Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WAFD INC | 22,891 | reported | 02 Jan 2026 | tx 9+22,891 |
| RIGHTNOW TECHNOLOGIES INC | 20,000 | reported | 07 Jun 2010 | tx 3+52,350 |
| CASTLIGHT HEALTH, INC. | 15,630 | reported | 17 Jun 2015 | tx 2+62,500 |
| Cornerstone OnDemand Inc | 4,890 | reported | 19 Nov 2014 | tx 11+139,898−113,908 |
| DOCUSIGN, INC. | 1,474 | reported | 29 Nov 2020 | tx 8+12,321−1,206 |
| CONCUR TECHNOLOGIES INC | 0 | reported | 04 Dec 2014 | tx 210+2,099,572−3,595,585 |
| Talend SA | 0 | reported | 29 Jul 2021 | tx 5+45,319−18,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | WAFD INC | 3,310 | 32.03 USD | |
| 02 Jan 2025 | GRANT_AWARD | WAFD INC | 3,288 | 32.24 USD | |
| 02 Jan 2024 | GRANT_AWARD | WAFD INC | 3,034 | 32.96 USD | |
| 03 Jan 2023 | GRANT_AWARD | WAFD INC | 2,981 | 33.55 USD | |
| 03 Jan 2022 | GRANT_AWARD | WAFD INC | 2,547 | 33.38 USD | |
| 29 Jul 2021 | TENDER | Talend SA | 18,000 | 66.00 USD | |
| 01 Jan 2021 | GRANT_AWARD | WAFD INC | 3,108 | 25.74 USD | |
| 29 Nov 2020 | EXERCISE | DOCUSIGN, INC. | 849 | 0.00 USD | |
| 29 Nov 2020 | EXERCISE | DOCUSIGN, INC. | 491 | 0.00 USD | deriv |
| 29 Nov 2020 | EXERCISE | DOCUSIGN, INC. | 358 | 0.00 USD | deriv |
| 28 Aug 2020 | EXERCISE | DOCUSIGN, INC. | 357 | 0.00 USD | |
| 28 Aug 2020 | EXERCISE | DOCUSIGN, INC. | 357 | 0.00 USD | deriv |
| 04 Aug 2020 | GRANT_AWARD | Talend SA | 7,652 | 1.78 USD | deriv |
| 29 May 2020 | PURCHASE | Talend SA | 15,000 | 30.61 USD | |
| 29 May 2020 | GRANT_AWARD | DOCUSIGN, INC. | 1,431 | 0.00 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | WAFD INC | 2,047 | 36.65 USD | |
| 17 Jun 2019 | GRANT_AWARD | DOCUSIGN, INC. | 3,791 | 0.00 USD | |
| 16 May 2019 | GRANT_AWARD | Talend SA | 11,987 | 0.00 USD | deriv |
| 02 Jan 2019 | GRANT_AWARD | WAFD INC | 2,546 | 26.71 USD | |
| 29 Aug 2018 | GRANT_AWARD | DOCUSIGN, INC. | 5,893 | 0.00 USD | |
| 29 Aug 2018 | GRANT_AWARD | WAFD INC | 30 | 34.15 USD | |
| 17 Jun 2015 | GRANT_AWARD | CASTLIGHT HEALTH, INC. | 12,500 | 0.00 USD | |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 371,500 | 129.00 USD | |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 639,634 | 129.00 USD | |
| 04 Dec 2014 | OTHER | CONCUR TECHNOLOGIES INC | 83,133 | 129.00 USD | deriv |