Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ShoreTel Inc | 298,375 | reported | 12 May 2010 | tx 5+103,000−1,552,762 |
| CALIX, INC | 61,766 | reported | 20 May 2015 | tx 18+3,021,456−5,596,596 |
| ENERNOC INC | 14,834 | reported | 17 Dec 2009 | tx 57+3,833,711−2,821,195 |
| Financial Engines, Inc. | 0 | reported | 10 Nov 2010 | tx 35+4,095,617−5,909,778 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2015 | GRANT_AWARD | CALIX, INC | 15,404 | 0.00 USD | |
| 21 May 2014 | GRANT_AWARD | CALIX, INC | 14,778 | 0.00 USD | |
| 22 May 2013 | GRANT_AWARD | CALIX, INC | 11,198 | 0.00 USD | |
| 24 Jul 2012 | GRANT_AWARD | CALIX, INC | 13,020 | 0.00 USD | |
| 25 Oct 2010 | OTHER | CALIX, INC | 2,880,916 | 0.00 USD | |
| 25 Oct 2010 | OTHER | CALIX, INC | 62,524 | 0.00 USD | |
| 19 Jul 2011 | GRANT_AWARD | CALIX, INC | 2,833 | 0.00 USD | |
| 19 Jul 2011 | GRANT_AWARD | CALIX, INC | 6,250 | 0.00 USD | deriv |
| 10 Nov 2010 | OTHER | Financial Engines, Inc. | 500,000 | — | |
| 10 Nov 2010 | OTHER | Financial Engines, Inc. | 229,690 | — | |
| 10 Nov 2010 | OTHER | Financial Engines, Inc. | 500,000 | — | |
| 10 Nov 2010 | OTHER | Financial Engines, Inc. | 23,286 | — | |
| 10 Nov 2010 | OTHER | Financial Engines, Inc. | 76,563 | — | |
| 27 Aug 2010 | OTHER | Financial Engines, Inc. | 250,000 | — | |
| 27 Aug 2010 | OTHER | Financial Engines, Inc. | 11,643 | — | |
| 27 Aug 2010 | OTHER | Financial Engines, Inc. | 250,000 | — | |
| 27 Aug 2010 | OTHER | Financial Engines, Inc. | 50,000 | — | |
| 12 May 2010 | OTHER | ShoreTel Inc | 1,000,000 | — | |
| 12 May 2010 | OTHER | ShoreTel Inc | 100,000 | — | |
| 12 May 2010 | OTHER | ShoreTel Inc | 400,000 | — | |
| 12 May 2010 | OTHER | ShoreTel Inc | 52,762 | — | |
| 12 May 2010 | OTHER | ShoreTel Inc | 103,000 | — | |
| 22 Apr 2010 | GRANT_AWARD | CALIX, INC | 4,533 | 0.00 USD | |
| 20 Apr 2010 | GRANT_AWARD | CALIX, INC | 10,000 | 0.00 USD | deriv |
| 26 Mar 2010 | CONVERSION | CALIX, INC | 28,992 | — |