Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DUCK CREEK TECHNOLOGIES, INC. | 231,948 | reported | 19 Apr 2021 | tx 12+331,042−37,000 |
| Intapp, Inc. | 46,991 | reported | 21 Aug 2025 | tx 218+337,107−403,115 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Aug 2025 | SALE | Intapp, Inc. | 71 | 42.02 USD | |
| 21 Aug 2025 | SALE | Intapp, Inc. | 8 | 40.98 USD | anomaly |
| 21 Aug 2025 | SALE | Intapp, Inc. | 1,300 | 41.80 USD | |
| 20 Aug 2025 | EXERCISE | Intapp, Inc. | 1,599 | 0.00 USD | |
| 20 Aug 2025 | SALE | Intapp, Inc. | 1,756 | 41.85 USD | |
| 20 Aug 2025 | SALE | Intapp, Inc. | 40 | 43.09 USD | |
| 19 Aug 2025 | GRANT_AWARD | Intapp, Inc. | 7,076 | 0.00 USD | |
| 20 Aug 2025 | SALE | Intapp, Inc. | 1,076 | 42.36 USD | |
| 19 Aug 2025 | GRANT_AWARD | Intapp, Inc. | 11,600 | 0.00 USD | deriv |
| 20 Aug 2025 | EXERCISE | Intapp, Inc. | 1,599 | 0.00 USD | deriv |
| 02 Jun 2025 | SALE | Intapp, Inc. | 1,500 | 55.42 USD | |
| 02 Jun 2025 | SALE | Intapp, Inc. | 100 | 53.91 USD | |
| 02 Jun 2025 | SALE | Intapp, Inc. | 1,400 | 54.66 USD | |
| 21 May 2025 | SALE | Intapp, Inc. | 1,555 | 57.33 USD | |
| 21 May 2025 | SALE | Intapp, Inc. | 1,143 | 56.71 USD | |
| 22 May 2025 | SALE | Intapp, Inc. | 404 | 57.18 USD | |
| 22 May 2025 | SALE | Intapp, Inc. | 944 | 56.59 USD | |
| 20 May 2025 | SALE | Intapp, Inc. | 2,652 | 56.75 USD | |
| 19 May 2025 | GRANT_AWARD | Intapp, Inc. | 12,149 | 0.00 USD | |
| 20 May 2025 | EXERCISE | Intapp, Inc. | 1,599 | 0.00 USD | |
| 20 May 2025 | EXERCISE | Intapp, Inc. | 1,599 | 0.00 USD | deriv |
| 01 May 2025 | SALE | Intapp, Inc. | 300 | 56.11 USD | |
| 01 May 2025 | SALE | Intapp, Inc. | 200 | 54.93 USD | |
| 01 May 2025 | SALE | Intapp, Inc. | 2,500 | 55.69 USD | |
| 01 Apr 2025 | SALE | Intapp, Inc. | 1,300 | 58.71 USD |