Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| American Well Corp | 169,892 | reported | 22 Jun 2023 | tx 7+183,058−5,166 |
| COCA COLA CO | 52,184 | reported | 19 Apr 2004 | tx 2+112,000−21,417 |
| TWILIO INC | 18,327 | reported | 15 Mar 2026 | tx 21+18,327 |
| COCA COLA ENTERPRISES INC | 8,698 | reported | 30 Jun 2004 | tx 10+10,503 |
| Toast, Inc. | 5,256 | reported | 13 Jun 2025 | tx 23+140,907−137,276 |
| REEBOK INTERNATIONAL LTD | 3,749 | reported | 31 Mar 2004 | tx 4+895 |
| Global Blood Therapeutics, Inc. | 0 | reported | 05 Oct 2022 | tx 45+196,935−188,324 |
| ARYA Sciences Acquisition Corp II | 0 | reported | 01 Aug 2024 | tx 14+219,207−219,207 |
| Environmental Impact Acquisition Corp | 0 | reported | 24 Jul 2023 | tx 1−172,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jan 2025 | SALE | Toast, Inc. | 1,667 | 36.95 USD | |
| 15 Mar 2026 | GRANT_AWARD | TWILIO INC | 673 | 0.00 USD | |
| 15 Dec 2025 | GRANT_AWARD | TWILIO INC | 627 | 0.00 USD | |
| 15 Sept 2025 | GRANT_AWARD | TWILIO INC | 763 | 0.00 USD | |
| 13 Jun 2025 | GRANT_AWARD | Toast, Inc. | 5,256 | 0.00 USD | deriv |
| 09 Jun 2025 | GRANT_AWARD | TWILIO INC | 691 | 0.00 USD | |
| 06 Jun 2025 | EXERCISE | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 06 Jun 2025 | EXERCISE | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 15 Mar 2025 | GRANT_AWARD | TWILIO INC | 618 | 0.00 USD | |
| 13 Mar 2025 | SALE | Toast, Inc. | 34,222 | 33.01 USD | |
| 15 Dec 2024 | GRANT_AWARD | TWILIO INC | 732 | 0.00 USD | |
| 15 Sept 2024 | GRANT_AWARD | TWILIO INC | 1,240 | 0.00 USD | |
| 01 Aug 2024 | OTHER | ARYA Sciences Acquisition Corp II | 3,282 | — | |
| 01 Aug 2024 | OTHER | ARYA Sciences Acquisition Corp II | 10,461 | — | |
| 01 Aug 2024 | OTHER | ARYA Sciences Acquisition Corp II | 49,794 | — | deriv |
| 06 Jun 2024 | EXERCISE | Toast, Inc. | 11,593 | 0.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | Toast, Inc. | 9,712 | 0.00 USD | deriv |
| 06 Jun 2024 | EXERCISE | Toast, Inc. | 11,593 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | TWILIO INC | 1,234 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | ARYA Sciences Acquisition Corp II | 10,461 | — | |
| 15 Mar 2024 | GRANT_AWARD | TWILIO INC | 1,195 | 0.00 USD | |
| 22 Feb 2024 | EXERCISE | Toast, Inc. | 7,645 | — | |
| 22 Feb 2024 | EXERCISE | Toast, Inc. | 7,645 | 0.00 USD | deriv |
| 15 Dec 2023 | GRANT_AWARD | TWILIO INC | 1,153 | 0.00 USD | |
| 01 Nov 2023 | EXERCISE | ARYA Sciences Acquisition Corp II | 30,130 | 12.62 USD |
2 purchases reported after at least 12 months of silence — most recent on 24 Sept 2021.