Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MICROSOFT CORP | 448,675 | reported | 03 Mar 2014 | tx 14−265,054 |
| SPS COMMERCE INC | 54,908 | reported | 28 May 2026 | tx 33+86,335−38,288 |
| AVALARA INC | 0 | reported | 19 Oct 2022 | tx 25+100,015−138,088 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | SPS COMMERCE INC | 3,736 | 0.00 USD | |
| 13 Mar 2026 | EXERCISE | SPS COMMERCE INC | 5,732 | 51.80 USD | |
| 13 Mar 2026 | EXERCISE | SPS COMMERCE INC | 5,732 | 0.00 USD | deriv |
| 13 May 2025 | GRANT_AWARD | SPS COMMERCE INC | 1,310 | 0.00 USD | |
| 26 Mar 2025 | EXERCISE | SPS COMMERCE INC | 6,570 | 37.22 USD | |
| 26 Mar 2025 | EXERCISE | SPS COMMERCE INC | 6,570 | 0.00 USD | deriv |
| 16 May 2024 | GRANT_AWARD | SPS COMMERCE INC | 465 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | SPS COMMERCE INC | 1,136 | 0.00 USD | deriv |
| 14 May 2024 | EXERCISE | SPS COMMERCE INC | 6,052 | 29.15 USD | |
| 14 May 2024 | EXERCISE | SPS COMMERCE INC | 6,052 | 0.00 USD | deriv |
| 12 May 2023 | GRANT_AWARD | SPS COMMERCE INC | 585 | 0.00 USD | |
| 12 May 2023 | GRANT_AWARD | SPS COMMERCE INC | 1,466 | 0.00 USD | deriv |
| 06 Mar 2023 | EXERCISE | SPS COMMERCE INC | 6,792 | 26.14 USD | |
| 06 Mar 2023 | EXERCISE | SPS COMMERCE INC | 13,142 | 26.14 USD | |
| 06 Mar 2023 | EXERCISE | SPS COMMERCE INC | 13,142 | 0.00 USD | deriv |
| 06 Mar 2023 | EXERCISE | SPS COMMERCE INC | 6,792 | 0.00 USD | deriv |
| 19 Oct 2022 | OTHER | AVALARA INC | 71,162 | 93.50 USD | |
| 19 Oct 2022 | OTHER | AVALARA INC | 2,459 | 20.83 USD | deriv |
| 08 Jun 2022 | GRANT_AWARD | AVALARA INC | 2,254 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | SPS COMMERCE INC | 838 | 0.00 USD | |
| 17 May 2022 | GRANT_AWARD | SPS COMMERCE INC | 2,252 | 0.00 USD | deriv |
| 03 Jun 2021 | GRANT_AWARD | AVALARA INC | 1,591 | 0.00 USD | |
| 19 May 2021 | GRANT_AWARD | SPS COMMERCE INC | 910 | 0.00 USD | |
| 19 May 2021 | GRANT_AWARD | SPS COMMERCE INC | 2,778 | 0.00 USD | deriv |
| 11 Jun 2020 | GRANT_AWARD | AVALARA INC | 752 | 0.00 USD |