Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EverCommerce Inc. | 49,899 | reported | 20 Jun 2025 | tx 2+49,899 |
| RingCentral, Inc. | 32,001 | reported | 02 Mar 2026 | tx 6+36,817−4,916 |
| RB GLOBAL INC. | 10,710 | reported | 07 Mar 2022 | tx 36+11,174 |
| ZUORA INC | 0 | reported | 14 Feb 2025 | tx 9+79,668−79,668 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | SALE | RingCentral, Inc. | 3,414 | 36.10 USD | |
| 02 Mar 2026 | SALE | RingCentral, Inc. | 100 | 36.84 USD | |
| 02 Jan 2026 | GRANT_AWARD | RingCentral, Inc. | 10,118 | 0.00 USD | |
| 02 Jan 2026 | SALE | RingCentral, Inc. | 1,402 | 28.99 USD | |
| 20 Jun 2025 | GRANT_AWARD | EverCommerce Inc. | 20,942 | 0.00 USD | |
| 01 Jun 2025 | GRANT_AWARD | RingCentral, Inc. | 5,610 | 0.00 USD | |
| 17 May 2025 | GRANT_AWARD | EverCommerce Inc. | 28,957 | 0.00 USD | |
| 28 Feb 2025 | GRANT_AWARD | RingCentral, Inc. | 21,089 | 0.00 USD | |
| 14 Feb 2025 | OTHER | ZUORA INC | 61,691 | 10.00 USD | |
| 27 Jun 2024 | GRANT_AWARD | ZUORA INC | 19,230 | 0.00 USD | |
| 16 Jan 2024 | SALE | ZUORA INC | 4,133 | 8.39 USD | |
| 05 Jul 2023 | SALE | ZUORA INC | 702 | 10.81 USD | |
| 05 Jul 2023 | SALE | ZUORA INC | 9,009 | 10.04 USD | |
| 27 Jun 2023 | GRANT_AWARD | ZUORA INC | 16,218 | 0.00 USD | |
| 13 Jan 2023 | SALE | ZUORA INC | 4,133 | 6.69 USD | |
| 21 Jun 2022 | GRANT_AWARD | ZUORA INC | 19,422 | 0.00 USD | |
| 07 Mar 2022 | GRANT_AWARD | RB GLOBAL INC. | 576 | 0.00 USD | deriv |
| 04 Mar 2022 | GRANT_AWARD | RB GLOBAL INC. | 47 | 0.00 USD | deriv |
| 13 Jan 2022 | GRANT_AWARD | ZUORA INC | 24,798 | 0.00 USD | |
| 15 Dec 2021 | GRANT_AWARD | RB GLOBAL INC. | 38 | 0.00 USD | deriv |
| 15 Nov 2021 | GRANT_AWARD | RB GLOBAL INC. | 465 | 0.00 USD | deriv |
| 15 Sept 2021 | GRANT_AWARD | RB GLOBAL INC. | 40 | 0.00 USD | deriv |
| 16 Aug 2021 | GRANT_AWARD | RB GLOBAL INC. | 543 | 0.00 USD | deriv |
| 16 Jun 2021 | GRANT_AWARD | RB GLOBAL INC. | 35 | 0.00 USD | deriv |
| 17 May 2021 | GRANT_AWARD | RB GLOBAL INC. | 507 | 0.00 USD | deriv |