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. | 131,965 | reported | 03 Jun 2026 | tx 7+131,965 |
| Block, Inc. | 105,400 | reported | 03 Jan 2023 | tx 186+540,106−263,160 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Jun 2026 | GRANT_AWARD | LEGALZOOM.COM, INC. | 35,585 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | LEGALZOOM.COM, INC. | 22,831 | 0.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | LEGALZOOM.COM, INC. | 21,080 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | LEGALZOOM.COM, INC. | 20,010 | 0.00 USD | |
| 03 Jan 2023 | SALE | Block, Inc. | 2,716 | 64.28 USD | |
| 15 Nov 2022 | GRANT_AWARD | Block, Inc. | 2 | 62.37 USD | |
| 02 Dec 2022 | SALE | Block, Inc. | 106 | 67.29 USD | |
| 03 Oct 2022 | SALE | Block, Inc. | 4,045 | 54.61 USD | |
| 02 Sept 2022 | SALE | Block, Inc. | 105 | 67.78 USD | |
| 01 Jul 2022 | TAX_WITHHOLDING | Block, Inc. | 3,992 | 63.90 USD | |
| 08 Jun 2022 | GRANT_AWARD | LEGALZOOM.COM, INC. | 16,213 | 0.00 USD | |
| 01 Jun 2022 | TAX_WITHHOLDING | Block, Inc. | 103 | 81.91 USD | |
| 13 May 2022 | GRANT_AWARD | Block, Inc. | 107 | 71.53 USD | |
| 05 May 2022 | CONVERSION | Block, Inc. | 4,167 | 0.00 USD | |
| 05 May 2022 | CONVERSION | Block, Inc. | 13,125 | 0.00 USD | |
| 05 May 2022 | CONVERSION | Block, Inc. | 13,125 | 0.00 USD | deriv |
| 05 May 2022 | EXERCISE | Block, Inc. | 13,125 | 0.00 USD | deriv |
| 05 May 2022 | EXERCISE | Block, Inc. | 13,125 | 0.00 USD | deriv |
| 05 May 2022 | CONVERSION | Block, Inc. | 4,167 | 0.00 USD | deriv |
| 05 May 2022 | EXERCISE | Block, Inc. | 4,167 | 0.00 USD | deriv |
| 05 May 2022 | EXERCISE | Block, Inc. | 4,167 | 0.00 USD | deriv |
| 19 Apr 2022 | GRANT_AWARD | Block, Inc. | 29,422 | 0.00 USD | |
| 19 Apr 2022 | GRANT_AWARD | Block, Inc. | 58,843 | 0.00 USD | deriv |
| 01 Apr 2022 | TAX_WITHHOLDING | Block, Inc. | 3,704 | 133.62 USD | |
| 18 Mar 2022 | GRANT_AWARD | LEGALZOOM.COM, INC. | 13,477 | 0.00 USD |