Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FORRESTER RESEARCH, INC. | 27,305 | reported | 12 May 2026 | tx 4+26,305 |
| EngageSmart, Inc. | 0 | reported | 26 Jan 2024 | tx 97+1,069,724−4,961,630 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | FORRESTER RESEARCH, INC. | 8,000 | 0.00 USD | |
| 02 Jun 2025 | GRANT_AWARD | FORRESTER RESEARCH, INC. | 8,000 | 0.00 USD | |
| 28 Feb 2025 | GRANT_AWARD | FORRESTER RESEARCH, INC. | 4,000 | 10.99 USD | |
| 01 Aug 2024 | GRANT_AWARD | FORRESTER RESEARCH, INC. | 6,305 | 0.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 809,877 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 859,710 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 1,332,000 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 249,352 | — | deriv |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 427,911 | — | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 19,377 | 0.00 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 5,938 | 22.90 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 833 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,404 | 0.00 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 2,404 | 0.00 USD | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 19,377 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 19,377 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,067 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 2,404 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 8,594 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 19,377 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 2,404 | 0.00 USD | deriv |
| 05 Jul 2023 | SALE | EngageSmart, Inc. | 28,000 | 18.53 USD | anomaly |
| 05 Jul 2023 | SALE | EngageSmart, Inc. | 28,000 | 18.53 USD | anomaly |
| 05 Jul 2023 | SALE | EngageSmart, Inc. | 28,000 | 18.53 USD | anomaly |
| 12 Jul 2023 | EXERCISE | EngageSmart, Inc. | 22,089 | 5.67 USD |