Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WEALTHFRONT CORP | 148,687 | reported | 15 Dec 2025 | tx 30+9,432,395−9,432,395 |
| ZUORA INC | 0 | reported | 16 Apr 2018 | tx 8+4,284,472−4,284,472 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,913,888 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 207,734 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 779,009 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 35,007 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 11,528 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 3,074 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,876,772 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,370,596 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 58,068 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 58,816 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 37,148 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 37,629 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 30,450 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 10,007 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,669 | — | |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 37,629 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 30,450 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 10,007 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,669 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 2,370,596 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 779,009 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 207,734 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 35,007 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 11,528 | — | deriv |
| 15 Dec 2025 | CONVERSION | WEALTHFRONT CORP | 3,074 | — | deriv |