Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OOMA INC | 241,081 | reported | 23 Jun 2025 | tx 21+298,444−246,331 |
| VAXGEN INC | 60,000 | reported | 29 May 2014 | tx 6+286,500 |
| NEVRO CORP | 59,179 | reported | 04 Jun 2020 | tx 111+399,670−403,070 |
| Arcellx, Inc. | 0 | reported | 28 Apr 2026 | tx 5+18,613−23,613 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | TENDER | Arcellx, Inc. | 5,000 | — | |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 16,829 | — | deriv |
| 28 Apr 2026 | OTHER | Arcellx, Inc. | 1,784 | — | deriv |
| 23 Jun 2025 | SALE | OOMA INC | 12,407 | 12.43 USD | |
| 05 Jun 2025 | GRANT_AWARD | OOMA INC | 11,556 | 0.00 USD | |
| 29 May 2025 | GRANT_AWARD | Arcellx, Inc. | 1,784 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | Arcellx, Inc. | 16,829 | 0.00 USD | deriv |
| 17 Dec 2024 | EXERCISE | OOMA INC | 35,000 | 6.04 USD | |
| 17 Dec 2024 | SALE | OOMA INC | 14,824 | 14.56 USD | |
| 17 Dec 2024 | EXERCISE | OOMA INC | 35,000 | 0.00 USD | deriv |
| 06 Jun 2024 | GRANT_AWARD | OOMA INC | 19,762 | 0.00 USD | |
| 01 Jun 2023 | GRANT_AWARD | OOMA INC | 11,783 | 0.00 USD | |
| 01 Jun 2022 | GRANT_AWARD | OOMA INC | 11,355 | 0.00 USD | |
| 02 Jun 2021 | GRANT_AWARD | OOMA INC | 7,498 | 0.00 USD | |
| 04 Jun 2020 | TAX_WITHHOLDING | NEVRO CORP | 2,311 | 121.53 USD | |
| 03 Jun 2020 | GRANT_AWARD | OOMA INC | 10,451 | 0.00 USD | |
| 28 Feb 2020 | EXERCISE | NEVRO CORP | 8,000 | 3.60 USD | |
| 28 Feb 2020 | EXERCISE | NEVRO CORP | 8,000 | 0.00 USD | deriv |
| 08 Jan 2020 | SALE | NEVRO CORP | 17,718 | 120.11 USD | |
| 08 Jan 2020 | EXERCISE | NEVRO CORP | 17,718 | 63.23 USD | |
| 08 Jan 2020 | EXERCISE | NEVRO CORP | 17,718 | 0.00 USD | deriv |
| 06 Jan 2020 | EXERCISE | NEVRO CORP | 2,782 | 63.23 USD | |
| 06 Jan 2020 | SALE | NEVRO CORP | 2,782 | 120.00 USD | |
| 06 Jan 2020 | EXERCISE | NEVRO CORP | 2,782 | 0.00 USD | deriv |
| 25 Nov 2019 | EXERCISE | NEVRO CORP | 12,000 | 63.23 USD |