Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SmartRent, Inc. | 20,955,807 | reported | 13 Jul 2022 | tx 3−178,579 |
| AvidXchange Holdings, Inc. | 18,929,292 | reported | 16 Mar 2022 | tx 1−4,453,948 |
| Flywire Corp | 8,795,388 | reported | 11 May 2023 | tx 8+265,500−5,140,505 |
| Rubrik, Inc. | 1,359,640 | reported | 26 Jun 2025 | tx 14+4,159,716−5,559,640 |
| Gen Digital Inc. | 577,984 | reported | 10 May 2012 | tx 79+2,643,653−382,040 |
| Netskope Inc | 200,000 | reported | 19 Sept 2025 | tx 4+1,420,562−1,420,562 |
| Atlassian Corp | 106,623 | reported | 11 Dec 2024 | tx 7+5,389−30,000 |
| AUTOMATIC DATA PROCESSING INC | 13,512 | reported | 13 Nov 2012 | tx 6+11,400 |
| DOCUSIGN, INC. | 729 | reported | 28 Feb 2026 | tx 130+5,476,188−10,852,301 |
| FireEye, Inc. | 0 | reported | 12 Sept 2022 | tx 16+121,310−321,310 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | |
| 29 May 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | deriv |
| 01 Jun 2026 | GRANT_AWARD | DOCUSIGN, INC. | 4,384 | 0.00 USD | deriv |
| 28 Feb 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | |
| 28 Feb 2026 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | deriv |
| 29 Nov 2025 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | |
| 29 Nov 2025 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | deriv |
| 19 Sept 2025 | OTHER | Netskope Inc | 200,000 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 1,220,562 | — | |
| 19 Sept 2025 | OTHER | Netskope Inc | 1,220,562 | — | deriv |
| 19 Sept 2025 | OTHER | Netskope Inc | 200,000 | — | deriv |
| 29 Aug 2025 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | |
| 29 Aug 2025 | EXERCISE | DOCUSIGN, INC. | 729 | 0.00 USD | deriv |
| 26 Jun 2025 | SALE | Rubrik, Inc. | 1,041 | 91.36 USD | |
| 26 Jun 2025 | SALE | Rubrik, Inc. | 2,704 | 90.35 USD | |
| 26 Jun 2025 | SALE | Rubrik, Inc. | 18,179 | 89.60 USD | |
| 24 Jun 2025 | OTHER | Rubrik, Inc. | 678,076 | 0.00 USD | |
| 24 Jun 2025 | CONVERSION | Rubrik, Inc. | 679,577 | — | |
| 26 Jun 2025 | CONVERSION | Rubrik, Inc. | 20,423 | — | |
| 26 Jun 2025 | CONVERSION | Rubrik, Inc. | 20,423 | 0.00 USD | deriv |
| 24 Jun 2025 | CONVERSION | Rubrik, Inc. | 679,577 | 0.00 USD | deriv |
| 13 Jun 2025 | SALE | Rubrik, Inc. | 700,000 | 91.09 USD | |
| 13 Jun 2025 | CONVERSION | Rubrik, Inc. | 700,000 | — | |
| 13 Jun 2025 | CONVERSION | Rubrik, Inc. | 700,000 | 0.00 USD | deriv |
| 29 May 2025 | EXERCISE | DOCUSIGN, INC. | 1,069 | 0.00 USD |