Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Vertex, Inc. | 34,968 | reported | 11 Jun 2025 | tx 4+34,968 |
| SAFENET INC | 0 | reported | 12 Apr 2007 | tx 8+51,272−122,500 |
| Cornerstone OnDemand Inc | 0 | reported | 15 Oct 2021 | tx 4+106,611−199,833 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Jun 2025 | GRANT_AWARD | Vertex, Inc. | 5,327 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | Vertex, Inc. | 5,705 | 0.00 USD | |
| 13 Jun 2023 | GRANT_AWARD | Vertex, Inc. | 8,815 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | Vertex, Inc. | 15,121 | 0.00 USD | |
| 15 Oct 2021 | OTHER | Cornerstone OnDemand Inc | 168,743 | — | |
| 17 May 2021 | SALE | Cornerstone OnDemand Inc | 31,090 | 42.87 USD | |
| 27 Feb 2021 | GRANT_AWARD | Cornerstone OnDemand Inc | 72,578 | 0.00 USD | |
| 16 Jun 2020 | GRANT_AWARD | Cornerstone OnDemand Inc | 34,033 | 0.00 USD | |
| 12 Apr 2007 | TENDER | SAFENET INC | 1,272 | 36570.00 USD | |
| 12 Apr 2007 | CONVERSION | SAFENET INC | 25,000 | 133250.00 USD | deriv |
| 12 Apr 2007 | CONVERSION | SAFENET INC | 25,000 | 286000.00 USD | deriv |
| 12 Apr 2007 | CONVERSION | SAFENET INC | 25,000 | 176250.00 USD | deriv |
| 12 Apr 2007 | CONVERSION | SAFENET INC | 25,000 | 207750.00 USD | deriv |
| 12 Apr 2007 | CONVERSION | SAFENET INC | 22,500 | 276300.00 USD | deriv |
| 15 Nov 2006 | GRANT_AWARD | SAFENET INC | 25,000 | — | deriv |
| 01 Aug 2006 | GRANT_AWARD | SAFENET INC | 25,000 | — | deriv |