Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NOVELL INC | 0 | reported | 27 Apr 2011 | tx 11+552,879−553,013 |
| IntraLinks Holdings, Inc. | 0 | reported | 19 Jan 2017 | tx 221+481,130−426,430 |
| EngageSmart, Inc. | 0 | reported | 26 Jan 2024 | tx 29+332,347−224,685 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 41,729 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 102,625 | — | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 6,706 | 0.00 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,057 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | |
| 01 Jan 2024 | TAX_WITHHOLDING | EngageSmart, Inc. | 2,324 | 22.90 USD | |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | deriv |
| 01 Jan 2024 | EXERCISE | EngageSmart, Inc. | 6,706 | 0.00 USD | deriv |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,563 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | |
| 01 Oct 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 2,446 | 17.99 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 6,705 | 0.00 USD | |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | EngageSmart, Inc. | 6,705 | 0.00 USD | deriv |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 6,705 | 0.00 USD | |
| 01 Jul 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,968 | 19.09 USD | |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | |
| 01 Jul 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,035 | 19.09 USD | |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | deriv |
| 01 Jul 2023 | EXERCISE | EngageSmart, Inc. | 6,705 | 0.00 USD | deriv |
| 01 Apr 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | |
| 01 Apr 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 7,873 | 19.25 USD | |
| 01 Apr 2023 | EXERCISE | EngageSmart, Inc. | 26,822 | 0.00 USD | |
| 01 Apr 2023 | TAX_WITHHOLDING | EngageSmart, Inc. | 1,035 | 19.25 USD | |
| 01 Apr 2023 | EXERCISE | EngageSmart, Inc. | 3,523 | 0.00 USD | deriv |