Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KANA SOFTWARE INC | 97,400 | reported | 14 May 2004 | tx 1+10,000 |
| Fluence Energy, Inc. | 6,262 | reported | 18 Feb 2026 | tx 15+60,330−17,414 |
| Sunrun Inc. | 3,657 | reported | 04 Aug 2023 | tx 129+301,070−429,521 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | GRANT_AWARD | Fluence Energy, Inc. | 6,262 | 0.00 USD | deriv |
| 18 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 2,977 | — | |
| 18 Dec 2025 | TAX_WITHHOLDING | Fluence Energy, Inc. | 1,066 | 19.31 USD | |
| 18 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 2,977 | 0.00 USD | deriv |
| 08 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 4,925 | — | |
| 08 Dec 2025 | TAX_WITHHOLDING | Fluence Energy, Inc. | 1,763 | 22.86 USD | |
| 08 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 4,925 | 0.00 USD | deriv |
| 01 Dec 2025 | GRANT_AWARD | Fluence Energy, Inc. | 7,402 | 0.00 USD | deriv |
| 18 Dec 2024 | GRANT_AWARD | Fluence Energy, Inc. | 8,931 | 0.00 USD | deriv |
| 18 Dec 2024 | GRANT_AWARD | Fluence Energy, Inc. | 7,912 | 0.00 USD | deriv |
| 08 Dec 2024 | EXERCISE | Fluence Energy, Inc. | 4,925 | — | |
| 08 Dec 2024 | TAX_WITHHOLDING | Fluence Energy, Inc. | 1,758 | 16.92 USD | |
| 08 Dec 2024 | EXERCISE | Fluence Energy, Inc. | 4,925 | 0.00 USD | deriv |
| 08 Dec 2023 | GRANT_AWARD | Fluence Energy, Inc. | 14,775 | 0.00 USD | deriv |
| 08 Dec 2023 | GRANT_AWARD | Fluence Energy, Inc. | 2,221 | 0.00 USD | deriv |
| 04 Aug 2023 | EXERCISE | Sunrun Inc. | 4,240 | 14.57 USD | |
| 04 Aug 2023 | EXERCISE | Sunrun Inc. | 3,597 | 9.81 USD | |
| 04 Aug 2023 | EXERCISE | Sunrun Inc. | 3,597 | 0.00 USD | deriv |
| 04 Aug 2023 | EXERCISE | Sunrun Inc. | 4,240 | 0.00 USD | deriv |
| 20 Jun 2023 | SALE | Sunrun Inc. | 415 | 18.60 USD | |
| 06 Jun 2023 | SALE | Sunrun Inc. | 429 | 18.74 USD | |
| 10 Apr 2023 | GRANT_AWARD | Sunrun Inc. | 24,283 | 0.00 USD | |
| 15 Mar 2023 | SALE | Sunrun Inc. | 489 | 19.05 USD | |
| 17 Mar 2023 | SALE | Sunrun Inc. | 428 | 17.71 USD | |
| 06 Mar 2023 | SALE | Sunrun Inc. | 1,512 | 25.51 USD |