Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Nautilus Biotechnology, Inc. | 45,000 | reported | 23 Jun 2025 | tx 8+358,437 |
| Isilon Systems, Inc. | 0 | reported | 17 Dec 2010 | tx 26+10,270,098−18,783,815 |
| SMARTSHEET INC | 0 | reported | 22 Jan 2025 | tx 166+51,438,886−76,110,255 |
| Apptio Inc | 0 | reported | 10 Jan 2019 | tx 44+10,586,354−15,816,143 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Jun 2025 | GRANT_AWARD | Nautilus Biotechnology, Inc. | 45,000 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 131,122 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | — | |
| 18 Jun 2024 | GRANT_AWARD | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 14 Jun 2024 | GRANT_AWARD | Nautilus Biotechnology, Inc. | 45,000 | 0.00 USD | deriv |
| 12 Dec 2023 | GIFT | SMARTSHEET INC | 7,000 | 0.00 USD | |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | — | |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | 0.00 USD | deriv |
| 16 Jun 2023 | GRANT_AWARD | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 15 Jun 2023 | GRANT_AWARD | Nautilus Biotechnology, Inc. | 45,000 | 0.00 USD | deriv |
| 27 Feb 2023 | GIFT | SMARTSHEET INC | 5,500 | 0.00 USD | |
| 17 Jun 2022 | EXERCISE | SMARTSHEET INC | 2,952 | — | |
| 17 Jun 2022 | GRANT_AWARD | SMARTSHEET INC | 5,162 | 0.00 USD | deriv |
| 17 Jun 2022 | EXERCISE | SMARTSHEET INC | 2,952 | 0.00 USD | deriv |
| 15 Jun 2022 | GRANT_AWARD | Nautilus Biotechnology, Inc. | 86,467 | 0.00 USD | deriv |
| 18 Mar 2022 | PURCHASE | SMARTSHEET INC | 843 | 50.64 USD | |
| 18 Mar 2022 | PURCHASE | SMARTSHEET INC | 9,157 | 49.53 USD | |
| 10 Dec 2021 | PURCHASE | SMARTSHEET INC | 15,000 | 70.88 USD | |
| 15 Nov 2021 | PURCHASE | Nautilus Biotechnology, Inc. | 100,000 | 5.30 USD | |
| 24 Aug 2021 | PURCHASE | Nautilus Biotechnology, Inc. | 13,568 | 7.68 USD | first after silence |
| 26 Aug 2021 | PURCHASE | Nautilus Biotechnology, Inc. | 11,709 | 7.71 USD | |
| 25 Aug 2021 | PURCHASE | Nautilus Biotechnology, Inc. | 11,693 | 7.74 USD | |
| 17 Jun 2021 | EXERCISE | SMARTSHEET INC | 3,032 | — |
1 purchase reported after at least 12 months of silence — most recent on 24 Aug 2021.