Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Oportun Financial Corp | 140,338 | reported | 11 Dec 2024 | tx 26+140,338−2,855 |
| INTUIT INC. | 100,542 | reported | 12 Sept 2017 | tx 199+2,019,576−1,574,966 |
| RingCentral, Inc. | 31,009 | reported | 03 Jun 2024 | tx 199+235,030−234,021 |
| AMYRIS, INC. | 3,466 | reported | 23 Oct 2019 | tx 15+104,330 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Dec 2024 | PURCHASE | Oportun Financial Corp | 25,000 | 3.87 USD | first after silence |
| 26 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 33,359 | — | |
| 03 Jun 2024 | GRANT_AWARD | RingCentral, Inc. | 5,829 | 0.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | Oportun Financial Corp | 3,886 | — | |
| 30 Sept 2023 | GRANT_AWARD | Oportun Financial Corp | 2,961 | 0.00 USD | |
| 30 Jun 2023 | GRANT_AWARD | Oportun Financial Corp | 3,215 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | Oportun Financial Corp | 19,441 | — | |
| 01 Jun 2023 | GRANT_AWARD | RingCentral, Inc. | 8,448 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | Oportun Financial Corp | 2,794 | 0.00 USD | |
| 31 Dec 2022 | GRANT_AWARD | Oportun Financial Corp | 3,063 | 0.00 USD | |
| 30 Sept 2022 | GRANT_AWARD | Oportun Financial Corp | 3,862 | 0.00 USD | |
| 30 Jun 2022 | GRANT_AWARD | Oportun Financial Corp | 2,041 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | Oportun Financial Corp | 12,551 | — | |
| 01 Jun 2022 | GRANT_AWARD | RingCentral, Inc. | 4,770 | 0.00 USD | |
| 31 Mar 2022 | GRANT_AWARD | Oportun Financial Corp | 1,176 | 0.00 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 4,573 | 128.97 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 6,817 | 127.75 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 5,290 | 126.81 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 6,950 | 125.92 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 1,250 | 131.71 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 2,070 | 129.77 USD | |
| 01 Mar 2022 | SALE | RingCentral, Inc. | 3,050 | 130.86 USD | |
| 01 Mar 2022 | CONVERSION | RingCentral, Inc. | 30,000 | — | |
| 01 Mar 2022 | EXERCISE | RingCentral, Inc. | 30,000 | 2.73 USD | deriv |
| 01 Mar 2022 | CONVERSION | RingCentral, Inc. | 30,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 11 Dec 2024.