Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DOCUSIGN, INC. | 149,161 | reported | 15 Mar 2026 | tx 104+1,538,982−997,670 |
| Trade Desk, Inc. | 146,756 | reported | 31 May 2023 | tx 278+605,206−613,152 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 37,448 | 0.00 USD | |
| 15 Mar 2026 | TAX_WITHHOLDING | DOCUSIGN, INC. | 15,365 | 0.00 USD | |
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 2,345 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 5,119 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 23,141 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 1,658 | 0.00 USD | deriv |
| 15 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 5,185 | 0.00 USD | deriv |
| 09 Jan 2026 | SALE | DOCUSIGN, INC. | 6,500 | 70.00 USD | |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 37,453 | 0.00 USD | |
| 17 Dec 2025 | SALE | DOCUSIGN, INC. | 5,990 | 68.61 USD | |
| 17 Dec 2025 | SALE | DOCUSIGN, INC. | 3,525 | 67.86 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | DOCUSIGN, INC. | 15,385 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 23,141 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 5,120 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 2,347 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 1,659 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 5,186 | 0.00 USD | deriv |
| 01 Oct 2025 | SALE | DOCUSIGN, INC. | 1,751 | 70.73 USD | |
| 01 Oct 2025 | SALE | DOCUSIGN, INC. | 4,749 | 71.38 USD | |
| 17 Sept 2025 | SALE | DOCUSIGN, INC. | 5,658 | 82.95 USD | |
| 17 Sept 2025 | SALE | DOCUSIGN, INC. | 3,851 | 83.33 USD | |
| 15 Sept 2025 | TAX_WITHHOLDING | DOCUSIGN, INC. | 15,289 | 0.00 USD | |
| 15 Sept 2025 | EXERCISE | DOCUSIGN, INC. | 37,449 | 0.00 USD | |
| 15 Sept 2025 | EXERCISE | DOCUSIGN, INC. | 5,119 | 0.00 USD | deriv |
| 15 Sept 2025 | EXERCISE | DOCUSIGN, INC. | 23,141 | 0.00 USD | deriv |