Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SMARTSHEET INC | 219,535 | reported | 13 Nov 2020 | tx 98+1,869,878−2,287,877 |
| COUPONS.com Inc | 125,000 | reported | 17 Feb 2016 | tx 4+565,000 |
| NERDWALLET, INC. | 54,236 | reported | 21 May 2025 | tx 5+60,133−5,897 |
| Klaviyo, Inc. | 45,513 | reported | 09 Jun 2026 | tx 8+58,513−38,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jun 2026 | GRANT_AWARD | Klaviyo, Inc. | 14,822 | 0.00 USD | |
| 12 Feb 2026 | PURCHASE | Klaviyo, Inc. | 16,339 | 18.38 USD | |
| 10 Jun 2025 | GRANT_AWARD | Klaviyo, Inc. | 5,820 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | NERDWALLET, INC. | 18,137 | 0.00 USD | |
| 11 Jun 2024 | GRANT_AWARD | Klaviyo, Inc. | 8,532 | 0.00 USD | |
| 24 May 2024 | SALE | NERDWALLET, INC. | 5,897 | 13.70 USD | |
| 22 May 2024 | SALE | Klaviyo, Inc. | 13,000 | 24.65 USD | |
| 22 May 2024 | CONVERSION | Klaviyo, Inc. | 13,000 | — | |
| 22 May 2024 | CONVERSION | Klaviyo, Inc. | 13,000 | 0.00 USD | deriv |
| 14 May 2024 | GRANT_AWARD | NERDWALLET, INC. | 11,061 | 0.00 USD | |
| 22 Sept 2023 | SALE | Klaviyo, Inc. | 12,000 | 28.32 USD | |
| 24 May 2023 | GRANT_AWARD | NERDWALLET, INC. | 15,120 | 0.00 USD | |
| 25 May 2022 | GRANT_AWARD | NERDWALLET, INC. | 15,815 | 0.00 USD | |
| 13 Nov 2020 | EXERCISE | SMARTSHEET INC | 1,176 | — | |
| 13 Nov 2020 | TAX_WITHHOLDING | SMARTSHEET INC | 463 | 52.20 USD | |
| 13 Nov 2020 | EXERCISE | SMARTSHEET INC | 1,176 | 0.00 USD | deriv |
| 19 Oct 2020 | SALE | SMARTSHEET INC | 2,300 | 58.59 USD | |
| 19 Oct 2020 | SALE | SMARTSHEET INC | 20,140 | 57.90 USD | |
| 19 Oct 2020 | EXERCISE | SMARTSHEET INC | 24,000 | 2.72 USD | |
| 19 Oct 2020 | SALE | SMARTSHEET INC | 1,560 | 56.99 USD | |
| 19 Oct 2020 | EXERCISE | SMARTSHEET INC | 24,000 | 0.00 USD | deriv |
| 01 Oct 2020 | EXERCISE | SMARTSHEET INC | 44,000 | 2.72 USD | |
| 01 Oct 2020 | EXERCISE | SMARTSHEET INC | 44,000 | 0.00 USD | deriv |
| 17 Sept 2020 | SALE | SMARTSHEET INC | 200 | 45.29 USD | |
| 17 Sept 2020 | SALE | SMARTSHEET INC | 23,800 | 44.62 USD |