Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Five9, Inc. | 403,945 | reported | 26 Feb 2026 | tx 231+3,925,858−5,631,930 |
| OneStream, Inc. | 7,130 | reported | 21 May 2025 | tx 11+153,428−219,447 |
| VOCERA COMMUNICATIONS, INC. | 0 | reported | 23 Feb 2022 | tx 7+44,937−44,937 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | EXERCISE | Five9, Inc. | 54,375 | 8.13 USD | |
| 26 Feb 2026 | EXERCISE | Five9, Inc. | 54,375 | 0.00 USD | deriv |
| 04 Dec 2025 | SALE | Five9, Inc. | 17,992 | 20.35 USD | |
| 04 Sept 2025 | SALE | Five9, Inc. | 18,425 | 25.72 USD | |
| 03 Jun 2025 | SALE | Five9, Inc. | 5,206 | 27.40 USD | |
| 03 Jun 2025 | SALE | Five9, Inc. | 7,388 | 27.01 USD | |
| 04 Jun 2025 | SALE | Five9, Inc. | 5,475 | 28.28 USD | |
| 21 May 2025 | GRANT_AWARD | OneStream, Inc. | 7,130 | 0.00 USD | |
| 03 Mar 2025 | SALE | Five9, Inc. | 7,904 | 35.35 USD | |
| 03 Mar 2025 | SALE | Five9, Inc. | 4,691 | 36.11 USD | |
| 25 Feb 2025 | GRANT_AWARD | Five9, Inc. | 175,757 | 0.00 USD | |
| 03 Dec 2024 | SALE | Five9, Inc. | 12,594 | 41.40 USD | |
| 27 Nov 2024 | SALE | OneStream, Inc. | 9,541 | 31.00 USD | |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 9,541 | — | |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 9,541 | 0.00 USD | deriv |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 9,541 | 0.00 USD | deriv |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 9,541 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 63,608 | — | |
| 18 Nov 2024 | SALE | OneStream, Inc. | 63,608 | 31.00 USD | |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 63,608 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 63,608 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 63,608 | 0.00 USD | deriv |
| 04 Sept 2024 | SALE | Five9, Inc. | 12,595 | 30.27 USD | |
| 04 Jun 2024 | SALE | Five9, Inc. | 12,386 | 46.30 USD | |
| 05 Mar 2024 | SALE | Five9, Inc. | 31,100 | 57.84 USD |