Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CISCO SYSTEMS, INC. | 37,060.54 | reported | 16 Mar 2026 | tx 20+34,367 |
| INTUIT INC. | 14,726 | reported | 24 Jul 2025 | tx 275+429,766−276,446.98 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | GRANT_AWARD | CISCO SYSTEMS, INC. | 383 | 78.90 USD | |
| 16 Dec 2025 | GRANT_AWARD | CISCO SYSTEMS, INC. | 3,481 | 0.00 USD | |
| 24 Jul 2025 | GRANT_AWARD | INTUIT INC. | 4,641 | 0.00 USD | deriv |
| 24 Jul 2025 | GRANT_AWARD | INTUIT INC. | 14,726 | 0.00 USD | deriv |
| 24 Jul 2025 | GRANT_AWARD | INTUIT INC. | 8,923 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 328 | 0.00 USD | |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 436 | 0.00 USD | |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 457 | 0.00 USD | |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 1,647 | 0.00 USD | |
| 01 Jul 2025 | TAX_WITHHOLDING | INTUIT INC. | 1,510 | 787.63 USD | |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 1,647 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 457 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 436 | 0.00 USD | deriv |
| 01 Jul 2025 | EXERCISE | INTUIT INC. | 328 | 0.00 USD | deriv |
| 03 Jun 2025 | SALE | INTUIT INC. | 2,149 | 761.75 USD | |
| 03 Jun 2025 | SALE | INTUIT INC. | 24,495 | 760.24 USD | |
| 03 Jun 2025 | EXERCISE | INTUIT INC. | 34,329 | 281.60 USD | |
| 03 Jun 2025 | SALE | INTUIT INC. | 7,685 | 762.51 USD | |
| 03 Jun 2025 | EXERCISE | INTUIT INC. | 34,329 | 0.00 USD | deriv |
| 01 Apr 2025 | EXERCISE | INTUIT INC. | 327 | 0.00 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | INTUIT INC. | 641.28 | 613.99 USD | |
| 01 Apr 2025 | EXERCISE | INTUIT INC. | 456 | 0.00 USD | |
| 01 Apr 2025 | EXERCISE | INTUIT INC. | 435 | 0.00 USD | |
| 01 Apr 2025 | EXERCISE | INTUIT INC. | 435 | 0.00 USD | deriv |
| 01 Apr 2025 | EXERCISE | INTUIT INC. | 327 | 0.00 USD | deriv |