Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Dun & Bradstreet Holdings, Inc. | 372,604 | reported | 10 Mar 2021 | tx 2+372,604 |
| Forge Global Holdings, Inc. | 30,000 | reported | 21 Mar 2022 | tx 2+30,000−30,000 |
| CC Neuberger Principal Holdings I | 0 | reported | 03 Aug 2025 | tx 7+256,491−256,491 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Aug 2025 | OTHER | CC Neuberger Principal Holdings I | 145,379 | 3.30 USD | |
| 03 Aug 2025 | OTHER | CC Neuberger Principal Holdings I | 111,112 | — | deriv |
| 01 May 2025 | GRANT_AWARD | CC Neuberger Principal Holdings I | 111,112 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | CC Neuberger Principal Holdings I | 62,532 | 0.00 USD | |
| 01 May 2023 | GRANT_AWARD | CC Neuberger Principal Holdings I | 43,190 | 0.00 USD | |
| 21 May 2022 | GRANT_AWARD | CC Neuberger Principal Holdings I | 21,745 | 0.00 USD | |
| 21 Mar 2022 | EXERCISE | Forge Global Holdings, Inc. | 30,000 | — | |
| 21 Mar 2022 | EXERCISE | Forge Global Holdings, Inc. | 30,000 | — | deriv |
| 21 May 2021 | GRANT_AWARD | CC Neuberger Principal Holdings I | 17,912 | 0.00 USD | |
| 10 Mar 2021 | GRANT_AWARD | Dun & Bradstreet Holdings, Inc. | 272,604 | 0.00 USD | |
| 02 Jul 2020 | PURCHASE | Dun & Bradstreet Holdings, Inc. | 100,000 | 22.00 USD |