Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Autodesk, Inc. | 114,799 | reported | 10 Jul 2017 | tx 68+558,139−270,653 |
| ASPEN TECHNOLOGY INC /DE/ | 2,574 | reported | 13 Mar 2022 | tx 5+6,000 |
| PTC INC. | 0 | reported | 11 Feb 2026 | tx 17+20,632−10,316 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | EXERCISE | PTC INC. | 1,500 | 0.00 USD | |
| 11 Feb 2026 | EXERCISE | PTC INC. | 1,500 | 0.00 USD | deriv |
| 12 Feb 2025 | EXERCISE | PTC INC. | 1,383 | 0.00 USD | |
| 12 Feb 2025 | EXERCISE | PTC INC. | 1,383 | 0.00 USD | deriv |
| 12 Feb 2025 | GRANT_AWARD | PTC INC. | 1,500 | 0.00 USD | deriv |
| 01 Apr 2024 | EXERCISE | PTC INC. | 1,756 | 0.00 USD | |
| 01 Apr 2024 | EXERCISE | PTC INC. | 1,756 | 0.00 USD | deriv |
| 14 Feb 2024 | EXERCISE | PTC INC. | 1,901 | 0.00 USD | |
| 14 Feb 2024 | EXERCISE | PTC INC. | 1,901 | 0.00 USD | deriv |
| 14 Feb 2024 | GRANT_AWARD | PTC INC. | 1,383 | 0.00 USD | deriv |
| 01 Apr 2023 | EXERCISE | PTC INC. | 1,756 | 0.00 USD | |
| 01 Apr 2023 | EXERCISE | PTC INC. | 1,756 | 0.00 USD | deriv |
| 16 Feb 2023 | EXERCISE | PTC INC. | 2,020 | 0.00 USD | |
| 16 Feb 2023 | GRANT_AWARD | PTC INC. | 1,901 | 0.00 USD | deriv |
| 16 Feb 2023 | EXERCISE | PTC INC. | 2,020 | 0.00 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | PTC INC. | 3,512 | 0.00 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | PTC INC. | 2,020 | 0.00 USD | deriv |
| 13 Mar 2022 | GRANT_AWARD | ASPEN TECHNOLOGY INC /DE/ | 752 | 0.00 USD | |
| 01 Sept 2021 | GRANT_AWARD | ASPEN TECHNOLOGY INC /DE/ | 816 | 0.00 USD | |
| 01 Sept 2021 | GRANT_AWARD | ASPEN TECHNOLOGY INC /DE/ | 1,443 | 129.50 USD | deriv |
| 22 Jul 2020 | GRANT_AWARD | ASPEN TECHNOLOGY INC /DE/ | 1,006 | 0.00 USD | |
| 22 Jul 2020 | GRANT_AWARD | ASPEN TECHNOLOGY INC /DE/ | 1,983 | 97.00 USD | deriv |
| 10 Jul 2017 | TAX_WITHHOLDING | Autodesk, Inc. | 31,256 | 103.74 USD | |
| 01 Jun 2017 | TAX_WITHHOLDING | Autodesk, Inc. | 5,967 | 113.03 USD | |
| 24 Mar 2017 | GRANT_AWARD | Autodesk, Inc. | 20,614 | 0.00 USD |