Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APPIAN CORP | 9,229 | reported | 05 Mar 2026 | tx 5+317,065−23,325 |
| MongoDB, Inc. | 6,931 | reported | 02 Apr 2025 | tx 3+151−525 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | TAX_WITHHOLDING | APPIAN CORP | 7,048 | 26.99 USD | |
| 05 Mar 2026 | EXERCISE | APPIAN CORP | 16,277 | — | |
| 05 Mar 2026 | EXERCISE | APPIAN CORP | 16,277 | 0.00 USD | deriv |
| 17 Feb 2026 | GRANT_AWARD | APPIAN CORP | 65,108 | 0.00 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | APPIAN CORP | 235,680 | 0.00 USD | deriv |
| 02 Apr 2025 | SALE | MongoDB, Inc. | 4 | 174.71 USD | |
| 02 Apr 2025 | SALE | MongoDB, Inc. | 521 | 173.25 USD | |
| 02 Apr 2025 | GRANT_AWARD | MongoDB, Inc. | 151 | 0.00 USD |