Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Fastly, Inc. | 96,066 | reported | 11 Jun 2025 | tx 7+96,066 |
| HP INC | 67,051 | reported | 22 Apr 2024 | tx 18+130,837−39,296 |
| Stride, Inc. | 42,201 | reported | 04 Dec 2025 | tx 10+48,162 |
| Oportun Financial Corp | 31,425 | reported | 14 Jun 2022 | tx 10+49,606−39,217 |
| Walmart Inc. | 29,766.46 | reported | 05 Jun 2015 | tx 12+27,818.91 |
| BILL Holdings, Inc. | 3,639 | reported | 11 Dec 2025 | tx 17+24,053−10,207 |
| PACIFICARE HEALTH SYSTEMS INC /DE/ | 1,667 | reported | 01 Jul 2004 | tx 2+8,003 |
| UNIONBANCAL CORP | 0 | reported | 04 Nov 2008 | tx 6+3,927−4,889.07 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Dec 2025 | GRANT_AWARD | BILL Holdings, Inc. | 3,639 | 0.00 USD | deriv |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | — | |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 04 Dec 2025 | GRANT_AWARD | Stride, Inc. | 4,097 | 0.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | Fastly, Inc. | 24,906 | 0.00 USD | |
| 02 May 2025 | EXERCISE | BILL Holdings, Inc. | 1,165 | — | |
| 02 May 2025 | EXERCISE | BILL Holdings, Inc. | 1,165 | 0.00 USD | deriv |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | — | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | Stride, Inc. | 2,262 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | Fastly, Inc. | 26,666 | 0.00 USD | |
| 02 May 2024 | EXERCISE | BILL Holdings, Inc. | 1,166 | — | |
| 02 May 2024 | EXERCISE | BILL Holdings, Inc. | 1,166 | 0.00 USD | deriv |
| 22 Apr 2024 | GRANT_AWARD | HP INC | 7,943 | 0.00 USD | |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | — | |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 1,733 | 0.00 USD | deriv |
| 07 Dec 2023 | GRANT_AWARD | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 07 Dec 2023 | GRANT_AWARD | Stride, Inc. | 3,324 | 0.00 USD | |
| 14 Jun 2023 | GRANT_AWARD | Fastly, Inc. | 11,080 | 0.00 USD | |
| 02 May 2023 | EXERCISE | BILL Holdings, Inc. | 1,165 | — | |
| 02 May 2023 | EXERCISE | BILL Holdings, Inc. | 1,165 | 0.00 USD | deriv |
| 24 Apr 2023 | GRANT_AWARD | HP INC | 7,466 | 0.00 USD | |
| 09 Dec 2022 | GRANT_AWARD | Stride, Inc. | 6,171 | 0.00 USD | |
| 08 Dec 2022 | GRANT_AWARD | BILL Holdings, Inc. | 1,733 | 0.00 USD | deriv |