Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Phreesia, Inc. | 33,435 | reported | 25 Jun 2025 | tx 6+33,435 |
| Sumo Logic, Inc. | 0 | reported | 12 May 2023 | tx 107+2,123,812−7,341,573 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Jun 2025 | GRANT_AWARD | Phreesia, Inc. | 6,700 | 27.61 USD | |
| 26 Jun 2024 | GRANT_AWARD | Phreesia, Inc. | 8,490 | 0.00 USD | |
| 28 Jun 2023 | GRANT_AWARD | Phreesia, Inc. | 6,051 | 0.00 USD | |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 738,797 | — | |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 7,428 | — | |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 7,428 | — | |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 2,662 | — | |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 1,033,805 | 0.00 USD | deriv |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 1,838,422 | 0.00 USD | deriv |
| 12 May 2023 | OTHER | Sumo Logic, Inc. | 455,616 | 0.00 USD | deriv |
| 15 Mar 2023 | SALE | Sumo Logic, Inc. | 21,812 | 11.84 USD | |
| 15 Dec 2022 | SALE | Sumo Logic, Inc. | 32,719 | 8.30 USD | |
| 15 Sept 2022 | SALE | Sumo Logic, Inc. | 30,883 | 8.80 USD | |
| 08 Sept 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 1.15 USD | |
| 08 Sept 2022 | SALE | Sumo Logic, Inc. | 50,094 | 8.60 USD | |
| 08 Sept 2022 | SALE | Sumo Logic, Inc. | 4,035 | 8.60 USD | |
| 08 Sept 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 0.00 USD | deriv |
| 08 Aug 2022 | SALE | Sumo Logic, Inc. | 4,035 | 8.22 USD | |
| 08 Aug 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 1.15 USD | |
| 08 Aug 2022 | SALE | Sumo Logic, Inc. | 50,094 | 8.22 USD | |
| 08 Aug 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 0.00 USD | deriv |
| 08 Jul 2022 | SALE | Sumo Logic, Inc. | 4,035 | 8.31 USD | |
| 08 Jul 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 1.15 USD | |
| 08 Jul 2022 | SALE | Sumo Logic, Inc. | 50,094 | 8.31 USD | |
| 08 Jul 2022 | EXERCISE | Sumo Logic, Inc. | 50,094 | 0.00 USD | deriv |