Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ALKAMI TECHNOLOGY, INC. | 286,757 | reported | 02 Mar 2026 | tx 2+293,626−6,869 |
| Carbonite Inc | 0 | reported | 24 Dec 2019 | tx 81+157,677−184,968 |
| EngageSmart, Inc. | 0 | reported | 26 Jan 2024 | tx 51+347,066−1,097,066 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | SALE | ALKAMI TECHNOLOGY, INC. | 6,869 | 16.90 USD | |
| 29 Nov 2025 | GRANT_AWARD | ALKAMI TECHNOLOGY, INC. | 293,626 | 0.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 74,326 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 109,796 | — | deriv |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 635,000 | — | deriv |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,790 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,605 | 0.00 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 3,312 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,605 | 0.00 USD | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 3,606 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,600 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 3,125 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 3,606 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | deriv |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 3,606 | 0.00 USD | |
| 01 Jul 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,600 | 19.09 USD | |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | |
| 01 Jul 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 3,125 | 19.09 USD | |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 3,606 | 0.00 USD | deriv |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 7,046 | 0.00 USD | deriv |
| 23 Jun 2023 | EXERCISE | EngageSmart, Inc. | 40,000 | 3.46 USD | |
| 23 Jun 2023 | EXERCISE | EngageSmart, Inc. | 40,000 | 0.00 USD | deriv |