Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ONYX SOFTWARE CORP/WA | 100,000 | reported | 03 May 2004 | tx 2+150,000 |
| ZoomInfo Technologies Inc. | 52,360 | reported | 14 May 2026 | tx 31+187,385−83,742 |
| SMARTSHEET INC | 0 | reported | 22 Jan 2025 | tx 424+5,496,864−8,273,611 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | EXERCISE | ZoomInfo Technologies Inc. | 19,551 | — | |
| 14 May 2026 | EXERCISE | ZoomInfo Technologies Inc. | 19,551 | 0.00 USD | deriv |
| 14 May 2026 | GRANT_AWARD | ZoomInfo Technologies Inc. | 51,283 | 0.00 USD | deriv |
| 14 May 2025 | EXERCISE | ZoomInfo Technologies Inc. | 15,187 | — | |
| 14 May 2025 | EXERCISE | ZoomInfo Technologies Inc. | 15,187 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | ZoomInfo Technologies Inc. | 19,551 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 40,000 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 51,250 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 619,515 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 88,563 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 84,155 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 51,879 | 0.00 USD | deriv |
| 22 Jan 2025 | GRANT_AWARD | SMARTSHEET INC | 67,994 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 67,994 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 4,337 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 17,944 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 44,342 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 65,317 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 703,875 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 239,583 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 127,272 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 113,801 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 86,106 | 0.00 USD | deriv |
| 06 Jan 2025 | SALE | SMARTSHEET INC | 5,000 | 56.07 USD | |
| 16 Dec 2024 | SALE | SMARTSHEET INC | 5,000 | 56.00 USD |