Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Braze, Inc. | 145,692 | reported | 30 Jan 2026 | tx 93+413,686−427,384 |
| Yext, Inc. | 28,078 | reported | 13 Jun 2019 | tx 51+84,156−84,078 |
| PTC INC. | 23,397 | reported | 16 Jun 2021 | tx 58+70,407−40,784 |
| E PIPHANY INC | 19,319 | reported | 19 Feb 2004 | tx 17+512,000−24,000 |
| TIBCO SOFTWARE INC | 0 | reported | 05 Dec 2014 | tx 2+22,500−22,500 |
| Marketo, Inc. | 0 | reported | 16 Aug 2016 | tx 311+1,616,391−3,830,465 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2026 | OTHER | Braze, Inc. | 145,692 | 0.00 USD | deriv |
| 30 Jan 2026 | OTHER | Braze, Inc. | 145,692 | 0.00 USD | deriv |
| 26 Jun 2025 | GRANT_AWARD | Braze, Inc. | 5,033 | 0.00 USD | |
| 28 Mar 2025 | CONVERSION | Braze, Inc. | 1,500 | — | |
| 28 Mar 2025 | SALE | Braze, Inc. | 1,500 | 41.46 USD | |
| 28 Mar 2025 | CONVERSION | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 28 Mar 2025 | EXERCISE | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 28 Mar 2025 | EXERCISE | Braze, Inc. | 1,500 | 3.83 USD | deriv |
| 18 Feb 2025 | CONVERSION | Braze, Inc. | 1,500 | — | |
| 18 Feb 2025 | SALE | Braze, Inc. | 1,500 | 41.30 USD | |
| 18 Feb 2025 | CONVERSION | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 18 Feb 2025 | EXERCISE | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 18 Feb 2025 | EXERCISE | Braze, Inc. | 1,500 | 3.83 USD | deriv |
| 15 Jan 2025 | CONVERSION | Braze, Inc. | 1,500 | — | |
| 15 Jan 2025 | SALE | Braze, Inc. | 1,500 | 43.13 USD | |
| 15 Jan 2025 | CONVERSION | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 15 Jan 2025 | EXERCISE | Braze, Inc. | 1,500 | 3.83 USD | deriv |
| 15 Jan 2025 | EXERCISE | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 13 Dec 2024 | CONVERSION | Braze, Inc. | 1,500 | — | |
| 13 Dec 2024 | SALE | Braze, Inc. | 1,500 | 42.02 USD | |
| 13 Dec 2024 | CONVERSION | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 13 Dec 2024 | EXERCISE | Braze, Inc. | 1,500 | 0.00 USD | deriv |
| 13 Dec 2024 | EXERCISE | Braze, Inc. | 1,500 | 3.83 USD | deriv |
| 15 Jul 2024 | CONVERSION | Braze, Inc. | 1,500 | — | |
| 16 Jul 2024 | SALE | Braze, Inc. | 10,000 | 40.24 USD |