Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITRIX SYSTEMS INC | 59,195.46 | reported | 21 Dec 2021 | tx 34+88,669.48−38,698 |
| COMMVAULT SYSTEMS INC | 16,809 | reported | 07 Aug 2025 | tx 6+16,809 |
| Aspen Technology, Inc. | 0 | reported | 12 Mar 2025 | tx 9+6,964−4,460 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 Aug 2025 | GRANT_AWARD | COMMVAULT SYSTEMS INC | 1,189 | 0.00 USD | |
| 12 Mar 2025 | OTHER | Aspen Technology, Inc. | 3,209 | — | |
| 12 Mar 2025 | OTHER | Aspen Technology, Inc. | 1,251 | — | |
| 08 Aug 2024 | GRANT_AWARD | COMMVAULT SYSTEMS INC | 1,530 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | Aspen Technology, Inc. | 1,196 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | Aspen Technology, Inc. | 1,252 | 0.00 USD | |
| 01 Sept 2023 | GRANT_AWARD | Aspen Technology, Inc. | 1,252 | 0.00 USD | |
| 29 Aug 2023 | GRANT_AWARD | COMMVAULT SYSTEMS INC | 3,137 | 0.00 USD | |
| 01 Sept 2022 | GRANT_AWARD | Aspen Technology, Inc. | 90 | 0.00 USD | |
| 24 Aug 2022 | GRANT_AWARD | COMMVAULT SYSTEMS INC | 3,695 | 0.00 USD | |
| 23 May 2022 | GRANT_AWARD | Aspen Technology, Inc. | 670 | 0.00 USD | |
| 21 Dec 2021 | GRANT_AWARD | CITRIX SYSTEMS INC | 163.37 | 0.00 USD | |
| 01 Oct 2021 | TAX_WITHHOLDING | CITRIX SYSTEMS INC | 9,040 | 108.43 USD | |
| 24 Sept 2021 | GRANT_AWARD | CITRIX SYSTEMS INC | 211.76 | 0.00 USD | |
| 01 Sept 2021 | SALE | CITRIX SYSTEMS INC | 673 | 103.22 USD | |
| 01 Sept 2021 | SALE | CITRIX SYSTEMS INC | 262 | 103.22 USD | anomaly |
| 20 Aug 2021 | GRANT_AWARD | COMMVAULT SYSTEMS INC | 2,640 | — | |
| 02 Aug 2021 | SALE | CITRIX SYSTEMS INC | 262 | 100.28 USD | anomaly |
| 02 Aug 2021 | SALE | CITRIX SYSTEMS INC | 673 | 100.28 USD | |
| 01 Jul 2021 | SALE | CITRIX SYSTEMS INC | 262 | 117.15 USD | anomaly |
| 01 Jul 2021 | SALE | CITRIX SYSTEMS INC | 673 | 117.15 USD | |
| 25 Jun 2021 | GRANT_AWARD | CITRIX SYSTEMS INC | 200.59 | 0.00 USD | |
| 01 Jun 2021 | SALE | CITRIX SYSTEMS INC | 262 | 115.16 USD | anomaly |
| 01 Jun 2021 | SALE | CITRIX SYSTEMS INC | 673 | 115.16 USD | |
| 03 May 2021 | SALE | CITRIX SYSTEMS INC | 262 | 123.26 USD | anomaly |