Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DIGITAL INSIGHT CORP | 77,479 | reported | 06 Feb 2007 | tx 50+147,889−217,180 |
| Genpact LTD | 64,281 | reported | 23 Apr 2026 | tx 13+64,281 |
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 7+22,513−210 |
| Alteryx, Inc. | 7,495 | reported | 19 Mar 2024 | tx 6+16,803−16,803 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 23 Apr 2026 | GRANT_AWARD | Genpact LTD | 6,521 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | Genpact LTD | 4,825 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 07 Dec 2023 | GIFT | WELLS FARGO & COMPANY/MN | 210 | 0.00 USD | |
| 02 May 2024 | GRANT_AWARD | Genpact LTD | 6,707 | 0.00 USD | |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 19 Mar 2024 | OTHER | Alteryx, Inc. | 7,495 | — | |
| 19 Mar 2024 | OTHER | Alteryx, Inc. | 9,308 | — | |
| 17 May 2023 | GRANT_AWARD | Alteryx, Inc. | 5,520 | 0.00 USD | |
| 15 May 2023 | PURCHASE | Genpact LTD | 5,000 | 36.93 USD | |
| 04 May 2023 | GRANT_AWARD | Genpact LTD | 4,916 | 0.00 USD | |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 25 May 2022 | GRANT_AWARD | Alteryx, Inc. | 3,632 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | Genpact LTD | 4,829 | 0.00 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 100 | 0.00 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,284 | 44.58 USD | deriv |
| 06 Dec 2021 | GRANT_AWARD | Alteryx, Inc. | 5,924 | 0.00 USD | |
| 06 Dec 2021 | GRANT_AWARD | Alteryx, Inc. | 1,727 | 0.00 USD | |
| 05 May 2021 | GRANT_AWARD | Genpact LTD | 3,709 | 0.00 USD | |
| 20 May 2020 | GRANT_AWARD | Genpact LTD | 5,112 | 0.00 USD | |
| 09 May 2019 | GRANT_AWARD | Genpact LTD | 3,326 | 0.00 USD | |
| 08 May 2018 | GRANT_AWARD | Genpact LTD | 3,961 | 0.00 USD | |
| 09 May 2017 | GRANT_AWARD | Genpact LTD | 4,700 | 0.00 USD | |
| 02 May 2016 | GRANT_AWARD | Genpact LTD | 6,405 | 0.00 USD |