Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Gen Digital Inc. | 216,789 | reported | 01 Jun 2012 | tx 10+204,906−27,387 |
| Five9, Inc. | 119,724 | reported | 06 Sept 2022 | tx 179+851,856−576,763 |
| DOCUSIGN, INC. | 10,438 | reported | 08 May 2026 | tx 1+10,438 |
| SMARTSHEET INC | 0 | reported | 22 Jan 2025 | tx 21+45,440−39,306 |
| VeriFone Holdings, Inc. | 0 | reported | 20 Aug 2018 | tx 2+9,650−9,650 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | DOCUSIGN, INC. | 10,438 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 17,221 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | — | |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 18 Jun 2024 | GRANT_AWARD | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 01 Sept 2023 | EXERCISE | SMARTSHEET INC | 1,733 | — | |
| 01 Sept 2023 | EXERCISE | SMARTSHEET INC | 1,733 | 0.00 USD | deriv |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | — | |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | 0.00 USD | deriv |
| 16 Jun 2023 | GRANT_AWARD | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 06 Sept 2022 | SALE | Five9, Inc. | 1,225 | 89.28 USD | |
| 06 Sept 2022 | SALE | Five9, Inc. | 2,300 | 90.23 USD | |
| 06 Sept 2022 | SALE | Five9, Inc. | 1,250 | 90.75 USD | |
| 06 Sept 2022 | SALE | Five9, Inc. | 8 | 89.59 USD | anomaly |
| 06 Sept 2022 | SALE | Five9, Inc. | 1,400 | 91.31 USD | |
| 01 Sept 2022 | EXERCISE | SMARTSHEET INC | 1,733 | — | |
| 01 Sept 2022 | EXERCISE | SMARTSHEET INC | 1,733 | 0.00 USD | deriv |
| 11 Aug 2022 | SALE | Five9, Inc. | 5,909 | 120.11 USD | |
| 08 Aug 2022 | SALE | Five9, Inc. | 2,900 | 120.08 USD | |
| 05 Aug 2022 | SALE | Five9, Inc. | 1,000 | 117.37 USD | |
| 05 Aug 2022 | SALE | Five9, Inc. | 400 | 117.99 USD | |
| 05 Aug 2022 | SALE | Five9, Inc. | 100 | 113.16 USD | |
| 05 Aug 2022 | SALE | Five9, Inc. | 100 | 114.22 USD | |
| 05 Aug 2022 | SALE | Five9, Inc. | 400 | 116.14 USD |