts

This page summarizes David Barter's Form 4 filing for NEW RELIC, INC..
6 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 13 Nov 2023, 06:07.

Change

Previous filing in this sequence was filed on 17 Aug 2023.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

NEWR transaction

COMMON STOCK

Options Exercise

Transaction value
Shares: +74,234
Change %: +307%
Price
Shares after: 98,392
Date: 08 Nov 2023
Ownership: Direct
Footnotes: F1

NEWR transaction

COMMON STOCK

Options Exercise

Transaction value
Shares: +183,872
Change %: +187%
Price
Shares after: 282,264
Date: 08 Nov 2023
Ownership: Direct
Footnotes: F2

NEWR transaction

COMMON STOCK

Disposed to Issuer

Transaction value
Shares: -282,264
Change %: -100%
Price
Shares after: 0
Date: 08 Nov 2023
Ownership: Direct
Footnotes: F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

NEWR transaction Derivative

Restricted Stock Units (RSUs)

Options Exercise

Transaction value
Shares: -39,787
Change %: -100%
Price
Shares after: 0
Date: 08 Nov 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 39,787
Exercise price
Footnotes: F1

NEWR transaction Derivative

Restricted Stock Units (RSUs)

Options Exercise

Transaction value
Shares: -34,447
Change %: -100%
Price
Shares after: 0
Date: 08 Nov 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 34,447
Exercise price
Footnotes: F1

NEWR transaction Derivative

Performance Stock Units (PSUs)

Options Exercise

Transaction value
Shares: -183,872
Change %: -100%
Price
Shares after: 0
Date: 08 Nov 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 183,872
Exercise price
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

David Barter is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 3 footnotes

Footnote F1

On November 8, 2023, pursuant to the Agreement and Plan of Merger, dated as of July 30, 2023, (the "Merger Agreement"), by and among Crewline Buyer, Inc., a Delaware corporation ("Parent"), Crewline Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and New Relic, Inc. ("Issuer"), Merger Sub merged with and into Issuer and the separate corporate existence of Merger Sub ceased, with Issuer continuing as the surviving corporation (the "Merger") and a wholly owned subsidiary of Parent, and each outstanding restricted stock unit held by the Reporting Person was converted into the right to receive $87.00 in cash (the "Merger Consideration"), subject to any continued vesting conditions in accordance with the terms of the Merger Agreement.

Footnote F2

Pursuant to the Merger Agreement, each outstanding vested performance stock unit held by the Reporting Person at the closing of the Merger was cancelled and converted into the right to receive the Merger Consideration.

Footnote F3

Pursuant to the Merger Agreement, each outstanding share of common stock held by the Reporting Person was cancelled and converted into the right to receive the Merger Consideration.