Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Navan, Inc. | 35,852 | reported | 20 May 2026 | tx 11+8,615,816−8,800,351 |
| Anaplan, Inc. | 0 | reported | 22 Jun 2022 | tx 44+7,632,001−9,836,529 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Navan, Inc. | 607 | 18.54 USD | |
| 31 Oct 2025 | EXERCISE | Navan, Inc. | 784,685 | 0.03 USD | |
| 31 Oct 2025 | EXERCISE | Navan, Inc. | 4,708 | 0.03 USD | |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 5,089,572 | 21.25 USD | |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 2,705,707 | — | |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 30,537 | 21.25 USD | |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 4,708 | 0.00 USD | deriv |
| 31 Oct 2025 | EXERCISE | Navan, Inc. | — | 0.00 USD | deriv |
| 31 Oct 2025 | EXERCISE | Navan, Inc. | — | 0.00 USD | deriv |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 8,010,958 | 0.00 USD | deriv |
| 31 Oct 2025 | CONVERSION | Navan, Inc. | 784,685 | 0.00 USD | deriv |
| 22 Jun 2022 | OTHER | Anaplan, Inc. | 2,063,404 | — | |
| 22 Jun 2022 | OTHER | Anaplan, Inc. | 62,820 | — | |
| 22 Jun 2022 | OTHER | Anaplan, Inc. | 2,770 | 19.12 USD | deriv |
| 15 Jun 2022 | EXERCISE | Anaplan, Inc. | 3,537 | — | |
| 15 Jun 2022 | EXERCISE | Anaplan, Inc. | 3,537 | 0.00 USD | deriv |
| 03 Sept 2021 | SALE | Anaplan, Inc. | 125,000 | 68.03 USD | |
| 02 Sept 2021 | SALE | Anaplan, Inc. | 225,000 | 66.77 USD | |
| 15 Jun 2021 | GRANT_AWARD | Anaplan, Inc. | 3,537 | 0.00 USD | deriv |
| 02 Jun 2021 | EXERCISE | Anaplan, Inc. | 4,965 | — | |
| 02 Jun 2021 | EXERCISE | Anaplan, Inc. | 4,965 | 0.00 USD | deriv |
| 05 Feb 2021 | SALE | Anaplan, Inc. | 1,243 | 80.24 USD | |
| 05 Feb 2021 | SALE | Anaplan, Inc. | 4,480 | 79.48 USD | |
| 05 Feb 2021 | SALE | Anaplan, Inc. | 6,277 | 78.59 USD | |
| 03 Feb 2021 | SALE | Anaplan, Inc. | 2,034 | 75.50 USD |