Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Klaviyo, Inc. | 104,174 | reported | 09 Jun 2026 | tx 10+158,340−162,499 |
| DUNKIN' BRANDS GROUP, INC. | 38,717 | reported | 04 Mar 2019 | tx 3+97,578 |
| Cardlytics, Inc. | 16,542 | reported | 24 May 2023 | tx 23+115,503−95,414 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jun 2026 | GRANT_AWARD | Klaviyo, Inc. | 14,822 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | Klaviyo, Inc. | 5,820 | 0.00 USD | |
| 12 Dec 2024 | CONVERSION | Klaviyo, Inc. | 75,000 | — | |
| 12 Dec 2024 | CONVERSION | Klaviyo, Inc. | 20,833 | — | |
| 12 Dec 2024 | CONVERSION | Klaviyo, Inc. | 75,000 | 0.00 USD | deriv |
| 12 Dec 2024 | CONVERSION | Klaviyo, Inc. | 20,833 | 0.00 USD | deriv |
| 11 Jun 2024 | GRANT_AWARD | Klaviyo, Inc. | 8,532 | 0.00 USD | |
| 29 Feb 2024 | CONVERSION | Klaviyo, Inc. | 33,333 | — | |
| 29 Feb 2024 | SALE | Klaviyo, Inc. | 33,333 | 25.97 USD | |
| 29 Feb 2024 | CONVERSION | Klaviyo, Inc. | 33,333 | 0.00 USD | deriv |
| 24 May 2023 | EXERCISE | Cardlytics, Inc. | 6,465 | — | |
| 24 May 2023 | EXERCISE | Cardlytics, Inc. | 6,465 | 0.00 USD | deriv |
| 23 May 2023 | GRANT_AWARD | Cardlytics, Inc. | 28,547 | 0.00 USD | deriv |
| 21 May 2022 | EXERCISE | Cardlytics, Inc. | 1,701 | 0.00 USD | |
| 24 May 2022 | GRANT_AWARD | Cardlytics, Inc. | 6,465 | 0.00 USD | deriv |
| 21 May 2022 | EXERCISE | Cardlytics, Inc. | 1,701 | 0.00 USD | deriv |
| 02 Jun 2021 | EXERCISE | Cardlytics, Inc. | 2,023 | — | |
| 02 Jun 2021 | EXERCISE | Cardlytics, Inc. | 2,023 | 0.00 USD | deriv |
| 21 May 2021 | GRANT_AWARD | Cardlytics, Inc. | 1,701 | 0.00 USD | deriv |
| 25 Jun 2020 | EXERCISE | Cardlytics, Inc. | 6,353 | — | |
| 25 Jun 2020 | EXERCISE | Cardlytics, Inc. | 6,353 | 0.00 USD | deriv |
| 09 Jun 2020 | SALE | Cardlytics, Inc. | 5,952 | 80.57 USD | |
| 02 Jun 2020 | GRANT_AWARD | Cardlytics, Inc. | 2,023 | 0.00 USD | deriv |
| 04 Apr 2020 | EXERCISE | Cardlytics, Inc. | 5,952 | — | |
| 04 Apr 2020 | EXERCISE | Cardlytics, Inc. | 5,952 | 0.00 USD | deriv |