Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SuccessFactors, Inc. | 34,582 | reported | 08 Dec 2008 | tx 10+13,832−55,328 |
| Okta, Inc. | 5,876 | reported | 19 Dec 2025 | tx 1+5,876 |
| Coupa Software Inc | 0 | reported | 28 Feb 2023 | tx 616+4,995,388−8,828,766 |
| PTC INC. | 0 | reported | 11 Feb 2026 | tx 10+10,850−1,765 |
| Medallia, Inc. | 0 | reported | 29 Oct 2021 | tx 9+33,906−51,303 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | EXERCISE | PTC INC. | 1,500 | 0.00 USD | |
| 11 Feb 2026 | EXERCISE | PTC INC. | 1,500 | 0.00 USD | deriv |
| 11 Feb 2026 | GRANT_AWARD | PTC INC. | 1,703 | 0.00 USD | deriv |
| 19 Dec 2025 | GRANT_AWARD | Okta, Inc. | 5,876 | 0.00 USD | deriv |
| 15 Sept 2025 | EXERCISE | PTC INC. | 1,117 | 0.00 USD | |
| 15 Sept 2025 | EXERCISE | PTC INC. | 1,117 | 0.00 USD | deriv |
| 12 Feb 2025 | EXERCISE | PTC INC. | 648 | 0.00 USD | |
| 12 Feb 2025 | EXERCISE | PTC INC. | 648 | 0.00 USD | deriv |
| 12 Feb 2025 | GRANT_AWARD | PTC INC. | 1,500 | 0.00 USD | deriv |
| 09 Sept 2024 | GRANT_AWARD | PTC INC. | 2,234 | 0.00 USD | deriv |
| 09 Sept 2024 | GRANT_AWARD | PTC INC. | 648 | 0.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 259,300 | — | |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 163,238 | 67.96 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 158,462 | 57.30 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 585,000 | 0.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 91,000 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 40,584 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 49,406 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 390,000 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 73,938 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 14,926 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 13,259 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 4,731 | 81.00 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 334,742 | 32.53 USD | deriv |
| 28 Feb 2023 | OTHER | Coupa Software Inc | 50,621 | 67.96 USD | deriv |