Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Salesforce, Inc. | 2,089,165 | reported | 28 Jun 2004 | tx 2+1,666,665−1,666,665 |
| SoFi Technologies, Inc. | 433,104 | reported | 15 Jun 2026 | tx 16+1,719,209−691,928 |
| ZUORA INC | 191,016 | reported | 27 Jun 2023 | tx 23+389,647−355,835 |
| RPX Corp | 15,760 | reported | 19 Jun 2018 | tx 4+35,257−46,369 |
| SMARTSHEET INC | 0 | reported | 22 Jan 2025 | tx 49+297,774−496,127 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | GIFT | SoFi Technologies, Inc. | 433,104 | 0.00 USD | |
| 15 Jun 2026 | GIFT | SoFi Technologies, Inc. | 433,104 | 0.00 USD | |
| 09 Jun 2026 | EXERCISE | SoFi Technologies, Inc. | 18,388 | — | |
| 09 Jun 2026 | EXERCISE | SoFi Technologies, Inc. | 18,388 | 0.00 USD | deriv |
| 10 Jun 2025 | SALE | SoFi Technologies, Inc. | 87,140 | 14.39 USD | anomaly |
| 05 Jun 2025 | SALE | SoFi Technologies, Inc. | 87,140 | 13.95 USD | anomaly |
| 10 Jun 2025 | GRANT_AWARD | SoFi Technologies, Inc. | 18,388 | — | deriv |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | — | |
| 28 May 2025 | EXERCISE | SoFi Technologies, Inc. | 35,034 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 2,000 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 29,066 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 2,002 | 56.50 USD | |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 22 Jan 2025 | OTHER | SMARTSHEET INC | 130,000 | 0.00 USD | deriv |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | — | |
| 18 Jun 2024 | GRANT_AWARD | SMARTSHEET INC | 4,864 | 0.00 USD | deriv |
| 14 Jun 2024 | EXERCISE | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 14 Aug 2023 | GRANT_AWARD | SoFi Technologies, Inc. | 26,249 | 0.00 USD | deriv |
| 04 Jul 2023 | EXERCISE | SoFi Technologies, Inc. | 31,122 | — | |
| 04 Jul 2023 | EXERCISE | SoFi Technologies, Inc. | 31,122 | 0.00 USD | deriv |
| 27 Jun 2023 | GRANT_AWARD | ZUORA INC | 16,218 | 0.00 USD | |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | — | |
| 16 Jun 2023 | GRANT_AWARD | SMARTSHEET INC | 4,401 | 0.00 USD | deriv |
| 16 Jun 2023 | EXERCISE | SMARTSHEET INC | 5,162 | 0.00 USD | deriv |
| 21 Jun 2022 | GRANT_AWARD | ZUORA INC | 19,422 | 0.00 USD |