Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Hercules Capital, Inc. | 22,486 | reported | 26 Mar 2026 | tx 7+21,458 |
| PHASE FORWARD INC | 16,750 | reported | 28 Feb 2007 | tx 5+28,750−25,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | PURCHASE | Hercules Capital, Inc. | 2,926 | 14.35 USD | |
| 04 Mar 2026 | PURCHASE | Hercules Capital, Inc. | 3,050 | 14.78 USD | first after silence |
| 06 Aug 2024 | PURCHASE | Hercules Capital, Inc. | 2,898 | 18.07 USD | |
| 08 Sept 2023 | GRANT_AWARD | Hercules Capital, Inc. | 5,656 | 15.90 USD | |
| 22 Jun 2023 | GRANT_AWARD | Hercules Capital, Inc. | 4,234 | 14.17 USD | |
| 01 Aug 2022 | GRANT_AWARD | Hercules Capital, Inc. | 723 | 16.13 USD | |
| 01 Nov 2021 | GRANT_AWARD | Hercules Capital, Inc. | 1,971 | 18.07 USD | |
| 28 Feb 2007 | GRANT_AWARD | PHASE FORWARD INC | 4,250 | 0.00 USD | |
| 10 Nov 2006 | EXERCISE | PHASE FORWARD INC | 12,500 | 7.22 USD | |
| 10 Nov 2006 | SALE | PHASE FORWARD INC | 12,500 | 14.89 USD | |
| 10 Nov 2006 | EXERCISE | PHASE FORWARD INC | 12,500 | 7.22 USD | deriv |
| 06 Jun 2006 | GRANT_AWARD | PHASE FORWARD INC | 12,000 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 04 Mar 2026.