Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CALIX, INC | 64,361 | reported | 14 May 2026 | tx 12+135,175−24,176 |
| TD SYNNEX CORP | 4,525 | reported | 15 Apr 2025 | tx 3+4,525 |
| DUCK CREEK TECHNOLOGIES, INC. | 0 | reported | 30 Mar 2023 | tx 13+107,673−107,671 |
| QAD INC | 0 | reported | 05 Nov 2021 | tx 4+9,534−9,534 |
| PLANTRONICS INC /CA/ | 0 | reported | 29 Aug 2022 | tx 5+24,328−24,328 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | CALIX, INC | 4,967 | 0.00 USD | |
| 08 May 2025 | GRANT_AWARD | CALIX, INC | 4,689 | 0.00 USD | |
| 15 Apr 2025 | GRANT_AWARD | TD SYNNEX CORP | 2,035 | 0.00 USD | |
| 09 May 2024 | GRANT_AWARD | CALIX, INC | 12,262 | 0.00 USD | deriv |
| 03 Apr 2024 | GRANT_AWARD | TD SYNNEX CORP | 1,564 | 0.00 USD | |
| 29 Sept 2023 | GRANT_AWARD | TD SYNNEX CORP | 926 | 0.00 USD | |
| 11 May 2023 | GRANT_AWARD | CALIX, INC | 7,160 | 0.00 USD | deriv |
| 30 Mar 2023 | OTHER | DUCK CREEK TECHNOLOGIES, INC. | 23,056 | — | |
| 30 Mar 2023 | OTHER | DUCK CREEK TECHNOLOGIES, INC. | 45,607 | — | |
| 30 Mar 2023 | OTHER | DUCK CREEK TECHNOLOGIES, INC. | 39,008 | — | deriv |
| 18 Feb 2022 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 3,469 | — | |
| 31 Oct 2022 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 14,380 | 0.00 USD | |
| 18 Feb 2022 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 3,901 | — | deriv |
| 27 Oct 2022 | SALE | CALIX, INC | 24,176 | 73.21 USD | |
| 29 Aug 2022 | OTHER | PLANTRONICS INC /CA/ | 24,328 | 40.00 USD | |
| 12 May 2022 | GRANT_AWARD | CALIX, INC | 9,960 | 0.00 USD | deriv |
| 27 Oct 2021 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 4,782 | 0.00 USD | |
| 05 Nov 2021 | OTHER | QAD INC | 9,534 | — | |
| 26 Jul 2021 | GRANT_AWARD | PLANTRONICS INC /CA/ | 5,715 | 0.00 USD | |
| 21 Jun 2021 | GRANT_AWARD | QAD INC | 3,414 | 0.00 USD | |
| 13 May 2021 | GRANT_AWARD | CALIX, INC | 9,073 | 0.00 USD | deriv |
| 02 Feb 2021 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 3,470 | — | |
| 02 Feb 2021 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 3,901 | — | deriv |
| 14 Aug 2020 | PURCHASE | DUCK CREEK TECHNOLOGIES, INC. | 9,250 | 27.00 USD | |
| 18 Aug 2020 | GRANT_AWARD | DUCK CREEK TECHNOLOGIES, INC. | 27,758 | — |