Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TRIZETTO GROUP INC | 73,792 | reported | 31 Jul 2007 | tx 15+218,688−91,208 |
| QUALITY SYSTEMS INC | 70,490 | reported | 18 Aug 2020 | tx 9+70,490 |
| Consensus Cloud Solutions, Inc. | 10,106 | reported | 13 Mar 2026 | tx 18+223,365−13,565 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | EXERCISE | Consensus Cloud Solutions, Inc. | 5,053 | 30.05 USD | |
| 13 Mar 2026 | EXERCISE | Consensus Cloud Solutions, Inc. | 5,053 | 0.00 USD | deriv |
| 09 Feb 2026 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 33,069 | 0.00 USD | |
| 09 Feb 2026 | EXERCISE | Consensus Cloud Solutions, Inc. | 16,534 | 0.00 USD | deriv |
| 06 Dec 2025 | EXERCISE | Consensus Cloud Solutions, Inc. | 5,053 | 22.41 USD | |
| 06 Dec 2025 | EXERCISE | Consensus Cloud Solutions, Inc. | 5,053 | 0.00 USD | deriv |
| 03 Oct 2025 | EXERCISE | Consensus Cloud Solutions, Inc. | 3,125 | 0.00 USD | |
| 03 Oct 2025 | EXERCISE | Consensus Cloud Solutions, Inc. | 3,125 | 0.00 USD | deriv |
| 06 Dec 2024 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 60,637 | 0.00 USD | |
| 06 Dec 2024 | EXERCISE | Consensus Cloud Solutions, Inc. | 20,212 | 0.00 USD | deriv |
| 10 May 2024 | TAX_WITHHOLDING | Consensus Cloud Solutions, Inc. | 334 | 19.11 USD | |
| 07 Dec 2023 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 37,500 | 0.00 USD | |
| 07 Dec 2023 | EXERCISE | Consensus Cloud Solutions, Inc. | 12,500 | 0.00 USD | deriv |
| 11 May 2023 | PURCHASE | Consensus Cloud Solutions, Inc. | 4,500 | 33.98 USD | first after silence |
| 10 Nov 2022 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 7,500 | 0.00 USD | |
| 10 Nov 2022 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 7,500 | 0.00 USD | deriv |
| 10 Jan 2022 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 5,091 | 0.00 USD | deriv |
| 10 Jan 2022 | GRANT_AWARD | Consensus Cloud Solutions, Inc. | 5,091 | 0.00 USD | deriv |
| 18 Aug 2020 | GRANT_AWARD | QUALITY SYSTEMS INC | 11,837 | 0.00 USD | |
| 15 Aug 2019 | GRANT_AWARD | QUALITY SYSTEMS INC | 11,419 | 0.00 USD | |
| 14 Aug 2018 | GRANT_AWARD | QUALITY SYSTEMS INC | 6,631 | 0.00 USD | |
| 22 Aug 2017 | GRANT_AWARD | QUALITY SYSTEMS INC | 9,189 | 0.00 USD | |
| 16 Aug 2016 | GRANT_AWARD | QUALITY SYSTEMS INC | 13,360 | 0.00 USD | |
| 17 Aug 2015 | GRANT_AWARD | QUALITY SYSTEMS INC | 7,138 | 0.00 USD | |
| 11 Aug 2014 | GRANT_AWARD | QUALITY SYSTEMS INC | 5,080 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 11 May 2023.