Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BILL Holdings, Inc. | 3,639 | reported | 11 Dec 2025 | tx 17+22,603−9,482 |
| Altus Power, Inc. | 0 | reported | 16 Apr 2025 | tx 4+59,549−59,549 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Dec 2025 | GRANT_AWARD | BILL Holdings, Inc. | 3,639 | 0.00 USD | deriv |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | — | |
| 05 Dec 2025 | EXERCISE | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 30 Jun 2025 | EXERCISE | BILL Holdings, Inc. | 1,213 | — | |
| 30 Jun 2025 | EXERCISE | BILL Holdings, Inc. | 1,213 | 0.00 USD | deriv |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 59,549 | — | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | — | |
| 05 Dec 2024 | EXERCISE | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 05 Dec 2024 | GRANT_AWARD | BILL Holdings, Inc. | 2,095 | 0.00 USD | deriv |
| 30 Jun 2024 | EXERCISE | BILL Holdings, Inc. | 1,212 | — | |
| 30 Jun 2024 | EXERCISE | BILL Holdings, Inc. | 1,212 | 0.00 USD | deriv |
| 20 Jun 2024 | GRANT_AWARD | Altus Power, Inc. | 29,551 | 0.00 USD | |
| 01 Nov 2023 | GRANT_AWARD | Altus Power, Inc. | 19,724 | 0.00 USD | |
| 11 Dec 2023 | GRANT_AWARD | Altus Power, Inc. | 10,274 | 0.00 USD | |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 866 | — | |
| 07 Dec 2023 | GRANT_AWARD | BILL Holdings, Inc. | 2,883 | 0.00 USD | deriv |
| 07 Dec 2023 | EXERCISE | BILL Holdings, Inc. | 866 | 0.00 USD | deriv |
| 30 Jun 2023 | EXERCISE | BILL Holdings, Inc. | 1,213 | — | |
| 30 Jun 2023 | EXERCISE | BILL Holdings, Inc. | 1,213 | 0.00 USD | deriv |
| 08 Dec 2022 | GRANT_AWARD | BILL Holdings, Inc. | 866 | 0.00 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | BILL Holdings, Inc. | 3,638 | 0.00 USD | deriv |