Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN EXPRESS CO | 47,818.52 | reported | 05 Feb 2026 | tx 69+655,632−568,635 |
| DOCUSIGN, INC. | 12,977 | reported | 05 Jun 2026 | tx 51+36,162−18,801 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Jun 2026 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | 10b5-1 |
| 05 Jun 2026 | SALE | DOCUSIGN, INC. | 363 | 49.42 USD | 10b5-1 |
| 04 Jun 2026 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | 10b5-1deriv |
| 29 May 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | 10b5-1 |
| 02 Jun 2026 | SALE | DOCUSIGN, INC. | 365 | 55.04 USD | 10b5-1 |
| 29 May 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | 10b5-1deriv |
| 01 Jun 2026 | GRANT_AWARD | DOCUSIGN, INC. | 4,384 | 0.00 USD | 10b5-1deriv |
| 05 Mar 2026 | SALE | DOCUSIGN, INC. | 363 | 46.33 USD | |
| 04 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | |
| 04 Mar 2026 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | deriv |
| 03 Mar 2026 | SALE | DOCUSIGN, INC. | 365 | 45.02 USD | |
| 28 Feb 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | |
| 28 Feb 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | deriv |
| 05 Feb 2026 | SALE | AMERICAN EXPRESS CO | 27,425 | 350.01 USD | |
| 05 Feb 2026 | EXERCISE | AMERICAN EXPRESS CO | 14,992 | 173.61 USD | |
| 05 Feb 2026 | EXERCISE | AMERICAN EXPRESS CO | 14,992 | 0.00 USD | deriv |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,016 | — | |
| 01 Feb 2026 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 13,637 | 352.17 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 24,883 | — | |
| 01 Feb 2026 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 829 | 352.17 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 14,992 | 0.00 USD | deriv |
| 05 Dec 2025 | SALE | DOCUSIGN, INC. | 363 | 64.50 USD | |
| 04 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | |
| 04 Dec 2025 | EXERCISE | DOCUSIGN, INC. | 725 | 0.00 USD | deriv |
| 29 Nov 2025 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD |