Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMAZON COM INC | 35,051 | reported | 15 May 2015 | tx 224+778,674−982,343 |
| INTUIT INC. | 87 | reported | 08 May 2026 | tx 79+14,953−5,754 |
| Zendesk, Inc. | 0 | reported | 18 May 2022 | tx 26+18,586−8,156 |
| ATHENAHEALTH INC | 0 | reported | 11 Feb 2019 | tx 4+4,987−4,987 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | EXERCISE | INTUIT INC. | 63 | 401.04 USD | |
| 07 May 2026 | EXERCISE | INTUIT INC. | 63 | 401.04 USD | deriv |
| 08 May 2026 | GRANT_AWARD | INTUIT INC. | 87 | 396.31 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 67 | 374.85 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 694 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 694 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 67 | 374.85 USD | deriv |
| 23 Jan 2026 | GRANT_AWARD | INTUIT INC. | 497 | 0.00 USD | deriv |
| 23 Jan 2026 | GRANT_AWARD | INTUIT INC. | 61 | 563.97 USD | deriv |
| 30 Oct 2025 | EXERCISE | INTUIT INC. | 80 | 0.00 USD | |
| 31 Oct 2025 | GRANT_AWARD | INTUIT INC. | 52 | 667.55 USD | deriv |
| 30 Oct 2025 | EXERCISE | INTUIT INC. | 80 | 314.68 USD | deriv |
| 31 Jul 2025 | EXERCISE | INTUIT INC. | 82 | 0.00 USD | |
| 31 Jul 2025 | EXERCISE | INTUIT INC. | 82 | 306.37 USD | deriv |
| 25 Jul 2025 | GRANT_AWARD | INTUIT INC. | 44 | 785.95 USD | deriv |
| 09 May 2025 | GRANT_AWARD | INTUIT INC. | 53 | 653.88 USD | deriv |
| 08 May 2025 | EXERCISE | INTUIT INC. | 90 | 280.36 USD | |
| 08 May 2025 | EXERCISE | INTUIT INC. | 90 | 280.36 USD | deriv |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 87 | 288.08 USD | |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 87 | 288.08 USD | deriv |
| 24 Jan 2025 | GRANT_AWARD | INTUIT INC. | 469 | 0.00 USD | deriv |
| 24 Jan 2025 | GRANT_AWARD | INTUIT INC. | 58 | 597.95 USD | deriv |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | deriv |
| 31 Oct 2024 | EXERCISE | INTUIT INC. | 98 | 0.00 USD |