Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LEGALZOOM.COM, INC. | 1,119,993 | reported | 15 May 2024 | tx 16+3,786,839−229,641 |
| INTUIT INC. | 13,031 | reported | 01 Jul 2018 | tx 124+1,090,497−1,037,886 |
| BILL Holdings, Inc. | 3,062 | reported | 15 Jan 2026 | tx 4+9,763−1,531 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jan 2026 | EXERCISE | BILL Holdings, Inc. | 1,531 | — | |
| 15 Jan 2026 | EXERCISE | BILL Holdings, Inc. | 1,531 | 0.00 USD | deriv |
| 11 Dec 2025 | GRANT_AWARD | BILL Holdings, Inc. | 3,639 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | BILL Holdings, Inc. | 4,593 | 0.00 USD | deriv |
| 15 May 2024 | TAX_WITHHOLDING | LEGALZOOM.COM, INC. | 42,549 | 9.49 USD | |
| 08 Mar 2024 | GRANT_AWARD | LEGALZOOM.COM, INC. | 365,853 | 0.00 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | LEGALZOOM.COM, INC. | 83,691 | 10.76 USD | |
| 15 Nov 2023 | TAX_WITHHOLDING | LEGALZOOM.COM, INC. | 13,221 | 11.31 USD | |
| 15 Aug 2023 | TAX_WITHHOLDING | LEGALZOOM.COM, INC. | 13,221 | 12.46 USD | |
| 15 May 2023 | TAX_WITHHOLDING | LEGALZOOM.COM, INC. | 13,222 | 10.65 USD | |
| 18 Mar 2023 | GRANT_AWARD | LEGALZOOM.COM, INC. | 550,795 | 0.00 USD | |
| 18 Mar 2023 | GRANT_AWARD | LEGALZOOM.COM, INC. | 1,376,987 | 0.00 USD | deriv |
| 03 Mar 2023 | SALE | LEGALZOOM.COM, INC. | 4,243 | 8.42 USD | |
| 06 Mar 2023 | SALE | LEGALZOOM.COM, INC. | 39,558 | 8.62 USD | |
| 17 Nov 2022 | SALE | LEGALZOOM.COM, INC. | 3,959 | 9.01 USD | |
| 17 Aug 2022 | SALE | LEGALZOOM.COM, INC. | 15,977 | 11.47 USD | |
| 26 Mar 2022 | GRANT_AWARD | LEGALZOOM.COM, INC. | 310,559 | 0.00 USD | |
| 26 Mar 2022 | GRANT_AWARD | LEGALZOOM.COM, INC. | 776,397 | 0.00 USD | deriv |
| 29 Jun 2021 | GRANT_AWARD | LEGALZOOM.COM, INC. | 116,071 | 0.00 USD | |
| 29 Jun 2021 | GRANT_AWARD | LEGALZOOM.COM, INC. | 290,177 | 0.00 USD | deriv |
| 01 Jul 2018 | EXERCISE | INTUIT INC. | 5,827 | 0.00 USD | |
| 01 Jul 2018 | TAX_WITHHOLDING | INTUIT INC. | 8,436 | 204.31 USD | |
| 01 Jul 2018 | EXERCISE | INTUIT INC. | 4,926 | 0.00 USD | |
| 01 Jul 2018 | EXERCISE | INTUIT INC. | 6,257 | 0.00 USD | |
| 01 Jul 2018 | EXERCISE | INTUIT INC. | 5,827 | 0.00 USD | deriv |