Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WORKIVA INC | 470,685 | reported | 01 Mar 2026 | tx 51+794,455−326,347 |
| Five9, Inc. | 26,117 | reported | 20 May 2026 | tx 5+26,117 |
| Dragoneer Growth Opportunities Corp. II | 23,112 | reported | 19 May 2022 | tx 1+23,112 |
| VOCERA COMMUNICATIONS, INC. | 0 | reported | 23 Feb 2022 | tx 4+16,420−16,420 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Five9, Inc. | 8,972 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | WORKIVA INC | 2,208 | 61.58 USD | |
| 01 Mar 2026 | GRANT_AWARD | WORKIVA INC | 4,092 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | WORKIVA INC | 2,577 | 61.58 USD | |
| 11 Feb 2026 | GRANT_AWARD | WORKIVA INC | 14,390 | 0.00 USD | |
| 11 Feb 2026 | GRANT_AWARD | WORKIVA INC | 20,972 | 0.00 USD | |
| 11 Feb 2026 | GRANT_AWARD | WORKIVA INC | 13,135 | 0.00 USD | |
| 11 Feb 2026 | TAX_WITHHOLDING | WORKIVA INC | 26,166 | 64.95 USD | |
| 03 Feb 2026 | TAX_WITHHOLDING | WORKIVA INC | 18,115 | 72.00 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | WORKIVA INC | 23,460 | 77.02 USD | |
| 02 Feb 2026 | GRANT_AWARD | WORKIVA INC | 128,038 | 76.54 USD | |
| 21 May 2025 | GRANT_AWARD | Five9, Inc. | 7,840 | 0.00 USD | |
| 03 Apr 2025 | TAX_WITHHOLDING | WORKIVA INC | 7,564 | 69.25 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | WORKIVA INC | 2,053 | 87.52 USD | |
| 01 Mar 2025 | GRANT_AWARD | WORKIVA INC | 3,812 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | WORKIVA INC | 4,486 | 87.52 USD | |
| 20 Feb 2025 | GRANT_AWARD | WORKIVA INC | 2,093 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | WORKIVA INC | 9,796 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | WORKIVA INC | 19,524 | 0.00 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | WORKIVA INC | 16,918 | 86.55 USD | |
| 01 Feb 2025 | TAX_WITHHOLDING | WORKIVA INC | 28,596 | 98.22 USD | |
| 03 Feb 2025 | GRANT_AWARD | WORKIVA INC | 100,730 | 97.29 USD | |
| 01 Sept 2024 | TAX_WITHHOLDING | WORKIVA INC | 4,327 | 78.17 USD | |
| 14 May 2024 | GRANT_AWARD | Five9, Inc. | 3,755 | 0.00 USD | |
| 03 Apr 2024 | TAX_WITHHOLDING | WORKIVA INC | 7,550 | 81.36 USD |