Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Holicity Inc. | 1,323,583 | reported | 16 Aug 2022 | tx 10+3,904,853−307,852 |
| Merlin, Inc. | 37,500 | reported | 20 May 2026 | tx 1+37,500 |
| CALIX, INC | 35,719 | reported | 01 Mar 2011 | tx 6−106,500 |
| ASURE SOFTWARE INC | 30,000 | reported | 30 Jun 2020 | tx 14+317,500−152,347 |
| Arista Networks, Inc. | 2,983 | reported | 08 Apr 2015 | tx 28+115,000−190,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Merlin, Inc. | 37,500 | — | |
| 16 Aug 2022 | TAX_WITHHOLDING | Holicity Inc. | 6,613 | 1.37 USD | |
| 16 Aug 2022 | TAX_WITHHOLDING | Holicity Inc. | 24,404 | 1.37 USD | |
| 16 Aug 2022 | TAX_WITHHOLDING | Holicity Inc. | 19,838 | 1.37 USD | |
| 17 May 2022 | TAX_WITHHOLDING | Holicity Inc. | 51,158 | 2.55 USD | |
| 16 Feb 2022 | TAX_WITHHOLDING | Holicity Inc. | 205,839 | 3.41 USD | |
| 20 Jan 2022 | GRANT_AWARD | Holicity Inc. | 207,391 | 0.00 USD | |
| 20 Jan 2022 | GRANT_AWARD | Holicity Inc. | 414,781 | 0.00 USD | deriv |
| 20 Sept 2021 | GRANT_AWARD | Holicity Inc. | 1,387,527 | 0.00 USD | |
| 20 Sept 2021 | GRANT_AWARD | Holicity Inc. | 650,809 | 0.00 USD | deriv |
| 20 Sept 2021 | GRANT_AWARD | Holicity Inc. | 1,244,345 | 0.00 USD | deriv |
| 30 Jun 2020 | GRANT_AWARD | ASURE SOFTWARE INC | 7,500 | 0.00 USD | |
| 30 Jun 2020 | GRANT_AWARD | ASURE SOFTWARE INC | 30,000 | 0.00 USD | deriv |
| 12 Jun 2020 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 247 | 6.38 USD | |
| 12 May 2020 | SALE | ASURE SOFTWARE INC | 1,129 | 6.86 USD | |
| 12 May 2020 | SALE | ASURE SOFTWARE INC | 500 | 6.87 USD | |
| 25 Feb 2020 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 259 | 8.66 USD | |
| 04 Dec 2019 | TAX_WITHHOLDING | ASURE SOFTWARE INC | 212 | 8.15 USD | |
| 27 Jan 2020 | GRANT_AWARD | ASURE SOFTWARE INC | 60,000 | 0.00 USD | |
| 27 Jan 2020 | OTHER | ASURE SOFTWARE INC | 100,000 | — | deriv |
| 27 Jan 2020 | OTHER | ASURE SOFTWARE INC | 50,000 | — | deriv |
| 02 Sept 2019 | GRANT_AWARD | ASURE SOFTWARE INC | 60,000 | 0.00 USD | deriv |
| 24 Aug 2018 | GRANT_AWARD | ASURE SOFTWARE INC | 10,000 | 0.00 USD | |
| 16 May 2018 | GRANT_AWARD | ASURE SOFTWARE INC | 50,000 | 0.00 USD | deriv |
| 02 Oct 2017 | GRANT_AWARD | ASURE SOFTWARE INC | 100,000 | 0.00 USD | deriv |