Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Accolade, Inc. | 0 | reported | 08 Apr 2025 | tx 245+606,581−1,599,133 |
| Cornerstone OnDemand Inc | 0 | reported | 15 Oct 2021 | tx 15+88,000−88,000 |
| CONCUR TECHNOLOGIES INC | 0 | reported | 04 Dec 2014 | tx 118+399,974−497,255 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 Apr 2025 | OTHER | Accolade, Inc. | 222,216 | 7.03 USD | |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 564,750 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 15,000 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 8,500 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 200,000 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 100,000 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 13,971 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 48,955 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 51,925 | — | deriv |
| 08 Apr 2025 | GRANT_AWARD | Accolade, Inc. | 56,464 | — | deriv |
| 08 Apr 2025 | GRANT_AWARD | Accolade, Inc. | 55,000 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 1,531 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 2,133 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 21,959 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 55,000 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 56,464 | — | deriv |
| 08 Apr 2025 | OTHER | Accolade, Inc. | 55,000 | — | deriv |
| 01 Apr 2025 | EXERCISE | Accolade, Inc. | 1,568 | 0.00 USD | |
| 02 Apr 2025 | SALE | Accolade, Inc. | 550 | 6.99 USD | |
| 01 Apr 2025 | EXERCISE | Accolade, Inc. | 1,568 | — | deriv |
| 25 Mar 2025 | GRANT_AWARD | Accolade, Inc. | 2,500 | 3.16 USD | |
| 17 Mar 2025 | EXERCISE | Accolade, Inc. | 510 | 0.00 USD | |
| 18 Mar 2025 | SALE | Accolade, Inc. | 181 | 6.99 USD | |
| 17 Mar 2025 | EXERCISE | Accolade, Inc. | 510 | — | deriv |
| 11 Mar 2025 | SALE | Accolade, Inc. | 249 | 6.97 USD |