Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Paylocity Holding Corp | 37,748 | reported | 25 Nov 2024 | tx 31+74,544−25,163 |
| CC Neuberger Principal Holdings I | 0 | reported | 03 Aug 2025 | tx 2+2,022,060−2,022,060 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Aug 2025 | OTHER | CC Neuberger Principal Holdings I | 2,022,060 | — | deriv |
| 20 Dec 2024 | GRANT_AWARD | CC Neuberger Principal Holdings I | 2,022,060 | 0.00 USD | deriv |
| 25 Nov 2024 | SALE | Paylocity Holding Corp | 240 | 210.00 USD | |
| 19 Nov 2024 | SALE | Paylocity Holding Corp | 117 | 193.29 USD | |
| 15 Nov 2024 | TAX_WITHHOLDING | Paylocity Holding Corp | 771 | 205.50 USD | |
| 06 Nov 2024 | SALE | Paylocity Holding Corp | 960 | 210.00 USD | |
| 02 Oct 2024 | SALE | Paylocity Holding Corp | 658 | 162.83 USD | |
| 01 Oct 2024 | TAX_WITHHOLDING | Paylocity Holding Corp | 4,342 | 164.97 USD | |
| 10 Sept 2024 | EXERCISE | Paylocity Holding Corp | 1,404 | 0.00 USD | |
| 10 Sept 2024 | EXERCISE | Paylocity Holding Corp | 3,509 | 0.00 USD | |
| 10 Sept 2024 | EXERCISE | Paylocity Holding Corp | 3,509 | 0.00 USD | deriv |
| 16 Aug 2024 | SALE | Paylocity Holding Corp | 117 | 153.72 USD | |
| 15 Aug 2024 | TAX_WITHHOLDING | Paylocity Holding Corp | 771 | 151.43 USD | |
| 16 May 2024 | SALE | Paylocity Holding Corp | 117 | 171.62 USD | |
| 15 May 2024 | TAX_WITHHOLDING | Paylocity Holding Corp | 773 | 169.86 USD | |
| 16 Feb 2024 | SALE | Paylocity Holding Corp | 147 | 174.72 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | Paylocity Holding Corp | 573 | 172.00 USD | |
| 05 Dec 2023 | SALE | Paylocity Holding Corp | 119 | 156.81 USD | |
| 15 Nov 2023 | TAX_WITHHOLDING | Paylocity Holding Corp | 755 | 149.99 USD | |
| 02 Oct 2023 | TAX_WITHHOLDING | Paylocity Holding Corp | 3,370 | 181.70 USD | |
| 15 Aug 2023 | TAX_WITHHOLDING | Paylocity Holding Corp | 232 | 200.62 USD | |
| 15 Aug 2023 | GRANT_AWARD | Paylocity Holding Corp | 13,790 | 0.00 USD | |
| 15 Aug 2023 | GRANT_AWARD | Paylocity Holding Corp | 5,910 | 0.00 USD | deriv |
| 15 May 2023 | TAX_WITHHOLDING | Paylocity Holding Corp | 238 | 163.30 USD | |
| 15 Feb 2023 | TAX_WITHHOLDING | Paylocity Holding Corp | 270 | 217.06 USD |