Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OneStream, Inc. | 7,130 | reported | 21 May 2025 | tx 12+95,444−212,294 |
| PAYCHEX INC | 3,061 | reported | 15 Oct 2025 | tx 18+48,044 |
| KnowBe4, Inc. | 0 | reported | 01 Feb 2023 | tx 5+708,572−1,405,332 |
| SuccessFactors, Inc. | 0 | reported | 22 Feb 2012 | tx 4+100,000−100,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 725 | 0.00 USD | |
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 3,061 | 127.52 USD | deriv |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 164 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 670 | 140.68 USD | deriv |
| 21 May 2025 | GRANT_AWARD | OneStream, Inc. | 7,130 | 0.00 USD | |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 5,760 | — | |
| 27 Nov 2024 | SALE | OneStream, Inc. | 5,760 | 31.00 USD | |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 5,760 | 0.00 USD | deriv |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 5,760 | 0.00 USD | deriv |
| 25 Nov 2024 | CONVERSION | OneStream, Inc. | 5,760 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 38,397 | — | |
| 18 Nov 2024 | SALE | OneStream, Inc. | 38,397 | 31.00 USD | |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 38,397 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 38,397 | 0.00 USD | deriv |
| 14 Nov 2024 | CONVERSION | OneStream, Inc. | 38,397 | 0.00 USD | deriv |
| 25 Jul 2024 | SALE | OneStream, Inc. | 79,823 | 18.85 USD | deriv |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 761 | 0.00 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 3,351 | 121.63 USD | deriv |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 765 | 0.00 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 3,382 | 120.86 USD | deriv |
| 01 Feb 2023 | OTHER | KnowBe4, Inc. | 11,812 | 24.90 USD | |
| 01 Feb 2023 | OTHER | KnowBe4, Inc. | 696,760 | 24.90 USD | deriv |
| 15 Jul 2022 | GRANT_AWARD | PAYCHEX INC | 739 | 0.00 USD | |
| 15 Jul 2022 | GRANT_AWARD | PAYCHEX INC | 3,027 | 115.00 USD | deriv |
| 16 May 2022 | GRANT_AWARD | KnowBe4, Inc. | 11,812 | 0.00 USD |