Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Urgent.ly Inc. | 91,484 | reported | 26 Jun 2024 | tx 4+141,484 |
| AT&T INC. | 70,078.05 | reported | 31 Dec 2014 | tx 71+209,241.59−127,614.12 |
| BROADSOFT INC | 0 | reported | 01 Feb 2018 | tx 7+11,689−11,689 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jun 2024 | GRANT_AWARD | Urgent.ly Inc. | 77,320 | 0.00 USD | |
| 17 Nov 2023 | PURCHASE | Urgent.ly Inc. | 25,000 | 3.99 USD | |
| 19 Oct 2023 | GRANT_AWARD | Urgent.ly Inc. | 14,164 | 0.00 USD | |
| 01 Feb 2018 | OTHER | BROADSOFT INC | 11,689 | 55.00 USD | |
| 05 Jan 2017 | GRANT_AWARD | BROADSOFT INC | 1,062 | 42.35 USD | |
| 05 Jan 2017 | GRANT_AWARD | BROADSOFT INC | 2,951 | 0.00 USD | |
| 06 Jan 2016 | GRANT_AWARD | BROADSOFT INC | 1,341 | 33.56 USD | |
| 06 Jan 2016 | GRANT_AWARD | BROADSOFT INC | 2,830 | 0.00 USD | |
| 06 Apr 2015 | GRANT_AWARD | BROADSOFT INC | 897 | 33.44 USD | |
| 05 Feb 2015 | GRANT_AWARD | BROADSOFT INC | 2,608 | 0.00 USD | |
| 31 Dec 2014 | GRANT_AWARD | AT&T INC. | 617.45 | 33.59 USD | |
| 28 Nov 2014 | GRANT_AWARD | AT&T INC. | 586.21 | 35.38 USD | |
| 14 Nov 2014 | TAX_WITHHOLDING | AT&T INC. | 3,645 | 35.90 USD | |
| 31 Oct 2014 | GRANT_AWARD | AT&T INC. | 1,485.05 | 34.84 USD | |
| 27 Oct 2014 | GIFT | AT&T INC. | 5,900 | 0.00 USD | |
| 30 Sept 2014 | GRANT_AWARD | AT&T INC. | 588.54 | 35.24 USD | |
| 29 Aug 2014 | GRANT_AWARD | AT&T INC. | 571.25 | 34.96 USD | |
| 31 Jul 2014 | GRANT_AWARD | AT&T INC. | 1,373.03 | 35.59 USD | |
| 30 Jun 2014 | GRANT_AWARD | AT&T INC. | 538.24 | 35.36 USD | |
| 30 May 2014 | GRANT_AWARD | AT&T INC. | 536.57 | 35.47 USD | |
| 30 Apr 2014 | GRANT_AWARD | AT&T INC. | 1,337.71 | 35.70 USD | |
| 31 Mar 2014 | GRANT_AWARD | AT&T INC. | 527.12 | 35.07 USD | |
| 10 Mar 2014 | TAX_WITHHOLDING | AT&T INC. | 8,155.18 | 32.51 USD | |
| 28 Feb 2014 | GRANT_AWARD | AT&T INC. | 31,766.36 | 31.93 USD | |
| 30 Jan 2014 | OTHER | AT&T INC. | 11,224.33 | 33.35 USD |