Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Alight, Inc. / Delaware | 2,832,902 | reported | 09 Jul 2024 | tx 32+1,734,478−770,890.81 |
| SMARTSHEET INC | 0 | reported | 22 Jan 2025 | tx 4+9,197−9,197 |
| ZoomInfo Technologies Inc. | 0 | reported | 14 May 2026 | tx 7+101,463−25,090 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | EXERCISE | ZoomInfo Technologies Inc. | 19,551 | — | |
| 14 May 2026 | EXERCISE | ZoomInfo Technologies Inc. | 19,551 | 0.00 USD | deriv |
| 14 May 2026 | GRANT_AWARD | ZoomInfo Technologies Inc. | 51,283 | 0.00 USD | deriv |
| 14 May 2025 | EXERCISE | ZoomInfo Technologies Inc. | 5,539 | — | |
| 14 May 2025 | EXERCISE | ZoomInfo Technologies Inc. | 5,539 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | ZoomInfo Technologies Inc. | 19,551 | 0.00 USD | deriv |
| 01 Feb 2025 | GRANT_AWARD | ZoomInfo Technologies Inc. | 5,539 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 7,981 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 1,216 | 0.00 USD | deriv |
| 08 Jul 2024 | SALE | Alight, Inc. / Delaware | 47,851 | 7.11 USD | |
| 09 Jul 2024 | SALE | Alight, Inc. / Delaware | 47,851 | 6.98 USD | |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 480 | — | |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 4,067 | — | |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 4,067.46 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 31 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 266 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 31 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 266 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 31.44 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 480.19 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 266.64 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 31.44 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 266.64 | — | deriv |
| 02 Jul 2024 | EXERCISE | Alight, Inc. / Delaware | 480 | — | deriv |
| 18 Jun 2024 | GRANT_AWARD | SMARTSHEET INC | 1,216 | 0.00 USD | deriv |