Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Benefitfocus,Inc. | 46,365 | reported | 01 Jul 2021 | tx 22+52,275−10,910 |
| Freshworks Inc. | 43,374 | reported | 01 Jul 2025 | tx 3+43,374 |
| NetApp, Inc. | 2,307 | reported | 10 Sept 2025 | tx 4+5,219−1,456 |
| DUCK CREEK TECHNOLOGIES, INC. | 0 | reported | 30 Mar 2023 | tx 18+200,555−200,554 |
| F5, INC. | 0 | reported | 01 Nov 2024 | tx 179+198,705−150,459 |
| CONCUR TECHNOLOGIES INC | 0 | reported | 04 Dec 2014 | tx 67+289,686−289,686 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Sept 2025 | EXERCISE | NetApp, Inc. | 1,456 | — | |
| 10 Sept 2025 | GRANT_AWARD | NetApp, Inc. | 2,307 | — | deriv |
| 09 Sept 2025 | EXERCISE | NetApp, Inc. | 1,456 | — | deriv |
| 01 Jul 2025 | GRANT_AWARD | Freshworks Inc. | 13,236 | 0.00 USD | |
| 25 Mar 2025 | GRANT_AWARD | NetApp, Inc. | 1,456 | — | deriv |
| 01 Nov 2024 | TAX_WITHHOLDING | F5, INC. | 5,290 | 233.88 USD | |
| 01 Nov 2024 | EXERCISE | F5, INC. | 2,169 | 0.00 USD | |
| 01 Nov 2024 | EXERCISE | F5, INC. | 877 | 0.00 USD | deriv |
| 01 Nov 2024 | EXERCISE | F5, INC. | 485 | 0.00 USD | deriv |
| 01 Nov 2024 | EXERCISE | F5, INC. | 807 | 0.00 USD | deriv |
| 31 Oct 2024 | GRANT_AWARD | F5, INC. | 11,291 | 0.00 USD | |
| 21 Oct 2024 | SALE | F5, INC. | 600 | 217.67 USD | |
| 20 Sept 2024 | SALE | F5, INC. | 600 | 217.50 USD | |
| 26 Aug 2024 | SALE | F5, INC. | 100 | 200.00 USD | |
| 20 Aug 2024 | SALE | F5, INC. | 500 | 196.73 USD | |
| 01 Aug 2024 | EXERCISE | F5, INC. | 807 | 0.00 USD | |
| 01 Aug 2024 | TAX_WITHHOLDING | F5, INC. | 852 | 0.00 USD | |
| 01 Aug 2024 | EXERCISE | F5, INC. | 878 | 0.00 USD | |
| 01 Aug 2024 | EXERCISE | F5, INC. | 484 | 0.00 USD | |
| 01 Aug 2024 | EXERCISE | F5, INC. | 484 | 0.00 USD | deriv |
| 01 Aug 2024 | EXERCISE | F5, INC. | 807 | 0.00 USD | deriv |
| 01 Aug 2024 | EXERCISE | F5, INC. | 878 | 0.00 USD | deriv |
| 30 Jul 2024 | SALE | F5, INC. | 800 | 200.00 USD | |
| 22 Jul 2024 | SALE | F5, INC. | 500 | 176.20 USD | |
| 01 Jul 2024 | GRANT_AWARD | Freshworks Inc. | 15,116 | 0.00 USD |