Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Real Goods Solar, Inc. | 80,000 | reported | 03 Sept 2019 | tx 1+20,000 |
| EverQuote, Inc. | 52,161 | reported | 12 Jan 2026 | tx 23+67,582−27,413 |
| Intapp, Inc. | 33,089 | reported | 18 Nov 2025 | tx 16+44,889−11,800 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jan 2026 | SALE | EverQuote, Inc. | 671 | 25.73 USD | |
| 18 Nov 2025 | GRANT_AWARD | Intapp, Inc. | 5,025 | 0.00 USD | |
| 17 Nov 2025 | SALE | Intapp, Inc. | 500 | 41.58 USD | |
| 17 Nov 2025 | SALE | Intapp, Inc. | 1,000 | 42.61 USD | |
| 17 Nov 2025 | SALE | Intapp, Inc. | 300 | 43.23 USD | |
| 10 Oct 2025 | SALE | EverQuote, Inc. | 671 | 22.04 USD | |
| 15 Aug 2025 | SALE | EverQuote, Inc. | 671 | 23.35 USD | |
| 05 Jun 2025 | GRANT_AWARD | EverQuote, Inc. | 6,704 | 0.00 USD | |
| 10 Apr 2025 | SALE | EverQuote, Inc. | 1,250 | 21.15 USD | |
| 25 Mar 2025 | SALE | EverQuote, Inc. | 5,000 | 30.00 USD | |
| 10 Jan 2025 | SALE | EverQuote, Inc. | 1,250 | 18.18 USD | |
| 14 Nov 2024 | SALE | Intapp, Inc. | 3,000 | 56.91 USD | |
| 13 Nov 2024 | GRANT_AWARD | Intapp, Inc. | 3,817 | 0.00 USD | |
| 10 Oct 2024 | SALE | EverQuote, Inc. | 2,500 | 19.42 USD | |
| 06 Jun 2024 | GRANT_AWARD | EverQuote, Inc. | 5,351 | 0.00 USD | |
| 14 May 2024 | SALE | EverQuote, Inc. | 4,000 | 23.56 USD | |
| 10 Apr 2024 | SALE | Intapp, Inc. | 1,500 | 31.38 USD | |
| 14 Mar 2024 | SALE | EverQuote, Inc. | 6,000 | 18.55 USD | |
| 17 Nov 2023 | SALE | Intapp, Inc. | 900 | 37.91 USD | |
| 17 Nov 2023 | SALE | Intapp, Inc. | 100 | 39.20 USD | |
| 17 Nov 2023 | SALE | Intapp, Inc. | 2,000 | 38.46 USD | |
| 14 Nov 2023 | GRANT_AWARD | Intapp, Inc. | 5,624 | 0.00 USD | |
| 08 Jun 2023 | GRANT_AWARD | EverQuote, Inc. | 15,703 | 0.00 USD | |
| 08 Jun 2023 | SALE | Intapp, Inc. | 2,500 | 43.04 USD | |
| 15 Nov 2022 | GRANT_AWARD | Intapp, Inc. | 9,293 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 29 Jun 2021.