Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bazaarvoice Inc | 519,958 | reported | 01 Feb 2018 | tx 34+1,249,311−1,284,137 |
| CS Disco, Inc. | 264,748 | reported | 10 Jun 2026 | tx 14+147,700−12,000 |
| Q2 Holdings, Inc. | 21,739 | reported | 10 Jun 2026 | tx 79+115,079−168,804 |
| Convio, Inc. | 0 | reported | 04 May 2012 | tx 33+345,200−644,400 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Jun 2026 | GRANT_AWARD | Q2 Holdings, Inc. | 4,741 | 0.00 USD | |
| 10 Jun 2026 | GRANT_AWARD | CS Disco, Inc. | 41,096 | 0.00 USD | |
| 09 Feb 2026 | PURCHASE | CS Disco, Inc. | 3,000 | 3.99 USD | |
| 25 Nov 2025 | SALE | Q2 Holdings, Inc. | 794 | 70.84 USD | |
| 14 Aug 2025 | PURCHASE | CS Disco, Inc. | 6,500 | 4.92 USD | first after silence |
| 12 Aug 2025 | SALE | Q2 Holdings, Inc. | 786 | 74.15 USD | |
| 10 Jun 2025 | GRANT_AWARD | CS Disco, Inc. | 34,169 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Q2 Holdings, Inc. | 2,337 | 0.00 USD | |
| 22 May 2025 | SALE | Q2 Holdings, Inc. | 1,000 | 87.77 USD | |
| 24 Feb 2025 | SALE | Q2 Holdings, Inc. | 1,000 | 87.96 USD | |
| 22 Nov 2024 | SALE | Q2 Holdings, Inc. | 548 | 104.95 USD | |
| 28 Aug 2024 | SALE | Q2 Holdings, Inc. | 1,013 | 73.97 USD | |
| 13 Jun 2024 | GRANT_AWARD | CS Disco, Inc. | 24,958 | 0.00 USD | |
| 11 Jun 2024 | GRANT_AWARD | Q2 Holdings, Inc. | 3,520 | 0.00 USD | |
| 22 May 2024 | SALE | Q2 Holdings, Inc. | 848 | 63.47 USD | |
| 22 Feb 2024 | SALE | Q2 Holdings, Inc. | 1,040 | 44.81 USD | |
| 13 Dec 2023 | SALE | Q2 Holdings, Inc. | 1,126 | 40.00 USD | |
| 22 Nov 2023 | SALE | Q2 Holdings, Inc. | 493 | 35.20 USD | |
| 14 Sept 2023 | PURCHASE | CS Disco, Inc. | 7,000 | 6.95 USD | first after silence |
| 13 Sept 2023 | SALE | Q2 Holdings, Inc. | 493 | 33.50 USD | |
| 15 Jun 2023 | GRANT_AWARD | CS Disco, Inc. | 18,473 | 0.00 USD | |
| 31 May 2023 | GRANT_AWARD | Q2 Holdings, Inc. | 7,177 | 0.00 USD | |
| 12 Jul 2022 | GRANT_AWARD | CS Disco, Inc. | 6,834 | 0.00 USD | |
| 01 Jun 2022 | GRANT_AWARD | Q2 Holdings, Inc. | 4,052 | 0.00 USD | |
| 18 Apr 2022 | EXERCISE | CS Disco, Inc. | 2,000 | 8.80 USD |
3 purchases reported after at least 12 months of silence — most recent on 14 Aug 2025.