Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WILLIAMS SONOMA INC | 78,658 | reported | 30 May 2017 | tx 45+178,761−111,303 |
| HEALTHEQUITY, INC. | 59,518 | reported | 26 Jun 2025 | tx 33+86,818−308 |
| AGILENT TECHNOLOGIES, INC. | 26,100 | reported | 30 Mar 2010 | tx 80+1,676,167.06−1,943,333.98 |
| DATTO HOLDING CORP. | 0 | reported | 23 Jun 2022 | tx 6+32,637−44,356 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jun 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,003 | 0.00 USD | |
| 05 Jul 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,543 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,455 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | HEALTHEQUITY, INC. | 3,164 | 0.00 USD | |
| 23 Jun 2022 | OTHER | DATTO HOLDING CORP. | 11,719 | 35.50 USD | |
| 23 Jun 2022 | OTHER | DATTO HOLDING CORP. | 25,000 | 35.50 USD | |
| 23 Jun 2022 | OTHER | DATTO HOLDING CORP. | 7,637 | 35.50 USD | |
| 23 Jun 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,996 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,819 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 727 | 0.00 USD | |
| 14 Dec 2021 | PURCHASE | HEALTHEQUITY, INC. | 12,375 | 40.47 USD | |
| 26 Nov 2021 | PURCHASE | DATTO HOLDING CORP. | 10,000 | 24.04 USD | first after silence |
| 26 Oct 2021 | GRANT_AWARD | DATTO HOLDING CORP. | 7,637 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,266 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,044 | 0.00 USD | |
| 20 Oct 2020 | PURCHASE | DATTO HOLDING CORP. | 15,000 | 27.00 USD | first after silence |
| 01 Feb 2020 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,325 | 0.00 USD | |
| 01 Feb 2020 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,438 | 0.00 USD | |
| 01 Feb 2020 | GRANT_AWARD | HEALTHEQUITY, INC. | 4,012 | 0.00 USD | deriv |
| 12 Jul 2019 | PURCHASE | HEALTHEQUITY, INC. | 10,000 | 61.00 USD | first after silence |
| 01 Feb 2019 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,218 | 0.00 USD | |
| 01 Feb 2019 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,296 | 0.00 USD | |
| 01 Feb 2019 | GRANT_AWARD | HEALTHEQUITY, INC. | 3,626 | 0.00 USD | deriv |
| 01 Feb 2018 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,637 | 0.00 USD | |
| 01 Feb 2018 | GRANT_AWARD | HEALTHEQUITY, INC. | 793 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 26 Nov 2021.