Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Upland Software, Inc. | 131,908 | reported | 16 Jun 2025 | tx 9+150,000−18,092 |
| Comverge, Inc. | 0 | reported | 15 May 2012 | tx 35+177,806−78,117 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Jun 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 3,596 | 1.84 USD | |
| 16 Mar 2025 | TAX_WITHHOLDING | Upland Software, Inc. | 4,135 | 3.10 USD | |
| 28 Jan 2025 | GRANT_AWARD | Upland Software, Inc. | 50,000 | 0.00 USD | |
| 16 Dec 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 6,197 | 4.51 USD | |
| 16 Sept 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 1,240 | 2.24 USD | |
| 16 Jun 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 1,460 | 2.63 USD | |
| 16 Mar 2024 | TAX_WITHHOLDING | Upland Software, Inc. | 1,464 | 4.21 USD | |
| 29 Jan 2024 | GRANT_AWARD | Upland Software, Inc. | 50,000 | 0.00 USD | |
| 31 Oct 2023 | GRANT_AWARD | Upland Software, Inc. | 50,000 | 0.00 USD | |
| 15 May 2012 | TENDER | Comverge, Inc. | 56,573 | 1.75 USD | |
| 08 Mar 2012 | GRANT_AWARD | Comverge, Inc. | 21,000 | 0.00 USD | |
| 03 Mar 2012 | TAX_WITHHOLDING | Comverge, Inc. | 1,140 | 1.40 USD | |
| 12 Feb 2012 | TAX_WITHHOLDING | Comverge, Inc. | 89 | 1.44 USD | |
| 11 Dec 2011 | TAX_WITHHOLDING | Comverge, Inc. | 222 | 1.29 USD | |
| 12 Nov 2011 | TAX_WITHHOLDING | Comverge, Inc. | 89 | 1.41 USD | |
| 12 May 2011 | TAX_WITHHOLDING | Comverge, Inc. | 100 | 3.94 USD | |
| 15 Apr 2011 | EXERCISE | Comverge, Inc. | 2,188 | 0.58 USD | |
| 15 Apr 2011 | EXERCISE | Comverge, Inc. | 3,438 | 0.82 USD | |
| 15 Apr 2011 | EXERCISE | Comverge, Inc. | 2,188 | 0.00 USD | deriv |
| 15 Apr 2011 | EXERCISE | Comverge, Inc. | 3,438 | 0.00 USD | deriv |
| 11 Mar 2011 | TAX_WITHHOLDING | Comverge, Inc. | 248 | 4.85 USD | |
| 03 Mar 2011 | GRANT_AWARD | Comverge, Inc. | 5,650 | 0.00 USD | |
| 03 Mar 2011 | GRANT_AWARD | Comverge, Inc. | 33,900 | 0.00 USD | deriv |
| 12 Feb 2011 | TAX_WITHHOLDING | Comverge, Inc. | 100 | 5.85 USD | |
| 12 Feb 2011 | OTHER | Comverge, Inc. | 12,000 | 0.00 USD |